virtual accounting conference 2014

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2020 Dream Practice Virtual Accounting Conference Virtual Conference for Accountants October 1 and 2, 2014 National virtual conferences highlighting practice growth topics Featuring keynote and topical speakers, all experts in their fields 16 hours of Professional Development Webinars: Presentations will be held on Tuesdays and Thursdays from June 3, 2014 through January 27, 2015 Presentations scheduled from 11:00 am MST to 1:00 pm MST Schedule includes one hour for presentation and up to one hour for questions Over 32 webinars with industry experts www.virtualaccountingconference.com Collaborate Innovate Prosper Gold Sponsors Silver Sponsors

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Page 1: Virtual Accounting Conference 2014

2020 Dream Practice

Virtual Accounting Conference

Virtual Conference for Accountants

October 1 and 2 2014

National virtual conferences

highlighting practice growth topics

Featuring keynote and topical

speakers all experts in their fields

16 hours of Professional

Development

Webinars

Presentations will be held on

Tuesdays and Thursdays from June 3

2014 through January 27 2015

Presentations scheduled from 1100

am MST to 100 pm MST

Schedule includes one hour for

presentation and up to one hour for

questions

Over 32 webinars with

industry experts

wwwvirtualaccountingconferencecom

Collaborate Innovate Prosper

Gold Sponsors

Silver Sponsors

Virtual Accounting Conference began with a bold question How can accounting professionals collaborate innovate and prosper in their accounting businesses The answer seemed simple enough ndash find like-minded accountants across Canada and connect them However the traditional conference model seemed too simplistic What about a virtual event that would allow partici-pants and thought leaders to interact without the need for all parties to travel

Throughout this catalog and on our website we will refer to ldquoaccounting businessesrdquo for a specific reason ndash we want to stress to our readers that accounting firms need to be treated like a business if they are to provide maximum value to their stakeholders

We welcome suggestions for speakers sponsors and topics for discussion as the Virtual Accounting Conference date approaches We will focus on tech-nology and solutions that improve the efficiency effectiveness and profitability of a modern account-ing business

The Virtual Accounting Conference builds on the conversations and work from the Accounting Prac-titioners Symposium Participants for both events will be encouraged to share ideas through our fo-rum The Virtual Accounting Conference will differ from the Accounting Practitioners Symposi-um because we will include a variety of speakers and we will combine web-technology with in-person interaction

Our speakers are industry leaders and they will share their thoughts in the following areas

Practice Management

Sales and Marketing

Social Media

Technology

Innovative Products

New Service Offerings

Key Performance Indicators

Succession Planning

Participants will be encouraged to network with local colleagues and in online forums in order to build connections with like-minded individuals We be-lieve that collaboration and innovation will lead to increased prosperity in your accounting busi-ness After all who wouldnrsquot want to work less earn more money and enjoy the work that they do

The harsh reality is that our industry is in a state of transition We are seeing an aging population and fewer accountants entering professional training programs This means that there will be a surplus of firms for sale in the near term with a reduced num-ber of potential buyers Your firm will have to truly stand out if you plan to sell it in the near term Join us and learn how to maximize the value of your firm both in terms of immediate profitability and long term sales value

Jeff Borschowa of Dream Practice will be one of our keynote speakers Please feel free to check out his website and blog at wwwdreampracticeca

After all who wouldnrsquot want to

work less earn more money

and enjoy the work that they

do

2020 Dream Practice Virtual Accounting Conference 2014

wwwvirtualaccountingconferencecom

REGISTRATION FEES

Virtual Conference

for Accountants

October 1 and 2 2014

$17900 (includes tax)

Webinars

FREE

Register Online

wwwvirtualaccountingconferencecom

Virtual Conference for Accountants

October 1 and 2 2014

National virtual conference highlighting practice

growth topics

Featuring keynote and topical speakers all ex-

perts in their fields

16 hours of Professional Development

Webinars

Presentations will be held on Tuesdays and

Thursdays from June 3 2014 through

January 27 2015

Presentations scheduled from 1100 am MST to

100 pm MST

Schedule includes one hour for presentation and

up one hour for questions

Over 32 webinars with industry experts

2020 Dream Practice Virtual Accounting Conference 2014

Conference Schedule October 1st 2014

EST Schedule MST Schedule PST Schedule

Speaker Start End Speaker Start End Speaker Start End

Local content 900 1015 Rick Solomon 830 1000 Rick Solomon 730 900

Break 1015 1030 Break 1000 1030 Break 900 930

Rick Solomon 1030 1200 Jeff Borschowa 1030 1145 Jeff Borschowa 930 1045

Break 1200 1230 Break 1145 1200 Break 1045 1100

Jeff Borschowa 1230 1345 Joel Sinkin 1200 1400 Joel Sinkin 1100 1300

Break 1345 1400 Local content 1400 1500 Local content 1300 1400

Joel Sinkin 1400 1600 Break 1500 1515 Break 1400 1415

Local content 1600 1700 Local content 1515 1700 Local content 1415 1600

wwwvirtualaccountingconferencecom

Conference Schedule October 2nd 2014

EST Schedule MST Schedule PST Schedule

Speaker Start End Speaker Start End Speaker Start End

Local content 900 1015 Rick Solomon 830 1000 Rick Solomon 730 900

Break 1015 1030 Break 1000 1030 Break 900 930

Rick Solomon 1030 1200 Paul Tyers 1030 1145 Paul Tyers 930 1045

Break 1200 1230 Break 1145 1200 Break 1045 1100

Paul Tyers 1230 1345 Chris Frederickson 1200 1400 Chris Frederickson 1100 1300

Break 1345 1400 Local content 1400 1500 Local content 1300 1400

Chris Frederickson 1400 1600 Break 1500 1515 Break 1400 1415

Local content 1600 1700 Local content 1515 1700 Local content 1415 1600

Keynote Speaker Rick Solomon

For over 20 years Rick Solomon has taught professionals around the world how to

create extraordinary results in their professional practices and lives by applying time

tested techniques and sometimes ancient wisdom in a number of ways

His past practice as a CPA and business advisor coupled with years of study at the

Sedona Institute have provided him a deep understanding of how to guide others to

be free of the self-created limitations that for many people make personal and

professional success much harder than it has to be

Rick is presently the CEO of Thriving Firm a world leader in helping professional

service providers and advisors build more profitable and rewarding practices He is

the founder and serves as the main facilitator of the Masters Program a two-year

workshop and coaching program offered exclusively to open-minded professionals

Thriving Firm (wwwthrivingfirmcom) is an interesting

site Their newly branded program is called Accountants

Reboot Essentially the idea is to step away from your

practice for a short period to re-evaluate your product

offering staffing and successes

Is your accounting firm surviving or thriving Do you dread

the Monday morning return to work How would it impact

your firm and life if you could do what you love at work and

be more profitable

The Thriving Firm team offers coaching a collaborative net-

work resources and tools to transform your practice and

life In their words ldquohaving an amazing vibrant

profitable practice amp career is much easier than you may

thinkrdquo I couldnrsquot agree more One of the best decisions that

I have made in my professional career was to participate in

the Thriving Firmrsquos Masters Program The program has

since been renamed to Accountants Reboot

Participating in the program changed my practice and my

life both drastically for the better

As a group my fellow Masterrsquos and I were led through a

series of exercises designed to help us create a compelling

vision for our firms I learned firsthand the importance in

setting goals and monitoring the results to determine how

well I was doing with my practice

I graduated from the program in 2012 but maintain close

contact with my peers from the group We have continued

to challenge one another to set and achieve new goals

The program itself was challenging We were asked

collectively and individually to explore our mindset and

past results to determine areas for improvement

My biggest challenge was to step away from a growing

practice every four months to meet with the group

However I saw significant improvements in the practice

from the beginning so it was definitely something I wanted

to commit my full attention to

There is an assessment tool on the Thriving Firm website if

you would like to learn more about where you are

currently If you do nothing else the conversations and self

-exploration that can come from the assessment are highly

worthwhile

In all honesty I cannot do justice to explaining either the

program or the positive impact it has had on my

life Friends peers staff colleagues and clients have all

commented on the noticeable changes All I can suggest is

that you check it out yourself

-Jeff Borschowa (Event Organizer Host and Speaker)

ldquoI love helping people realize how

to be completely successful on

their own terms and revealing how

much easier it is than they ever

imagined mdash Rick Solomon

Rick Solomon

wwwthrivingfirmcom

2020 Dream Practice Virtual Accounting Conference 2014

Keynote Speaker Joel Sinkin

wwwvirtualaccountingconferencecom

Mr Sinkin is an editorial advisor to the AICPArsquos newsletter Small Firm Solution and

a member of The CPA Journal Editorial Review Board Recently Mr Sinkin fulfilled

a personal goal to create a new type of consulting firm that brings a fresh ap-

proach to the succession and growth needs of accounting firms and their owners

nationally In 2004 he joined forces with Terrence E Putney CPA to form

Transition Advisors

In 2012 amp 2013 Accounting Today named Mr Sinkin one of the top 100 most

influential people in accounting

Succession planning is key to ensuring that you maximize

the value of your firm should you decide to slow down or

retire In my experience there seems to be a mystical

shroud around the topic of succession and transition plan-

ning for accounting firms I recently spoke to a group of

accountants and every single participant in the room had

the same plan ndash a younger accountant would buy their

firm Not surprisingly not a single person in the group had

identified this hypothetical younger accountant despite

most participants indicating that they intended to retire

within two to five years

I have seen many accountants assume that they can suc-

cessfully sell or transition their practice Many would ra-

ther avoid paying for advice so they adopt the do it your-

self approach I believe that it is difficult for any business

owner to anticipate and respond appropriately to many of

the issues that come into play in a transition scenario I

believe that it is even more difficult with an accounting

firm as the owner is personally attached to the business

(and clients) and may not be objective

The accountants that I have known and worked with who

sold their practices all had one primary concern ndash would

their replacement take good care of their beloved cli-

ents Too often lack of planning means that the replace-

ment is not necessarily the best candidate and the clients

ultimately suffer

I have had the pleasure of knowing Joel Sinkin

from Transition Advisors for a few years In that time he

has impressed me with his knowledge of the accounting

industry and specifically his focus with mergers acquisi-

tions and transitions of accounting firms

Joel and his team at Transition Advisors have been leading

accountants through transition since 1990 completing hun-

dreds of transactions successfully The majority of their

materials and resources discuss topics from the perspec-

tive of CPArsquos in the United States However I have heard

Joel speak many times and have always taken away some-

thing of immediate relevance to my practice in Canada I

was very happy to see them launch a Canadian office in

Toronto

Joel recently published a series of articles in the Journal of

Accountancy highlighting key issues and trends in the field

of succession I highly recommend taking the time to read

it (JOA Combined articles 2013 2014)

Joel has also co-authored an article with Terrence Putney

entitled ldquoKeeping it Togetherrdquo The article covers the im-

portance of planning your transition carefully in order to

retain key staff and your clients I canrsquot stress enough how

important key staff can be to the transition Many practi-

tioners ignore this aspect at their own peril You can read

the article here Keeping it Togeth-

er_Reporting_Patton_April09

If you foresee a transition in your future you should take a

look at the Transition Advisors website I particularly rec-

ommend the articles in their resource section

Jeff Borschowa (Event Organizer Host and Speaker)

Joel Sinkin

wwwtransitionadvisorscom

2020 Dream Practice Virtual Accounting Conference 2014

Keynote Speaker Jeff Borschowa

I first joined the accounting world in 1991 and became a Chartered Accountant in

2000 I have spent the bulk of my career working with and advising small to

medium-sized enterprises I have experience working in all sizes of accounting firms

from sole practitioners to international firms My focus in my career has been to find

new and better ways to integrate innovation and technology to enhance the

customer experience and improve efficiency in the accounting process My journey

has been unique in that I have met some very innovative accountants and mentors

in my career I have been very fortunate to be in a position to learn from them

compare their ideas and to truly choose the best of the best Personally I would like

nothing more than to free accountants from the stress created by high volume

commodity work allowing them the freedom to pursue work that is rewarding personally and professionally

My overall goal is to reduce the hours worked by accountants and increase overall profitability One of my

friendrsquos made an interesting comment recently ldquoAlmost every accountant that I know can tell me how much

his gross revenue is but very few know what their actual costs arerdquo I challenge you to learn more about your

practice so that you can bid on the right kinds of projects and earn what you are worth ndash your education

should be your most valued possession

Jeff Borshcowa

wwwdreampracticeca

wwwvirtualaccountingconferencecom

Keynote Speaker Paul Tyers

Paul Tyers is Managing Director of Wealth Stewards Inc and Vice President of

Portfolio Stewards Inc registered with the Ontario Securities Commission He and

his team provide comprehensive wealth management services to affluent

Canadians typically in conjunction with their other ldquotrusted advisorsrdquo A Chartered

Professional Accountant (CPA) Certified Financial Planner (CFP) and Chartered

Investment Manager (CIM) Paul has both the education and experience to provide

comprehensive wealth advisory services Upon completion of a business degree

Paul began his career at a major international CA firm gaining experience in a wide

variety of business sectors Moving into corporate finance with Bank of Montreal

followed by Corpfinance International experience was gained in mergers

acquisitions succession and growth financing In 1987 Paul partnered with a venture capital firm to acquire

Retirement Counsel of Canada (RCOC) and led it through substantial growth prior to selling it in 2002 Since

2002 Paul has returned to his passion of building managing and preserving the wealth of affluent private

clients His success is attributed to ensuring clientsrsquo interests always come first Paul provides advice on the

areas noted to the left and has pioneered the integration of wealth management services into Canadian

accountingtax firms

wwwwealthstewardsca

Paul Tyers

2020 Dream Practice Virtual Accounting Conference 2014

Keynote Speaker Chris Frederiksen CPA

Chris Frederiksen is one of the best-known and most highly-rated seminar

leaders in the world as well as a consultant to accountancy firms worldwide He is

also a practicing accountant in San Francisco California His experience includes

partnership positions with two international CPA firms and building several

independent practices in the San Francisco Bay Area

As a consultant for the past twenty years he has been helping small and medium

sized accountancy firms achieve their goals of greater profitability and greater

personal satisfaction for the owners He is now committed to helping CPAs and

tax professionals excel in financial services strategic planning and other new

service areas

The Cloud Exposed Many business consultants strongly advocate the adoption

of cloud computing believing this to be the future of IT

infrastructure It is generally accepted that the term ldquothe

cloudrdquo is synonymous with ldquothe internetrdquo The precise

definition of cloud computing is slightly contentious but in

this post we use the term to signify a hosted service

delivery model A hosted service allows a userrsquos programs

applications files and other data to be stored on an off-site

server usually owned and managed by a hosted service

provider The data is then accessed by the user over the

internet Here are 5 advantages that cloud computing holds

over traditional methods

Disaster recovery ndash At any given time your firm is at risk of

numerous disasters fire flooding earthquakes theft and

hardware failure and just a few examples In the event of

such a disaster you need to ensure that you have appropri-

ate recovery systems in place An important advantage of

cloud computing is that your data and programs are stored

off-site Hosted service providers generally own the servers

that store your information and go to great lengths to pro-

tect and maintain them backing up your information in

multiple servers and data centers in multiple areas of the

country

Security - Data breaches are a serious issue the costs of a

data breach to your firm could be devastating Primary

causes of data breaches include criminal activity (theft and

hacking) and staff negligence (the loss or ineffective

disposal of equipment containing sensitive information)

Cloud computing can significantly reduce the risk of a data

breach As your data is stored securely in an off-site

location it cannot be misplaced or disposed of

inadequately Moreover the security offered by hosted

service providers is generally far superior to that of an

office reducing the risk of hardware theft and data

hacking

Work from Anywhere - Because only an internet connection

is required to access your files and programs you and your

colleagues can work from any computer in any location

With the proliferation of mobile devices such as tablets and

smartphones business professionals now have even more

flexibility to access and work with their data

Collaboration ndash Traditional methods of computing see a file

stored either to a server or an individual machine with only

a single user being able to work on it at a time An

innovative aspect of cloud computing is that you and your

colleagues can work simultaneously on the same file

Cost Reduction ndash As mentioned previously hosted service

providers generally own the servers that store your data

This means that the cost of purchasing and maintaining a

server and licenses is nullified Software updates and virus

protection are also handled by the provider freeing up

your resources for other tasks Additionally you can scale

your operations more accurately when your system

requirements are managed by a hosted service provider

Instead of making a large investment in a faster or larger

server you can simply upgrade your service contract

Are you interested in getting on the cloud Give us a call

and we can help you get started on your cloud journey

- 2020 Group USA (originally appeared as a blog post on

www2020groupusacom)

Chris Frederikesn

www2020groupusacom

wwwvirtualaccountingconferencecom

Event Organizer Spotlight Dream Practice

Accountants Manifesto I first joined the

accounting world in 1991 and became a Chartered

Accountant in 2000 I have spent the bulk of my

career working with and advising small to medium-

sized enterprises I have experience working in all

sizes of accounting firms from sole practitioners to

international firms

My focus in my career has been to find new and

better ways to integrate innovation and technology

to enhance the customer experience and improve

efficiency in the accounting process

My journey has been unique in that I have

met some very innovative accountants and mentors

in my career I have been very fortunate to be in a

position to learn from them compare their ideas

and to truly choose the best of the best I share my

experiences as I saw them sometimes updated with

the benefit of hindsight My postings are candid

and generally unfiltered I do not intend to offend

but will apologize in advance if I do

The purpose of my Blog and website is to share my

discoveries in the hopes of advancing our

profession Personally I would like nothing more

than to free accountants from the stress created by

high volume commodity work allowing them the

freedom to pursue work that is rewarding

personally and professionally

I welcome you to share my journey and to offer

your thoughts and comments along the way The

information and materials that I will share are not

intended to be offered as a one-size fits all solution

but rather to offer you some thoughts that you may

wish to explore further

My site is dedicated to sharing my ldquoAccountantrsquos

Manifestordquo I cover the following general areas

Efficiency versus Effectiveness

Outsourcing

Networking and Marketing

Technology

Consulting Tools

Consulting Mindset

Innovations that impact accounting

I create tags to allow easy searching ndash no point

wasting time on a topic if it isnrsquot immediately

relevant to you

My overall goal is to reduce the hours worked by

accountants and increase overall profitability One

of my friendrsquos made an interesting comment

recently ldquoAlmost every accountant that I know can

tell me how much his gross revenue is but very few

know what their actual costs arerdquo I challenge you to

learn more about your practice so that you can bid

on the right kinds of projects and earn what you are

worth ndash your education should be your most valued

possession

Visit Us Online

wwwdreampracticeca

2020 Canada is the premier volunteer membership

group for accountants in Canada for small and medi-

um-size practitioners 2020 Canada started in 2005

our membership is coast-to-coast representing CAs

CGAs and CMAs in Public Practice 2020 Canada

appeals to those accountants who are interested in

improving their practices through improved

efficiencies expanded offerings and marketing

initiatives that result in improved bottom lines

2020 Canada is the Canadian branch of The 2020

Group Worldwide in the UK The 2020 Group was

founded in the 1990s by three of the best-known

consultants and seminar leaders in the profession

Ian Fletcher Chris Frederiksen and Gordon Gilchrist

They recognized that historical compliance services

were likely to be limited growth areas for account-

ants and that progressive firms would need to offer

their clients more value-added services For that

new tools and ideas would be needed Since the

launch the 2020 Group has organizations in UK and

Ireland USA South Africa and Canada with

world-wide members as part of 2020 International

2020 Canada offers Professional Development

courses through webinars seminars and confer-

ences focussing primarily in non-compliance areas

Practice Management Marketing and Consulting

Business Advisory Services Legal Issues Efficiency

Resources in IT Software Outsourcing Services and

others

Event Organizer Spotlight 2020 Canada

For Membership Information Visit Us Online

www2020canadaca

Benefits of 2020 Canada Membership Fantastic VALUE 25 discount on 2020 Canada Professional Development Courses Discounts on 2020 Tools Discount on 2020 Canada Conferences and Seminars Discounts on third party products and services (Please see our list of Value Added Services)

Members Newsletter You will also receive regular correspondence through our e-newsletters packed full with useful practice management and marketing ideas Members are also encouraged to pose questions in the QampA section of the website where answers and features are made within the newsletters

TelephoneEmail support We act as a resource to your practice and encourage you to call us with questions and requests Over the years the 2020 Membership Group has become highly colle-gial and members are generally more than willing to share information with each other

Access to an international affiliation of professional accountants

2020 Dream Practice Virtual Accounting Conference 2014

Gold Sponsor

Irsquove worked with a company that fully embraces ldquobusiness process

outsourcingrdquo Anything that we could outsource to virtual workers we have and it has

greatly reduced the amount of square footage that our company needs hence greatly

reducing our carbon footprint and office expenses It also benefits the workers we

employ in the sense that they get to live where they want and be in their home work

environment If you really think about it you rsquod be surprised about exactly how many

task you can actually outsource and that can be done online It rsquos nice to be on

the forefront of a new growth industry

John B ndash Geeks On The Way

Increase productivity expand your business and save money ndash outsource your business processes with Tursa Group

We have a talented team of specialists in various fields of IT marketing administration and finance ready to look after your companyrsquos needs so

that you can concentrate on growing your company

For More Information Visit Us Online

wwwtursagroupcom

wwwvirtualaccountingconferencecom

2020 Dream Practice Virtual Accounting Conference 2014

Gold Sponsor

Zohocom offers a comprehensive suite of award-winning online business productivity amp collaboration applications Customers use Zoho Applications to run their business processes manage their information and be more productive while at the office or on the go without having to worry about expensive or outdated hardware or software To date Zohocom has launched 25+ online applications mdash from CRM to Mail Office Suite Project Management Invoicing Web conferencing and more Zoho has received numerous awards including an InfoWorld 2009 Product of the Year award a 2008 PC World 25 Most Innovative Products Award and a 2007 TechCrunch Best Enterprise Start-up Zohocom is a division of Zoho Corporation a privately-held and profitable company With offices in CA Austin Chennai Yoko-hama and Beijing Zoho Corporation serves the technology needs of more than 9 million customers worldwide

For More Information Visit Us Online

wwwzohocom

Silver Sponsors

The Accounting Practitioners Symposium is an information

resource for Accounting Professionals to examine bringing

together different technology to create a simplified and

streamlined office process to help grow your business

wwwaccountingsymposiumcom

We build tools that simply make life easier

The goal of Client Track is to help take control of your

practice and save you time by combining all of the office

management tools into one easy-to-use package

wwwclienttrackca

Online Marketing amp Web Design

VH Marketingrsquos strategy is to build an outstanding web

presence not just a website by providing clients with an

up-to-date web design mobile setup and social media

presence tied together with strong ongoing SEO

(search engine optimization) Following this proven strategy

places our clients business in front of the right target

market generating leads on consistent basis

wwwvhwebsitescom

Wealth Stewards Inc is the partner of choice for Chartered

Professional Accountants who want to provide their valued

clients with a wealth management firm that is prudent and

a true steward of their wealth Wealth Stewards Inc

partners with accountants to provide both tax effective and

sound wealth management strategies together we help

our clients achieve long-term financial goals

wwwwealthstewardsca

Wolters Kluwer enables legal tax finance and healthcare

professionals to be more effective and efficient We provide

information software and services that deliver vital in-

sights intelligent tools and the guidance of subject-matter

experts

wwwwolterskluwercom

wwwvirtualaccountingconferencecom

Webinar Schedule SpringSummer

Date Topic Speaker

Last Speaker

First

632014 Connect With Your Clients With Intent Using ASPiRE

Crosser John

6102014 Integrating Wealth Management Tyers Paul

6122014 Learn about XLGL an Excel add-in which connects to Sage 50 databases to produce customized reports

Carrier Daniel

6172014 LedgerDocs Never Lose a Receipt Zielke Wayne

6192014 Protecting Those that Run Your Business Crosser John

6242014 Drop the Struggle amp Thrive Solomon Rick

732014 Working In The Cloud A Bookkeepers Perspective Bouffard Keri

782014 Clouds Taking the First Steps Irving Graham

7102014 Importing Data into Small Business Accounting Programs

Mason Dan

7152014 Shoeboxedcom Hourigan Mike

7222014 5 Ways to Grow Your Business Borschowa Jeff

7242014 Supercharge Your Documentation Bellehumeur Adrienne

7292014 Protecting Your Business Entity Crosser John

7312014 Client Track as a Practice Management Solution Merritt David

852014 Creating and Implementing a Marketing Plan Buol Ruszczyk Bonnie

8122014 Accounting in The Cloud Zandbergen Scott

8192014 High Level Overview of Business Processes Borschowa Jeff

8262014 The Enlightened Accountant Solomon Rick

2020 Dream Practice Virtual Accounting Conference 2014

Webinar Schedule FallWinter

wwwvirtualaccountingconferencecom

Date Topic Speaker

Last Speaker

First

922014 Sandler Rules for Building Your Practice to Work Smarter Not Harder

Knox Hamish

942014 Social Media Strategies for Accountants and Bookkeepers Olah Viola

992014 Make Your Website a Business Development Tool Buol Ruszczyk Bonnie

9112014 Business Development Intelligence (BDI) Fritsch Chris

9162014 Succession Planning Tyers Paul

9182014 Turning Your Accountancy Firm Website Into a Lead Generation Machine

Reyburn Karen

9232014 Benchmarking for Success Borschowa Jeff

9252014 A Brief Tour Through Wills and Estate Planning Jones Stephan

9302014 Sales and Marketing Eden Jan

1072014 Social Media The Good Bad and Effective Buol Ruszczyk Bonnie

1092014 An Introduction to SRampED What It Is and What Can It Do For Your Clients

Smith Graham

10142014 Understanding and Utilizing Insurance Company Investment and Income Products

Findlay Curtis

10162014 Key Elements of a Lead Generating Website Olah Viola

10212014 Improving the Bottom Line Through Niche Marketing Tyers Peggy

10232014 LedgerOnline Zielke Wayne

10282014 Going Paperless Duncan Brooks

1142014 Growing Your Firm with LinkedIn Buol Ruszczyk Bonnie

1162014 Expanding Business Activities to the United States (Canadian Companies)

Shumate Amy

11132014 Business Planning For Organizations of all Sizes Findlay Curtis

11182014 The Power of Niche Marketing for Accountants Reyburn Karen

11252014 Profitable Cloud-Based Payroll for your Practice Vassa Sam

1222014 Turning Great Ideas Into Reality Suart Glenn

1292014 Colour Accounting Descoteaux Stephanie

Webinar Speakers

Adrienne Bellehumeur CA CISA PMP

Adrienne Bellehumeur lives in Calgary Alberta and works as a consultant specializing

in business analysis audit and effective documentation Her focus is on helping

companies track monitor and protect their most valuable assets information and

intellectual capital Adrienne began her career as a Chartered Accountant working with

clients on audits assessing financial controls and Sarbanes-Oxley (SOX) compliance

projects Her experience over the years includes requirements management process

modelling project communications technical writing and developing documentation

strategies and systems Adrienne continues to actively research present on and write

about effective documentation and business analysis practices

Company BELLEHUMEUR amp ASSOCIATES Website wwwleadersinbusinessanalysiscom

Jeff Borschowa - Event Organizer amp Host

I first joined the accounting world in 1991 and became a Chartered Accountant in 2000 I

have spent the bulk of my career working with and advising small to medium-sized

enterprises I have experience working in all sizes of accounting firms from sole

practitioners to international firms My focus in my career has been to find new and better

ways to integrate innovation and technology to enhance the customer experience and

improve efficiency in the accounting process My journey has been unique in that I have

met some very innovative accountants and mentors in my career I have been very

fortunate to be in a position to learn from them compare their ideas and to truly choose

the best of the best Personally I would like nothing more than to free accountants from the stress created by high

volume commodity work allowing them the freedom to pursue work that is rewarding personally and professionally My

overall goal is to reduce the hours worked by accountants and increase overall profitability One of my friendrsquos made an

interesting comment recently ldquoAlmost every accountant that I know can tell me how much his gross revenue is but

very few know what their actual costs arerdquo I challenge you to learn more about your practice so that you can bid on the

right kinds of projects and earn what you are worth ndash your education should be your most valued possession

Company Dream Practice Website wwwdreampracticeca

Twitter DreamPractices

2020 Dream Practice Virtual Accounting Conference 2014

wwwvirtualaccountingconferencecom

Webinar Speakers

Kerri Bouffard

Kerri Bouffard CPB has been a professional bookkeeper for over 20 years and has

been operating her own company Add-Vantage Bookkeeping since 2003

She has been happily working completely in the cloud since 2012 ndash with no copies of

any software loaded directly on her local computer system

Company Add-Vantage Bookkeeping Website httpaddvantagebookkeepingcom

Bonnie Buol Ruszczyk

Bonnie Buol Ruszczyk is the founder and president of bbr marketing which provides

marketing services and strategy for professional services firms Every day she and her

talented staff help accountants all over North America reach their audiences and grow

their firms by creating and implementing customized solutions that differentiate each

client in their individual market Named one of 2013rsquos Top 100 Most Influential People in

accounting by Accounting Today for the 2nd year in a row she is an active volunteer in a

number of organizations including serving as president of the Atlanta AAM Chapter and

a regular contributor to a variety of news and industry websites

Company bbr marketing Title Founder and President

Website wwwbbrmarketingcom

Webinar Speakers

2020 Dream Practice Virtual Accounting Conference 2014

Daniel Carrier

Daniel Carrier has close to 40 yearsrsquo experience in bookkeeping Hersquos worked as a

consultant since 1993 and has recommended and installed a number of bookkeeping

software Daniel founded Logicim in 2004 with his partner his son It is Pierre Alain

Carrier who has created the now famous XLGL and Daniel is proud to be participating in

this great reporting initiative

Company Logicim Inc Website wwwlogicimtechcom

John Crosser

John Crosser is the owner of Knights Financial Management an independent

insurance service company John believes it is important to ensure businesses not only

properly protect their business entity but also those that make their business run At

Knights Financial Management we focus on small to medium sized businesses looking for

help as they navigate their way through the world of business Having the right type

and the right amount of insurance will help provide financial peace of mind to owners

so they can concentrate on ldquodoingrdquo business John is actively involved in his community

As the author of ASPiRE A Financial Workbook for the Canadian Teen John routinely

presents to schools and business to help increase financial literacy By helping people understand the moving parts

of a financial game plan (goals setting cash flow and debt management asset

protect and building wealth) John feels they will be more financially

bull Fit--through wise budgeting of time and money

bull Independent--through discovering their own skills setting and accomplishing goals

bull Responsible--through focused activities and self-discipline

bull Secure--through building multiple streams of cash flow

With proper financial literacy individuals families schools businesses communities provinces and Canada at large

will be stronger In addition to growing his business John enjoys spending time with his wife Jeanelle and their two

daughters Ashley and Jayme John loves working on his golf handicap making furniture and barbecuing with family

and friends

Company Knights Financial Management and Portfolio Strategies Corporation Website httpwwwknightsfmca

wwwvirtualaccountingconferencecom

Webinar Speakers

Stephanie Descoteaux DFA-BSS

Steacutephanie Descocircteaux is president and CEO of Calculated Approach Consulting Inc and

founder of Digits amp Decimals Inc But those are not the titles she loves itrsquos her real job as

a bookkeeping systems specialist that indicates her true passion Her focus is always on

educating clients improving systems and measuring the accomplishments of those

systems This vision empowers small business owners and entrepreneurs and has

commanded an impressive client list that continues to grow Steacutephanie founded Digits amp

Decimals Inc in 2001 a professional bookkeeping company She is the lead trainer and

consultant and has grown the business to include a staff of experts In 2011 Stephanie

launched Calculated Approach Consulting Inc a company that offers mentorship controllership and consulting

services to business owners or other bookkeepers Steacutephaniersquos professional affiliations include membership in the

Canadian Payroll Association (CPA) Institute of Professional Bookkeepers of Canada (IPBC) and Association of

Certified Fraud Examiners (ACFE) She is also a QuickBooks ProAdvisor has completed the Distinguish Financial

Advisor ndash Bookkeeping System Specialist (DFABSS) a 2 years bookkeeping certification with the Knowledge

Bureau she recently became a Sale Partner with Accounting Comes Alive ndash Color Accounting and is one of few

accredited Training Partner in Canada for Accounting Comes Alive ndash Color Accounting Steacutephaniersquos presentations

are available in English or French

Company Calculated Approach Consulting Inc Website wwwdigitsdecimalscom

Twitter DigitsDecimals

Brooks Duncan

Brooks Duncan helps individuals and small businesses go paperless at Docu-

mentSnapcom where he writes about tools workflows and taking action Hes a

CPACMA and a former computer programmer and financial software support manager

Brooks lives in Vancouver BC

Company DocumentSnapcom Website wwwdocumentsnapcom

Webinar Speakers

2020 Dream Practice Virtual Accounting Conference 2014

Chris Fritsch JD

As a Business Development Intelligence Consultant Chris Fritsch works together with

professional services firms to help support their Business Development efforts and

maximize their return on investment Chris and her team at ClientsFirst help Clients

utilize information and competitive intelligence to guide their business development

decisions and strategies to enhance their client development efforts

Chris also writes and speaks nationally on topics including competitive intelligence

business development client relationship management relationship intelligence web

marketing and the use of technology to enhance profitability In her former role as a

Legal Technologist she advised top law firms and professionals about competitive intelligence and innovative uses

of Internet technology Chris has also worked in-house as a Legal Technologist for an Am Law 50 law firm based in

Atlanta and as a Technology Consultant and Webmaster for Emory Law School She was also the Managing

Partner of a consulting firm specializing in providing technology solutions Chris received her law degree from

Emory University School of Law in Atlanta GA where she served as Managing Editor of the Emory International

Law Review as well as student and faculty technology consultant In her spare time Chris blogs and designs

websites and electronic newsletters

Company Clients First Consulting Title Business Development Intelligence Consultant

Website wwwClientsFirstConsultingcom Twitter CRMSuccess

Curtis Findlay

Curtis Findlay CFP is recognized nationally in the Canadian financial industry as both a

mentor of financial advisors as well as a successful advisor After graduating college Curtis

entered the financial industry in 1978 He operates his business activities from Canmore

Alberta Curtis has extensive experience advising entrepreneurs and mid-wealth individuals

with a variety of financial business and personal planning endeavours His comments are

made to Dream Practice through his firm Compass Financial Planning Services Ltd and not

related to a securities entity

Company Compass Financial Planning Services Ltd Website httpwwwcompfinnet

wwwvirtualaccountingconferencecom

Webinar Speakers

Mike Hourigan

Mike Hourigan is the Marketing Manager for Shoeboxedcom He is a graduate of the

University of North Carolina at Chapel Hill where he studied advertising Mike oversees all

of Shoeboxeds online marketing initiatives as well as the companys integrated partner

relations When Mike isnt helping small businesses and accountants get set up with

Shoeboxed he enjoys hiking and walking 18 holes at the nearest public golf course

Company Shoeboxedcom Website wwwshoeboxedcom

Twitter michaelhourigan

Stephen Jones LL M CPA CA

Stephen graduated from Dalhousie Law School He then articled in Toronto Shortly after

he obtained his CA designation working for one of the predecessors or KPMG In 1990

he joined BMO at its head office as a taxation lawyer and accountant

He rounded out his education in 2006 graduating with his Masters of Laws (LLM) in trust

and fiduciary law at Osgoode Stephen now provides counsel for Wealth Stewards

overall tax and estate activities Stephen brings his expertise and experience to the

planning and implementation of individual client situations Stephen is registered with the

Law Society of Upper Canada in private practice and with the Ontario and Canadian

Institutes of Chartered Professional Accountants

Company Wealth Stewards Inc Title Director Tax amp Estate Planning

Website wwwwealthstewardsca

Webinar Speakers

2020 Dream Practice Virtual Accounting Conference 2014

Hamish Knox

As a licensed member of the global Sandler network Hamish works with business owners and chief

executives who are serious about creating sustainable sales cultures Hamish worked in sales across

a variety of industries including media communication services software and professional sports

before joining the Sandler network which melded his passions for sales and education Early in his

Sandler career Hamish was anointed a Sandler Rising Star for quickly building his business and

helping fellow Sandler colleagues with their businesses Hamish is a former Sandler Global Rookie of

the Year is a current member of Sandlers Franchisee Advisory Council and his book Accountability

the Sandler Way will be published in November

Company Sandler Training - Calgary Website wwwhamishsandlercom

Twitter sandlerhamish

Dan Mason

I speak about innovation related to business software and business models that help

small and medium sized businesses to transform and automate their business

processes to achieve maximum efficiency and improve customer experience

Dan Mason focuses on strategic planning and business model innovation by helping

small and medium sized businesses to automate and optimize their business processes

Drawing from his 20 years of experience working with various accounting and ERP

systems Dan has helped several small and medium sized businesses in various

verticals to build robust business software systems Dan started Business Innovation

Technologies Inc in 2008 and has successfully led the company from its inception into a market leading provider

of innovative business software solutions As CEO of Business Innovation Technologies Dan is responsible for

driving the organizationrsquos strategic agenda technology vision and business operations In addition to helping

companies deploy best-of-the-breed business software systems Dan has been working on integrating diverse

business systems through his companyrsquos industry leading software solution to import and export data from ANY

source to various accounting and business software

Company Business Innovation Technologies Inc Title President amp CEO

Website wwwbusinnovatechcom

wwwvirtualaccountingconferencecom

Webinar Speakers

Viola Olah

Viola Olah is a Hungarian born and raised in Transylvania (yes itrsquos a real placehellip) She

lives in Calgary with her hubby and her dog Nikki After she worked as a systems analyst

for a large oil and gas company for a number of years she decided in 2009 to open up her

own business VH Marketing Ltd an online marketing company She thrives on the

challenge of keeping up with the fast changing pace of the Internet world and implementing

cutting edge marketing strategies to her clientsrsquo marketing plan Seeing clients succeed

gives her great satisfaction and she is grateful for the long-term strong relationships she

forged with them Her clients are local small business owners and individual professionals

who are very good at their own craft and donrsquot have the time or the desire to market their own business VH

Marketingrsquos strategy is to build an impactful web presence not just a website by providing clients with an up to date

web design mobile setup and social media presence This is all tied together with strong ongoing SEO

(search engine optimization) placing the clientsrsquo business in front of the right target market generating leads on

consistent basis

Company VH Marketing Ltd Website wwwvhwebsitescom

David Merritt

David Merritt owner and creator of Client Track graduated with a BSc in Computing and has

been designing software ever since David developed Client Track after he saw a real need in

the Accounting Practitioners industry for a solution to help public practice accounting

professionals to organize and control all of their deadlines efficiently Realizing that a large part

of running a successful practice was managing clients chasing down paperwork and handling all

the returns David developed Client Track into a software solution that is built based on the

unique needs of accounting professionals across Canada

Company Client Track Website httpclienttrackca

Twitter Client_Track

Webinar Speakers

2020 Dream Practice Virtual Accounting Conference 2014

Karen Reyburn

Karen Reyburn is a creative-minded individual who specialises in online marketing for

accountancy firms A former accountant (and a Certified Public Accountant in the

States) Karen now assists accountancy firms with understanding and using online

marketing to get more leads A dual British-American citizen Karens past careers

include working with a Glasgow-based accountancy firm setting up and maintaining a

separate consultancy division for this firm She instigated monthly business workshops training and facilitating

business owners in marketing strategy and profitability She has delivered online webinars and offline seminars

for the Chamber of Commerce Bank of Scotland women in business and business growth events She assisted

in the delivery of a comprehensive Business Consulting Programme to accountants for over five years For five

years Karen managed the European office of a global network of accounting firms helping both accountants and

SMEs to improve their marketing efforts This included delivering webinars providing online training website

design and improvement email marketing blogging and marketing action plans Karen is also an

internationally-recognised photographer doing wedding photography family portraits and landscape photography

in Scotland England Ireland Cyprus Australia the United States and more

Company The Profitable Firm Title Owner

Website wwwtheprofitablefirmcom Twitter ProfitableFirm

Graham Smith

Graham Smith is Vice President of Business Development for TSGI-Chartered Accountants

one of the top SRampED consultancies in western Canada He has been active in the SRampED

industry for more than 8 years and has co-taught the course on SRampED for the Institute of

Chartered Accountants of Alberta Graham has worked on wide range of claims for companies

of all sizes and in all industrial sectors

Company TSGI Charted Accountants Title Vice President - Business Development

Website wwwtsgica

wwwvirtualaccountingconferencecom

Webinar Speakers

Rick Solomon CPA CGMA - Keynote Speaker

For over 20 years Rick Solomon has taught professionals around the world how to create

extraordinary results in their professional practices and lives by applying time tested

techniques and sometimes ancient wisdom in a number of ways His past practice as a

CPA and business advisor coupled with years of study at the Sedona Institute have

provided him a deep understanding of how to guide others to be free of the self-created

limitations that for many people make personal and professional success much harder

than it has to be Rick is presently the CEO of Thriving Firm a world leader in helping

professional service providers and advisors build more profitable and rewarding practices

He is the founder and serves as the main facilitator of the Masters Program a two-year workshop and coaching

program offered exclusively to open-minded professionals The Masters Program shares a very unique way to

achieve abundance in ones personal and professional life Rick has challenged thousands of professionals world-

wide to expand their view of themselves and the value they bring to their clients in order to reach new levels of

personal and professional abundance

Company Thriving Firm Title CEO - Founder and Lead Facilitator of the Masters Program

Website wwwthrivingfirmcom Twitter ricksolomoncpa

Amy Shumate

Amy brings 13 years US tax experience to her role as Director in the US Corporate Tax

Advisory practice Amy assists her Canadian clients and their affiliates with their US

federal and state corporate income franchise sales and use tax issues from a unique

cross-border perspective She has worked with all sizes of both public and private

corporations in all types of industries in helping them manage their US federal and state

tax compliance and consulting needs Prior to joining Trowbridge in early 2014 Amy

worked for two of the Big 4 firms beginning in 2001 where she helped clients with US

corporate tax compliance federal and state tax consulting due diligence work

structuring and controversy Amy has a BA and MBA from McMaster University and

an MSc (Tax) from Golden Gate University in San Francisco She is a Canadian Chartered Professional

Accountant registered in Ontario and a Certified Public Accountant registered in Illinois

Company TROWBRIDGE PROFESSIONAL CORPORATION Title Director US Corporate Tax Services

Website wwwtrowbridgeca

Webinar Speakers

2020 Dream Practice Virtual Accounting Conference 2014

Glenn Suart

Glenn Suart is a Calgary-based Strategist Entrepreneur and Host of ldquoTodayrsquos Great Ideardquo

a nationally syndicated program aimed at helping people doing something with their great

ideas Over the past 20 years at WriteMyPlan PricewaterhouseCoopers Consulting and

Nordicity Group Ltd he has helped hundreds of people build successful businesses

Friendly and approachable Glenn and his team create strong viable businesses and craft

compelling winning business plans Glenn also teaches Building An Effective Business

Case at Mount Royal University in Calgary

Company WriteMyPlan Website wwwWriteMyPlancom

Paul Tyers

Paul Tyers is Managing Director of Wealth Stewards Inc and Vice President of Portfolio

Stewards Inc registered with the Ontario Securities Commission He and his team provide

comprehensive wealth management services to affluent Canadians typically in conjunction

with their other ldquotrusted advisorsrdquo A Chartered Professional Accountant (CPA) Certified

Financial Planner (CFP) and Chartered Investment Manager (CIM) Paul has both the

education and experience to provide comprehensive wealth advisory services Upon

completion of a business degree Paul began his career at a major international CA firm

gaining experience in a wide variety of business sectors Moving into corporate finance with

Bank of Montreal followed by Corpfinance International experience was gained in mergers acquisitions succession

and growth financing In 1987 Paul partnered with a venture capital firm to acquire Retirement Counsel of Canada

(RCOC) and led it through substantial growth prior to selling it in 2002 Since 2002 Paul has returned to his passion

of building managing and preserving the wealth of affluent private clients His success is attributed to ensuring

clientsrsquo interests always come first Paul provides advice on the areas noted to the left and has pioneered the

integration of wealth management services into Canadian accountingtax firms

Company Wealth Stewards Inc Title Managing Director

Website httpwealthstewardsca

wwwvirtualaccountingconferencecom

Webinar Speakers

Sam Vassa

Sam Vassa heads PaymentEvolution ndash Canadarsquos largest and most loved cloud payroll and

payments service Sam founded the company with a team of technology and subject

matter specialists and devised an award-winning solution that empowers organizations and

their accountants to manage their own payroll process Previously Sam led business

development for the capital markets industry at Microsoft Corporation His team worked with

leading Microsoft partners to build compelling solutions for the financial services

industry Sam was responsible for alliance relationships with Microsoftrsquos largest global

partners as well as sales and marketing execution with the community He has worked

with Microsoftrsquos US and Canadian subsidiaries and is known for his passion for forming strong partnerships Sam was

a channel manager at Digital Equipment Canada and served with the Canadian Department of Foreign Affairs and

International Trade at their foreign missions worldwide He is a board member of Telecompute ndash a leading software

development firm pioneering the use of portable database technology for vertical markets Sam is active in the

emerging business market as an advisor and mentor to firms seeking management and technology expertise Sam is

a graduate of McMaster University where he studied biochemistry

Company PaymentEvolution Website wwwpaymentevolutioncom

Twitter samvassa

Peggy Tyers BBA - Event Organizer

Peggy Tyers earned an Honours Bachelor of Business Administration from Wilfrid Laurier

University After graduating she entered the retail sector She spent over 20 years

working with National retailers in several areas consulting marketing buying and

merchandising Peggy transferred those skills to another industry sector when she

brought the 2020 Group (leading volunteer membership organization for progressive

accountants in the world) to Canada Peggy looks for products and services to help

accountants improve the efficiency of their practice and improve their bottom lines

Company 2020 Canada Title President

Website www2020canadaca

Webinar Speakers

Scott Zandbergen

Scott Zandbergen has worked in the accounting software world for over 17 years He

spent many years at Sage where he built and grew the Simply Accounting Certified

Consultant program Later as Vice President of Product Management he led the product

strategy for Simply Accounting Accpac and MAS 90500 In early 2011

Scott joined Wave Accounting a fully automated 100 free double entry accounting

software designed for small businesses with less than 10 employees Scotts mission there

is to educate the accounting and bookkeeping communities about the solution Wave

offers their small business clients In a little over 3 years on the market Wave now has over 2 million users on its

platform

Company Wave Accounting Title VP Pro Network

Website wwwwaveappscom Twitter WaveHQ

Wayne Zielke

Wayne is the founder and CEO of LedgerDocs an online document management

application that was designed around the sharing managing and collaboration needs of

bookkeepers accountants and businesses Wayne has spent his career working in the

accounting industry and understands first-hand the workflow and process involved in

providing exceptional full cycle bookkeeping and accounting services to clients From these

experiences he decided to create an application that streamlines the bookkeeping and

accounting process while promoting collaboration among bookkeepers accountants and

their amazing clients

Company LedgerDocs Title Chief Executive Officer

Website wwwledgerdocscom Twitter ledgerdocs

2020 Dream Practice Virtual Accounting Conference 2014

wwwvirtualaccountingconferencecom

2020 Dream Practice

Virtual Accounting Conference

Virtual Conference for Accountants

October 1 and 2 2014

Webinars

Presentations will be held on

Tuesdays and Thursdays from June 3

2014 through January 27 2015

Presentations scheduled from 1100

am MST to 100 pm MST

Schedule includes one hour for

presentation and up to one hour for

questions

Over 32 webinars with

industry experts

wwwvirtualaccountingconferencecom

Collaborate Innovate Prosper

Gold Sponsors

Silver Sponsors

Page 2: Virtual Accounting Conference 2014

Virtual Accounting Conference began with a bold question How can accounting professionals collaborate innovate and prosper in their accounting businesses The answer seemed simple enough ndash find like-minded accountants across Canada and connect them However the traditional conference model seemed too simplistic What about a virtual event that would allow partici-pants and thought leaders to interact without the need for all parties to travel

Throughout this catalog and on our website we will refer to ldquoaccounting businessesrdquo for a specific reason ndash we want to stress to our readers that accounting firms need to be treated like a business if they are to provide maximum value to their stakeholders

We welcome suggestions for speakers sponsors and topics for discussion as the Virtual Accounting Conference date approaches We will focus on tech-nology and solutions that improve the efficiency effectiveness and profitability of a modern account-ing business

The Virtual Accounting Conference builds on the conversations and work from the Accounting Prac-titioners Symposium Participants for both events will be encouraged to share ideas through our fo-rum The Virtual Accounting Conference will differ from the Accounting Practitioners Symposi-um because we will include a variety of speakers and we will combine web-technology with in-person interaction

Our speakers are industry leaders and they will share their thoughts in the following areas

Practice Management

Sales and Marketing

Social Media

Technology

Innovative Products

New Service Offerings

Key Performance Indicators

Succession Planning

Participants will be encouraged to network with local colleagues and in online forums in order to build connections with like-minded individuals We be-lieve that collaboration and innovation will lead to increased prosperity in your accounting busi-ness After all who wouldnrsquot want to work less earn more money and enjoy the work that they do

The harsh reality is that our industry is in a state of transition We are seeing an aging population and fewer accountants entering professional training programs This means that there will be a surplus of firms for sale in the near term with a reduced num-ber of potential buyers Your firm will have to truly stand out if you plan to sell it in the near term Join us and learn how to maximize the value of your firm both in terms of immediate profitability and long term sales value

Jeff Borschowa of Dream Practice will be one of our keynote speakers Please feel free to check out his website and blog at wwwdreampracticeca

After all who wouldnrsquot want to

work less earn more money

and enjoy the work that they

do

2020 Dream Practice Virtual Accounting Conference 2014

wwwvirtualaccountingconferencecom

REGISTRATION FEES

Virtual Conference

for Accountants

October 1 and 2 2014

$17900 (includes tax)

Webinars

FREE

Register Online

wwwvirtualaccountingconferencecom

Virtual Conference for Accountants

October 1 and 2 2014

National virtual conference highlighting practice

growth topics

Featuring keynote and topical speakers all ex-

perts in their fields

16 hours of Professional Development

Webinars

Presentations will be held on Tuesdays and

Thursdays from June 3 2014 through

January 27 2015

Presentations scheduled from 1100 am MST to

100 pm MST

Schedule includes one hour for presentation and

up one hour for questions

Over 32 webinars with industry experts

2020 Dream Practice Virtual Accounting Conference 2014

Conference Schedule October 1st 2014

EST Schedule MST Schedule PST Schedule

Speaker Start End Speaker Start End Speaker Start End

Local content 900 1015 Rick Solomon 830 1000 Rick Solomon 730 900

Break 1015 1030 Break 1000 1030 Break 900 930

Rick Solomon 1030 1200 Jeff Borschowa 1030 1145 Jeff Borschowa 930 1045

Break 1200 1230 Break 1145 1200 Break 1045 1100

Jeff Borschowa 1230 1345 Joel Sinkin 1200 1400 Joel Sinkin 1100 1300

Break 1345 1400 Local content 1400 1500 Local content 1300 1400

Joel Sinkin 1400 1600 Break 1500 1515 Break 1400 1415

Local content 1600 1700 Local content 1515 1700 Local content 1415 1600

wwwvirtualaccountingconferencecom

Conference Schedule October 2nd 2014

EST Schedule MST Schedule PST Schedule

Speaker Start End Speaker Start End Speaker Start End

Local content 900 1015 Rick Solomon 830 1000 Rick Solomon 730 900

Break 1015 1030 Break 1000 1030 Break 900 930

Rick Solomon 1030 1200 Paul Tyers 1030 1145 Paul Tyers 930 1045

Break 1200 1230 Break 1145 1200 Break 1045 1100

Paul Tyers 1230 1345 Chris Frederickson 1200 1400 Chris Frederickson 1100 1300

Break 1345 1400 Local content 1400 1500 Local content 1300 1400

Chris Frederickson 1400 1600 Break 1500 1515 Break 1400 1415

Local content 1600 1700 Local content 1515 1700 Local content 1415 1600

Keynote Speaker Rick Solomon

For over 20 years Rick Solomon has taught professionals around the world how to

create extraordinary results in their professional practices and lives by applying time

tested techniques and sometimes ancient wisdom in a number of ways

His past practice as a CPA and business advisor coupled with years of study at the

Sedona Institute have provided him a deep understanding of how to guide others to

be free of the self-created limitations that for many people make personal and

professional success much harder than it has to be

Rick is presently the CEO of Thriving Firm a world leader in helping professional

service providers and advisors build more profitable and rewarding practices He is

the founder and serves as the main facilitator of the Masters Program a two-year

workshop and coaching program offered exclusively to open-minded professionals

Thriving Firm (wwwthrivingfirmcom) is an interesting

site Their newly branded program is called Accountants

Reboot Essentially the idea is to step away from your

practice for a short period to re-evaluate your product

offering staffing and successes

Is your accounting firm surviving or thriving Do you dread

the Monday morning return to work How would it impact

your firm and life if you could do what you love at work and

be more profitable

The Thriving Firm team offers coaching a collaborative net-

work resources and tools to transform your practice and

life In their words ldquohaving an amazing vibrant

profitable practice amp career is much easier than you may

thinkrdquo I couldnrsquot agree more One of the best decisions that

I have made in my professional career was to participate in

the Thriving Firmrsquos Masters Program The program has

since been renamed to Accountants Reboot

Participating in the program changed my practice and my

life both drastically for the better

As a group my fellow Masterrsquos and I were led through a

series of exercises designed to help us create a compelling

vision for our firms I learned firsthand the importance in

setting goals and monitoring the results to determine how

well I was doing with my practice

I graduated from the program in 2012 but maintain close

contact with my peers from the group We have continued

to challenge one another to set and achieve new goals

The program itself was challenging We were asked

collectively and individually to explore our mindset and

past results to determine areas for improvement

My biggest challenge was to step away from a growing

practice every four months to meet with the group

However I saw significant improvements in the practice

from the beginning so it was definitely something I wanted

to commit my full attention to

There is an assessment tool on the Thriving Firm website if

you would like to learn more about where you are

currently If you do nothing else the conversations and self

-exploration that can come from the assessment are highly

worthwhile

In all honesty I cannot do justice to explaining either the

program or the positive impact it has had on my

life Friends peers staff colleagues and clients have all

commented on the noticeable changes All I can suggest is

that you check it out yourself

-Jeff Borschowa (Event Organizer Host and Speaker)

ldquoI love helping people realize how

to be completely successful on

their own terms and revealing how

much easier it is than they ever

imagined mdash Rick Solomon

Rick Solomon

wwwthrivingfirmcom

2020 Dream Practice Virtual Accounting Conference 2014

Keynote Speaker Joel Sinkin

wwwvirtualaccountingconferencecom

Mr Sinkin is an editorial advisor to the AICPArsquos newsletter Small Firm Solution and

a member of The CPA Journal Editorial Review Board Recently Mr Sinkin fulfilled

a personal goal to create a new type of consulting firm that brings a fresh ap-

proach to the succession and growth needs of accounting firms and their owners

nationally In 2004 he joined forces with Terrence E Putney CPA to form

Transition Advisors

In 2012 amp 2013 Accounting Today named Mr Sinkin one of the top 100 most

influential people in accounting

Succession planning is key to ensuring that you maximize

the value of your firm should you decide to slow down or

retire In my experience there seems to be a mystical

shroud around the topic of succession and transition plan-

ning for accounting firms I recently spoke to a group of

accountants and every single participant in the room had

the same plan ndash a younger accountant would buy their

firm Not surprisingly not a single person in the group had

identified this hypothetical younger accountant despite

most participants indicating that they intended to retire

within two to five years

I have seen many accountants assume that they can suc-

cessfully sell or transition their practice Many would ra-

ther avoid paying for advice so they adopt the do it your-

self approach I believe that it is difficult for any business

owner to anticipate and respond appropriately to many of

the issues that come into play in a transition scenario I

believe that it is even more difficult with an accounting

firm as the owner is personally attached to the business

(and clients) and may not be objective

The accountants that I have known and worked with who

sold their practices all had one primary concern ndash would

their replacement take good care of their beloved cli-

ents Too often lack of planning means that the replace-

ment is not necessarily the best candidate and the clients

ultimately suffer

I have had the pleasure of knowing Joel Sinkin

from Transition Advisors for a few years In that time he

has impressed me with his knowledge of the accounting

industry and specifically his focus with mergers acquisi-

tions and transitions of accounting firms

Joel and his team at Transition Advisors have been leading

accountants through transition since 1990 completing hun-

dreds of transactions successfully The majority of their

materials and resources discuss topics from the perspec-

tive of CPArsquos in the United States However I have heard

Joel speak many times and have always taken away some-

thing of immediate relevance to my practice in Canada I

was very happy to see them launch a Canadian office in

Toronto

Joel recently published a series of articles in the Journal of

Accountancy highlighting key issues and trends in the field

of succession I highly recommend taking the time to read

it (JOA Combined articles 2013 2014)

Joel has also co-authored an article with Terrence Putney

entitled ldquoKeeping it Togetherrdquo The article covers the im-

portance of planning your transition carefully in order to

retain key staff and your clients I canrsquot stress enough how

important key staff can be to the transition Many practi-

tioners ignore this aspect at their own peril You can read

the article here Keeping it Togeth-

er_Reporting_Patton_April09

If you foresee a transition in your future you should take a

look at the Transition Advisors website I particularly rec-

ommend the articles in their resource section

Jeff Borschowa (Event Organizer Host and Speaker)

Joel Sinkin

wwwtransitionadvisorscom

2020 Dream Practice Virtual Accounting Conference 2014

Keynote Speaker Jeff Borschowa

I first joined the accounting world in 1991 and became a Chartered Accountant in

2000 I have spent the bulk of my career working with and advising small to

medium-sized enterprises I have experience working in all sizes of accounting firms

from sole practitioners to international firms My focus in my career has been to find

new and better ways to integrate innovation and technology to enhance the

customer experience and improve efficiency in the accounting process My journey

has been unique in that I have met some very innovative accountants and mentors

in my career I have been very fortunate to be in a position to learn from them

compare their ideas and to truly choose the best of the best Personally I would like

nothing more than to free accountants from the stress created by high volume

commodity work allowing them the freedom to pursue work that is rewarding personally and professionally

My overall goal is to reduce the hours worked by accountants and increase overall profitability One of my

friendrsquos made an interesting comment recently ldquoAlmost every accountant that I know can tell me how much

his gross revenue is but very few know what their actual costs arerdquo I challenge you to learn more about your

practice so that you can bid on the right kinds of projects and earn what you are worth ndash your education

should be your most valued possession

Jeff Borshcowa

wwwdreampracticeca

wwwvirtualaccountingconferencecom

Keynote Speaker Paul Tyers

Paul Tyers is Managing Director of Wealth Stewards Inc and Vice President of

Portfolio Stewards Inc registered with the Ontario Securities Commission He and

his team provide comprehensive wealth management services to affluent

Canadians typically in conjunction with their other ldquotrusted advisorsrdquo A Chartered

Professional Accountant (CPA) Certified Financial Planner (CFP) and Chartered

Investment Manager (CIM) Paul has both the education and experience to provide

comprehensive wealth advisory services Upon completion of a business degree

Paul began his career at a major international CA firm gaining experience in a wide

variety of business sectors Moving into corporate finance with Bank of Montreal

followed by Corpfinance International experience was gained in mergers

acquisitions succession and growth financing In 1987 Paul partnered with a venture capital firm to acquire

Retirement Counsel of Canada (RCOC) and led it through substantial growth prior to selling it in 2002 Since

2002 Paul has returned to his passion of building managing and preserving the wealth of affluent private

clients His success is attributed to ensuring clientsrsquo interests always come first Paul provides advice on the

areas noted to the left and has pioneered the integration of wealth management services into Canadian

accountingtax firms

wwwwealthstewardsca

Paul Tyers

2020 Dream Practice Virtual Accounting Conference 2014

Keynote Speaker Chris Frederiksen CPA

Chris Frederiksen is one of the best-known and most highly-rated seminar

leaders in the world as well as a consultant to accountancy firms worldwide He is

also a practicing accountant in San Francisco California His experience includes

partnership positions with two international CPA firms and building several

independent practices in the San Francisco Bay Area

As a consultant for the past twenty years he has been helping small and medium

sized accountancy firms achieve their goals of greater profitability and greater

personal satisfaction for the owners He is now committed to helping CPAs and

tax professionals excel in financial services strategic planning and other new

service areas

The Cloud Exposed Many business consultants strongly advocate the adoption

of cloud computing believing this to be the future of IT

infrastructure It is generally accepted that the term ldquothe

cloudrdquo is synonymous with ldquothe internetrdquo The precise

definition of cloud computing is slightly contentious but in

this post we use the term to signify a hosted service

delivery model A hosted service allows a userrsquos programs

applications files and other data to be stored on an off-site

server usually owned and managed by a hosted service

provider The data is then accessed by the user over the

internet Here are 5 advantages that cloud computing holds

over traditional methods

Disaster recovery ndash At any given time your firm is at risk of

numerous disasters fire flooding earthquakes theft and

hardware failure and just a few examples In the event of

such a disaster you need to ensure that you have appropri-

ate recovery systems in place An important advantage of

cloud computing is that your data and programs are stored

off-site Hosted service providers generally own the servers

that store your information and go to great lengths to pro-

tect and maintain them backing up your information in

multiple servers and data centers in multiple areas of the

country

Security - Data breaches are a serious issue the costs of a

data breach to your firm could be devastating Primary

causes of data breaches include criminal activity (theft and

hacking) and staff negligence (the loss or ineffective

disposal of equipment containing sensitive information)

Cloud computing can significantly reduce the risk of a data

breach As your data is stored securely in an off-site

location it cannot be misplaced or disposed of

inadequately Moreover the security offered by hosted

service providers is generally far superior to that of an

office reducing the risk of hardware theft and data

hacking

Work from Anywhere - Because only an internet connection

is required to access your files and programs you and your

colleagues can work from any computer in any location

With the proliferation of mobile devices such as tablets and

smartphones business professionals now have even more

flexibility to access and work with their data

Collaboration ndash Traditional methods of computing see a file

stored either to a server or an individual machine with only

a single user being able to work on it at a time An

innovative aspect of cloud computing is that you and your

colleagues can work simultaneously on the same file

Cost Reduction ndash As mentioned previously hosted service

providers generally own the servers that store your data

This means that the cost of purchasing and maintaining a

server and licenses is nullified Software updates and virus

protection are also handled by the provider freeing up

your resources for other tasks Additionally you can scale

your operations more accurately when your system

requirements are managed by a hosted service provider

Instead of making a large investment in a faster or larger

server you can simply upgrade your service contract

Are you interested in getting on the cloud Give us a call

and we can help you get started on your cloud journey

- 2020 Group USA (originally appeared as a blog post on

www2020groupusacom)

Chris Frederikesn

www2020groupusacom

wwwvirtualaccountingconferencecom

Event Organizer Spotlight Dream Practice

Accountants Manifesto I first joined the

accounting world in 1991 and became a Chartered

Accountant in 2000 I have spent the bulk of my

career working with and advising small to medium-

sized enterprises I have experience working in all

sizes of accounting firms from sole practitioners to

international firms

My focus in my career has been to find new and

better ways to integrate innovation and technology

to enhance the customer experience and improve

efficiency in the accounting process

My journey has been unique in that I have

met some very innovative accountants and mentors

in my career I have been very fortunate to be in a

position to learn from them compare their ideas

and to truly choose the best of the best I share my

experiences as I saw them sometimes updated with

the benefit of hindsight My postings are candid

and generally unfiltered I do not intend to offend

but will apologize in advance if I do

The purpose of my Blog and website is to share my

discoveries in the hopes of advancing our

profession Personally I would like nothing more

than to free accountants from the stress created by

high volume commodity work allowing them the

freedom to pursue work that is rewarding

personally and professionally

I welcome you to share my journey and to offer

your thoughts and comments along the way The

information and materials that I will share are not

intended to be offered as a one-size fits all solution

but rather to offer you some thoughts that you may

wish to explore further

My site is dedicated to sharing my ldquoAccountantrsquos

Manifestordquo I cover the following general areas

Efficiency versus Effectiveness

Outsourcing

Networking and Marketing

Technology

Consulting Tools

Consulting Mindset

Innovations that impact accounting

I create tags to allow easy searching ndash no point

wasting time on a topic if it isnrsquot immediately

relevant to you

My overall goal is to reduce the hours worked by

accountants and increase overall profitability One

of my friendrsquos made an interesting comment

recently ldquoAlmost every accountant that I know can

tell me how much his gross revenue is but very few

know what their actual costs arerdquo I challenge you to

learn more about your practice so that you can bid

on the right kinds of projects and earn what you are

worth ndash your education should be your most valued

possession

Visit Us Online

wwwdreampracticeca

2020 Canada is the premier volunteer membership

group for accountants in Canada for small and medi-

um-size practitioners 2020 Canada started in 2005

our membership is coast-to-coast representing CAs

CGAs and CMAs in Public Practice 2020 Canada

appeals to those accountants who are interested in

improving their practices through improved

efficiencies expanded offerings and marketing

initiatives that result in improved bottom lines

2020 Canada is the Canadian branch of The 2020

Group Worldwide in the UK The 2020 Group was

founded in the 1990s by three of the best-known

consultants and seminar leaders in the profession

Ian Fletcher Chris Frederiksen and Gordon Gilchrist

They recognized that historical compliance services

were likely to be limited growth areas for account-

ants and that progressive firms would need to offer

their clients more value-added services For that

new tools and ideas would be needed Since the

launch the 2020 Group has organizations in UK and

Ireland USA South Africa and Canada with

world-wide members as part of 2020 International

2020 Canada offers Professional Development

courses through webinars seminars and confer-

ences focussing primarily in non-compliance areas

Practice Management Marketing and Consulting

Business Advisory Services Legal Issues Efficiency

Resources in IT Software Outsourcing Services and

others

Event Organizer Spotlight 2020 Canada

For Membership Information Visit Us Online

www2020canadaca

Benefits of 2020 Canada Membership Fantastic VALUE 25 discount on 2020 Canada Professional Development Courses Discounts on 2020 Tools Discount on 2020 Canada Conferences and Seminars Discounts on third party products and services (Please see our list of Value Added Services)

Members Newsletter You will also receive regular correspondence through our e-newsletters packed full with useful practice management and marketing ideas Members are also encouraged to pose questions in the QampA section of the website where answers and features are made within the newsletters

TelephoneEmail support We act as a resource to your practice and encourage you to call us with questions and requests Over the years the 2020 Membership Group has become highly colle-gial and members are generally more than willing to share information with each other

Access to an international affiliation of professional accountants

2020 Dream Practice Virtual Accounting Conference 2014

Gold Sponsor

Irsquove worked with a company that fully embraces ldquobusiness process

outsourcingrdquo Anything that we could outsource to virtual workers we have and it has

greatly reduced the amount of square footage that our company needs hence greatly

reducing our carbon footprint and office expenses It also benefits the workers we

employ in the sense that they get to live where they want and be in their home work

environment If you really think about it you rsquod be surprised about exactly how many

task you can actually outsource and that can be done online It rsquos nice to be on

the forefront of a new growth industry

John B ndash Geeks On The Way

Increase productivity expand your business and save money ndash outsource your business processes with Tursa Group

We have a talented team of specialists in various fields of IT marketing administration and finance ready to look after your companyrsquos needs so

that you can concentrate on growing your company

For More Information Visit Us Online

wwwtursagroupcom

wwwvirtualaccountingconferencecom

2020 Dream Practice Virtual Accounting Conference 2014

Gold Sponsor

Zohocom offers a comprehensive suite of award-winning online business productivity amp collaboration applications Customers use Zoho Applications to run their business processes manage their information and be more productive while at the office or on the go without having to worry about expensive or outdated hardware or software To date Zohocom has launched 25+ online applications mdash from CRM to Mail Office Suite Project Management Invoicing Web conferencing and more Zoho has received numerous awards including an InfoWorld 2009 Product of the Year award a 2008 PC World 25 Most Innovative Products Award and a 2007 TechCrunch Best Enterprise Start-up Zohocom is a division of Zoho Corporation a privately-held and profitable company With offices in CA Austin Chennai Yoko-hama and Beijing Zoho Corporation serves the technology needs of more than 9 million customers worldwide

For More Information Visit Us Online

wwwzohocom

Silver Sponsors

The Accounting Practitioners Symposium is an information

resource for Accounting Professionals to examine bringing

together different technology to create a simplified and

streamlined office process to help grow your business

wwwaccountingsymposiumcom

We build tools that simply make life easier

The goal of Client Track is to help take control of your

practice and save you time by combining all of the office

management tools into one easy-to-use package

wwwclienttrackca

Online Marketing amp Web Design

VH Marketingrsquos strategy is to build an outstanding web

presence not just a website by providing clients with an

up-to-date web design mobile setup and social media

presence tied together with strong ongoing SEO

(search engine optimization) Following this proven strategy

places our clients business in front of the right target

market generating leads on consistent basis

wwwvhwebsitescom

Wealth Stewards Inc is the partner of choice for Chartered

Professional Accountants who want to provide their valued

clients with a wealth management firm that is prudent and

a true steward of their wealth Wealth Stewards Inc

partners with accountants to provide both tax effective and

sound wealth management strategies together we help

our clients achieve long-term financial goals

wwwwealthstewardsca

Wolters Kluwer enables legal tax finance and healthcare

professionals to be more effective and efficient We provide

information software and services that deliver vital in-

sights intelligent tools and the guidance of subject-matter

experts

wwwwolterskluwercom

wwwvirtualaccountingconferencecom

Webinar Schedule SpringSummer

Date Topic Speaker

Last Speaker

First

632014 Connect With Your Clients With Intent Using ASPiRE

Crosser John

6102014 Integrating Wealth Management Tyers Paul

6122014 Learn about XLGL an Excel add-in which connects to Sage 50 databases to produce customized reports

Carrier Daniel

6172014 LedgerDocs Never Lose a Receipt Zielke Wayne

6192014 Protecting Those that Run Your Business Crosser John

6242014 Drop the Struggle amp Thrive Solomon Rick

732014 Working In The Cloud A Bookkeepers Perspective Bouffard Keri

782014 Clouds Taking the First Steps Irving Graham

7102014 Importing Data into Small Business Accounting Programs

Mason Dan

7152014 Shoeboxedcom Hourigan Mike

7222014 5 Ways to Grow Your Business Borschowa Jeff

7242014 Supercharge Your Documentation Bellehumeur Adrienne

7292014 Protecting Your Business Entity Crosser John

7312014 Client Track as a Practice Management Solution Merritt David

852014 Creating and Implementing a Marketing Plan Buol Ruszczyk Bonnie

8122014 Accounting in The Cloud Zandbergen Scott

8192014 High Level Overview of Business Processes Borschowa Jeff

8262014 The Enlightened Accountant Solomon Rick

2020 Dream Practice Virtual Accounting Conference 2014

Webinar Schedule FallWinter

wwwvirtualaccountingconferencecom

Date Topic Speaker

Last Speaker

First

922014 Sandler Rules for Building Your Practice to Work Smarter Not Harder

Knox Hamish

942014 Social Media Strategies for Accountants and Bookkeepers Olah Viola

992014 Make Your Website a Business Development Tool Buol Ruszczyk Bonnie

9112014 Business Development Intelligence (BDI) Fritsch Chris

9162014 Succession Planning Tyers Paul

9182014 Turning Your Accountancy Firm Website Into a Lead Generation Machine

Reyburn Karen

9232014 Benchmarking for Success Borschowa Jeff

9252014 A Brief Tour Through Wills and Estate Planning Jones Stephan

9302014 Sales and Marketing Eden Jan

1072014 Social Media The Good Bad and Effective Buol Ruszczyk Bonnie

1092014 An Introduction to SRampED What It Is and What Can It Do For Your Clients

Smith Graham

10142014 Understanding and Utilizing Insurance Company Investment and Income Products

Findlay Curtis

10162014 Key Elements of a Lead Generating Website Olah Viola

10212014 Improving the Bottom Line Through Niche Marketing Tyers Peggy

10232014 LedgerOnline Zielke Wayne

10282014 Going Paperless Duncan Brooks

1142014 Growing Your Firm with LinkedIn Buol Ruszczyk Bonnie

1162014 Expanding Business Activities to the United States (Canadian Companies)

Shumate Amy

11132014 Business Planning For Organizations of all Sizes Findlay Curtis

11182014 The Power of Niche Marketing for Accountants Reyburn Karen

11252014 Profitable Cloud-Based Payroll for your Practice Vassa Sam

1222014 Turning Great Ideas Into Reality Suart Glenn

1292014 Colour Accounting Descoteaux Stephanie

Webinar Speakers

Adrienne Bellehumeur CA CISA PMP

Adrienne Bellehumeur lives in Calgary Alberta and works as a consultant specializing

in business analysis audit and effective documentation Her focus is on helping

companies track monitor and protect their most valuable assets information and

intellectual capital Adrienne began her career as a Chartered Accountant working with

clients on audits assessing financial controls and Sarbanes-Oxley (SOX) compliance

projects Her experience over the years includes requirements management process

modelling project communications technical writing and developing documentation

strategies and systems Adrienne continues to actively research present on and write

about effective documentation and business analysis practices

Company BELLEHUMEUR amp ASSOCIATES Website wwwleadersinbusinessanalysiscom

Jeff Borschowa - Event Organizer amp Host

I first joined the accounting world in 1991 and became a Chartered Accountant in 2000 I

have spent the bulk of my career working with and advising small to medium-sized

enterprises I have experience working in all sizes of accounting firms from sole

practitioners to international firms My focus in my career has been to find new and better

ways to integrate innovation and technology to enhance the customer experience and

improve efficiency in the accounting process My journey has been unique in that I have

met some very innovative accountants and mentors in my career I have been very

fortunate to be in a position to learn from them compare their ideas and to truly choose

the best of the best Personally I would like nothing more than to free accountants from the stress created by high

volume commodity work allowing them the freedom to pursue work that is rewarding personally and professionally My

overall goal is to reduce the hours worked by accountants and increase overall profitability One of my friendrsquos made an

interesting comment recently ldquoAlmost every accountant that I know can tell me how much his gross revenue is but

very few know what their actual costs arerdquo I challenge you to learn more about your practice so that you can bid on the

right kinds of projects and earn what you are worth ndash your education should be your most valued possession

Company Dream Practice Website wwwdreampracticeca

Twitter DreamPractices

2020 Dream Practice Virtual Accounting Conference 2014

wwwvirtualaccountingconferencecom

Webinar Speakers

Kerri Bouffard

Kerri Bouffard CPB has been a professional bookkeeper for over 20 years and has

been operating her own company Add-Vantage Bookkeeping since 2003

She has been happily working completely in the cloud since 2012 ndash with no copies of

any software loaded directly on her local computer system

Company Add-Vantage Bookkeeping Website httpaddvantagebookkeepingcom

Bonnie Buol Ruszczyk

Bonnie Buol Ruszczyk is the founder and president of bbr marketing which provides

marketing services and strategy for professional services firms Every day she and her

talented staff help accountants all over North America reach their audiences and grow

their firms by creating and implementing customized solutions that differentiate each

client in their individual market Named one of 2013rsquos Top 100 Most Influential People in

accounting by Accounting Today for the 2nd year in a row she is an active volunteer in a

number of organizations including serving as president of the Atlanta AAM Chapter and

a regular contributor to a variety of news and industry websites

Company bbr marketing Title Founder and President

Website wwwbbrmarketingcom

Webinar Speakers

2020 Dream Practice Virtual Accounting Conference 2014

Daniel Carrier

Daniel Carrier has close to 40 yearsrsquo experience in bookkeeping Hersquos worked as a

consultant since 1993 and has recommended and installed a number of bookkeeping

software Daniel founded Logicim in 2004 with his partner his son It is Pierre Alain

Carrier who has created the now famous XLGL and Daniel is proud to be participating in

this great reporting initiative

Company Logicim Inc Website wwwlogicimtechcom

John Crosser

John Crosser is the owner of Knights Financial Management an independent

insurance service company John believes it is important to ensure businesses not only

properly protect their business entity but also those that make their business run At

Knights Financial Management we focus on small to medium sized businesses looking for

help as they navigate their way through the world of business Having the right type

and the right amount of insurance will help provide financial peace of mind to owners

so they can concentrate on ldquodoingrdquo business John is actively involved in his community

As the author of ASPiRE A Financial Workbook for the Canadian Teen John routinely

presents to schools and business to help increase financial literacy By helping people understand the moving parts

of a financial game plan (goals setting cash flow and debt management asset

protect and building wealth) John feels they will be more financially

bull Fit--through wise budgeting of time and money

bull Independent--through discovering their own skills setting and accomplishing goals

bull Responsible--through focused activities and self-discipline

bull Secure--through building multiple streams of cash flow

With proper financial literacy individuals families schools businesses communities provinces and Canada at large

will be stronger In addition to growing his business John enjoys spending time with his wife Jeanelle and their two

daughters Ashley and Jayme John loves working on his golf handicap making furniture and barbecuing with family

and friends

Company Knights Financial Management and Portfolio Strategies Corporation Website httpwwwknightsfmca

wwwvirtualaccountingconferencecom

Webinar Speakers

Stephanie Descoteaux DFA-BSS

Steacutephanie Descocircteaux is president and CEO of Calculated Approach Consulting Inc and

founder of Digits amp Decimals Inc But those are not the titles she loves itrsquos her real job as

a bookkeeping systems specialist that indicates her true passion Her focus is always on

educating clients improving systems and measuring the accomplishments of those

systems This vision empowers small business owners and entrepreneurs and has

commanded an impressive client list that continues to grow Steacutephanie founded Digits amp

Decimals Inc in 2001 a professional bookkeeping company She is the lead trainer and

consultant and has grown the business to include a staff of experts In 2011 Stephanie

launched Calculated Approach Consulting Inc a company that offers mentorship controllership and consulting

services to business owners or other bookkeepers Steacutephaniersquos professional affiliations include membership in the

Canadian Payroll Association (CPA) Institute of Professional Bookkeepers of Canada (IPBC) and Association of

Certified Fraud Examiners (ACFE) She is also a QuickBooks ProAdvisor has completed the Distinguish Financial

Advisor ndash Bookkeeping System Specialist (DFABSS) a 2 years bookkeeping certification with the Knowledge

Bureau she recently became a Sale Partner with Accounting Comes Alive ndash Color Accounting and is one of few

accredited Training Partner in Canada for Accounting Comes Alive ndash Color Accounting Steacutephaniersquos presentations

are available in English or French

Company Calculated Approach Consulting Inc Website wwwdigitsdecimalscom

Twitter DigitsDecimals

Brooks Duncan

Brooks Duncan helps individuals and small businesses go paperless at Docu-

mentSnapcom where he writes about tools workflows and taking action Hes a

CPACMA and a former computer programmer and financial software support manager

Brooks lives in Vancouver BC

Company DocumentSnapcom Website wwwdocumentsnapcom

Webinar Speakers

2020 Dream Practice Virtual Accounting Conference 2014

Chris Fritsch JD

As a Business Development Intelligence Consultant Chris Fritsch works together with

professional services firms to help support their Business Development efforts and

maximize their return on investment Chris and her team at ClientsFirst help Clients

utilize information and competitive intelligence to guide their business development

decisions and strategies to enhance their client development efforts

Chris also writes and speaks nationally on topics including competitive intelligence

business development client relationship management relationship intelligence web

marketing and the use of technology to enhance profitability In her former role as a

Legal Technologist she advised top law firms and professionals about competitive intelligence and innovative uses

of Internet technology Chris has also worked in-house as a Legal Technologist for an Am Law 50 law firm based in

Atlanta and as a Technology Consultant and Webmaster for Emory Law School She was also the Managing

Partner of a consulting firm specializing in providing technology solutions Chris received her law degree from

Emory University School of Law in Atlanta GA where she served as Managing Editor of the Emory International

Law Review as well as student and faculty technology consultant In her spare time Chris blogs and designs

websites and electronic newsletters

Company Clients First Consulting Title Business Development Intelligence Consultant

Website wwwClientsFirstConsultingcom Twitter CRMSuccess

Curtis Findlay

Curtis Findlay CFP is recognized nationally in the Canadian financial industry as both a

mentor of financial advisors as well as a successful advisor After graduating college Curtis

entered the financial industry in 1978 He operates his business activities from Canmore

Alberta Curtis has extensive experience advising entrepreneurs and mid-wealth individuals

with a variety of financial business and personal planning endeavours His comments are

made to Dream Practice through his firm Compass Financial Planning Services Ltd and not

related to a securities entity

Company Compass Financial Planning Services Ltd Website httpwwwcompfinnet

wwwvirtualaccountingconferencecom

Webinar Speakers

Mike Hourigan

Mike Hourigan is the Marketing Manager for Shoeboxedcom He is a graduate of the

University of North Carolina at Chapel Hill where he studied advertising Mike oversees all

of Shoeboxeds online marketing initiatives as well as the companys integrated partner

relations When Mike isnt helping small businesses and accountants get set up with

Shoeboxed he enjoys hiking and walking 18 holes at the nearest public golf course

Company Shoeboxedcom Website wwwshoeboxedcom

Twitter michaelhourigan

Stephen Jones LL M CPA CA

Stephen graduated from Dalhousie Law School He then articled in Toronto Shortly after

he obtained his CA designation working for one of the predecessors or KPMG In 1990

he joined BMO at its head office as a taxation lawyer and accountant

He rounded out his education in 2006 graduating with his Masters of Laws (LLM) in trust

and fiduciary law at Osgoode Stephen now provides counsel for Wealth Stewards

overall tax and estate activities Stephen brings his expertise and experience to the

planning and implementation of individual client situations Stephen is registered with the

Law Society of Upper Canada in private practice and with the Ontario and Canadian

Institutes of Chartered Professional Accountants

Company Wealth Stewards Inc Title Director Tax amp Estate Planning

Website wwwwealthstewardsca

Webinar Speakers

2020 Dream Practice Virtual Accounting Conference 2014

Hamish Knox

As a licensed member of the global Sandler network Hamish works with business owners and chief

executives who are serious about creating sustainable sales cultures Hamish worked in sales across

a variety of industries including media communication services software and professional sports

before joining the Sandler network which melded his passions for sales and education Early in his

Sandler career Hamish was anointed a Sandler Rising Star for quickly building his business and

helping fellow Sandler colleagues with their businesses Hamish is a former Sandler Global Rookie of

the Year is a current member of Sandlers Franchisee Advisory Council and his book Accountability

the Sandler Way will be published in November

Company Sandler Training - Calgary Website wwwhamishsandlercom

Twitter sandlerhamish

Dan Mason

I speak about innovation related to business software and business models that help

small and medium sized businesses to transform and automate their business

processes to achieve maximum efficiency and improve customer experience

Dan Mason focuses on strategic planning and business model innovation by helping

small and medium sized businesses to automate and optimize their business processes

Drawing from his 20 years of experience working with various accounting and ERP

systems Dan has helped several small and medium sized businesses in various

verticals to build robust business software systems Dan started Business Innovation

Technologies Inc in 2008 and has successfully led the company from its inception into a market leading provider

of innovative business software solutions As CEO of Business Innovation Technologies Dan is responsible for

driving the organizationrsquos strategic agenda technology vision and business operations In addition to helping

companies deploy best-of-the-breed business software systems Dan has been working on integrating diverse

business systems through his companyrsquos industry leading software solution to import and export data from ANY

source to various accounting and business software

Company Business Innovation Technologies Inc Title President amp CEO

Website wwwbusinnovatechcom

wwwvirtualaccountingconferencecom

Webinar Speakers

Viola Olah

Viola Olah is a Hungarian born and raised in Transylvania (yes itrsquos a real placehellip) She

lives in Calgary with her hubby and her dog Nikki After she worked as a systems analyst

for a large oil and gas company for a number of years she decided in 2009 to open up her

own business VH Marketing Ltd an online marketing company She thrives on the

challenge of keeping up with the fast changing pace of the Internet world and implementing

cutting edge marketing strategies to her clientsrsquo marketing plan Seeing clients succeed

gives her great satisfaction and she is grateful for the long-term strong relationships she

forged with them Her clients are local small business owners and individual professionals

who are very good at their own craft and donrsquot have the time or the desire to market their own business VH

Marketingrsquos strategy is to build an impactful web presence not just a website by providing clients with an up to date

web design mobile setup and social media presence This is all tied together with strong ongoing SEO

(search engine optimization) placing the clientsrsquo business in front of the right target market generating leads on

consistent basis

Company VH Marketing Ltd Website wwwvhwebsitescom

David Merritt

David Merritt owner and creator of Client Track graduated with a BSc in Computing and has

been designing software ever since David developed Client Track after he saw a real need in

the Accounting Practitioners industry for a solution to help public practice accounting

professionals to organize and control all of their deadlines efficiently Realizing that a large part

of running a successful practice was managing clients chasing down paperwork and handling all

the returns David developed Client Track into a software solution that is built based on the

unique needs of accounting professionals across Canada

Company Client Track Website httpclienttrackca

Twitter Client_Track

Webinar Speakers

2020 Dream Practice Virtual Accounting Conference 2014

Karen Reyburn

Karen Reyburn is a creative-minded individual who specialises in online marketing for

accountancy firms A former accountant (and a Certified Public Accountant in the

States) Karen now assists accountancy firms with understanding and using online

marketing to get more leads A dual British-American citizen Karens past careers

include working with a Glasgow-based accountancy firm setting up and maintaining a

separate consultancy division for this firm She instigated monthly business workshops training and facilitating

business owners in marketing strategy and profitability She has delivered online webinars and offline seminars

for the Chamber of Commerce Bank of Scotland women in business and business growth events She assisted

in the delivery of a comprehensive Business Consulting Programme to accountants for over five years For five

years Karen managed the European office of a global network of accounting firms helping both accountants and

SMEs to improve their marketing efforts This included delivering webinars providing online training website

design and improvement email marketing blogging and marketing action plans Karen is also an

internationally-recognised photographer doing wedding photography family portraits and landscape photography

in Scotland England Ireland Cyprus Australia the United States and more

Company The Profitable Firm Title Owner

Website wwwtheprofitablefirmcom Twitter ProfitableFirm

Graham Smith

Graham Smith is Vice President of Business Development for TSGI-Chartered Accountants

one of the top SRampED consultancies in western Canada He has been active in the SRampED

industry for more than 8 years and has co-taught the course on SRampED for the Institute of

Chartered Accountants of Alberta Graham has worked on wide range of claims for companies

of all sizes and in all industrial sectors

Company TSGI Charted Accountants Title Vice President - Business Development

Website wwwtsgica

wwwvirtualaccountingconferencecom

Webinar Speakers

Rick Solomon CPA CGMA - Keynote Speaker

For over 20 years Rick Solomon has taught professionals around the world how to create

extraordinary results in their professional practices and lives by applying time tested

techniques and sometimes ancient wisdom in a number of ways His past practice as a

CPA and business advisor coupled with years of study at the Sedona Institute have

provided him a deep understanding of how to guide others to be free of the self-created

limitations that for many people make personal and professional success much harder

than it has to be Rick is presently the CEO of Thriving Firm a world leader in helping

professional service providers and advisors build more profitable and rewarding practices

He is the founder and serves as the main facilitator of the Masters Program a two-year workshop and coaching

program offered exclusively to open-minded professionals The Masters Program shares a very unique way to

achieve abundance in ones personal and professional life Rick has challenged thousands of professionals world-

wide to expand their view of themselves and the value they bring to their clients in order to reach new levels of

personal and professional abundance

Company Thriving Firm Title CEO - Founder and Lead Facilitator of the Masters Program

Website wwwthrivingfirmcom Twitter ricksolomoncpa

Amy Shumate

Amy brings 13 years US tax experience to her role as Director in the US Corporate Tax

Advisory practice Amy assists her Canadian clients and their affiliates with their US

federal and state corporate income franchise sales and use tax issues from a unique

cross-border perspective She has worked with all sizes of both public and private

corporations in all types of industries in helping them manage their US federal and state

tax compliance and consulting needs Prior to joining Trowbridge in early 2014 Amy

worked for two of the Big 4 firms beginning in 2001 where she helped clients with US

corporate tax compliance federal and state tax consulting due diligence work

structuring and controversy Amy has a BA and MBA from McMaster University and

an MSc (Tax) from Golden Gate University in San Francisco She is a Canadian Chartered Professional

Accountant registered in Ontario and a Certified Public Accountant registered in Illinois

Company TROWBRIDGE PROFESSIONAL CORPORATION Title Director US Corporate Tax Services

Website wwwtrowbridgeca

Webinar Speakers

2020 Dream Practice Virtual Accounting Conference 2014

Glenn Suart

Glenn Suart is a Calgary-based Strategist Entrepreneur and Host of ldquoTodayrsquos Great Ideardquo

a nationally syndicated program aimed at helping people doing something with their great

ideas Over the past 20 years at WriteMyPlan PricewaterhouseCoopers Consulting and

Nordicity Group Ltd he has helped hundreds of people build successful businesses

Friendly and approachable Glenn and his team create strong viable businesses and craft

compelling winning business plans Glenn also teaches Building An Effective Business

Case at Mount Royal University in Calgary

Company WriteMyPlan Website wwwWriteMyPlancom

Paul Tyers

Paul Tyers is Managing Director of Wealth Stewards Inc and Vice President of Portfolio

Stewards Inc registered with the Ontario Securities Commission He and his team provide

comprehensive wealth management services to affluent Canadians typically in conjunction

with their other ldquotrusted advisorsrdquo A Chartered Professional Accountant (CPA) Certified

Financial Planner (CFP) and Chartered Investment Manager (CIM) Paul has both the

education and experience to provide comprehensive wealth advisory services Upon

completion of a business degree Paul began his career at a major international CA firm

gaining experience in a wide variety of business sectors Moving into corporate finance with

Bank of Montreal followed by Corpfinance International experience was gained in mergers acquisitions succession

and growth financing In 1987 Paul partnered with a venture capital firm to acquire Retirement Counsel of Canada

(RCOC) and led it through substantial growth prior to selling it in 2002 Since 2002 Paul has returned to his passion

of building managing and preserving the wealth of affluent private clients His success is attributed to ensuring

clientsrsquo interests always come first Paul provides advice on the areas noted to the left and has pioneered the

integration of wealth management services into Canadian accountingtax firms

Company Wealth Stewards Inc Title Managing Director

Website httpwealthstewardsca

wwwvirtualaccountingconferencecom

Webinar Speakers

Sam Vassa

Sam Vassa heads PaymentEvolution ndash Canadarsquos largest and most loved cloud payroll and

payments service Sam founded the company with a team of technology and subject

matter specialists and devised an award-winning solution that empowers organizations and

their accountants to manage their own payroll process Previously Sam led business

development for the capital markets industry at Microsoft Corporation His team worked with

leading Microsoft partners to build compelling solutions for the financial services

industry Sam was responsible for alliance relationships with Microsoftrsquos largest global

partners as well as sales and marketing execution with the community He has worked

with Microsoftrsquos US and Canadian subsidiaries and is known for his passion for forming strong partnerships Sam was

a channel manager at Digital Equipment Canada and served with the Canadian Department of Foreign Affairs and

International Trade at their foreign missions worldwide He is a board member of Telecompute ndash a leading software

development firm pioneering the use of portable database technology for vertical markets Sam is active in the

emerging business market as an advisor and mentor to firms seeking management and technology expertise Sam is

a graduate of McMaster University where he studied biochemistry

Company PaymentEvolution Website wwwpaymentevolutioncom

Twitter samvassa

Peggy Tyers BBA - Event Organizer

Peggy Tyers earned an Honours Bachelor of Business Administration from Wilfrid Laurier

University After graduating she entered the retail sector She spent over 20 years

working with National retailers in several areas consulting marketing buying and

merchandising Peggy transferred those skills to another industry sector when she

brought the 2020 Group (leading volunteer membership organization for progressive

accountants in the world) to Canada Peggy looks for products and services to help

accountants improve the efficiency of their practice and improve their bottom lines

Company 2020 Canada Title President

Website www2020canadaca

Webinar Speakers

Scott Zandbergen

Scott Zandbergen has worked in the accounting software world for over 17 years He

spent many years at Sage where he built and grew the Simply Accounting Certified

Consultant program Later as Vice President of Product Management he led the product

strategy for Simply Accounting Accpac and MAS 90500 In early 2011

Scott joined Wave Accounting a fully automated 100 free double entry accounting

software designed for small businesses with less than 10 employees Scotts mission there

is to educate the accounting and bookkeeping communities about the solution Wave

offers their small business clients In a little over 3 years on the market Wave now has over 2 million users on its

platform

Company Wave Accounting Title VP Pro Network

Website wwwwaveappscom Twitter WaveHQ

Wayne Zielke

Wayne is the founder and CEO of LedgerDocs an online document management

application that was designed around the sharing managing and collaboration needs of

bookkeepers accountants and businesses Wayne has spent his career working in the

accounting industry and understands first-hand the workflow and process involved in

providing exceptional full cycle bookkeeping and accounting services to clients From these

experiences he decided to create an application that streamlines the bookkeeping and

accounting process while promoting collaboration among bookkeepers accountants and

their amazing clients

Company LedgerDocs Title Chief Executive Officer

Website wwwledgerdocscom Twitter ledgerdocs

2020 Dream Practice Virtual Accounting Conference 2014

wwwvirtualaccountingconferencecom

2020 Dream Practice

Virtual Accounting Conference

Virtual Conference for Accountants

October 1 and 2 2014

Webinars

Presentations will be held on

Tuesdays and Thursdays from June 3

2014 through January 27 2015

Presentations scheduled from 1100

am MST to 100 pm MST

Schedule includes one hour for

presentation and up to one hour for

questions

Over 32 webinars with

industry experts

wwwvirtualaccountingconferencecom

Collaborate Innovate Prosper

Gold Sponsors

Silver Sponsors

Page 3: Virtual Accounting Conference 2014

wwwvirtualaccountingconferencecom

REGISTRATION FEES

Virtual Conference

for Accountants

October 1 and 2 2014

$17900 (includes tax)

Webinars

FREE

Register Online

wwwvirtualaccountingconferencecom

Virtual Conference for Accountants

October 1 and 2 2014

National virtual conference highlighting practice

growth topics

Featuring keynote and topical speakers all ex-

perts in their fields

16 hours of Professional Development

Webinars

Presentations will be held on Tuesdays and

Thursdays from June 3 2014 through

January 27 2015

Presentations scheduled from 1100 am MST to

100 pm MST

Schedule includes one hour for presentation and

up one hour for questions

Over 32 webinars with industry experts

2020 Dream Practice Virtual Accounting Conference 2014

Conference Schedule October 1st 2014

EST Schedule MST Schedule PST Schedule

Speaker Start End Speaker Start End Speaker Start End

Local content 900 1015 Rick Solomon 830 1000 Rick Solomon 730 900

Break 1015 1030 Break 1000 1030 Break 900 930

Rick Solomon 1030 1200 Jeff Borschowa 1030 1145 Jeff Borschowa 930 1045

Break 1200 1230 Break 1145 1200 Break 1045 1100

Jeff Borschowa 1230 1345 Joel Sinkin 1200 1400 Joel Sinkin 1100 1300

Break 1345 1400 Local content 1400 1500 Local content 1300 1400

Joel Sinkin 1400 1600 Break 1500 1515 Break 1400 1415

Local content 1600 1700 Local content 1515 1700 Local content 1415 1600

wwwvirtualaccountingconferencecom

Conference Schedule October 2nd 2014

EST Schedule MST Schedule PST Schedule

Speaker Start End Speaker Start End Speaker Start End

Local content 900 1015 Rick Solomon 830 1000 Rick Solomon 730 900

Break 1015 1030 Break 1000 1030 Break 900 930

Rick Solomon 1030 1200 Paul Tyers 1030 1145 Paul Tyers 930 1045

Break 1200 1230 Break 1145 1200 Break 1045 1100

Paul Tyers 1230 1345 Chris Frederickson 1200 1400 Chris Frederickson 1100 1300

Break 1345 1400 Local content 1400 1500 Local content 1300 1400

Chris Frederickson 1400 1600 Break 1500 1515 Break 1400 1415

Local content 1600 1700 Local content 1515 1700 Local content 1415 1600

Keynote Speaker Rick Solomon

For over 20 years Rick Solomon has taught professionals around the world how to

create extraordinary results in their professional practices and lives by applying time

tested techniques and sometimes ancient wisdom in a number of ways

His past practice as a CPA and business advisor coupled with years of study at the

Sedona Institute have provided him a deep understanding of how to guide others to

be free of the self-created limitations that for many people make personal and

professional success much harder than it has to be

Rick is presently the CEO of Thriving Firm a world leader in helping professional

service providers and advisors build more profitable and rewarding practices He is

the founder and serves as the main facilitator of the Masters Program a two-year

workshop and coaching program offered exclusively to open-minded professionals

Thriving Firm (wwwthrivingfirmcom) is an interesting

site Their newly branded program is called Accountants

Reboot Essentially the idea is to step away from your

practice for a short period to re-evaluate your product

offering staffing and successes

Is your accounting firm surviving or thriving Do you dread

the Monday morning return to work How would it impact

your firm and life if you could do what you love at work and

be more profitable

The Thriving Firm team offers coaching a collaborative net-

work resources and tools to transform your practice and

life In their words ldquohaving an amazing vibrant

profitable practice amp career is much easier than you may

thinkrdquo I couldnrsquot agree more One of the best decisions that

I have made in my professional career was to participate in

the Thriving Firmrsquos Masters Program The program has

since been renamed to Accountants Reboot

Participating in the program changed my practice and my

life both drastically for the better

As a group my fellow Masterrsquos and I were led through a

series of exercises designed to help us create a compelling

vision for our firms I learned firsthand the importance in

setting goals and monitoring the results to determine how

well I was doing with my practice

I graduated from the program in 2012 but maintain close

contact with my peers from the group We have continued

to challenge one another to set and achieve new goals

The program itself was challenging We were asked

collectively and individually to explore our mindset and

past results to determine areas for improvement

My biggest challenge was to step away from a growing

practice every four months to meet with the group

However I saw significant improvements in the practice

from the beginning so it was definitely something I wanted

to commit my full attention to

There is an assessment tool on the Thriving Firm website if

you would like to learn more about where you are

currently If you do nothing else the conversations and self

-exploration that can come from the assessment are highly

worthwhile

In all honesty I cannot do justice to explaining either the

program or the positive impact it has had on my

life Friends peers staff colleagues and clients have all

commented on the noticeable changes All I can suggest is

that you check it out yourself

-Jeff Borschowa (Event Organizer Host and Speaker)

ldquoI love helping people realize how

to be completely successful on

their own terms and revealing how

much easier it is than they ever

imagined mdash Rick Solomon

Rick Solomon

wwwthrivingfirmcom

2020 Dream Practice Virtual Accounting Conference 2014

Keynote Speaker Joel Sinkin

wwwvirtualaccountingconferencecom

Mr Sinkin is an editorial advisor to the AICPArsquos newsletter Small Firm Solution and

a member of The CPA Journal Editorial Review Board Recently Mr Sinkin fulfilled

a personal goal to create a new type of consulting firm that brings a fresh ap-

proach to the succession and growth needs of accounting firms and their owners

nationally In 2004 he joined forces with Terrence E Putney CPA to form

Transition Advisors

In 2012 amp 2013 Accounting Today named Mr Sinkin one of the top 100 most

influential people in accounting

Succession planning is key to ensuring that you maximize

the value of your firm should you decide to slow down or

retire In my experience there seems to be a mystical

shroud around the topic of succession and transition plan-

ning for accounting firms I recently spoke to a group of

accountants and every single participant in the room had

the same plan ndash a younger accountant would buy their

firm Not surprisingly not a single person in the group had

identified this hypothetical younger accountant despite

most participants indicating that they intended to retire

within two to five years

I have seen many accountants assume that they can suc-

cessfully sell or transition their practice Many would ra-

ther avoid paying for advice so they adopt the do it your-

self approach I believe that it is difficult for any business

owner to anticipate and respond appropriately to many of

the issues that come into play in a transition scenario I

believe that it is even more difficult with an accounting

firm as the owner is personally attached to the business

(and clients) and may not be objective

The accountants that I have known and worked with who

sold their practices all had one primary concern ndash would

their replacement take good care of their beloved cli-

ents Too often lack of planning means that the replace-

ment is not necessarily the best candidate and the clients

ultimately suffer

I have had the pleasure of knowing Joel Sinkin

from Transition Advisors for a few years In that time he

has impressed me with his knowledge of the accounting

industry and specifically his focus with mergers acquisi-

tions and transitions of accounting firms

Joel and his team at Transition Advisors have been leading

accountants through transition since 1990 completing hun-

dreds of transactions successfully The majority of their

materials and resources discuss topics from the perspec-

tive of CPArsquos in the United States However I have heard

Joel speak many times and have always taken away some-

thing of immediate relevance to my practice in Canada I

was very happy to see them launch a Canadian office in

Toronto

Joel recently published a series of articles in the Journal of

Accountancy highlighting key issues and trends in the field

of succession I highly recommend taking the time to read

it (JOA Combined articles 2013 2014)

Joel has also co-authored an article with Terrence Putney

entitled ldquoKeeping it Togetherrdquo The article covers the im-

portance of planning your transition carefully in order to

retain key staff and your clients I canrsquot stress enough how

important key staff can be to the transition Many practi-

tioners ignore this aspect at their own peril You can read

the article here Keeping it Togeth-

er_Reporting_Patton_April09

If you foresee a transition in your future you should take a

look at the Transition Advisors website I particularly rec-

ommend the articles in their resource section

Jeff Borschowa (Event Organizer Host and Speaker)

Joel Sinkin

wwwtransitionadvisorscom

2020 Dream Practice Virtual Accounting Conference 2014

Keynote Speaker Jeff Borschowa

I first joined the accounting world in 1991 and became a Chartered Accountant in

2000 I have spent the bulk of my career working with and advising small to

medium-sized enterprises I have experience working in all sizes of accounting firms

from sole practitioners to international firms My focus in my career has been to find

new and better ways to integrate innovation and technology to enhance the

customer experience and improve efficiency in the accounting process My journey

has been unique in that I have met some very innovative accountants and mentors

in my career I have been very fortunate to be in a position to learn from them

compare their ideas and to truly choose the best of the best Personally I would like

nothing more than to free accountants from the stress created by high volume

commodity work allowing them the freedom to pursue work that is rewarding personally and professionally

My overall goal is to reduce the hours worked by accountants and increase overall profitability One of my

friendrsquos made an interesting comment recently ldquoAlmost every accountant that I know can tell me how much

his gross revenue is but very few know what their actual costs arerdquo I challenge you to learn more about your

practice so that you can bid on the right kinds of projects and earn what you are worth ndash your education

should be your most valued possession

Jeff Borshcowa

wwwdreampracticeca

wwwvirtualaccountingconferencecom

Keynote Speaker Paul Tyers

Paul Tyers is Managing Director of Wealth Stewards Inc and Vice President of

Portfolio Stewards Inc registered with the Ontario Securities Commission He and

his team provide comprehensive wealth management services to affluent

Canadians typically in conjunction with their other ldquotrusted advisorsrdquo A Chartered

Professional Accountant (CPA) Certified Financial Planner (CFP) and Chartered

Investment Manager (CIM) Paul has both the education and experience to provide

comprehensive wealth advisory services Upon completion of a business degree

Paul began his career at a major international CA firm gaining experience in a wide

variety of business sectors Moving into corporate finance with Bank of Montreal

followed by Corpfinance International experience was gained in mergers

acquisitions succession and growth financing In 1987 Paul partnered with a venture capital firm to acquire

Retirement Counsel of Canada (RCOC) and led it through substantial growth prior to selling it in 2002 Since

2002 Paul has returned to his passion of building managing and preserving the wealth of affluent private

clients His success is attributed to ensuring clientsrsquo interests always come first Paul provides advice on the

areas noted to the left and has pioneered the integration of wealth management services into Canadian

accountingtax firms

wwwwealthstewardsca

Paul Tyers

2020 Dream Practice Virtual Accounting Conference 2014

Keynote Speaker Chris Frederiksen CPA

Chris Frederiksen is one of the best-known and most highly-rated seminar

leaders in the world as well as a consultant to accountancy firms worldwide He is

also a practicing accountant in San Francisco California His experience includes

partnership positions with two international CPA firms and building several

independent practices in the San Francisco Bay Area

As a consultant for the past twenty years he has been helping small and medium

sized accountancy firms achieve their goals of greater profitability and greater

personal satisfaction for the owners He is now committed to helping CPAs and

tax professionals excel in financial services strategic planning and other new

service areas

The Cloud Exposed Many business consultants strongly advocate the adoption

of cloud computing believing this to be the future of IT

infrastructure It is generally accepted that the term ldquothe

cloudrdquo is synonymous with ldquothe internetrdquo The precise

definition of cloud computing is slightly contentious but in

this post we use the term to signify a hosted service

delivery model A hosted service allows a userrsquos programs

applications files and other data to be stored on an off-site

server usually owned and managed by a hosted service

provider The data is then accessed by the user over the

internet Here are 5 advantages that cloud computing holds

over traditional methods

Disaster recovery ndash At any given time your firm is at risk of

numerous disasters fire flooding earthquakes theft and

hardware failure and just a few examples In the event of

such a disaster you need to ensure that you have appropri-

ate recovery systems in place An important advantage of

cloud computing is that your data and programs are stored

off-site Hosted service providers generally own the servers

that store your information and go to great lengths to pro-

tect and maintain them backing up your information in

multiple servers and data centers in multiple areas of the

country

Security - Data breaches are a serious issue the costs of a

data breach to your firm could be devastating Primary

causes of data breaches include criminal activity (theft and

hacking) and staff negligence (the loss or ineffective

disposal of equipment containing sensitive information)

Cloud computing can significantly reduce the risk of a data

breach As your data is stored securely in an off-site

location it cannot be misplaced or disposed of

inadequately Moreover the security offered by hosted

service providers is generally far superior to that of an

office reducing the risk of hardware theft and data

hacking

Work from Anywhere - Because only an internet connection

is required to access your files and programs you and your

colleagues can work from any computer in any location

With the proliferation of mobile devices such as tablets and

smartphones business professionals now have even more

flexibility to access and work with their data

Collaboration ndash Traditional methods of computing see a file

stored either to a server or an individual machine with only

a single user being able to work on it at a time An

innovative aspect of cloud computing is that you and your

colleagues can work simultaneously on the same file

Cost Reduction ndash As mentioned previously hosted service

providers generally own the servers that store your data

This means that the cost of purchasing and maintaining a

server and licenses is nullified Software updates and virus

protection are also handled by the provider freeing up

your resources for other tasks Additionally you can scale

your operations more accurately when your system

requirements are managed by a hosted service provider

Instead of making a large investment in a faster or larger

server you can simply upgrade your service contract

Are you interested in getting on the cloud Give us a call

and we can help you get started on your cloud journey

- 2020 Group USA (originally appeared as a blog post on

www2020groupusacom)

Chris Frederikesn

www2020groupusacom

wwwvirtualaccountingconferencecom

Event Organizer Spotlight Dream Practice

Accountants Manifesto I first joined the

accounting world in 1991 and became a Chartered

Accountant in 2000 I have spent the bulk of my

career working with and advising small to medium-

sized enterprises I have experience working in all

sizes of accounting firms from sole practitioners to

international firms

My focus in my career has been to find new and

better ways to integrate innovation and technology

to enhance the customer experience and improve

efficiency in the accounting process

My journey has been unique in that I have

met some very innovative accountants and mentors

in my career I have been very fortunate to be in a

position to learn from them compare their ideas

and to truly choose the best of the best I share my

experiences as I saw them sometimes updated with

the benefit of hindsight My postings are candid

and generally unfiltered I do not intend to offend

but will apologize in advance if I do

The purpose of my Blog and website is to share my

discoveries in the hopes of advancing our

profession Personally I would like nothing more

than to free accountants from the stress created by

high volume commodity work allowing them the

freedom to pursue work that is rewarding

personally and professionally

I welcome you to share my journey and to offer

your thoughts and comments along the way The

information and materials that I will share are not

intended to be offered as a one-size fits all solution

but rather to offer you some thoughts that you may

wish to explore further

My site is dedicated to sharing my ldquoAccountantrsquos

Manifestordquo I cover the following general areas

Efficiency versus Effectiveness

Outsourcing

Networking and Marketing

Technology

Consulting Tools

Consulting Mindset

Innovations that impact accounting

I create tags to allow easy searching ndash no point

wasting time on a topic if it isnrsquot immediately

relevant to you

My overall goal is to reduce the hours worked by

accountants and increase overall profitability One

of my friendrsquos made an interesting comment

recently ldquoAlmost every accountant that I know can

tell me how much his gross revenue is but very few

know what their actual costs arerdquo I challenge you to

learn more about your practice so that you can bid

on the right kinds of projects and earn what you are

worth ndash your education should be your most valued

possession

Visit Us Online

wwwdreampracticeca

2020 Canada is the premier volunteer membership

group for accountants in Canada for small and medi-

um-size practitioners 2020 Canada started in 2005

our membership is coast-to-coast representing CAs

CGAs and CMAs in Public Practice 2020 Canada

appeals to those accountants who are interested in

improving their practices through improved

efficiencies expanded offerings and marketing

initiatives that result in improved bottom lines

2020 Canada is the Canadian branch of The 2020

Group Worldwide in the UK The 2020 Group was

founded in the 1990s by three of the best-known

consultants and seminar leaders in the profession

Ian Fletcher Chris Frederiksen and Gordon Gilchrist

They recognized that historical compliance services

were likely to be limited growth areas for account-

ants and that progressive firms would need to offer

their clients more value-added services For that

new tools and ideas would be needed Since the

launch the 2020 Group has organizations in UK and

Ireland USA South Africa and Canada with

world-wide members as part of 2020 International

2020 Canada offers Professional Development

courses through webinars seminars and confer-

ences focussing primarily in non-compliance areas

Practice Management Marketing and Consulting

Business Advisory Services Legal Issues Efficiency

Resources in IT Software Outsourcing Services and

others

Event Organizer Spotlight 2020 Canada

For Membership Information Visit Us Online

www2020canadaca

Benefits of 2020 Canada Membership Fantastic VALUE 25 discount on 2020 Canada Professional Development Courses Discounts on 2020 Tools Discount on 2020 Canada Conferences and Seminars Discounts on third party products and services (Please see our list of Value Added Services)

Members Newsletter You will also receive regular correspondence through our e-newsletters packed full with useful practice management and marketing ideas Members are also encouraged to pose questions in the QampA section of the website where answers and features are made within the newsletters

TelephoneEmail support We act as a resource to your practice and encourage you to call us with questions and requests Over the years the 2020 Membership Group has become highly colle-gial and members are generally more than willing to share information with each other

Access to an international affiliation of professional accountants

2020 Dream Practice Virtual Accounting Conference 2014

Gold Sponsor

Irsquove worked with a company that fully embraces ldquobusiness process

outsourcingrdquo Anything that we could outsource to virtual workers we have and it has

greatly reduced the amount of square footage that our company needs hence greatly

reducing our carbon footprint and office expenses It also benefits the workers we

employ in the sense that they get to live where they want and be in their home work

environment If you really think about it you rsquod be surprised about exactly how many

task you can actually outsource and that can be done online It rsquos nice to be on

the forefront of a new growth industry

John B ndash Geeks On The Way

Increase productivity expand your business and save money ndash outsource your business processes with Tursa Group

We have a talented team of specialists in various fields of IT marketing administration and finance ready to look after your companyrsquos needs so

that you can concentrate on growing your company

For More Information Visit Us Online

wwwtursagroupcom

wwwvirtualaccountingconferencecom

2020 Dream Practice Virtual Accounting Conference 2014

Gold Sponsor

Zohocom offers a comprehensive suite of award-winning online business productivity amp collaboration applications Customers use Zoho Applications to run their business processes manage their information and be more productive while at the office or on the go without having to worry about expensive or outdated hardware or software To date Zohocom has launched 25+ online applications mdash from CRM to Mail Office Suite Project Management Invoicing Web conferencing and more Zoho has received numerous awards including an InfoWorld 2009 Product of the Year award a 2008 PC World 25 Most Innovative Products Award and a 2007 TechCrunch Best Enterprise Start-up Zohocom is a division of Zoho Corporation a privately-held and profitable company With offices in CA Austin Chennai Yoko-hama and Beijing Zoho Corporation serves the technology needs of more than 9 million customers worldwide

For More Information Visit Us Online

wwwzohocom

Silver Sponsors

The Accounting Practitioners Symposium is an information

resource for Accounting Professionals to examine bringing

together different technology to create a simplified and

streamlined office process to help grow your business

wwwaccountingsymposiumcom

We build tools that simply make life easier

The goal of Client Track is to help take control of your

practice and save you time by combining all of the office

management tools into one easy-to-use package

wwwclienttrackca

Online Marketing amp Web Design

VH Marketingrsquos strategy is to build an outstanding web

presence not just a website by providing clients with an

up-to-date web design mobile setup and social media

presence tied together with strong ongoing SEO

(search engine optimization) Following this proven strategy

places our clients business in front of the right target

market generating leads on consistent basis

wwwvhwebsitescom

Wealth Stewards Inc is the partner of choice for Chartered

Professional Accountants who want to provide their valued

clients with a wealth management firm that is prudent and

a true steward of their wealth Wealth Stewards Inc

partners with accountants to provide both tax effective and

sound wealth management strategies together we help

our clients achieve long-term financial goals

wwwwealthstewardsca

Wolters Kluwer enables legal tax finance and healthcare

professionals to be more effective and efficient We provide

information software and services that deliver vital in-

sights intelligent tools and the guidance of subject-matter

experts

wwwwolterskluwercom

wwwvirtualaccountingconferencecom

Webinar Schedule SpringSummer

Date Topic Speaker

Last Speaker

First

632014 Connect With Your Clients With Intent Using ASPiRE

Crosser John

6102014 Integrating Wealth Management Tyers Paul

6122014 Learn about XLGL an Excel add-in which connects to Sage 50 databases to produce customized reports

Carrier Daniel

6172014 LedgerDocs Never Lose a Receipt Zielke Wayne

6192014 Protecting Those that Run Your Business Crosser John

6242014 Drop the Struggle amp Thrive Solomon Rick

732014 Working In The Cloud A Bookkeepers Perspective Bouffard Keri

782014 Clouds Taking the First Steps Irving Graham

7102014 Importing Data into Small Business Accounting Programs

Mason Dan

7152014 Shoeboxedcom Hourigan Mike

7222014 5 Ways to Grow Your Business Borschowa Jeff

7242014 Supercharge Your Documentation Bellehumeur Adrienne

7292014 Protecting Your Business Entity Crosser John

7312014 Client Track as a Practice Management Solution Merritt David

852014 Creating and Implementing a Marketing Plan Buol Ruszczyk Bonnie

8122014 Accounting in The Cloud Zandbergen Scott

8192014 High Level Overview of Business Processes Borschowa Jeff

8262014 The Enlightened Accountant Solomon Rick

2020 Dream Practice Virtual Accounting Conference 2014

Webinar Schedule FallWinter

wwwvirtualaccountingconferencecom

Date Topic Speaker

Last Speaker

First

922014 Sandler Rules for Building Your Practice to Work Smarter Not Harder

Knox Hamish

942014 Social Media Strategies for Accountants and Bookkeepers Olah Viola

992014 Make Your Website a Business Development Tool Buol Ruszczyk Bonnie

9112014 Business Development Intelligence (BDI) Fritsch Chris

9162014 Succession Planning Tyers Paul

9182014 Turning Your Accountancy Firm Website Into a Lead Generation Machine

Reyburn Karen

9232014 Benchmarking for Success Borschowa Jeff

9252014 A Brief Tour Through Wills and Estate Planning Jones Stephan

9302014 Sales and Marketing Eden Jan

1072014 Social Media The Good Bad and Effective Buol Ruszczyk Bonnie

1092014 An Introduction to SRampED What It Is and What Can It Do For Your Clients

Smith Graham

10142014 Understanding and Utilizing Insurance Company Investment and Income Products

Findlay Curtis

10162014 Key Elements of a Lead Generating Website Olah Viola

10212014 Improving the Bottom Line Through Niche Marketing Tyers Peggy

10232014 LedgerOnline Zielke Wayne

10282014 Going Paperless Duncan Brooks

1142014 Growing Your Firm with LinkedIn Buol Ruszczyk Bonnie

1162014 Expanding Business Activities to the United States (Canadian Companies)

Shumate Amy

11132014 Business Planning For Organizations of all Sizes Findlay Curtis

11182014 The Power of Niche Marketing for Accountants Reyburn Karen

11252014 Profitable Cloud-Based Payroll for your Practice Vassa Sam

1222014 Turning Great Ideas Into Reality Suart Glenn

1292014 Colour Accounting Descoteaux Stephanie

Webinar Speakers

Adrienne Bellehumeur CA CISA PMP

Adrienne Bellehumeur lives in Calgary Alberta and works as a consultant specializing

in business analysis audit and effective documentation Her focus is on helping

companies track monitor and protect their most valuable assets information and

intellectual capital Adrienne began her career as a Chartered Accountant working with

clients on audits assessing financial controls and Sarbanes-Oxley (SOX) compliance

projects Her experience over the years includes requirements management process

modelling project communications technical writing and developing documentation

strategies and systems Adrienne continues to actively research present on and write

about effective documentation and business analysis practices

Company BELLEHUMEUR amp ASSOCIATES Website wwwleadersinbusinessanalysiscom

Jeff Borschowa - Event Organizer amp Host

I first joined the accounting world in 1991 and became a Chartered Accountant in 2000 I

have spent the bulk of my career working with and advising small to medium-sized

enterprises I have experience working in all sizes of accounting firms from sole

practitioners to international firms My focus in my career has been to find new and better

ways to integrate innovation and technology to enhance the customer experience and

improve efficiency in the accounting process My journey has been unique in that I have

met some very innovative accountants and mentors in my career I have been very

fortunate to be in a position to learn from them compare their ideas and to truly choose

the best of the best Personally I would like nothing more than to free accountants from the stress created by high

volume commodity work allowing them the freedom to pursue work that is rewarding personally and professionally My

overall goal is to reduce the hours worked by accountants and increase overall profitability One of my friendrsquos made an

interesting comment recently ldquoAlmost every accountant that I know can tell me how much his gross revenue is but

very few know what their actual costs arerdquo I challenge you to learn more about your practice so that you can bid on the

right kinds of projects and earn what you are worth ndash your education should be your most valued possession

Company Dream Practice Website wwwdreampracticeca

Twitter DreamPractices

2020 Dream Practice Virtual Accounting Conference 2014

wwwvirtualaccountingconferencecom

Webinar Speakers

Kerri Bouffard

Kerri Bouffard CPB has been a professional bookkeeper for over 20 years and has

been operating her own company Add-Vantage Bookkeeping since 2003

She has been happily working completely in the cloud since 2012 ndash with no copies of

any software loaded directly on her local computer system

Company Add-Vantage Bookkeeping Website httpaddvantagebookkeepingcom

Bonnie Buol Ruszczyk

Bonnie Buol Ruszczyk is the founder and president of bbr marketing which provides

marketing services and strategy for professional services firms Every day she and her

talented staff help accountants all over North America reach their audiences and grow

their firms by creating and implementing customized solutions that differentiate each

client in their individual market Named one of 2013rsquos Top 100 Most Influential People in

accounting by Accounting Today for the 2nd year in a row she is an active volunteer in a

number of organizations including serving as president of the Atlanta AAM Chapter and

a regular contributor to a variety of news and industry websites

Company bbr marketing Title Founder and President

Website wwwbbrmarketingcom

Webinar Speakers

2020 Dream Practice Virtual Accounting Conference 2014

Daniel Carrier

Daniel Carrier has close to 40 yearsrsquo experience in bookkeeping Hersquos worked as a

consultant since 1993 and has recommended and installed a number of bookkeeping

software Daniel founded Logicim in 2004 with his partner his son It is Pierre Alain

Carrier who has created the now famous XLGL and Daniel is proud to be participating in

this great reporting initiative

Company Logicim Inc Website wwwlogicimtechcom

John Crosser

John Crosser is the owner of Knights Financial Management an independent

insurance service company John believes it is important to ensure businesses not only

properly protect their business entity but also those that make their business run At

Knights Financial Management we focus on small to medium sized businesses looking for

help as they navigate their way through the world of business Having the right type

and the right amount of insurance will help provide financial peace of mind to owners

so they can concentrate on ldquodoingrdquo business John is actively involved in his community

As the author of ASPiRE A Financial Workbook for the Canadian Teen John routinely

presents to schools and business to help increase financial literacy By helping people understand the moving parts

of a financial game plan (goals setting cash flow and debt management asset

protect and building wealth) John feels they will be more financially

bull Fit--through wise budgeting of time and money

bull Independent--through discovering their own skills setting and accomplishing goals

bull Responsible--through focused activities and self-discipline

bull Secure--through building multiple streams of cash flow

With proper financial literacy individuals families schools businesses communities provinces and Canada at large

will be stronger In addition to growing his business John enjoys spending time with his wife Jeanelle and their two

daughters Ashley and Jayme John loves working on his golf handicap making furniture and barbecuing with family

and friends

Company Knights Financial Management and Portfolio Strategies Corporation Website httpwwwknightsfmca

wwwvirtualaccountingconferencecom

Webinar Speakers

Stephanie Descoteaux DFA-BSS

Steacutephanie Descocircteaux is president and CEO of Calculated Approach Consulting Inc and

founder of Digits amp Decimals Inc But those are not the titles she loves itrsquos her real job as

a bookkeeping systems specialist that indicates her true passion Her focus is always on

educating clients improving systems and measuring the accomplishments of those

systems This vision empowers small business owners and entrepreneurs and has

commanded an impressive client list that continues to grow Steacutephanie founded Digits amp

Decimals Inc in 2001 a professional bookkeeping company She is the lead trainer and

consultant and has grown the business to include a staff of experts In 2011 Stephanie

launched Calculated Approach Consulting Inc a company that offers mentorship controllership and consulting

services to business owners or other bookkeepers Steacutephaniersquos professional affiliations include membership in the

Canadian Payroll Association (CPA) Institute of Professional Bookkeepers of Canada (IPBC) and Association of

Certified Fraud Examiners (ACFE) She is also a QuickBooks ProAdvisor has completed the Distinguish Financial

Advisor ndash Bookkeeping System Specialist (DFABSS) a 2 years bookkeeping certification with the Knowledge

Bureau she recently became a Sale Partner with Accounting Comes Alive ndash Color Accounting and is one of few

accredited Training Partner in Canada for Accounting Comes Alive ndash Color Accounting Steacutephaniersquos presentations

are available in English or French

Company Calculated Approach Consulting Inc Website wwwdigitsdecimalscom

Twitter DigitsDecimals

Brooks Duncan

Brooks Duncan helps individuals and small businesses go paperless at Docu-

mentSnapcom where he writes about tools workflows and taking action Hes a

CPACMA and a former computer programmer and financial software support manager

Brooks lives in Vancouver BC

Company DocumentSnapcom Website wwwdocumentsnapcom

Webinar Speakers

2020 Dream Practice Virtual Accounting Conference 2014

Chris Fritsch JD

As a Business Development Intelligence Consultant Chris Fritsch works together with

professional services firms to help support their Business Development efforts and

maximize their return on investment Chris and her team at ClientsFirst help Clients

utilize information and competitive intelligence to guide their business development

decisions and strategies to enhance their client development efforts

Chris also writes and speaks nationally on topics including competitive intelligence

business development client relationship management relationship intelligence web

marketing and the use of technology to enhance profitability In her former role as a

Legal Technologist she advised top law firms and professionals about competitive intelligence and innovative uses

of Internet technology Chris has also worked in-house as a Legal Technologist for an Am Law 50 law firm based in

Atlanta and as a Technology Consultant and Webmaster for Emory Law School She was also the Managing

Partner of a consulting firm specializing in providing technology solutions Chris received her law degree from

Emory University School of Law in Atlanta GA where she served as Managing Editor of the Emory International

Law Review as well as student and faculty technology consultant In her spare time Chris blogs and designs

websites and electronic newsletters

Company Clients First Consulting Title Business Development Intelligence Consultant

Website wwwClientsFirstConsultingcom Twitter CRMSuccess

Curtis Findlay

Curtis Findlay CFP is recognized nationally in the Canadian financial industry as both a

mentor of financial advisors as well as a successful advisor After graduating college Curtis

entered the financial industry in 1978 He operates his business activities from Canmore

Alberta Curtis has extensive experience advising entrepreneurs and mid-wealth individuals

with a variety of financial business and personal planning endeavours His comments are

made to Dream Practice through his firm Compass Financial Planning Services Ltd and not

related to a securities entity

Company Compass Financial Planning Services Ltd Website httpwwwcompfinnet

wwwvirtualaccountingconferencecom

Webinar Speakers

Mike Hourigan

Mike Hourigan is the Marketing Manager for Shoeboxedcom He is a graduate of the

University of North Carolina at Chapel Hill where he studied advertising Mike oversees all

of Shoeboxeds online marketing initiatives as well as the companys integrated partner

relations When Mike isnt helping small businesses and accountants get set up with

Shoeboxed he enjoys hiking and walking 18 holes at the nearest public golf course

Company Shoeboxedcom Website wwwshoeboxedcom

Twitter michaelhourigan

Stephen Jones LL M CPA CA

Stephen graduated from Dalhousie Law School He then articled in Toronto Shortly after

he obtained his CA designation working for one of the predecessors or KPMG In 1990

he joined BMO at its head office as a taxation lawyer and accountant

He rounded out his education in 2006 graduating with his Masters of Laws (LLM) in trust

and fiduciary law at Osgoode Stephen now provides counsel for Wealth Stewards

overall tax and estate activities Stephen brings his expertise and experience to the

planning and implementation of individual client situations Stephen is registered with the

Law Society of Upper Canada in private practice and with the Ontario and Canadian

Institutes of Chartered Professional Accountants

Company Wealth Stewards Inc Title Director Tax amp Estate Planning

Website wwwwealthstewardsca

Webinar Speakers

2020 Dream Practice Virtual Accounting Conference 2014

Hamish Knox

As a licensed member of the global Sandler network Hamish works with business owners and chief

executives who are serious about creating sustainable sales cultures Hamish worked in sales across

a variety of industries including media communication services software and professional sports

before joining the Sandler network which melded his passions for sales and education Early in his

Sandler career Hamish was anointed a Sandler Rising Star for quickly building his business and

helping fellow Sandler colleagues with their businesses Hamish is a former Sandler Global Rookie of

the Year is a current member of Sandlers Franchisee Advisory Council and his book Accountability

the Sandler Way will be published in November

Company Sandler Training - Calgary Website wwwhamishsandlercom

Twitter sandlerhamish

Dan Mason

I speak about innovation related to business software and business models that help

small and medium sized businesses to transform and automate their business

processes to achieve maximum efficiency and improve customer experience

Dan Mason focuses on strategic planning and business model innovation by helping

small and medium sized businesses to automate and optimize their business processes

Drawing from his 20 years of experience working with various accounting and ERP

systems Dan has helped several small and medium sized businesses in various

verticals to build robust business software systems Dan started Business Innovation

Technologies Inc in 2008 and has successfully led the company from its inception into a market leading provider

of innovative business software solutions As CEO of Business Innovation Technologies Dan is responsible for

driving the organizationrsquos strategic agenda technology vision and business operations In addition to helping

companies deploy best-of-the-breed business software systems Dan has been working on integrating diverse

business systems through his companyrsquos industry leading software solution to import and export data from ANY

source to various accounting and business software

Company Business Innovation Technologies Inc Title President amp CEO

Website wwwbusinnovatechcom

wwwvirtualaccountingconferencecom

Webinar Speakers

Viola Olah

Viola Olah is a Hungarian born and raised in Transylvania (yes itrsquos a real placehellip) She

lives in Calgary with her hubby and her dog Nikki After she worked as a systems analyst

for a large oil and gas company for a number of years she decided in 2009 to open up her

own business VH Marketing Ltd an online marketing company She thrives on the

challenge of keeping up with the fast changing pace of the Internet world and implementing

cutting edge marketing strategies to her clientsrsquo marketing plan Seeing clients succeed

gives her great satisfaction and she is grateful for the long-term strong relationships she

forged with them Her clients are local small business owners and individual professionals

who are very good at their own craft and donrsquot have the time or the desire to market their own business VH

Marketingrsquos strategy is to build an impactful web presence not just a website by providing clients with an up to date

web design mobile setup and social media presence This is all tied together with strong ongoing SEO

(search engine optimization) placing the clientsrsquo business in front of the right target market generating leads on

consistent basis

Company VH Marketing Ltd Website wwwvhwebsitescom

David Merritt

David Merritt owner and creator of Client Track graduated with a BSc in Computing and has

been designing software ever since David developed Client Track after he saw a real need in

the Accounting Practitioners industry for a solution to help public practice accounting

professionals to organize and control all of their deadlines efficiently Realizing that a large part

of running a successful practice was managing clients chasing down paperwork and handling all

the returns David developed Client Track into a software solution that is built based on the

unique needs of accounting professionals across Canada

Company Client Track Website httpclienttrackca

Twitter Client_Track

Webinar Speakers

2020 Dream Practice Virtual Accounting Conference 2014

Karen Reyburn

Karen Reyburn is a creative-minded individual who specialises in online marketing for

accountancy firms A former accountant (and a Certified Public Accountant in the

States) Karen now assists accountancy firms with understanding and using online

marketing to get more leads A dual British-American citizen Karens past careers

include working with a Glasgow-based accountancy firm setting up and maintaining a

separate consultancy division for this firm She instigated monthly business workshops training and facilitating

business owners in marketing strategy and profitability She has delivered online webinars and offline seminars

for the Chamber of Commerce Bank of Scotland women in business and business growth events She assisted

in the delivery of a comprehensive Business Consulting Programme to accountants for over five years For five

years Karen managed the European office of a global network of accounting firms helping both accountants and

SMEs to improve their marketing efforts This included delivering webinars providing online training website

design and improvement email marketing blogging and marketing action plans Karen is also an

internationally-recognised photographer doing wedding photography family portraits and landscape photography

in Scotland England Ireland Cyprus Australia the United States and more

Company The Profitable Firm Title Owner

Website wwwtheprofitablefirmcom Twitter ProfitableFirm

Graham Smith

Graham Smith is Vice President of Business Development for TSGI-Chartered Accountants

one of the top SRampED consultancies in western Canada He has been active in the SRampED

industry for more than 8 years and has co-taught the course on SRampED for the Institute of

Chartered Accountants of Alberta Graham has worked on wide range of claims for companies

of all sizes and in all industrial sectors

Company TSGI Charted Accountants Title Vice President - Business Development

Website wwwtsgica

wwwvirtualaccountingconferencecom

Webinar Speakers

Rick Solomon CPA CGMA - Keynote Speaker

For over 20 years Rick Solomon has taught professionals around the world how to create

extraordinary results in their professional practices and lives by applying time tested

techniques and sometimes ancient wisdom in a number of ways His past practice as a

CPA and business advisor coupled with years of study at the Sedona Institute have

provided him a deep understanding of how to guide others to be free of the self-created

limitations that for many people make personal and professional success much harder

than it has to be Rick is presently the CEO of Thriving Firm a world leader in helping

professional service providers and advisors build more profitable and rewarding practices

He is the founder and serves as the main facilitator of the Masters Program a two-year workshop and coaching

program offered exclusively to open-minded professionals The Masters Program shares a very unique way to

achieve abundance in ones personal and professional life Rick has challenged thousands of professionals world-

wide to expand their view of themselves and the value they bring to their clients in order to reach new levels of

personal and professional abundance

Company Thriving Firm Title CEO - Founder and Lead Facilitator of the Masters Program

Website wwwthrivingfirmcom Twitter ricksolomoncpa

Amy Shumate

Amy brings 13 years US tax experience to her role as Director in the US Corporate Tax

Advisory practice Amy assists her Canadian clients and their affiliates with their US

federal and state corporate income franchise sales and use tax issues from a unique

cross-border perspective She has worked with all sizes of both public and private

corporations in all types of industries in helping them manage their US federal and state

tax compliance and consulting needs Prior to joining Trowbridge in early 2014 Amy

worked for two of the Big 4 firms beginning in 2001 where she helped clients with US

corporate tax compliance federal and state tax consulting due diligence work

structuring and controversy Amy has a BA and MBA from McMaster University and

an MSc (Tax) from Golden Gate University in San Francisco She is a Canadian Chartered Professional

Accountant registered in Ontario and a Certified Public Accountant registered in Illinois

Company TROWBRIDGE PROFESSIONAL CORPORATION Title Director US Corporate Tax Services

Website wwwtrowbridgeca

Webinar Speakers

2020 Dream Practice Virtual Accounting Conference 2014

Glenn Suart

Glenn Suart is a Calgary-based Strategist Entrepreneur and Host of ldquoTodayrsquos Great Ideardquo

a nationally syndicated program aimed at helping people doing something with their great

ideas Over the past 20 years at WriteMyPlan PricewaterhouseCoopers Consulting and

Nordicity Group Ltd he has helped hundreds of people build successful businesses

Friendly and approachable Glenn and his team create strong viable businesses and craft

compelling winning business plans Glenn also teaches Building An Effective Business

Case at Mount Royal University in Calgary

Company WriteMyPlan Website wwwWriteMyPlancom

Paul Tyers

Paul Tyers is Managing Director of Wealth Stewards Inc and Vice President of Portfolio

Stewards Inc registered with the Ontario Securities Commission He and his team provide

comprehensive wealth management services to affluent Canadians typically in conjunction

with their other ldquotrusted advisorsrdquo A Chartered Professional Accountant (CPA) Certified

Financial Planner (CFP) and Chartered Investment Manager (CIM) Paul has both the

education and experience to provide comprehensive wealth advisory services Upon

completion of a business degree Paul began his career at a major international CA firm

gaining experience in a wide variety of business sectors Moving into corporate finance with

Bank of Montreal followed by Corpfinance International experience was gained in mergers acquisitions succession

and growth financing In 1987 Paul partnered with a venture capital firm to acquire Retirement Counsel of Canada

(RCOC) and led it through substantial growth prior to selling it in 2002 Since 2002 Paul has returned to his passion

of building managing and preserving the wealth of affluent private clients His success is attributed to ensuring

clientsrsquo interests always come first Paul provides advice on the areas noted to the left and has pioneered the

integration of wealth management services into Canadian accountingtax firms

Company Wealth Stewards Inc Title Managing Director

Website httpwealthstewardsca

wwwvirtualaccountingconferencecom

Webinar Speakers

Sam Vassa

Sam Vassa heads PaymentEvolution ndash Canadarsquos largest and most loved cloud payroll and

payments service Sam founded the company with a team of technology and subject

matter specialists and devised an award-winning solution that empowers organizations and

their accountants to manage their own payroll process Previously Sam led business

development for the capital markets industry at Microsoft Corporation His team worked with

leading Microsoft partners to build compelling solutions for the financial services

industry Sam was responsible for alliance relationships with Microsoftrsquos largest global

partners as well as sales and marketing execution with the community He has worked

with Microsoftrsquos US and Canadian subsidiaries and is known for his passion for forming strong partnerships Sam was

a channel manager at Digital Equipment Canada and served with the Canadian Department of Foreign Affairs and

International Trade at their foreign missions worldwide He is a board member of Telecompute ndash a leading software

development firm pioneering the use of portable database technology for vertical markets Sam is active in the

emerging business market as an advisor and mentor to firms seeking management and technology expertise Sam is

a graduate of McMaster University where he studied biochemistry

Company PaymentEvolution Website wwwpaymentevolutioncom

Twitter samvassa

Peggy Tyers BBA - Event Organizer

Peggy Tyers earned an Honours Bachelor of Business Administration from Wilfrid Laurier

University After graduating she entered the retail sector She spent over 20 years

working with National retailers in several areas consulting marketing buying and

merchandising Peggy transferred those skills to another industry sector when she

brought the 2020 Group (leading volunteer membership organization for progressive

accountants in the world) to Canada Peggy looks for products and services to help

accountants improve the efficiency of their practice and improve their bottom lines

Company 2020 Canada Title President

Website www2020canadaca

Webinar Speakers

Scott Zandbergen

Scott Zandbergen has worked in the accounting software world for over 17 years He

spent many years at Sage where he built and grew the Simply Accounting Certified

Consultant program Later as Vice President of Product Management he led the product

strategy for Simply Accounting Accpac and MAS 90500 In early 2011

Scott joined Wave Accounting a fully automated 100 free double entry accounting

software designed for small businesses with less than 10 employees Scotts mission there

is to educate the accounting and bookkeeping communities about the solution Wave

offers their small business clients In a little over 3 years on the market Wave now has over 2 million users on its

platform

Company Wave Accounting Title VP Pro Network

Website wwwwaveappscom Twitter WaveHQ

Wayne Zielke

Wayne is the founder and CEO of LedgerDocs an online document management

application that was designed around the sharing managing and collaboration needs of

bookkeepers accountants and businesses Wayne has spent his career working in the

accounting industry and understands first-hand the workflow and process involved in

providing exceptional full cycle bookkeeping and accounting services to clients From these

experiences he decided to create an application that streamlines the bookkeeping and

accounting process while promoting collaboration among bookkeepers accountants and

their amazing clients

Company LedgerDocs Title Chief Executive Officer

Website wwwledgerdocscom Twitter ledgerdocs

2020 Dream Practice Virtual Accounting Conference 2014

wwwvirtualaccountingconferencecom

2020 Dream Practice

Virtual Accounting Conference

Virtual Conference for Accountants

October 1 and 2 2014

Webinars

Presentations will be held on

Tuesdays and Thursdays from June 3

2014 through January 27 2015

Presentations scheduled from 1100

am MST to 100 pm MST

Schedule includes one hour for

presentation and up to one hour for

questions

Over 32 webinars with

industry experts

wwwvirtualaccountingconferencecom

Collaborate Innovate Prosper

Gold Sponsors

Silver Sponsors

Page 4: Virtual Accounting Conference 2014

2020 Dream Practice Virtual Accounting Conference 2014

Conference Schedule October 1st 2014

EST Schedule MST Schedule PST Schedule

Speaker Start End Speaker Start End Speaker Start End

Local content 900 1015 Rick Solomon 830 1000 Rick Solomon 730 900

Break 1015 1030 Break 1000 1030 Break 900 930

Rick Solomon 1030 1200 Jeff Borschowa 1030 1145 Jeff Borschowa 930 1045

Break 1200 1230 Break 1145 1200 Break 1045 1100

Jeff Borschowa 1230 1345 Joel Sinkin 1200 1400 Joel Sinkin 1100 1300

Break 1345 1400 Local content 1400 1500 Local content 1300 1400

Joel Sinkin 1400 1600 Break 1500 1515 Break 1400 1415

Local content 1600 1700 Local content 1515 1700 Local content 1415 1600

wwwvirtualaccountingconferencecom

Conference Schedule October 2nd 2014

EST Schedule MST Schedule PST Schedule

Speaker Start End Speaker Start End Speaker Start End

Local content 900 1015 Rick Solomon 830 1000 Rick Solomon 730 900

Break 1015 1030 Break 1000 1030 Break 900 930

Rick Solomon 1030 1200 Paul Tyers 1030 1145 Paul Tyers 930 1045

Break 1200 1230 Break 1145 1200 Break 1045 1100

Paul Tyers 1230 1345 Chris Frederickson 1200 1400 Chris Frederickson 1100 1300

Break 1345 1400 Local content 1400 1500 Local content 1300 1400

Chris Frederickson 1400 1600 Break 1500 1515 Break 1400 1415

Local content 1600 1700 Local content 1515 1700 Local content 1415 1600

Keynote Speaker Rick Solomon

For over 20 years Rick Solomon has taught professionals around the world how to

create extraordinary results in their professional practices and lives by applying time

tested techniques and sometimes ancient wisdom in a number of ways

His past practice as a CPA and business advisor coupled with years of study at the

Sedona Institute have provided him a deep understanding of how to guide others to

be free of the self-created limitations that for many people make personal and

professional success much harder than it has to be

Rick is presently the CEO of Thriving Firm a world leader in helping professional

service providers and advisors build more profitable and rewarding practices He is

the founder and serves as the main facilitator of the Masters Program a two-year

workshop and coaching program offered exclusively to open-minded professionals

Thriving Firm (wwwthrivingfirmcom) is an interesting

site Their newly branded program is called Accountants

Reboot Essentially the idea is to step away from your

practice for a short period to re-evaluate your product

offering staffing and successes

Is your accounting firm surviving or thriving Do you dread

the Monday morning return to work How would it impact

your firm and life if you could do what you love at work and

be more profitable

The Thriving Firm team offers coaching a collaborative net-

work resources and tools to transform your practice and

life In their words ldquohaving an amazing vibrant

profitable practice amp career is much easier than you may

thinkrdquo I couldnrsquot agree more One of the best decisions that

I have made in my professional career was to participate in

the Thriving Firmrsquos Masters Program The program has

since been renamed to Accountants Reboot

Participating in the program changed my practice and my

life both drastically for the better

As a group my fellow Masterrsquos and I were led through a

series of exercises designed to help us create a compelling

vision for our firms I learned firsthand the importance in

setting goals and monitoring the results to determine how

well I was doing with my practice

I graduated from the program in 2012 but maintain close

contact with my peers from the group We have continued

to challenge one another to set and achieve new goals

The program itself was challenging We were asked

collectively and individually to explore our mindset and

past results to determine areas for improvement

My biggest challenge was to step away from a growing

practice every four months to meet with the group

However I saw significant improvements in the practice

from the beginning so it was definitely something I wanted

to commit my full attention to

There is an assessment tool on the Thriving Firm website if

you would like to learn more about where you are

currently If you do nothing else the conversations and self

-exploration that can come from the assessment are highly

worthwhile

In all honesty I cannot do justice to explaining either the

program or the positive impact it has had on my

life Friends peers staff colleagues and clients have all

commented on the noticeable changes All I can suggest is

that you check it out yourself

-Jeff Borschowa (Event Organizer Host and Speaker)

ldquoI love helping people realize how

to be completely successful on

their own terms and revealing how

much easier it is than they ever

imagined mdash Rick Solomon

Rick Solomon

wwwthrivingfirmcom

2020 Dream Practice Virtual Accounting Conference 2014

Keynote Speaker Joel Sinkin

wwwvirtualaccountingconferencecom

Mr Sinkin is an editorial advisor to the AICPArsquos newsletter Small Firm Solution and

a member of The CPA Journal Editorial Review Board Recently Mr Sinkin fulfilled

a personal goal to create a new type of consulting firm that brings a fresh ap-

proach to the succession and growth needs of accounting firms and their owners

nationally In 2004 he joined forces with Terrence E Putney CPA to form

Transition Advisors

In 2012 amp 2013 Accounting Today named Mr Sinkin one of the top 100 most

influential people in accounting

Succession planning is key to ensuring that you maximize

the value of your firm should you decide to slow down or

retire In my experience there seems to be a mystical

shroud around the topic of succession and transition plan-

ning for accounting firms I recently spoke to a group of

accountants and every single participant in the room had

the same plan ndash a younger accountant would buy their

firm Not surprisingly not a single person in the group had

identified this hypothetical younger accountant despite

most participants indicating that they intended to retire

within two to five years

I have seen many accountants assume that they can suc-

cessfully sell or transition their practice Many would ra-

ther avoid paying for advice so they adopt the do it your-

self approach I believe that it is difficult for any business

owner to anticipate and respond appropriately to many of

the issues that come into play in a transition scenario I

believe that it is even more difficult with an accounting

firm as the owner is personally attached to the business

(and clients) and may not be objective

The accountants that I have known and worked with who

sold their practices all had one primary concern ndash would

their replacement take good care of their beloved cli-

ents Too often lack of planning means that the replace-

ment is not necessarily the best candidate and the clients

ultimately suffer

I have had the pleasure of knowing Joel Sinkin

from Transition Advisors for a few years In that time he

has impressed me with his knowledge of the accounting

industry and specifically his focus with mergers acquisi-

tions and transitions of accounting firms

Joel and his team at Transition Advisors have been leading

accountants through transition since 1990 completing hun-

dreds of transactions successfully The majority of their

materials and resources discuss topics from the perspec-

tive of CPArsquos in the United States However I have heard

Joel speak many times and have always taken away some-

thing of immediate relevance to my practice in Canada I

was very happy to see them launch a Canadian office in

Toronto

Joel recently published a series of articles in the Journal of

Accountancy highlighting key issues and trends in the field

of succession I highly recommend taking the time to read

it (JOA Combined articles 2013 2014)

Joel has also co-authored an article with Terrence Putney

entitled ldquoKeeping it Togetherrdquo The article covers the im-

portance of planning your transition carefully in order to

retain key staff and your clients I canrsquot stress enough how

important key staff can be to the transition Many practi-

tioners ignore this aspect at their own peril You can read

the article here Keeping it Togeth-

er_Reporting_Patton_April09

If you foresee a transition in your future you should take a

look at the Transition Advisors website I particularly rec-

ommend the articles in their resource section

Jeff Borschowa (Event Organizer Host and Speaker)

Joel Sinkin

wwwtransitionadvisorscom

2020 Dream Practice Virtual Accounting Conference 2014

Keynote Speaker Jeff Borschowa

I first joined the accounting world in 1991 and became a Chartered Accountant in

2000 I have spent the bulk of my career working with and advising small to

medium-sized enterprises I have experience working in all sizes of accounting firms

from sole practitioners to international firms My focus in my career has been to find

new and better ways to integrate innovation and technology to enhance the

customer experience and improve efficiency in the accounting process My journey

has been unique in that I have met some very innovative accountants and mentors

in my career I have been very fortunate to be in a position to learn from them

compare their ideas and to truly choose the best of the best Personally I would like

nothing more than to free accountants from the stress created by high volume

commodity work allowing them the freedom to pursue work that is rewarding personally and professionally

My overall goal is to reduce the hours worked by accountants and increase overall profitability One of my

friendrsquos made an interesting comment recently ldquoAlmost every accountant that I know can tell me how much

his gross revenue is but very few know what their actual costs arerdquo I challenge you to learn more about your

practice so that you can bid on the right kinds of projects and earn what you are worth ndash your education

should be your most valued possession

Jeff Borshcowa

wwwdreampracticeca

wwwvirtualaccountingconferencecom

Keynote Speaker Paul Tyers

Paul Tyers is Managing Director of Wealth Stewards Inc and Vice President of

Portfolio Stewards Inc registered with the Ontario Securities Commission He and

his team provide comprehensive wealth management services to affluent

Canadians typically in conjunction with their other ldquotrusted advisorsrdquo A Chartered

Professional Accountant (CPA) Certified Financial Planner (CFP) and Chartered

Investment Manager (CIM) Paul has both the education and experience to provide

comprehensive wealth advisory services Upon completion of a business degree

Paul began his career at a major international CA firm gaining experience in a wide

variety of business sectors Moving into corporate finance with Bank of Montreal

followed by Corpfinance International experience was gained in mergers

acquisitions succession and growth financing In 1987 Paul partnered with a venture capital firm to acquire

Retirement Counsel of Canada (RCOC) and led it through substantial growth prior to selling it in 2002 Since

2002 Paul has returned to his passion of building managing and preserving the wealth of affluent private

clients His success is attributed to ensuring clientsrsquo interests always come first Paul provides advice on the

areas noted to the left and has pioneered the integration of wealth management services into Canadian

accountingtax firms

wwwwealthstewardsca

Paul Tyers

2020 Dream Practice Virtual Accounting Conference 2014

Keynote Speaker Chris Frederiksen CPA

Chris Frederiksen is one of the best-known and most highly-rated seminar

leaders in the world as well as a consultant to accountancy firms worldwide He is

also a practicing accountant in San Francisco California His experience includes

partnership positions with two international CPA firms and building several

independent practices in the San Francisco Bay Area

As a consultant for the past twenty years he has been helping small and medium

sized accountancy firms achieve their goals of greater profitability and greater

personal satisfaction for the owners He is now committed to helping CPAs and

tax professionals excel in financial services strategic planning and other new

service areas

The Cloud Exposed Many business consultants strongly advocate the adoption

of cloud computing believing this to be the future of IT

infrastructure It is generally accepted that the term ldquothe

cloudrdquo is synonymous with ldquothe internetrdquo The precise

definition of cloud computing is slightly contentious but in

this post we use the term to signify a hosted service

delivery model A hosted service allows a userrsquos programs

applications files and other data to be stored on an off-site

server usually owned and managed by a hosted service

provider The data is then accessed by the user over the

internet Here are 5 advantages that cloud computing holds

over traditional methods

Disaster recovery ndash At any given time your firm is at risk of

numerous disasters fire flooding earthquakes theft and

hardware failure and just a few examples In the event of

such a disaster you need to ensure that you have appropri-

ate recovery systems in place An important advantage of

cloud computing is that your data and programs are stored

off-site Hosted service providers generally own the servers

that store your information and go to great lengths to pro-

tect and maintain them backing up your information in

multiple servers and data centers in multiple areas of the

country

Security - Data breaches are a serious issue the costs of a

data breach to your firm could be devastating Primary

causes of data breaches include criminal activity (theft and

hacking) and staff negligence (the loss or ineffective

disposal of equipment containing sensitive information)

Cloud computing can significantly reduce the risk of a data

breach As your data is stored securely in an off-site

location it cannot be misplaced or disposed of

inadequately Moreover the security offered by hosted

service providers is generally far superior to that of an

office reducing the risk of hardware theft and data

hacking

Work from Anywhere - Because only an internet connection

is required to access your files and programs you and your

colleagues can work from any computer in any location

With the proliferation of mobile devices such as tablets and

smartphones business professionals now have even more

flexibility to access and work with their data

Collaboration ndash Traditional methods of computing see a file

stored either to a server or an individual machine with only

a single user being able to work on it at a time An

innovative aspect of cloud computing is that you and your

colleagues can work simultaneously on the same file

Cost Reduction ndash As mentioned previously hosted service

providers generally own the servers that store your data

This means that the cost of purchasing and maintaining a

server and licenses is nullified Software updates and virus

protection are also handled by the provider freeing up

your resources for other tasks Additionally you can scale

your operations more accurately when your system

requirements are managed by a hosted service provider

Instead of making a large investment in a faster or larger

server you can simply upgrade your service contract

Are you interested in getting on the cloud Give us a call

and we can help you get started on your cloud journey

- 2020 Group USA (originally appeared as a blog post on

www2020groupusacom)

Chris Frederikesn

www2020groupusacom

wwwvirtualaccountingconferencecom

Event Organizer Spotlight Dream Practice

Accountants Manifesto I first joined the

accounting world in 1991 and became a Chartered

Accountant in 2000 I have spent the bulk of my

career working with and advising small to medium-

sized enterprises I have experience working in all

sizes of accounting firms from sole practitioners to

international firms

My focus in my career has been to find new and

better ways to integrate innovation and technology

to enhance the customer experience and improve

efficiency in the accounting process

My journey has been unique in that I have

met some very innovative accountants and mentors

in my career I have been very fortunate to be in a

position to learn from them compare their ideas

and to truly choose the best of the best I share my

experiences as I saw them sometimes updated with

the benefit of hindsight My postings are candid

and generally unfiltered I do not intend to offend

but will apologize in advance if I do

The purpose of my Blog and website is to share my

discoveries in the hopes of advancing our

profession Personally I would like nothing more

than to free accountants from the stress created by

high volume commodity work allowing them the

freedom to pursue work that is rewarding

personally and professionally

I welcome you to share my journey and to offer

your thoughts and comments along the way The

information and materials that I will share are not

intended to be offered as a one-size fits all solution

but rather to offer you some thoughts that you may

wish to explore further

My site is dedicated to sharing my ldquoAccountantrsquos

Manifestordquo I cover the following general areas

Efficiency versus Effectiveness

Outsourcing

Networking and Marketing

Technology

Consulting Tools

Consulting Mindset

Innovations that impact accounting

I create tags to allow easy searching ndash no point

wasting time on a topic if it isnrsquot immediately

relevant to you

My overall goal is to reduce the hours worked by

accountants and increase overall profitability One

of my friendrsquos made an interesting comment

recently ldquoAlmost every accountant that I know can

tell me how much his gross revenue is but very few

know what their actual costs arerdquo I challenge you to

learn more about your practice so that you can bid

on the right kinds of projects and earn what you are

worth ndash your education should be your most valued

possession

Visit Us Online

wwwdreampracticeca

2020 Canada is the premier volunteer membership

group for accountants in Canada for small and medi-

um-size practitioners 2020 Canada started in 2005

our membership is coast-to-coast representing CAs

CGAs and CMAs in Public Practice 2020 Canada

appeals to those accountants who are interested in

improving their practices through improved

efficiencies expanded offerings and marketing

initiatives that result in improved bottom lines

2020 Canada is the Canadian branch of The 2020

Group Worldwide in the UK The 2020 Group was

founded in the 1990s by three of the best-known

consultants and seminar leaders in the profession

Ian Fletcher Chris Frederiksen and Gordon Gilchrist

They recognized that historical compliance services

were likely to be limited growth areas for account-

ants and that progressive firms would need to offer

their clients more value-added services For that

new tools and ideas would be needed Since the

launch the 2020 Group has organizations in UK and

Ireland USA South Africa and Canada with

world-wide members as part of 2020 International

2020 Canada offers Professional Development

courses through webinars seminars and confer-

ences focussing primarily in non-compliance areas

Practice Management Marketing and Consulting

Business Advisory Services Legal Issues Efficiency

Resources in IT Software Outsourcing Services and

others

Event Organizer Spotlight 2020 Canada

For Membership Information Visit Us Online

www2020canadaca

Benefits of 2020 Canada Membership Fantastic VALUE 25 discount on 2020 Canada Professional Development Courses Discounts on 2020 Tools Discount on 2020 Canada Conferences and Seminars Discounts on third party products and services (Please see our list of Value Added Services)

Members Newsletter You will also receive regular correspondence through our e-newsletters packed full with useful practice management and marketing ideas Members are also encouraged to pose questions in the QampA section of the website where answers and features are made within the newsletters

TelephoneEmail support We act as a resource to your practice and encourage you to call us with questions and requests Over the years the 2020 Membership Group has become highly colle-gial and members are generally more than willing to share information with each other

Access to an international affiliation of professional accountants

2020 Dream Practice Virtual Accounting Conference 2014

Gold Sponsor

Irsquove worked with a company that fully embraces ldquobusiness process

outsourcingrdquo Anything that we could outsource to virtual workers we have and it has

greatly reduced the amount of square footage that our company needs hence greatly

reducing our carbon footprint and office expenses It also benefits the workers we

employ in the sense that they get to live where they want and be in their home work

environment If you really think about it you rsquod be surprised about exactly how many

task you can actually outsource and that can be done online It rsquos nice to be on

the forefront of a new growth industry

John B ndash Geeks On The Way

Increase productivity expand your business and save money ndash outsource your business processes with Tursa Group

We have a talented team of specialists in various fields of IT marketing administration and finance ready to look after your companyrsquos needs so

that you can concentrate on growing your company

For More Information Visit Us Online

wwwtursagroupcom

wwwvirtualaccountingconferencecom

2020 Dream Practice Virtual Accounting Conference 2014

Gold Sponsor

Zohocom offers a comprehensive suite of award-winning online business productivity amp collaboration applications Customers use Zoho Applications to run their business processes manage their information and be more productive while at the office or on the go without having to worry about expensive or outdated hardware or software To date Zohocom has launched 25+ online applications mdash from CRM to Mail Office Suite Project Management Invoicing Web conferencing and more Zoho has received numerous awards including an InfoWorld 2009 Product of the Year award a 2008 PC World 25 Most Innovative Products Award and a 2007 TechCrunch Best Enterprise Start-up Zohocom is a division of Zoho Corporation a privately-held and profitable company With offices in CA Austin Chennai Yoko-hama and Beijing Zoho Corporation serves the technology needs of more than 9 million customers worldwide

For More Information Visit Us Online

wwwzohocom

Silver Sponsors

The Accounting Practitioners Symposium is an information

resource for Accounting Professionals to examine bringing

together different technology to create a simplified and

streamlined office process to help grow your business

wwwaccountingsymposiumcom

We build tools that simply make life easier

The goal of Client Track is to help take control of your

practice and save you time by combining all of the office

management tools into one easy-to-use package

wwwclienttrackca

Online Marketing amp Web Design

VH Marketingrsquos strategy is to build an outstanding web

presence not just a website by providing clients with an

up-to-date web design mobile setup and social media

presence tied together with strong ongoing SEO

(search engine optimization) Following this proven strategy

places our clients business in front of the right target

market generating leads on consistent basis

wwwvhwebsitescom

Wealth Stewards Inc is the partner of choice for Chartered

Professional Accountants who want to provide their valued

clients with a wealth management firm that is prudent and

a true steward of their wealth Wealth Stewards Inc

partners with accountants to provide both tax effective and

sound wealth management strategies together we help

our clients achieve long-term financial goals

wwwwealthstewardsca

Wolters Kluwer enables legal tax finance and healthcare

professionals to be more effective and efficient We provide

information software and services that deliver vital in-

sights intelligent tools and the guidance of subject-matter

experts

wwwwolterskluwercom

wwwvirtualaccountingconferencecom

Webinar Schedule SpringSummer

Date Topic Speaker

Last Speaker

First

632014 Connect With Your Clients With Intent Using ASPiRE

Crosser John

6102014 Integrating Wealth Management Tyers Paul

6122014 Learn about XLGL an Excel add-in which connects to Sage 50 databases to produce customized reports

Carrier Daniel

6172014 LedgerDocs Never Lose a Receipt Zielke Wayne

6192014 Protecting Those that Run Your Business Crosser John

6242014 Drop the Struggle amp Thrive Solomon Rick

732014 Working In The Cloud A Bookkeepers Perspective Bouffard Keri

782014 Clouds Taking the First Steps Irving Graham

7102014 Importing Data into Small Business Accounting Programs

Mason Dan

7152014 Shoeboxedcom Hourigan Mike

7222014 5 Ways to Grow Your Business Borschowa Jeff

7242014 Supercharge Your Documentation Bellehumeur Adrienne

7292014 Protecting Your Business Entity Crosser John

7312014 Client Track as a Practice Management Solution Merritt David

852014 Creating and Implementing a Marketing Plan Buol Ruszczyk Bonnie

8122014 Accounting in The Cloud Zandbergen Scott

8192014 High Level Overview of Business Processes Borschowa Jeff

8262014 The Enlightened Accountant Solomon Rick

2020 Dream Practice Virtual Accounting Conference 2014

Webinar Schedule FallWinter

wwwvirtualaccountingconferencecom

Date Topic Speaker

Last Speaker

First

922014 Sandler Rules for Building Your Practice to Work Smarter Not Harder

Knox Hamish

942014 Social Media Strategies for Accountants and Bookkeepers Olah Viola

992014 Make Your Website a Business Development Tool Buol Ruszczyk Bonnie

9112014 Business Development Intelligence (BDI) Fritsch Chris

9162014 Succession Planning Tyers Paul

9182014 Turning Your Accountancy Firm Website Into a Lead Generation Machine

Reyburn Karen

9232014 Benchmarking for Success Borschowa Jeff

9252014 A Brief Tour Through Wills and Estate Planning Jones Stephan

9302014 Sales and Marketing Eden Jan

1072014 Social Media The Good Bad and Effective Buol Ruszczyk Bonnie

1092014 An Introduction to SRampED What It Is and What Can It Do For Your Clients

Smith Graham

10142014 Understanding and Utilizing Insurance Company Investment and Income Products

Findlay Curtis

10162014 Key Elements of a Lead Generating Website Olah Viola

10212014 Improving the Bottom Line Through Niche Marketing Tyers Peggy

10232014 LedgerOnline Zielke Wayne

10282014 Going Paperless Duncan Brooks

1142014 Growing Your Firm with LinkedIn Buol Ruszczyk Bonnie

1162014 Expanding Business Activities to the United States (Canadian Companies)

Shumate Amy

11132014 Business Planning For Organizations of all Sizes Findlay Curtis

11182014 The Power of Niche Marketing for Accountants Reyburn Karen

11252014 Profitable Cloud-Based Payroll for your Practice Vassa Sam

1222014 Turning Great Ideas Into Reality Suart Glenn

1292014 Colour Accounting Descoteaux Stephanie

Webinar Speakers

Adrienne Bellehumeur CA CISA PMP

Adrienne Bellehumeur lives in Calgary Alberta and works as a consultant specializing

in business analysis audit and effective documentation Her focus is on helping

companies track monitor and protect their most valuable assets information and

intellectual capital Adrienne began her career as a Chartered Accountant working with

clients on audits assessing financial controls and Sarbanes-Oxley (SOX) compliance

projects Her experience over the years includes requirements management process

modelling project communications technical writing and developing documentation

strategies and systems Adrienne continues to actively research present on and write

about effective documentation and business analysis practices

Company BELLEHUMEUR amp ASSOCIATES Website wwwleadersinbusinessanalysiscom

Jeff Borschowa - Event Organizer amp Host

I first joined the accounting world in 1991 and became a Chartered Accountant in 2000 I

have spent the bulk of my career working with and advising small to medium-sized

enterprises I have experience working in all sizes of accounting firms from sole

practitioners to international firms My focus in my career has been to find new and better

ways to integrate innovation and technology to enhance the customer experience and

improve efficiency in the accounting process My journey has been unique in that I have

met some very innovative accountants and mentors in my career I have been very

fortunate to be in a position to learn from them compare their ideas and to truly choose

the best of the best Personally I would like nothing more than to free accountants from the stress created by high

volume commodity work allowing them the freedom to pursue work that is rewarding personally and professionally My

overall goal is to reduce the hours worked by accountants and increase overall profitability One of my friendrsquos made an

interesting comment recently ldquoAlmost every accountant that I know can tell me how much his gross revenue is but

very few know what their actual costs arerdquo I challenge you to learn more about your practice so that you can bid on the

right kinds of projects and earn what you are worth ndash your education should be your most valued possession

Company Dream Practice Website wwwdreampracticeca

Twitter DreamPractices

2020 Dream Practice Virtual Accounting Conference 2014

wwwvirtualaccountingconferencecom

Webinar Speakers

Kerri Bouffard

Kerri Bouffard CPB has been a professional bookkeeper for over 20 years and has

been operating her own company Add-Vantage Bookkeeping since 2003

She has been happily working completely in the cloud since 2012 ndash with no copies of

any software loaded directly on her local computer system

Company Add-Vantage Bookkeeping Website httpaddvantagebookkeepingcom

Bonnie Buol Ruszczyk

Bonnie Buol Ruszczyk is the founder and president of bbr marketing which provides

marketing services and strategy for professional services firms Every day she and her

talented staff help accountants all over North America reach their audiences and grow

their firms by creating and implementing customized solutions that differentiate each

client in their individual market Named one of 2013rsquos Top 100 Most Influential People in

accounting by Accounting Today for the 2nd year in a row she is an active volunteer in a

number of organizations including serving as president of the Atlanta AAM Chapter and

a regular contributor to a variety of news and industry websites

Company bbr marketing Title Founder and President

Website wwwbbrmarketingcom

Webinar Speakers

2020 Dream Practice Virtual Accounting Conference 2014

Daniel Carrier

Daniel Carrier has close to 40 yearsrsquo experience in bookkeeping Hersquos worked as a

consultant since 1993 and has recommended and installed a number of bookkeeping

software Daniel founded Logicim in 2004 with his partner his son It is Pierre Alain

Carrier who has created the now famous XLGL and Daniel is proud to be participating in

this great reporting initiative

Company Logicim Inc Website wwwlogicimtechcom

John Crosser

John Crosser is the owner of Knights Financial Management an independent

insurance service company John believes it is important to ensure businesses not only

properly protect their business entity but also those that make their business run At

Knights Financial Management we focus on small to medium sized businesses looking for

help as they navigate their way through the world of business Having the right type

and the right amount of insurance will help provide financial peace of mind to owners

so they can concentrate on ldquodoingrdquo business John is actively involved in his community

As the author of ASPiRE A Financial Workbook for the Canadian Teen John routinely

presents to schools and business to help increase financial literacy By helping people understand the moving parts

of a financial game plan (goals setting cash flow and debt management asset

protect and building wealth) John feels they will be more financially

bull Fit--through wise budgeting of time and money

bull Independent--through discovering their own skills setting and accomplishing goals

bull Responsible--through focused activities and self-discipline

bull Secure--through building multiple streams of cash flow

With proper financial literacy individuals families schools businesses communities provinces and Canada at large

will be stronger In addition to growing his business John enjoys spending time with his wife Jeanelle and their two

daughters Ashley and Jayme John loves working on his golf handicap making furniture and barbecuing with family

and friends

Company Knights Financial Management and Portfolio Strategies Corporation Website httpwwwknightsfmca

wwwvirtualaccountingconferencecom

Webinar Speakers

Stephanie Descoteaux DFA-BSS

Steacutephanie Descocircteaux is president and CEO of Calculated Approach Consulting Inc and

founder of Digits amp Decimals Inc But those are not the titles she loves itrsquos her real job as

a bookkeeping systems specialist that indicates her true passion Her focus is always on

educating clients improving systems and measuring the accomplishments of those

systems This vision empowers small business owners and entrepreneurs and has

commanded an impressive client list that continues to grow Steacutephanie founded Digits amp

Decimals Inc in 2001 a professional bookkeeping company She is the lead trainer and

consultant and has grown the business to include a staff of experts In 2011 Stephanie

launched Calculated Approach Consulting Inc a company that offers mentorship controllership and consulting

services to business owners or other bookkeepers Steacutephaniersquos professional affiliations include membership in the

Canadian Payroll Association (CPA) Institute of Professional Bookkeepers of Canada (IPBC) and Association of

Certified Fraud Examiners (ACFE) She is also a QuickBooks ProAdvisor has completed the Distinguish Financial

Advisor ndash Bookkeeping System Specialist (DFABSS) a 2 years bookkeeping certification with the Knowledge

Bureau she recently became a Sale Partner with Accounting Comes Alive ndash Color Accounting and is one of few

accredited Training Partner in Canada for Accounting Comes Alive ndash Color Accounting Steacutephaniersquos presentations

are available in English or French

Company Calculated Approach Consulting Inc Website wwwdigitsdecimalscom

Twitter DigitsDecimals

Brooks Duncan

Brooks Duncan helps individuals and small businesses go paperless at Docu-

mentSnapcom where he writes about tools workflows and taking action Hes a

CPACMA and a former computer programmer and financial software support manager

Brooks lives in Vancouver BC

Company DocumentSnapcom Website wwwdocumentsnapcom

Webinar Speakers

2020 Dream Practice Virtual Accounting Conference 2014

Chris Fritsch JD

As a Business Development Intelligence Consultant Chris Fritsch works together with

professional services firms to help support their Business Development efforts and

maximize their return on investment Chris and her team at ClientsFirst help Clients

utilize information and competitive intelligence to guide their business development

decisions and strategies to enhance their client development efforts

Chris also writes and speaks nationally on topics including competitive intelligence

business development client relationship management relationship intelligence web

marketing and the use of technology to enhance profitability In her former role as a

Legal Technologist she advised top law firms and professionals about competitive intelligence and innovative uses

of Internet technology Chris has also worked in-house as a Legal Technologist for an Am Law 50 law firm based in

Atlanta and as a Technology Consultant and Webmaster for Emory Law School She was also the Managing

Partner of a consulting firm specializing in providing technology solutions Chris received her law degree from

Emory University School of Law in Atlanta GA where she served as Managing Editor of the Emory International

Law Review as well as student and faculty technology consultant In her spare time Chris blogs and designs

websites and electronic newsletters

Company Clients First Consulting Title Business Development Intelligence Consultant

Website wwwClientsFirstConsultingcom Twitter CRMSuccess

Curtis Findlay

Curtis Findlay CFP is recognized nationally in the Canadian financial industry as both a

mentor of financial advisors as well as a successful advisor After graduating college Curtis

entered the financial industry in 1978 He operates his business activities from Canmore

Alberta Curtis has extensive experience advising entrepreneurs and mid-wealth individuals

with a variety of financial business and personal planning endeavours His comments are

made to Dream Practice through his firm Compass Financial Planning Services Ltd and not

related to a securities entity

Company Compass Financial Planning Services Ltd Website httpwwwcompfinnet

wwwvirtualaccountingconferencecom

Webinar Speakers

Mike Hourigan

Mike Hourigan is the Marketing Manager for Shoeboxedcom He is a graduate of the

University of North Carolina at Chapel Hill where he studied advertising Mike oversees all

of Shoeboxeds online marketing initiatives as well as the companys integrated partner

relations When Mike isnt helping small businesses and accountants get set up with

Shoeboxed he enjoys hiking and walking 18 holes at the nearest public golf course

Company Shoeboxedcom Website wwwshoeboxedcom

Twitter michaelhourigan

Stephen Jones LL M CPA CA

Stephen graduated from Dalhousie Law School He then articled in Toronto Shortly after

he obtained his CA designation working for one of the predecessors or KPMG In 1990

he joined BMO at its head office as a taxation lawyer and accountant

He rounded out his education in 2006 graduating with his Masters of Laws (LLM) in trust

and fiduciary law at Osgoode Stephen now provides counsel for Wealth Stewards

overall tax and estate activities Stephen brings his expertise and experience to the

planning and implementation of individual client situations Stephen is registered with the

Law Society of Upper Canada in private practice and with the Ontario and Canadian

Institutes of Chartered Professional Accountants

Company Wealth Stewards Inc Title Director Tax amp Estate Planning

Website wwwwealthstewardsca

Webinar Speakers

2020 Dream Practice Virtual Accounting Conference 2014

Hamish Knox

As a licensed member of the global Sandler network Hamish works with business owners and chief

executives who are serious about creating sustainable sales cultures Hamish worked in sales across

a variety of industries including media communication services software and professional sports

before joining the Sandler network which melded his passions for sales and education Early in his

Sandler career Hamish was anointed a Sandler Rising Star for quickly building his business and

helping fellow Sandler colleagues with their businesses Hamish is a former Sandler Global Rookie of

the Year is a current member of Sandlers Franchisee Advisory Council and his book Accountability

the Sandler Way will be published in November

Company Sandler Training - Calgary Website wwwhamishsandlercom

Twitter sandlerhamish

Dan Mason

I speak about innovation related to business software and business models that help

small and medium sized businesses to transform and automate their business

processes to achieve maximum efficiency and improve customer experience

Dan Mason focuses on strategic planning and business model innovation by helping

small and medium sized businesses to automate and optimize their business processes

Drawing from his 20 years of experience working with various accounting and ERP

systems Dan has helped several small and medium sized businesses in various

verticals to build robust business software systems Dan started Business Innovation

Technologies Inc in 2008 and has successfully led the company from its inception into a market leading provider

of innovative business software solutions As CEO of Business Innovation Technologies Dan is responsible for

driving the organizationrsquos strategic agenda technology vision and business operations In addition to helping

companies deploy best-of-the-breed business software systems Dan has been working on integrating diverse

business systems through his companyrsquos industry leading software solution to import and export data from ANY

source to various accounting and business software

Company Business Innovation Technologies Inc Title President amp CEO

Website wwwbusinnovatechcom

wwwvirtualaccountingconferencecom

Webinar Speakers

Viola Olah

Viola Olah is a Hungarian born and raised in Transylvania (yes itrsquos a real placehellip) She

lives in Calgary with her hubby and her dog Nikki After she worked as a systems analyst

for a large oil and gas company for a number of years she decided in 2009 to open up her

own business VH Marketing Ltd an online marketing company She thrives on the

challenge of keeping up with the fast changing pace of the Internet world and implementing

cutting edge marketing strategies to her clientsrsquo marketing plan Seeing clients succeed

gives her great satisfaction and she is grateful for the long-term strong relationships she

forged with them Her clients are local small business owners and individual professionals

who are very good at their own craft and donrsquot have the time or the desire to market their own business VH

Marketingrsquos strategy is to build an impactful web presence not just a website by providing clients with an up to date

web design mobile setup and social media presence This is all tied together with strong ongoing SEO

(search engine optimization) placing the clientsrsquo business in front of the right target market generating leads on

consistent basis

Company VH Marketing Ltd Website wwwvhwebsitescom

David Merritt

David Merritt owner and creator of Client Track graduated with a BSc in Computing and has

been designing software ever since David developed Client Track after he saw a real need in

the Accounting Practitioners industry for a solution to help public practice accounting

professionals to organize and control all of their deadlines efficiently Realizing that a large part

of running a successful practice was managing clients chasing down paperwork and handling all

the returns David developed Client Track into a software solution that is built based on the

unique needs of accounting professionals across Canada

Company Client Track Website httpclienttrackca

Twitter Client_Track

Webinar Speakers

2020 Dream Practice Virtual Accounting Conference 2014

Karen Reyburn

Karen Reyburn is a creative-minded individual who specialises in online marketing for

accountancy firms A former accountant (and a Certified Public Accountant in the

States) Karen now assists accountancy firms with understanding and using online

marketing to get more leads A dual British-American citizen Karens past careers

include working with a Glasgow-based accountancy firm setting up and maintaining a

separate consultancy division for this firm She instigated monthly business workshops training and facilitating

business owners in marketing strategy and profitability She has delivered online webinars and offline seminars

for the Chamber of Commerce Bank of Scotland women in business and business growth events She assisted

in the delivery of a comprehensive Business Consulting Programme to accountants for over five years For five

years Karen managed the European office of a global network of accounting firms helping both accountants and

SMEs to improve their marketing efforts This included delivering webinars providing online training website

design and improvement email marketing blogging and marketing action plans Karen is also an

internationally-recognised photographer doing wedding photography family portraits and landscape photography

in Scotland England Ireland Cyprus Australia the United States and more

Company The Profitable Firm Title Owner

Website wwwtheprofitablefirmcom Twitter ProfitableFirm

Graham Smith

Graham Smith is Vice President of Business Development for TSGI-Chartered Accountants

one of the top SRampED consultancies in western Canada He has been active in the SRampED

industry for more than 8 years and has co-taught the course on SRampED for the Institute of

Chartered Accountants of Alberta Graham has worked on wide range of claims for companies

of all sizes and in all industrial sectors

Company TSGI Charted Accountants Title Vice President - Business Development

Website wwwtsgica

wwwvirtualaccountingconferencecom

Webinar Speakers

Rick Solomon CPA CGMA - Keynote Speaker

For over 20 years Rick Solomon has taught professionals around the world how to create

extraordinary results in their professional practices and lives by applying time tested

techniques and sometimes ancient wisdom in a number of ways His past practice as a

CPA and business advisor coupled with years of study at the Sedona Institute have

provided him a deep understanding of how to guide others to be free of the self-created

limitations that for many people make personal and professional success much harder

than it has to be Rick is presently the CEO of Thriving Firm a world leader in helping

professional service providers and advisors build more profitable and rewarding practices

He is the founder and serves as the main facilitator of the Masters Program a two-year workshop and coaching

program offered exclusively to open-minded professionals The Masters Program shares a very unique way to

achieve abundance in ones personal and professional life Rick has challenged thousands of professionals world-

wide to expand their view of themselves and the value they bring to their clients in order to reach new levels of

personal and professional abundance

Company Thriving Firm Title CEO - Founder and Lead Facilitator of the Masters Program

Website wwwthrivingfirmcom Twitter ricksolomoncpa

Amy Shumate

Amy brings 13 years US tax experience to her role as Director in the US Corporate Tax

Advisory practice Amy assists her Canadian clients and their affiliates with their US

federal and state corporate income franchise sales and use tax issues from a unique

cross-border perspective She has worked with all sizes of both public and private

corporations in all types of industries in helping them manage their US federal and state

tax compliance and consulting needs Prior to joining Trowbridge in early 2014 Amy

worked for two of the Big 4 firms beginning in 2001 where she helped clients with US

corporate tax compliance federal and state tax consulting due diligence work

structuring and controversy Amy has a BA and MBA from McMaster University and

an MSc (Tax) from Golden Gate University in San Francisco She is a Canadian Chartered Professional

Accountant registered in Ontario and a Certified Public Accountant registered in Illinois

Company TROWBRIDGE PROFESSIONAL CORPORATION Title Director US Corporate Tax Services

Website wwwtrowbridgeca

Webinar Speakers

2020 Dream Practice Virtual Accounting Conference 2014

Glenn Suart

Glenn Suart is a Calgary-based Strategist Entrepreneur and Host of ldquoTodayrsquos Great Ideardquo

a nationally syndicated program aimed at helping people doing something with their great

ideas Over the past 20 years at WriteMyPlan PricewaterhouseCoopers Consulting and

Nordicity Group Ltd he has helped hundreds of people build successful businesses

Friendly and approachable Glenn and his team create strong viable businesses and craft

compelling winning business plans Glenn also teaches Building An Effective Business

Case at Mount Royal University in Calgary

Company WriteMyPlan Website wwwWriteMyPlancom

Paul Tyers

Paul Tyers is Managing Director of Wealth Stewards Inc and Vice President of Portfolio

Stewards Inc registered with the Ontario Securities Commission He and his team provide

comprehensive wealth management services to affluent Canadians typically in conjunction

with their other ldquotrusted advisorsrdquo A Chartered Professional Accountant (CPA) Certified

Financial Planner (CFP) and Chartered Investment Manager (CIM) Paul has both the

education and experience to provide comprehensive wealth advisory services Upon

completion of a business degree Paul began his career at a major international CA firm

gaining experience in a wide variety of business sectors Moving into corporate finance with

Bank of Montreal followed by Corpfinance International experience was gained in mergers acquisitions succession

and growth financing In 1987 Paul partnered with a venture capital firm to acquire Retirement Counsel of Canada

(RCOC) and led it through substantial growth prior to selling it in 2002 Since 2002 Paul has returned to his passion

of building managing and preserving the wealth of affluent private clients His success is attributed to ensuring

clientsrsquo interests always come first Paul provides advice on the areas noted to the left and has pioneered the

integration of wealth management services into Canadian accountingtax firms

Company Wealth Stewards Inc Title Managing Director

Website httpwealthstewardsca

wwwvirtualaccountingconferencecom

Webinar Speakers

Sam Vassa

Sam Vassa heads PaymentEvolution ndash Canadarsquos largest and most loved cloud payroll and

payments service Sam founded the company with a team of technology and subject

matter specialists and devised an award-winning solution that empowers organizations and

their accountants to manage their own payroll process Previously Sam led business

development for the capital markets industry at Microsoft Corporation His team worked with

leading Microsoft partners to build compelling solutions for the financial services

industry Sam was responsible for alliance relationships with Microsoftrsquos largest global

partners as well as sales and marketing execution with the community He has worked

with Microsoftrsquos US and Canadian subsidiaries and is known for his passion for forming strong partnerships Sam was

a channel manager at Digital Equipment Canada and served with the Canadian Department of Foreign Affairs and

International Trade at their foreign missions worldwide He is a board member of Telecompute ndash a leading software

development firm pioneering the use of portable database technology for vertical markets Sam is active in the

emerging business market as an advisor and mentor to firms seeking management and technology expertise Sam is

a graduate of McMaster University where he studied biochemistry

Company PaymentEvolution Website wwwpaymentevolutioncom

Twitter samvassa

Peggy Tyers BBA - Event Organizer

Peggy Tyers earned an Honours Bachelor of Business Administration from Wilfrid Laurier

University After graduating she entered the retail sector She spent over 20 years

working with National retailers in several areas consulting marketing buying and

merchandising Peggy transferred those skills to another industry sector when she

brought the 2020 Group (leading volunteer membership organization for progressive

accountants in the world) to Canada Peggy looks for products and services to help

accountants improve the efficiency of their practice and improve their bottom lines

Company 2020 Canada Title President

Website www2020canadaca

Webinar Speakers

Scott Zandbergen

Scott Zandbergen has worked in the accounting software world for over 17 years He

spent many years at Sage where he built and grew the Simply Accounting Certified

Consultant program Later as Vice President of Product Management he led the product

strategy for Simply Accounting Accpac and MAS 90500 In early 2011

Scott joined Wave Accounting a fully automated 100 free double entry accounting

software designed for small businesses with less than 10 employees Scotts mission there

is to educate the accounting and bookkeeping communities about the solution Wave

offers their small business clients In a little over 3 years on the market Wave now has over 2 million users on its

platform

Company Wave Accounting Title VP Pro Network

Website wwwwaveappscom Twitter WaveHQ

Wayne Zielke

Wayne is the founder and CEO of LedgerDocs an online document management

application that was designed around the sharing managing and collaboration needs of

bookkeepers accountants and businesses Wayne has spent his career working in the

accounting industry and understands first-hand the workflow and process involved in

providing exceptional full cycle bookkeeping and accounting services to clients From these

experiences he decided to create an application that streamlines the bookkeeping and

accounting process while promoting collaboration among bookkeepers accountants and

their amazing clients

Company LedgerDocs Title Chief Executive Officer

Website wwwledgerdocscom Twitter ledgerdocs

2020 Dream Practice Virtual Accounting Conference 2014

wwwvirtualaccountingconferencecom

2020 Dream Practice

Virtual Accounting Conference

Virtual Conference for Accountants

October 1 and 2 2014

Webinars

Presentations will be held on

Tuesdays and Thursdays from June 3

2014 through January 27 2015

Presentations scheduled from 1100

am MST to 100 pm MST

Schedule includes one hour for

presentation and up to one hour for

questions

Over 32 webinars with

industry experts

wwwvirtualaccountingconferencecom

Collaborate Innovate Prosper

Gold Sponsors

Silver Sponsors

Page 5: Virtual Accounting Conference 2014

wwwvirtualaccountingconferencecom

Conference Schedule October 2nd 2014

EST Schedule MST Schedule PST Schedule

Speaker Start End Speaker Start End Speaker Start End

Local content 900 1015 Rick Solomon 830 1000 Rick Solomon 730 900

Break 1015 1030 Break 1000 1030 Break 900 930

Rick Solomon 1030 1200 Paul Tyers 1030 1145 Paul Tyers 930 1045

Break 1200 1230 Break 1145 1200 Break 1045 1100

Paul Tyers 1230 1345 Chris Frederickson 1200 1400 Chris Frederickson 1100 1300

Break 1345 1400 Local content 1400 1500 Local content 1300 1400

Chris Frederickson 1400 1600 Break 1500 1515 Break 1400 1415

Local content 1600 1700 Local content 1515 1700 Local content 1415 1600

Keynote Speaker Rick Solomon

For over 20 years Rick Solomon has taught professionals around the world how to

create extraordinary results in their professional practices and lives by applying time

tested techniques and sometimes ancient wisdom in a number of ways

His past practice as a CPA and business advisor coupled with years of study at the

Sedona Institute have provided him a deep understanding of how to guide others to

be free of the self-created limitations that for many people make personal and

professional success much harder than it has to be

Rick is presently the CEO of Thriving Firm a world leader in helping professional

service providers and advisors build more profitable and rewarding practices He is

the founder and serves as the main facilitator of the Masters Program a two-year

workshop and coaching program offered exclusively to open-minded professionals

Thriving Firm (wwwthrivingfirmcom) is an interesting

site Their newly branded program is called Accountants

Reboot Essentially the idea is to step away from your

practice for a short period to re-evaluate your product

offering staffing and successes

Is your accounting firm surviving or thriving Do you dread

the Monday morning return to work How would it impact

your firm and life if you could do what you love at work and

be more profitable

The Thriving Firm team offers coaching a collaborative net-

work resources and tools to transform your practice and

life In their words ldquohaving an amazing vibrant

profitable practice amp career is much easier than you may

thinkrdquo I couldnrsquot agree more One of the best decisions that

I have made in my professional career was to participate in

the Thriving Firmrsquos Masters Program The program has

since been renamed to Accountants Reboot

Participating in the program changed my practice and my

life both drastically for the better

As a group my fellow Masterrsquos and I were led through a

series of exercises designed to help us create a compelling

vision for our firms I learned firsthand the importance in

setting goals and monitoring the results to determine how

well I was doing with my practice

I graduated from the program in 2012 but maintain close

contact with my peers from the group We have continued

to challenge one another to set and achieve new goals

The program itself was challenging We were asked

collectively and individually to explore our mindset and

past results to determine areas for improvement

My biggest challenge was to step away from a growing

practice every four months to meet with the group

However I saw significant improvements in the practice

from the beginning so it was definitely something I wanted

to commit my full attention to

There is an assessment tool on the Thriving Firm website if

you would like to learn more about where you are

currently If you do nothing else the conversations and self

-exploration that can come from the assessment are highly

worthwhile

In all honesty I cannot do justice to explaining either the

program or the positive impact it has had on my

life Friends peers staff colleagues and clients have all

commented on the noticeable changes All I can suggest is

that you check it out yourself

-Jeff Borschowa (Event Organizer Host and Speaker)

ldquoI love helping people realize how

to be completely successful on

their own terms and revealing how

much easier it is than they ever

imagined mdash Rick Solomon

Rick Solomon

wwwthrivingfirmcom

2020 Dream Practice Virtual Accounting Conference 2014

Keynote Speaker Joel Sinkin

wwwvirtualaccountingconferencecom

Mr Sinkin is an editorial advisor to the AICPArsquos newsletter Small Firm Solution and

a member of The CPA Journal Editorial Review Board Recently Mr Sinkin fulfilled

a personal goal to create a new type of consulting firm that brings a fresh ap-

proach to the succession and growth needs of accounting firms and their owners

nationally In 2004 he joined forces with Terrence E Putney CPA to form

Transition Advisors

In 2012 amp 2013 Accounting Today named Mr Sinkin one of the top 100 most

influential people in accounting

Succession planning is key to ensuring that you maximize

the value of your firm should you decide to slow down or

retire In my experience there seems to be a mystical

shroud around the topic of succession and transition plan-

ning for accounting firms I recently spoke to a group of

accountants and every single participant in the room had

the same plan ndash a younger accountant would buy their

firm Not surprisingly not a single person in the group had

identified this hypothetical younger accountant despite

most participants indicating that they intended to retire

within two to five years

I have seen many accountants assume that they can suc-

cessfully sell or transition their practice Many would ra-

ther avoid paying for advice so they adopt the do it your-

self approach I believe that it is difficult for any business

owner to anticipate and respond appropriately to many of

the issues that come into play in a transition scenario I

believe that it is even more difficult with an accounting

firm as the owner is personally attached to the business

(and clients) and may not be objective

The accountants that I have known and worked with who

sold their practices all had one primary concern ndash would

their replacement take good care of their beloved cli-

ents Too often lack of planning means that the replace-

ment is not necessarily the best candidate and the clients

ultimately suffer

I have had the pleasure of knowing Joel Sinkin

from Transition Advisors for a few years In that time he

has impressed me with his knowledge of the accounting

industry and specifically his focus with mergers acquisi-

tions and transitions of accounting firms

Joel and his team at Transition Advisors have been leading

accountants through transition since 1990 completing hun-

dreds of transactions successfully The majority of their

materials and resources discuss topics from the perspec-

tive of CPArsquos in the United States However I have heard

Joel speak many times and have always taken away some-

thing of immediate relevance to my practice in Canada I

was very happy to see them launch a Canadian office in

Toronto

Joel recently published a series of articles in the Journal of

Accountancy highlighting key issues and trends in the field

of succession I highly recommend taking the time to read

it (JOA Combined articles 2013 2014)

Joel has also co-authored an article with Terrence Putney

entitled ldquoKeeping it Togetherrdquo The article covers the im-

portance of planning your transition carefully in order to

retain key staff and your clients I canrsquot stress enough how

important key staff can be to the transition Many practi-

tioners ignore this aspect at their own peril You can read

the article here Keeping it Togeth-

er_Reporting_Patton_April09

If you foresee a transition in your future you should take a

look at the Transition Advisors website I particularly rec-

ommend the articles in their resource section

Jeff Borschowa (Event Organizer Host and Speaker)

Joel Sinkin

wwwtransitionadvisorscom

2020 Dream Practice Virtual Accounting Conference 2014

Keynote Speaker Jeff Borschowa

I first joined the accounting world in 1991 and became a Chartered Accountant in

2000 I have spent the bulk of my career working with and advising small to

medium-sized enterprises I have experience working in all sizes of accounting firms

from sole practitioners to international firms My focus in my career has been to find

new and better ways to integrate innovation and technology to enhance the

customer experience and improve efficiency in the accounting process My journey

has been unique in that I have met some very innovative accountants and mentors

in my career I have been very fortunate to be in a position to learn from them

compare their ideas and to truly choose the best of the best Personally I would like

nothing more than to free accountants from the stress created by high volume

commodity work allowing them the freedom to pursue work that is rewarding personally and professionally

My overall goal is to reduce the hours worked by accountants and increase overall profitability One of my

friendrsquos made an interesting comment recently ldquoAlmost every accountant that I know can tell me how much

his gross revenue is but very few know what their actual costs arerdquo I challenge you to learn more about your

practice so that you can bid on the right kinds of projects and earn what you are worth ndash your education

should be your most valued possession

Jeff Borshcowa

wwwdreampracticeca

wwwvirtualaccountingconferencecom

Keynote Speaker Paul Tyers

Paul Tyers is Managing Director of Wealth Stewards Inc and Vice President of

Portfolio Stewards Inc registered with the Ontario Securities Commission He and

his team provide comprehensive wealth management services to affluent

Canadians typically in conjunction with their other ldquotrusted advisorsrdquo A Chartered

Professional Accountant (CPA) Certified Financial Planner (CFP) and Chartered

Investment Manager (CIM) Paul has both the education and experience to provide

comprehensive wealth advisory services Upon completion of a business degree

Paul began his career at a major international CA firm gaining experience in a wide

variety of business sectors Moving into corporate finance with Bank of Montreal

followed by Corpfinance International experience was gained in mergers

acquisitions succession and growth financing In 1987 Paul partnered with a venture capital firm to acquire

Retirement Counsel of Canada (RCOC) and led it through substantial growth prior to selling it in 2002 Since

2002 Paul has returned to his passion of building managing and preserving the wealth of affluent private

clients His success is attributed to ensuring clientsrsquo interests always come first Paul provides advice on the

areas noted to the left and has pioneered the integration of wealth management services into Canadian

accountingtax firms

wwwwealthstewardsca

Paul Tyers

2020 Dream Practice Virtual Accounting Conference 2014

Keynote Speaker Chris Frederiksen CPA

Chris Frederiksen is one of the best-known and most highly-rated seminar

leaders in the world as well as a consultant to accountancy firms worldwide He is

also a practicing accountant in San Francisco California His experience includes

partnership positions with two international CPA firms and building several

independent practices in the San Francisco Bay Area

As a consultant for the past twenty years he has been helping small and medium

sized accountancy firms achieve their goals of greater profitability and greater

personal satisfaction for the owners He is now committed to helping CPAs and

tax professionals excel in financial services strategic planning and other new

service areas

The Cloud Exposed Many business consultants strongly advocate the adoption

of cloud computing believing this to be the future of IT

infrastructure It is generally accepted that the term ldquothe

cloudrdquo is synonymous with ldquothe internetrdquo The precise

definition of cloud computing is slightly contentious but in

this post we use the term to signify a hosted service

delivery model A hosted service allows a userrsquos programs

applications files and other data to be stored on an off-site

server usually owned and managed by a hosted service

provider The data is then accessed by the user over the

internet Here are 5 advantages that cloud computing holds

over traditional methods

Disaster recovery ndash At any given time your firm is at risk of

numerous disasters fire flooding earthquakes theft and

hardware failure and just a few examples In the event of

such a disaster you need to ensure that you have appropri-

ate recovery systems in place An important advantage of

cloud computing is that your data and programs are stored

off-site Hosted service providers generally own the servers

that store your information and go to great lengths to pro-

tect and maintain them backing up your information in

multiple servers and data centers in multiple areas of the

country

Security - Data breaches are a serious issue the costs of a

data breach to your firm could be devastating Primary

causes of data breaches include criminal activity (theft and

hacking) and staff negligence (the loss or ineffective

disposal of equipment containing sensitive information)

Cloud computing can significantly reduce the risk of a data

breach As your data is stored securely in an off-site

location it cannot be misplaced or disposed of

inadequately Moreover the security offered by hosted

service providers is generally far superior to that of an

office reducing the risk of hardware theft and data

hacking

Work from Anywhere - Because only an internet connection

is required to access your files and programs you and your

colleagues can work from any computer in any location

With the proliferation of mobile devices such as tablets and

smartphones business professionals now have even more

flexibility to access and work with their data

Collaboration ndash Traditional methods of computing see a file

stored either to a server or an individual machine with only

a single user being able to work on it at a time An

innovative aspect of cloud computing is that you and your

colleagues can work simultaneously on the same file

Cost Reduction ndash As mentioned previously hosted service

providers generally own the servers that store your data

This means that the cost of purchasing and maintaining a

server and licenses is nullified Software updates and virus

protection are also handled by the provider freeing up

your resources for other tasks Additionally you can scale

your operations more accurately when your system

requirements are managed by a hosted service provider

Instead of making a large investment in a faster or larger

server you can simply upgrade your service contract

Are you interested in getting on the cloud Give us a call

and we can help you get started on your cloud journey

- 2020 Group USA (originally appeared as a blog post on

www2020groupusacom)

Chris Frederikesn

www2020groupusacom

wwwvirtualaccountingconferencecom

Event Organizer Spotlight Dream Practice

Accountants Manifesto I first joined the

accounting world in 1991 and became a Chartered

Accountant in 2000 I have spent the bulk of my

career working with and advising small to medium-

sized enterprises I have experience working in all

sizes of accounting firms from sole practitioners to

international firms

My focus in my career has been to find new and

better ways to integrate innovation and technology

to enhance the customer experience and improve

efficiency in the accounting process

My journey has been unique in that I have

met some very innovative accountants and mentors

in my career I have been very fortunate to be in a

position to learn from them compare their ideas

and to truly choose the best of the best I share my

experiences as I saw them sometimes updated with

the benefit of hindsight My postings are candid

and generally unfiltered I do not intend to offend

but will apologize in advance if I do

The purpose of my Blog and website is to share my

discoveries in the hopes of advancing our

profession Personally I would like nothing more

than to free accountants from the stress created by

high volume commodity work allowing them the

freedom to pursue work that is rewarding

personally and professionally

I welcome you to share my journey and to offer

your thoughts and comments along the way The

information and materials that I will share are not

intended to be offered as a one-size fits all solution

but rather to offer you some thoughts that you may

wish to explore further

My site is dedicated to sharing my ldquoAccountantrsquos

Manifestordquo I cover the following general areas

Efficiency versus Effectiveness

Outsourcing

Networking and Marketing

Technology

Consulting Tools

Consulting Mindset

Innovations that impact accounting

I create tags to allow easy searching ndash no point

wasting time on a topic if it isnrsquot immediately

relevant to you

My overall goal is to reduce the hours worked by

accountants and increase overall profitability One

of my friendrsquos made an interesting comment

recently ldquoAlmost every accountant that I know can

tell me how much his gross revenue is but very few

know what their actual costs arerdquo I challenge you to

learn more about your practice so that you can bid

on the right kinds of projects and earn what you are

worth ndash your education should be your most valued

possession

Visit Us Online

wwwdreampracticeca

2020 Canada is the premier volunteer membership

group for accountants in Canada for small and medi-

um-size practitioners 2020 Canada started in 2005

our membership is coast-to-coast representing CAs

CGAs and CMAs in Public Practice 2020 Canada

appeals to those accountants who are interested in

improving their practices through improved

efficiencies expanded offerings and marketing

initiatives that result in improved bottom lines

2020 Canada is the Canadian branch of The 2020

Group Worldwide in the UK The 2020 Group was

founded in the 1990s by three of the best-known

consultants and seminar leaders in the profession

Ian Fletcher Chris Frederiksen and Gordon Gilchrist

They recognized that historical compliance services

were likely to be limited growth areas for account-

ants and that progressive firms would need to offer

their clients more value-added services For that

new tools and ideas would be needed Since the

launch the 2020 Group has organizations in UK and

Ireland USA South Africa and Canada with

world-wide members as part of 2020 International

2020 Canada offers Professional Development

courses through webinars seminars and confer-

ences focussing primarily in non-compliance areas

Practice Management Marketing and Consulting

Business Advisory Services Legal Issues Efficiency

Resources in IT Software Outsourcing Services and

others

Event Organizer Spotlight 2020 Canada

For Membership Information Visit Us Online

www2020canadaca

Benefits of 2020 Canada Membership Fantastic VALUE 25 discount on 2020 Canada Professional Development Courses Discounts on 2020 Tools Discount on 2020 Canada Conferences and Seminars Discounts on third party products and services (Please see our list of Value Added Services)

Members Newsletter You will also receive regular correspondence through our e-newsletters packed full with useful practice management and marketing ideas Members are also encouraged to pose questions in the QampA section of the website where answers and features are made within the newsletters

TelephoneEmail support We act as a resource to your practice and encourage you to call us with questions and requests Over the years the 2020 Membership Group has become highly colle-gial and members are generally more than willing to share information with each other

Access to an international affiliation of professional accountants

2020 Dream Practice Virtual Accounting Conference 2014

Gold Sponsor

Irsquove worked with a company that fully embraces ldquobusiness process

outsourcingrdquo Anything that we could outsource to virtual workers we have and it has

greatly reduced the amount of square footage that our company needs hence greatly

reducing our carbon footprint and office expenses It also benefits the workers we

employ in the sense that they get to live where they want and be in their home work

environment If you really think about it you rsquod be surprised about exactly how many

task you can actually outsource and that can be done online It rsquos nice to be on

the forefront of a new growth industry

John B ndash Geeks On The Way

Increase productivity expand your business and save money ndash outsource your business processes with Tursa Group

We have a talented team of specialists in various fields of IT marketing administration and finance ready to look after your companyrsquos needs so

that you can concentrate on growing your company

For More Information Visit Us Online

wwwtursagroupcom

wwwvirtualaccountingconferencecom

2020 Dream Practice Virtual Accounting Conference 2014

Gold Sponsor

Zohocom offers a comprehensive suite of award-winning online business productivity amp collaboration applications Customers use Zoho Applications to run their business processes manage their information and be more productive while at the office or on the go without having to worry about expensive or outdated hardware or software To date Zohocom has launched 25+ online applications mdash from CRM to Mail Office Suite Project Management Invoicing Web conferencing and more Zoho has received numerous awards including an InfoWorld 2009 Product of the Year award a 2008 PC World 25 Most Innovative Products Award and a 2007 TechCrunch Best Enterprise Start-up Zohocom is a division of Zoho Corporation a privately-held and profitable company With offices in CA Austin Chennai Yoko-hama and Beijing Zoho Corporation serves the technology needs of more than 9 million customers worldwide

For More Information Visit Us Online

wwwzohocom

Silver Sponsors

The Accounting Practitioners Symposium is an information

resource for Accounting Professionals to examine bringing

together different technology to create a simplified and

streamlined office process to help grow your business

wwwaccountingsymposiumcom

We build tools that simply make life easier

The goal of Client Track is to help take control of your

practice and save you time by combining all of the office

management tools into one easy-to-use package

wwwclienttrackca

Online Marketing amp Web Design

VH Marketingrsquos strategy is to build an outstanding web

presence not just a website by providing clients with an

up-to-date web design mobile setup and social media

presence tied together with strong ongoing SEO

(search engine optimization) Following this proven strategy

places our clients business in front of the right target

market generating leads on consistent basis

wwwvhwebsitescom

Wealth Stewards Inc is the partner of choice for Chartered

Professional Accountants who want to provide their valued

clients with a wealth management firm that is prudent and

a true steward of their wealth Wealth Stewards Inc

partners with accountants to provide both tax effective and

sound wealth management strategies together we help

our clients achieve long-term financial goals

wwwwealthstewardsca

Wolters Kluwer enables legal tax finance and healthcare

professionals to be more effective and efficient We provide

information software and services that deliver vital in-

sights intelligent tools and the guidance of subject-matter

experts

wwwwolterskluwercom

wwwvirtualaccountingconferencecom

Webinar Schedule SpringSummer

Date Topic Speaker

Last Speaker

First

632014 Connect With Your Clients With Intent Using ASPiRE

Crosser John

6102014 Integrating Wealth Management Tyers Paul

6122014 Learn about XLGL an Excel add-in which connects to Sage 50 databases to produce customized reports

Carrier Daniel

6172014 LedgerDocs Never Lose a Receipt Zielke Wayne

6192014 Protecting Those that Run Your Business Crosser John

6242014 Drop the Struggle amp Thrive Solomon Rick

732014 Working In The Cloud A Bookkeepers Perspective Bouffard Keri

782014 Clouds Taking the First Steps Irving Graham

7102014 Importing Data into Small Business Accounting Programs

Mason Dan

7152014 Shoeboxedcom Hourigan Mike

7222014 5 Ways to Grow Your Business Borschowa Jeff

7242014 Supercharge Your Documentation Bellehumeur Adrienne

7292014 Protecting Your Business Entity Crosser John

7312014 Client Track as a Practice Management Solution Merritt David

852014 Creating and Implementing a Marketing Plan Buol Ruszczyk Bonnie

8122014 Accounting in The Cloud Zandbergen Scott

8192014 High Level Overview of Business Processes Borschowa Jeff

8262014 The Enlightened Accountant Solomon Rick

2020 Dream Practice Virtual Accounting Conference 2014

Webinar Schedule FallWinter

wwwvirtualaccountingconferencecom

Date Topic Speaker

Last Speaker

First

922014 Sandler Rules for Building Your Practice to Work Smarter Not Harder

Knox Hamish

942014 Social Media Strategies for Accountants and Bookkeepers Olah Viola

992014 Make Your Website a Business Development Tool Buol Ruszczyk Bonnie

9112014 Business Development Intelligence (BDI) Fritsch Chris

9162014 Succession Planning Tyers Paul

9182014 Turning Your Accountancy Firm Website Into a Lead Generation Machine

Reyburn Karen

9232014 Benchmarking for Success Borschowa Jeff

9252014 A Brief Tour Through Wills and Estate Planning Jones Stephan

9302014 Sales and Marketing Eden Jan

1072014 Social Media The Good Bad and Effective Buol Ruszczyk Bonnie

1092014 An Introduction to SRampED What It Is and What Can It Do For Your Clients

Smith Graham

10142014 Understanding and Utilizing Insurance Company Investment and Income Products

Findlay Curtis

10162014 Key Elements of a Lead Generating Website Olah Viola

10212014 Improving the Bottom Line Through Niche Marketing Tyers Peggy

10232014 LedgerOnline Zielke Wayne

10282014 Going Paperless Duncan Brooks

1142014 Growing Your Firm with LinkedIn Buol Ruszczyk Bonnie

1162014 Expanding Business Activities to the United States (Canadian Companies)

Shumate Amy

11132014 Business Planning For Organizations of all Sizes Findlay Curtis

11182014 The Power of Niche Marketing for Accountants Reyburn Karen

11252014 Profitable Cloud-Based Payroll for your Practice Vassa Sam

1222014 Turning Great Ideas Into Reality Suart Glenn

1292014 Colour Accounting Descoteaux Stephanie

Webinar Speakers

Adrienne Bellehumeur CA CISA PMP

Adrienne Bellehumeur lives in Calgary Alberta and works as a consultant specializing

in business analysis audit and effective documentation Her focus is on helping

companies track monitor and protect their most valuable assets information and

intellectual capital Adrienne began her career as a Chartered Accountant working with

clients on audits assessing financial controls and Sarbanes-Oxley (SOX) compliance

projects Her experience over the years includes requirements management process

modelling project communications technical writing and developing documentation

strategies and systems Adrienne continues to actively research present on and write

about effective documentation and business analysis practices

Company BELLEHUMEUR amp ASSOCIATES Website wwwleadersinbusinessanalysiscom

Jeff Borschowa - Event Organizer amp Host

I first joined the accounting world in 1991 and became a Chartered Accountant in 2000 I

have spent the bulk of my career working with and advising small to medium-sized

enterprises I have experience working in all sizes of accounting firms from sole

practitioners to international firms My focus in my career has been to find new and better

ways to integrate innovation and technology to enhance the customer experience and

improve efficiency in the accounting process My journey has been unique in that I have

met some very innovative accountants and mentors in my career I have been very

fortunate to be in a position to learn from them compare their ideas and to truly choose

the best of the best Personally I would like nothing more than to free accountants from the stress created by high

volume commodity work allowing them the freedom to pursue work that is rewarding personally and professionally My

overall goal is to reduce the hours worked by accountants and increase overall profitability One of my friendrsquos made an

interesting comment recently ldquoAlmost every accountant that I know can tell me how much his gross revenue is but

very few know what their actual costs arerdquo I challenge you to learn more about your practice so that you can bid on the

right kinds of projects and earn what you are worth ndash your education should be your most valued possession

Company Dream Practice Website wwwdreampracticeca

Twitter DreamPractices

2020 Dream Practice Virtual Accounting Conference 2014

wwwvirtualaccountingconferencecom

Webinar Speakers

Kerri Bouffard

Kerri Bouffard CPB has been a professional bookkeeper for over 20 years and has

been operating her own company Add-Vantage Bookkeeping since 2003

She has been happily working completely in the cloud since 2012 ndash with no copies of

any software loaded directly on her local computer system

Company Add-Vantage Bookkeeping Website httpaddvantagebookkeepingcom

Bonnie Buol Ruszczyk

Bonnie Buol Ruszczyk is the founder and president of bbr marketing which provides

marketing services and strategy for professional services firms Every day she and her

talented staff help accountants all over North America reach their audiences and grow

their firms by creating and implementing customized solutions that differentiate each

client in their individual market Named one of 2013rsquos Top 100 Most Influential People in

accounting by Accounting Today for the 2nd year in a row she is an active volunteer in a

number of organizations including serving as president of the Atlanta AAM Chapter and

a regular contributor to a variety of news and industry websites

Company bbr marketing Title Founder and President

Website wwwbbrmarketingcom

Webinar Speakers

2020 Dream Practice Virtual Accounting Conference 2014

Daniel Carrier

Daniel Carrier has close to 40 yearsrsquo experience in bookkeeping Hersquos worked as a

consultant since 1993 and has recommended and installed a number of bookkeeping

software Daniel founded Logicim in 2004 with his partner his son It is Pierre Alain

Carrier who has created the now famous XLGL and Daniel is proud to be participating in

this great reporting initiative

Company Logicim Inc Website wwwlogicimtechcom

John Crosser

John Crosser is the owner of Knights Financial Management an independent

insurance service company John believes it is important to ensure businesses not only

properly protect their business entity but also those that make their business run At

Knights Financial Management we focus on small to medium sized businesses looking for

help as they navigate their way through the world of business Having the right type

and the right amount of insurance will help provide financial peace of mind to owners

so they can concentrate on ldquodoingrdquo business John is actively involved in his community

As the author of ASPiRE A Financial Workbook for the Canadian Teen John routinely

presents to schools and business to help increase financial literacy By helping people understand the moving parts

of a financial game plan (goals setting cash flow and debt management asset

protect and building wealth) John feels they will be more financially

bull Fit--through wise budgeting of time and money

bull Independent--through discovering their own skills setting and accomplishing goals

bull Responsible--through focused activities and self-discipline

bull Secure--through building multiple streams of cash flow

With proper financial literacy individuals families schools businesses communities provinces and Canada at large

will be stronger In addition to growing his business John enjoys spending time with his wife Jeanelle and their two

daughters Ashley and Jayme John loves working on his golf handicap making furniture and barbecuing with family

and friends

Company Knights Financial Management and Portfolio Strategies Corporation Website httpwwwknightsfmca

wwwvirtualaccountingconferencecom

Webinar Speakers

Stephanie Descoteaux DFA-BSS

Steacutephanie Descocircteaux is president and CEO of Calculated Approach Consulting Inc and

founder of Digits amp Decimals Inc But those are not the titles she loves itrsquos her real job as

a bookkeeping systems specialist that indicates her true passion Her focus is always on

educating clients improving systems and measuring the accomplishments of those

systems This vision empowers small business owners and entrepreneurs and has

commanded an impressive client list that continues to grow Steacutephanie founded Digits amp

Decimals Inc in 2001 a professional bookkeeping company She is the lead trainer and

consultant and has grown the business to include a staff of experts In 2011 Stephanie

launched Calculated Approach Consulting Inc a company that offers mentorship controllership and consulting

services to business owners or other bookkeepers Steacutephaniersquos professional affiliations include membership in the

Canadian Payroll Association (CPA) Institute of Professional Bookkeepers of Canada (IPBC) and Association of

Certified Fraud Examiners (ACFE) She is also a QuickBooks ProAdvisor has completed the Distinguish Financial

Advisor ndash Bookkeeping System Specialist (DFABSS) a 2 years bookkeeping certification with the Knowledge

Bureau she recently became a Sale Partner with Accounting Comes Alive ndash Color Accounting and is one of few

accredited Training Partner in Canada for Accounting Comes Alive ndash Color Accounting Steacutephaniersquos presentations

are available in English or French

Company Calculated Approach Consulting Inc Website wwwdigitsdecimalscom

Twitter DigitsDecimals

Brooks Duncan

Brooks Duncan helps individuals and small businesses go paperless at Docu-

mentSnapcom where he writes about tools workflows and taking action Hes a

CPACMA and a former computer programmer and financial software support manager

Brooks lives in Vancouver BC

Company DocumentSnapcom Website wwwdocumentsnapcom

Webinar Speakers

2020 Dream Practice Virtual Accounting Conference 2014

Chris Fritsch JD

As a Business Development Intelligence Consultant Chris Fritsch works together with

professional services firms to help support their Business Development efforts and

maximize their return on investment Chris and her team at ClientsFirst help Clients

utilize information and competitive intelligence to guide their business development

decisions and strategies to enhance their client development efforts

Chris also writes and speaks nationally on topics including competitive intelligence

business development client relationship management relationship intelligence web

marketing and the use of technology to enhance profitability In her former role as a

Legal Technologist she advised top law firms and professionals about competitive intelligence and innovative uses

of Internet technology Chris has also worked in-house as a Legal Technologist for an Am Law 50 law firm based in

Atlanta and as a Technology Consultant and Webmaster for Emory Law School She was also the Managing

Partner of a consulting firm specializing in providing technology solutions Chris received her law degree from

Emory University School of Law in Atlanta GA where she served as Managing Editor of the Emory International

Law Review as well as student and faculty technology consultant In her spare time Chris blogs and designs

websites and electronic newsletters

Company Clients First Consulting Title Business Development Intelligence Consultant

Website wwwClientsFirstConsultingcom Twitter CRMSuccess

Curtis Findlay

Curtis Findlay CFP is recognized nationally in the Canadian financial industry as both a

mentor of financial advisors as well as a successful advisor After graduating college Curtis

entered the financial industry in 1978 He operates his business activities from Canmore

Alberta Curtis has extensive experience advising entrepreneurs and mid-wealth individuals

with a variety of financial business and personal planning endeavours His comments are

made to Dream Practice through his firm Compass Financial Planning Services Ltd and not

related to a securities entity

Company Compass Financial Planning Services Ltd Website httpwwwcompfinnet

wwwvirtualaccountingconferencecom

Webinar Speakers

Mike Hourigan

Mike Hourigan is the Marketing Manager for Shoeboxedcom He is a graduate of the

University of North Carolina at Chapel Hill where he studied advertising Mike oversees all

of Shoeboxeds online marketing initiatives as well as the companys integrated partner

relations When Mike isnt helping small businesses and accountants get set up with

Shoeboxed he enjoys hiking and walking 18 holes at the nearest public golf course

Company Shoeboxedcom Website wwwshoeboxedcom

Twitter michaelhourigan

Stephen Jones LL M CPA CA

Stephen graduated from Dalhousie Law School He then articled in Toronto Shortly after

he obtained his CA designation working for one of the predecessors or KPMG In 1990

he joined BMO at its head office as a taxation lawyer and accountant

He rounded out his education in 2006 graduating with his Masters of Laws (LLM) in trust

and fiduciary law at Osgoode Stephen now provides counsel for Wealth Stewards

overall tax and estate activities Stephen brings his expertise and experience to the

planning and implementation of individual client situations Stephen is registered with the

Law Society of Upper Canada in private practice and with the Ontario and Canadian

Institutes of Chartered Professional Accountants

Company Wealth Stewards Inc Title Director Tax amp Estate Planning

Website wwwwealthstewardsca

Webinar Speakers

2020 Dream Practice Virtual Accounting Conference 2014

Hamish Knox

As a licensed member of the global Sandler network Hamish works with business owners and chief

executives who are serious about creating sustainable sales cultures Hamish worked in sales across

a variety of industries including media communication services software and professional sports

before joining the Sandler network which melded his passions for sales and education Early in his

Sandler career Hamish was anointed a Sandler Rising Star for quickly building his business and

helping fellow Sandler colleagues with their businesses Hamish is a former Sandler Global Rookie of

the Year is a current member of Sandlers Franchisee Advisory Council and his book Accountability

the Sandler Way will be published in November

Company Sandler Training - Calgary Website wwwhamishsandlercom

Twitter sandlerhamish

Dan Mason

I speak about innovation related to business software and business models that help

small and medium sized businesses to transform and automate their business

processes to achieve maximum efficiency and improve customer experience

Dan Mason focuses on strategic planning and business model innovation by helping

small and medium sized businesses to automate and optimize their business processes

Drawing from his 20 years of experience working with various accounting and ERP

systems Dan has helped several small and medium sized businesses in various

verticals to build robust business software systems Dan started Business Innovation

Technologies Inc in 2008 and has successfully led the company from its inception into a market leading provider

of innovative business software solutions As CEO of Business Innovation Technologies Dan is responsible for

driving the organizationrsquos strategic agenda technology vision and business operations In addition to helping

companies deploy best-of-the-breed business software systems Dan has been working on integrating diverse

business systems through his companyrsquos industry leading software solution to import and export data from ANY

source to various accounting and business software

Company Business Innovation Technologies Inc Title President amp CEO

Website wwwbusinnovatechcom

wwwvirtualaccountingconferencecom

Webinar Speakers

Viola Olah

Viola Olah is a Hungarian born and raised in Transylvania (yes itrsquos a real placehellip) She

lives in Calgary with her hubby and her dog Nikki After she worked as a systems analyst

for a large oil and gas company for a number of years she decided in 2009 to open up her

own business VH Marketing Ltd an online marketing company She thrives on the

challenge of keeping up with the fast changing pace of the Internet world and implementing

cutting edge marketing strategies to her clientsrsquo marketing plan Seeing clients succeed

gives her great satisfaction and she is grateful for the long-term strong relationships she

forged with them Her clients are local small business owners and individual professionals

who are very good at their own craft and donrsquot have the time or the desire to market their own business VH

Marketingrsquos strategy is to build an impactful web presence not just a website by providing clients with an up to date

web design mobile setup and social media presence This is all tied together with strong ongoing SEO

(search engine optimization) placing the clientsrsquo business in front of the right target market generating leads on

consistent basis

Company VH Marketing Ltd Website wwwvhwebsitescom

David Merritt

David Merritt owner and creator of Client Track graduated with a BSc in Computing and has

been designing software ever since David developed Client Track after he saw a real need in

the Accounting Practitioners industry for a solution to help public practice accounting

professionals to organize and control all of their deadlines efficiently Realizing that a large part

of running a successful practice was managing clients chasing down paperwork and handling all

the returns David developed Client Track into a software solution that is built based on the

unique needs of accounting professionals across Canada

Company Client Track Website httpclienttrackca

Twitter Client_Track

Webinar Speakers

2020 Dream Practice Virtual Accounting Conference 2014

Karen Reyburn

Karen Reyburn is a creative-minded individual who specialises in online marketing for

accountancy firms A former accountant (and a Certified Public Accountant in the

States) Karen now assists accountancy firms with understanding and using online

marketing to get more leads A dual British-American citizen Karens past careers

include working with a Glasgow-based accountancy firm setting up and maintaining a

separate consultancy division for this firm She instigated monthly business workshops training and facilitating

business owners in marketing strategy and profitability She has delivered online webinars and offline seminars

for the Chamber of Commerce Bank of Scotland women in business and business growth events She assisted

in the delivery of a comprehensive Business Consulting Programme to accountants for over five years For five

years Karen managed the European office of a global network of accounting firms helping both accountants and

SMEs to improve their marketing efforts This included delivering webinars providing online training website

design and improvement email marketing blogging and marketing action plans Karen is also an

internationally-recognised photographer doing wedding photography family portraits and landscape photography

in Scotland England Ireland Cyprus Australia the United States and more

Company The Profitable Firm Title Owner

Website wwwtheprofitablefirmcom Twitter ProfitableFirm

Graham Smith

Graham Smith is Vice President of Business Development for TSGI-Chartered Accountants

one of the top SRampED consultancies in western Canada He has been active in the SRampED

industry for more than 8 years and has co-taught the course on SRampED for the Institute of

Chartered Accountants of Alberta Graham has worked on wide range of claims for companies

of all sizes and in all industrial sectors

Company TSGI Charted Accountants Title Vice President - Business Development

Website wwwtsgica

wwwvirtualaccountingconferencecom

Webinar Speakers

Rick Solomon CPA CGMA - Keynote Speaker

For over 20 years Rick Solomon has taught professionals around the world how to create

extraordinary results in their professional practices and lives by applying time tested

techniques and sometimes ancient wisdom in a number of ways His past practice as a

CPA and business advisor coupled with years of study at the Sedona Institute have

provided him a deep understanding of how to guide others to be free of the self-created

limitations that for many people make personal and professional success much harder

than it has to be Rick is presently the CEO of Thriving Firm a world leader in helping

professional service providers and advisors build more profitable and rewarding practices

He is the founder and serves as the main facilitator of the Masters Program a two-year workshop and coaching

program offered exclusively to open-minded professionals The Masters Program shares a very unique way to

achieve abundance in ones personal and professional life Rick has challenged thousands of professionals world-

wide to expand their view of themselves and the value they bring to their clients in order to reach new levels of

personal and professional abundance

Company Thriving Firm Title CEO - Founder and Lead Facilitator of the Masters Program

Website wwwthrivingfirmcom Twitter ricksolomoncpa

Amy Shumate

Amy brings 13 years US tax experience to her role as Director in the US Corporate Tax

Advisory practice Amy assists her Canadian clients and their affiliates with their US

federal and state corporate income franchise sales and use tax issues from a unique

cross-border perspective She has worked with all sizes of both public and private

corporations in all types of industries in helping them manage their US federal and state

tax compliance and consulting needs Prior to joining Trowbridge in early 2014 Amy

worked for two of the Big 4 firms beginning in 2001 where she helped clients with US

corporate tax compliance federal and state tax consulting due diligence work

structuring and controversy Amy has a BA and MBA from McMaster University and

an MSc (Tax) from Golden Gate University in San Francisco She is a Canadian Chartered Professional

Accountant registered in Ontario and a Certified Public Accountant registered in Illinois

Company TROWBRIDGE PROFESSIONAL CORPORATION Title Director US Corporate Tax Services

Website wwwtrowbridgeca

Webinar Speakers

2020 Dream Practice Virtual Accounting Conference 2014

Glenn Suart

Glenn Suart is a Calgary-based Strategist Entrepreneur and Host of ldquoTodayrsquos Great Ideardquo

a nationally syndicated program aimed at helping people doing something with their great

ideas Over the past 20 years at WriteMyPlan PricewaterhouseCoopers Consulting and

Nordicity Group Ltd he has helped hundreds of people build successful businesses

Friendly and approachable Glenn and his team create strong viable businesses and craft

compelling winning business plans Glenn also teaches Building An Effective Business

Case at Mount Royal University in Calgary

Company WriteMyPlan Website wwwWriteMyPlancom

Paul Tyers

Paul Tyers is Managing Director of Wealth Stewards Inc and Vice President of Portfolio

Stewards Inc registered with the Ontario Securities Commission He and his team provide

comprehensive wealth management services to affluent Canadians typically in conjunction

with their other ldquotrusted advisorsrdquo A Chartered Professional Accountant (CPA) Certified

Financial Planner (CFP) and Chartered Investment Manager (CIM) Paul has both the

education and experience to provide comprehensive wealth advisory services Upon

completion of a business degree Paul began his career at a major international CA firm

gaining experience in a wide variety of business sectors Moving into corporate finance with

Bank of Montreal followed by Corpfinance International experience was gained in mergers acquisitions succession

and growth financing In 1987 Paul partnered with a venture capital firm to acquire Retirement Counsel of Canada

(RCOC) and led it through substantial growth prior to selling it in 2002 Since 2002 Paul has returned to his passion

of building managing and preserving the wealth of affluent private clients His success is attributed to ensuring

clientsrsquo interests always come first Paul provides advice on the areas noted to the left and has pioneered the

integration of wealth management services into Canadian accountingtax firms

Company Wealth Stewards Inc Title Managing Director

Website httpwealthstewardsca

wwwvirtualaccountingconferencecom

Webinar Speakers

Sam Vassa

Sam Vassa heads PaymentEvolution ndash Canadarsquos largest and most loved cloud payroll and

payments service Sam founded the company with a team of technology and subject

matter specialists and devised an award-winning solution that empowers organizations and

their accountants to manage their own payroll process Previously Sam led business

development for the capital markets industry at Microsoft Corporation His team worked with

leading Microsoft partners to build compelling solutions for the financial services

industry Sam was responsible for alliance relationships with Microsoftrsquos largest global

partners as well as sales and marketing execution with the community He has worked

with Microsoftrsquos US and Canadian subsidiaries and is known for his passion for forming strong partnerships Sam was

a channel manager at Digital Equipment Canada and served with the Canadian Department of Foreign Affairs and

International Trade at their foreign missions worldwide He is a board member of Telecompute ndash a leading software

development firm pioneering the use of portable database technology for vertical markets Sam is active in the

emerging business market as an advisor and mentor to firms seeking management and technology expertise Sam is

a graduate of McMaster University where he studied biochemistry

Company PaymentEvolution Website wwwpaymentevolutioncom

Twitter samvassa

Peggy Tyers BBA - Event Organizer

Peggy Tyers earned an Honours Bachelor of Business Administration from Wilfrid Laurier

University After graduating she entered the retail sector She spent over 20 years

working with National retailers in several areas consulting marketing buying and

merchandising Peggy transferred those skills to another industry sector when she

brought the 2020 Group (leading volunteer membership organization for progressive

accountants in the world) to Canada Peggy looks for products and services to help

accountants improve the efficiency of their practice and improve their bottom lines

Company 2020 Canada Title President

Website www2020canadaca

Webinar Speakers

Scott Zandbergen

Scott Zandbergen has worked in the accounting software world for over 17 years He

spent many years at Sage where he built and grew the Simply Accounting Certified

Consultant program Later as Vice President of Product Management he led the product

strategy for Simply Accounting Accpac and MAS 90500 In early 2011

Scott joined Wave Accounting a fully automated 100 free double entry accounting

software designed for small businesses with less than 10 employees Scotts mission there

is to educate the accounting and bookkeeping communities about the solution Wave

offers their small business clients In a little over 3 years on the market Wave now has over 2 million users on its

platform

Company Wave Accounting Title VP Pro Network

Website wwwwaveappscom Twitter WaveHQ

Wayne Zielke

Wayne is the founder and CEO of LedgerDocs an online document management

application that was designed around the sharing managing and collaboration needs of

bookkeepers accountants and businesses Wayne has spent his career working in the

accounting industry and understands first-hand the workflow and process involved in

providing exceptional full cycle bookkeeping and accounting services to clients From these

experiences he decided to create an application that streamlines the bookkeeping and

accounting process while promoting collaboration among bookkeepers accountants and

their amazing clients

Company LedgerDocs Title Chief Executive Officer

Website wwwledgerdocscom Twitter ledgerdocs

2020 Dream Practice Virtual Accounting Conference 2014

wwwvirtualaccountingconferencecom

2020 Dream Practice

Virtual Accounting Conference

Virtual Conference for Accountants

October 1 and 2 2014

Webinars

Presentations will be held on

Tuesdays and Thursdays from June 3

2014 through January 27 2015

Presentations scheduled from 1100

am MST to 100 pm MST

Schedule includes one hour for

presentation and up to one hour for

questions

Over 32 webinars with

industry experts

wwwvirtualaccountingconferencecom

Collaborate Innovate Prosper

Gold Sponsors

Silver Sponsors

Page 6: Virtual Accounting Conference 2014

Keynote Speaker Rick Solomon

For over 20 years Rick Solomon has taught professionals around the world how to

create extraordinary results in their professional practices and lives by applying time

tested techniques and sometimes ancient wisdom in a number of ways

His past practice as a CPA and business advisor coupled with years of study at the

Sedona Institute have provided him a deep understanding of how to guide others to

be free of the self-created limitations that for many people make personal and

professional success much harder than it has to be

Rick is presently the CEO of Thriving Firm a world leader in helping professional

service providers and advisors build more profitable and rewarding practices He is

the founder and serves as the main facilitator of the Masters Program a two-year

workshop and coaching program offered exclusively to open-minded professionals

Thriving Firm (wwwthrivingfirmcom) is an interesting

site Their newly branded program is called Accountants

Reboot Essentially the idea is to step away from your

practice for a short period to re-evaluate your product

offering staffing and successes

Is your accounting firm surviving or thriving Do you dread

the Monday morning return to work How would it impact

your firm and life if you could do what you love at work and

be more profitable

The Thriving Firm team offers coaching a collaborative net-

work resources and tools to transform your practice and

life In their words ldquohaving an amazing vibrant

profitable practice amp career is much easier than you may

thinkrdquo I couldnrsquot agree more One of the best decisions that

I have made in my professional career was to participate in

the Thriving Firmrsquos Masters Program The program has

since been renamed to Accountants Reboot

Participating in the program changed my practice and my

life both drastically for the better

As a group my fellow Masterrsquos and I were led through a

series of exercises designed to help us create a compelling

vision for our firms I learned firsthand the importance in

setting goals and monitoring the results to determine how

well I was doing with my practice

I graduated from the program in 2012 but maintain close

contact with my peers from the group We have continued

to challenge one another to set and achieve new goals

The program itself was challenging We were asked

collectively and individually to explore our mindset and

past results to determine areas for improvement

My biggest challenge was to step away from a growing

practice every four months to meet with the group

However I saw significant improvements in the practice

from the beginning so it was definitely something I wanted

to commit my full attention to

There is an assessment tool on the Thriving Firm website if

you would like to learn more about where you are

currently If you do nothing else the conversations and self

-exploration that can come from the assessment are highly

worthwhile

In all honesty I cannot do justice to explaining either the

program or the positive impact it has had on my

life Friends peers staff colleagues and clients have all

commented on the noticeable changes All I can suggest is

that you check it out yourself

-Jeff Borschowa (Event Organizer Host and Speaker)

ldquoI love helping people realize how

to be completely successful on

their own terms and revealing how

much easier it is than they ever

imagined mdash Rick Solomon

Rick Solomon

wwwthrivingfirmcom

2020 Dream Practice Virtual Accounting Conference 2014

Keynote Speaker Joel Sinkin

wwwvirtualaccountingconferencecom

Mr Sinkin is an editorial advisor to the AICPArsquos newsletter Small Firm Solution and

a member of The CPA Journal Editorial Review Board Recently Mr Sinkin fulfilled

a personal goal to create a new type of consulting firm that brings a fresh ap-

proach to the succession and growth needs of accounting firms and their owners

nationally In 2004 he joined forces with Terrence E Putney CPA to form

Transition Advisors

In 2012 amp 2013 Accounting Today named Mr Sinkin one of the top 100 most

influential people in accounting

Succession planning is key to ensuring that you maximize

the value of your firm should you decide to slow down or

retire In my experience there seems to be a mystical

shroud around the topic of succession and transition plan-

ning for accounting firms I recently spoke to a group of

accountants and every single participant in the room had

the same plan ndash a younger accountant would buy their

firm Not surprisingly not a single person in the group had

identified this hypothetical younger accountant despite

most participants indicating that they intended to retire

within two to five years

I have seen many accountants assume that they can suc-

cessfully sell or transition their practice Many would ra-

ther avoid paying for advice so they adopt the do it your-

self approach I believe that it is difficult for any business

owner to anticipate and respond appropriately to many of

the issues that come into play in a transition scenario I

believe that it is even more difficult with an accounting

firm as the owner is personally attached to the business

(and clients) and may not be objective

The accountants that I have known and worked with who

sold their practices all had one primary concern ndash would

their replacement take good care of their beloved cli-

ents Too often lack of planning means that the replace-

ment is not necessarily the best candidate and the clients

ultimately suffer

I have had the pleasure of knowing Joel Sinkin

from Transition Advisors for a few years In that time he

has impressed me with his knowledge of the accounting

industry and specifically his focus with mergers acquisi-

tions and transitions of accounting firms

Joel and his team at Transition Advisors have been leading

accountants through transition since 1990 completing hun-

dreds of transactions successfully The majority of their

materials and resources discuss topics from the perspec-

tive of CPArsquos in the United States However I have heard

Joel speak many times and have always taken away some-

thing of immediate relevance to my practice in Canada I

was very happy to see them launch a Canadian office in

Toronto

Joel recently published a series of articles in the Journal of

Accountancy highlighting key issues and trends in the field

of succession I highly recommend taking the time to read

it (JOA Combined articles 2013 2014)

Joel has also co-authored an article with Terrence Putney

entitled ldquoKeeping it Togetherrdquo The article covers the im-

portance of planning your transition carefully in order to

retain key staff and your clients I canrsquot stress enough how

important key staff can be to the transition Many practi-

tioners ignore this aspect at their own peril You can read

the article here Keeping it Togeth-

er_Reporting_Patton_April09

If you foresee a transition in your future you should take a

look at the Transition Advisors website I particularly rec-

ommend the articles in their resource section

Jeff Borschowa (Event Organizer Host and Speaker)

Joel Sinkin

wwwtransitionadvisorscom

2020 Dream Practice Virtual Accounting Conference 2014

Keynote Speaker Jeff Borschowa

I first joined the accounting world in 1991 and became a Chartered Accountant in

2000 I have spent the bulk of my career working with and advising small to

medium-sized enterprises I have experience working in all sizes of accounting firms

from sole practitioners to international firms My focus in my career has been to find

new and better ways to integrate innovation and technology to enhance the

customer experience and improve efficiency in the accounting process My journey

has been unique in that I have met some very innovative accountants and mentors

in my career I have been very fortunate to be in a position to learn from them

compare their ideas and to truly choose the best of the best Personally I would like

nothing more than to free accountants from the stress created by high volume

commodity work allowing them the freedom to pursue work that is rewarding personally and professionally

My overall goal is to reduce the hours worked by accountants and increase overall profitability One of my

friendrsquos made an interesting comment recently ldquoAlmost every accountant that I know can tell me how much

his gross revenue is but very few know what their actual costs arerdquo I challenge you to learn more about your

practice so that you can bid on the right kinds of projects and earn what you are worth ndash your education

should be your most valued possession

Jeff Borshcowa

wwwdreampracticeca

wwwvirtualaccountingconferencecom

Keynote Speaker Paul Tyers

Paul Tyers is Managing Director of Wealth Stewards Inc and Vice President of

Portfolio Stewards Inc registered with the Ontario Securities Commission He and

his team provide comprehensive wealth management services to affluent

Canadians typically in conjunction with their other ldquotrusted advisorsrdquo A Chartered

Professional Accountant (CPA) Certified Financial Planner (CFP) and Chartered

Investment Manager (CIM) Paul has both the education and experience to provide

comprehensive wealth advisory services Upon completion of a business degree

Paul began his career at a major international CA firm gaining experience in a wide

variety of business sectors Moving into corporate finance with Bank of Montreal

followed by Corpfinance International experience was gained in mergers

acquisitions succession and growth financing In 1987 Paul partnered with a venture capital firm to acquire

Retirement Counsel of Canada (RCOC) and led it through substantial growth prior to selling it in 2002 Since

2002 Paul has returned to his passion of building managing and preserving the wealth of affluent private

clients His success is attributed to ensuring clientsrsquo interests always come first Paul provides advice on the

areas noted to the left and has pioneered the integration of wealth management services into Canadian

accountingtax firms

wwwwealthstewardsca

Paul Tyers

2020 Dream Practice Virtual Accounting Conference 2014

Keynote Speaker Chris Frederiksen CPA

Chris Frederiksen is one of the best-known and most highly-rated seminar

leaders in the world as well as a consultant to accountancy firms worldwide He is

also a practicing accountant in San Francisco California His experience includes

partnership positions with two international CPA firms and building several

independent practices in the San Francisco Bay Area

As a consultant for the past twenty years he has been helping small and medium

sized accountancy firms achieve their goals of greater profitability and greater

personal satisfaction for the owners He is now committed to helping CPAs and

tax professionals excel in financial services strategic planning and other new

service areas

The Cloud Exposed Many business consultants strongly advocate the adoption

of cloud computing believing this to be the future of IT

infrastructure It is generally accepted that the term ldquothe

cloudrdquo is synonymous with ldquothe internetrdquo The precise

definition of cloud computing is slightly contentious but in

this post we use the term to signify a hosted service

delivery model A hosted service allows a userrsquos programs

applications files and other data to be stored on an off-site

server usually owned and managed by a hosted service

provider The data is then accessed by the user over the

internet Here are 5 advantages that cloud computing holds

over traditional methods

Disaster recovery ndash At any given time your firm is at risk of

numerous disasters fire flooding earthquakes theft and

hardware failure and just a few examples In the event of

such a disaster you need to ensure that you have appropri-

ate recovery systems in place An important advantage of

cloud computing is that your data and programs are stored

off-site Hosted service providers generally own the servers

that store your information and go to great lengths to pro-

tect and maintain them backing up your information in

multiple servers and data centers in multiple areas of the

country

Security - Data breaches are a serious issue the costs of a

data breach to your firm could be devastating Primary

causes of data breaches include criminal activity (theft and

hacking) and staff negligence (the loss or ineffective

disposal of equipment containing sensitive information)

Cloud computing can significantly reduce the risk of a data

breach As your data is stored securely in an off-site

location it cannot be misplaced or disposed of

inadequately Moreover the security offered by hosted

service providers is generally far superior to that of an

office reducing the risk of hardware theft and data

hacking

Work from Anywhere - Because only an internet connection

is required to access your files and programs you and your

colleagues can work from any computer in any location

With the proliferation of mobile devices such as tablets and

smartphones business professionals now have even more

flexibility to access and work with their data

Collaboration ndash Traditional methods of computing see a file

stored either to a server or an individual machine with only

a single user being able to work on it at a time An

innovative aspect of cloud computing is that you and your

colleagues can work simultaneously on the same file

Cost Reduction ndash As mentioned previously hosted service

providers generally own the servers that store your data

This means that the cost of purchasing and maintaining a

server and licenses is nullified Software updates and virus

protection are also handled by the provider freeing up

your resources for other tasks Additionally you can scale

your operations more accurately when your system

requirements are managed by a hosted service provider

Instead of making a large investment in a faster or larger

server you can simply upgrade your service contract

Are you interested in getting on the cloud Give us a call

and we can help you get started on your cloud journey

- 2020 Group USA (originally appeared as a blog post on

www2020groupusacom)

Chris Frederikesn

www2020groupusacom

wwwvirtualaccountingconferencecom

Event Organizer Spotlight Dream Practice

Accountants Manifesto I first joined the

accounting world in 1991 and became a Chartered

Accountant in 2000 I have spent the bulk of my

career working with and advising small to medium-

sized enterprises I have experience working in all

sizes of accounting firms from sole practitioners to

international firms

My focus in my career has been to find new and

better ways to integrate innovation and technology

to enhance the customer experience and improve

efficiency in the accounting process

My journey has been unique in that I have

met some very innovative accountants and mentors

in my career I have been very fortunate to be in a

position to learn from them compare their ideas

and to truly choose the best of the best I share my

experiences as I saw them sometimes updated with

the benefit of hindsight My postings are candid

and generally unfiltered I do not intend to offend

but will apologize in advance if I do

The purpose of my Blog and website is to share my

discoveries in the hopes of advancing our

profession Personally I would like nothing more

than to free accountants from the stress created by

high volume commodity work allowing them the

freedom to pursue work that is rewarding

personally and professionally

I welcome you to share my journey and to offer

your thoughts and comments along the way The

information and materials that I will share are not

intended to be offered as a one-size fits all solution

but rather to offer you some thoughts that you may

wish to explore further

My site is dedicated to sharing my ldquoAccountantrsquos

Manifestordquo I cover the following general areas

Efficiency versus Effectiveness

Outsourcing

Networking and Marketing

Technology

Consulting Tools

Consulting Mindset

Innovations that impact accounting

I create tags to allow easy searching ndash no point

wasting time on a topic if it isnrsquot immediately

relevant to you

My overall goal is to reduce the hours worked by

accountants and increase overall profitability One

of my friendrsquos made an interesting comment

recently ldquoAlmost every accountant that I know can

tell me how much his gross revenue is but very few

know what their actual costs arerdquo I challenge you to

learn more about your practice so that you can bid

on the right kinds of projects and earn what you are

worth ndash your education should be your most valued

possession

Visit Us Online

wwwdreampracticeca

2020 Canada is the premier volunteer membership

group for accountants in Canada for small and medi-

um-size practitioners 2020 Canada started in 2005

our membership is coast-to-coast representing CAs

CGAs and CMAs in Public Practice 2020 Canada

appeals to those accountants who are interested in

improving their practices through improved

efficiencies expanded offerings and marketing

initiatives that result in improved bottom lines

2020 Canada is the Canadian branch of The 2020

Group Worldwide in the UK The 2020 Group was

founded in the 1990s by three of the best-known

consultants and seminar leaders in the profession

Ian Fletcher Chris Frederiksen and Gordon Gilchrist

They recognized that historical compliance services

were likely to be limited growth areas for account-

ants and that progressive firms would need to offer

their clients more value-added services For that

new tools and ideas would be needed Since the

launch the 2020 Group has organizations in UK and

Ireland USA South Africa and Canada with

world-wide members as part of 2020 International

2020 Canada offers Professional Development

courses through webinars seminars and confer-

ences focussing primarily in non-compliance areas

Practice Management Marketing and Consulting

Business Advisory Services Legal Issues Efficiency

Resources in IT Software Outsourcing Services and

others

Event Organizer Spotlight 2020 Canada

For Membership Information Visit Us Online

www2020canadaca

Benefits of 2020 Canada Membership Fantastic VALUE 25 discount on 2020 Canada Professional Development Courses Discounts on 2020 Tools Discount on 2020 Canada Conferences and Seminars Discounts on third party products and services (Please see our list of Value Added Services)

Members Newsletter You will also receive regular correspondence through our e-newsletters packed full with useful practice management and marketing ideas Members are also encouraged to pose questions in the QampA section of the website where answers and features are made within the newsletters

TelephoneEmail support We act as a resource to your practice and encourage you to call us with questions and requests Over the years the 2020 Membership Group has become highly colle-gial and members are generally more than willing to share information with each other

Access to an international affiliation of professional accountants

2020 Dream Practice Virtual Accounting Conference 2014

Gold Sponsor

Irsquove worked with a company that fully embraces ldquobusiness process

outsourcingrdquo Anything that we could outsource to virtual workers we have and it has

greatly reduced the amount of square footage that our company needs hence greatly

reducing our carbon footprint and office expenses It also benefits the workers we

employ in the sense that they get to live where they want and be in their home work

environment If you really think about it you rsquod be surprised about exactly how many

task you can actually outsource and that can be done online It rsquos nice to be on

the forefront of a new growth industry

John B ndash Geeks On The Way

Increase productivity expand your business and save money ndash outsource your business processes with Tursa Group

We have a talented team of specialists in various fields of IT marketing administration and finance ready to look after your companyrsquos needs so

that you can concentrate on growing your company

For More Information Visit Us Online

wwwtursagroupcom

wwwvirtualaccountingconferencecom

2020 Dream Practice Virtual Accounting Conference 2014

Gold Sponsor

Zohocom offers a comprehensive suite of award-winning online business productivity amp collaboration applications Customers use Zoho Applications to run their business processes manage their information and be more productive while at the office or on the go without having to worry about expensive or outdated hardware or software To date Zohocom has launched 25+ online applications mdash from CRM to Mail Office Suite Project Management Invoicing Web conferencing and more Zoho has received numerous awards including an InfoWorld 2009 Product of the Year award a 2008 PC World 25 Most Innovative Products Award and a 2007 TechCrunch Best Enterprise Start-up Zohocom is a division of Zoho Corporation a privately-held and profitable company With offices in CA Austin Chennai Yoko-hama and Beijing Zoho Corporation serves the technology needs of more than 9 million customers worldwide

For More Information Visit Us Online

wwwzohocom

Silver Sponsors

The Accounting Practitioners Symposium is an information

resource for Accounting Professionals to examine bringing

together different technology to create a simplified and

streamlined office process to help grow your business

wwwaccountingsymposiumcom

We build tools that simply make life easier

The goal of Client Track is to help take control of your

practice and save you time by combining all of the office

management tools into one easy-to-use package

wwwclienttrackca

Online Marketing amp Web Design

VH Marketingrsquos strategy is to build an outstanding web

presence not just a website by providing clients with an

up-to-date web design mobile setup and social media

presence tied together with strong ongoing SEO

(search engine optimization) Following this proven strategy

places our clients business in front of the right target

market generating leads on consistent basis

wwwvhwebsitescom

Wealth Stewards Inc is the partner of choice for Chartered

Professional Accountants who want to provide their valued

clients with a wealth management firm that is prudent and

a true steward of their wealth Wealth Stewards Inc

partners with accountants to provide both tax effective and

sound wealth management strategies together we help

our clients achieve long-term financial goals

wwwwealthstewardsca

Wolters Kluwer enables legal tax finance and healthcare

professionals to be more effective and efficient We provide

information software and services that deliver vital in-

sights intelligent tools and the guidance of subject-matter

experts

wwwwolterskluwercom

wwwvirtualaccountingconferencecom

Webinar Schedule SpringSummer

Date Topic Speaker

Last Speaker

First

632014 Connect With Your Clients With Intent Using ASPiRE

Crosser John

6102014 Integrating Wealth Management Tyers Paul

6122014 Learn about XLGL an Excel add-in which connects to Sage 50 databases to produce customized reports

Carrier Daniel

6172014 LedgerDocs Never Lose a Receipt Zielke Wayne

6192014 Protecting Those that Run Your Business Crosser John

6242014 Drop the Struggle amp Thrive Solomon Rick

732014 Working In The Cloud A Bookkeepers Perspective Bouffard Keri

782014 Clouds Taking the First Steps Irving Graham

7102014 Importing Data into Small Business Accounting Programs

Mason Dan

7152014 Shoeboxedcom Hourigan Mike

7222014 5 Ways to Grow Your Business Borschowa Jeff

7242014 Supercharge Your Documentation Bellehumeur Adrienne

7292014 Protecting Your Business Entity Crosser John

7312014 Client Track as a Practice Management Solution Merritt David

852014 Creating and Implementing a Marketing Plan Buol Ruszczyk Bonnie

8122014 Accounting in The Cloud Zandbergen Scott

8192014 High Level Overview of Business Processes Borschowa Jeff

8262014 The Enlightened Accountant Solomon Rick

2020 Dream Practice Virtual Accounting Conference 2014

Webinar Schedule FallWinter

wwwvirtualaccountingconferencecom

Date Topic Speaker

Last Speaker

First

922014 Sandler Rules for Building Your Practice to Work Smarter Not Harder

Knox Hamish

942014 Social Media Strategies for Accountants and Bookkeepers Olah Viola

992014 Make Your Website a Business Development Tool Buol Ruszczyk Bonnie

9112014 Business Development Intelligence (BDI) Fritsch Chris

9162014 Succession Planning Tyers Paul

9182014 Turning Your Accountancy Firm Website Into a Lead Generation Machine

Reyburn Karen

9232014 Benchmarking for Success Borschowa Jeff

9252014 A Brief Tour Through Wills and Estate Planning Jones Stephan

9302014 Sales and Marketing Eden Jan

1072014 Social Media The Good Bad and Effective Buol Ruszczyk Bonnie

1092014 An Introduction to SRampED What It Is and What Can It Do For Your Clients

Smith Graham

10142014 Understanding and Utilizing Insurance Company Investment and Income Products

Findlay Curtis

10162014 Key Elements of a Lead Generating Website Olah Viola

10212014 Improving the Bottom Line Through Niche Marketing Tyers Peggy

10232014 LedgerOnline Zielke Wayne

10282014 Going Paperless Duncan Brooks

1142014 Growing Your Firm with LinkedIn Buol Ruszczyk Bonnie

1162014 Expanding Business Activities to the United States (Canadian Companies)

Shumate Amy

11132014 Business Planning For Organizations of all Sizes Findlay Curtis

11182014 The Power of Niche Marketing for Accountants Reyburn Karen

11252014 Profitable Cloud-Based Payroll for your Practice Vassa Sam

1222014 Turning Great Ideas Into Reality Suart Glenn

1292014 Colour Accounting Descoteaux Stephanie

Webinar Speakers

Adrienne Bellehumeur CA CISA PMP

Adrienne Bellehumeur lives in Calgary Alberta and works as a consultant specializing

in business analysis audit and effective documentation Her focus is on helping

companies track monitor and protect their most valuable assets information and

intellectual capital Adrienne began her career as a Chartered Accountant working with

clients on audits assessing financial controls and Sarbanes-Oxley (SOX) compliance

projects Her experience over the years includes requirements management process

modelling project communications technical writing and developing documentation

strategies and systems Adrienne continues to actively research present on and write

about effective documentation and business analysis practices

Company BELLEHUMEUR amp ASSOCIATES Website wwwleadersinbusinessanalysiscom

Jeff Borschowa - Event Organizer amp Host

I first joined the accounting world in 1991 and became a Chartered Accountant in 2000 I

have spent the bulk of my career working with and advising small to medium-sized

enterprises I have experience working in all sizes of accounting firms from sole

practitioners to international firms My focus in my career has been to find new and better

ways to integrate innovation and technology to enhance the customer experience and

improve efficiency in the accounting process My journey has been unique in that I have

met some very innovative accountants and mentors in my career I have been very

fortunate to be in a position to learn from them compare their ideas and to truly choose

the best of the best Personally I would like nothing more than to free accountants from the stress created by high

volume commodity work allowing them the freedom to pursue work that is rewarding personally and professionally My

overall goal is to reduce the hours worked by accountants and increase overall profitability One of my friendrsquos made an

interesting comment recently ldquoAlmost every accountant that I know can tell me how much his gross revenue is but

very few know what their actual costs arerdquo I challenge you to learn more about your practice so that you can bid on the

right kinds of projects and earn what you are worth ndash your education should be your most valued possession

Company Dream Practice Website wwwdreampracticeca

Twitter DreamPractices

2020 Dream Practice Virtual Accounting Conference 2014

wwwvirtualaccountingconferencecom

Webinar Speakers

Kerri Bouffard

Kerri Bouffard CPB has been a professional bookkeeper for over 20 years and has

been operating her own company Add-Vantage Bookkeeping since 2003

She has been happily working completely in the cloud since 2012 ndash with no copies of

any software loaded directly on her local computer system

Company Add-Vantage Bookkeeping Website httpaddvantagebookkeepingcom

Bonnie Buol Ruszczyk

Bonnie Buol Ruszczyk is the founder and president of bbr marketing which provides

marketing services and strategy for professional services firms Every day she and her

talented staff help accountants all over North America reach their audiences and grow

their firms by creating and implementing customized solutions that differentiate each

client in their individual market Named one of 2013rsquos Top 100 Most Influential People in

accounting by Accounting Today for the 2nd year in a row she is an active volunteer in a

number of organizations including serving as president of the Atlanta AAM Chapter and

a regular contributor to a variety of news and industry websites

Company bbr marketing Title Founder and President

Website wwwbbrmarketingcom

Webinar Speakers

2020 Dream Practice Virtual Accounting Conference 2014

Daniel Carrier

Daniel Carrier has close to 40 yearsrsquo experience in bookkeeping Hersquos worked as a

consultant since 1993 and has recommended and installed a number of bookkeeping

software Daniel founded Logicim in 2004 with his partner his son It is Pierre Alain

Carrier who has created the now famous XLGL and Daniel is proud to be participating in

this great reporting initiative

Company Logicim Inc Website wwwlogicimtechcom

John Crosser

John Crosser is the owner of Knights Financial Management an independent

insurance service company John believes it is important to ensure businesses not only

properly protect their business entity but also those that make their business run At

Knights Financial Management we focus on small to medium sized businesses looking for

help as they navigate their way through the world of business Having the right type

and the right amount of insurance will help provide financial peace of mind to owners

so they can concentrate on ldquodoingrdquo business John is actively involved in his community

As the author of ASPiRE A Financial Workbook for the Canadian Teen John routinely

presents to schools and business to help increase financial literacy By helping people understand the moving parts

of a financial game plan (goals setting cash flow and debt management asset

protect and building wealth) John feels they will be more financially

bull Fit--through wise budgeting of time and money

bull Independent--through discovering their own skills setting and accomplishing goals

bull Responsible--through focused activities and self-discipline

bull Secure--through building multiple streams of cash flow

With proper financial literacy individuals families schools businesses communities provinces and Canada at large

will be stronger In addition to growing his business John enjoys spending time with his wife Jeanelle and their two

daughters Ashley and Jayme John loves working on his golf handicap making furniture and barbecuing with family

and friends

Company Knights Financial Management and Portfolio Strategies Corporation Website httpwwwknightsfmca

wwwvirtualaccountingconferencecom

Webinar Speakers

Stephanie Descoteaux DFA-BSS

Steacutephanie Descocircteaux is president and CEO of Calculated Approach Consulting Inc and

founder of Digits amp Decimals Inc But those are not the titles she loves itrsquos her real job as

a bookkeeping systems specialist that indicates her true passion Her focus is always on

educating clients improving systems and measuring the accomplishments of those

systems This vision empowers small business owners and entrepreneurs and has

commanded an impressive client list that continues to grow Steacutephanie founded Digits amp

Decimals Inc in 2001 a professional bookkeeping company She is the lead trainer and

consultant and has grown the business to include a staff of experts In 2011 Stephanie

launched Calculated Approach Consulting Inc a company that offers mentorship controllership and consulting

services to business owners or other bookkeepers Steacutephaniersquos professional affiliations include membership in the

Canadian Payroll Association (CPA) Institute of Professional Bookkeepers of Canada (IPBC) and Association of

Certified Fraud Examiners (ACFE) She is also a QuickBooks ProAdvisor has completed the Distinguish Financial

Advisor ndash Bookkeeping System Specialist (DFABSS) a 2 years bookkeeping certification with the Knowledge

Bureau she recently became a Sale Partner with Accounting Comes Alive ndash Color Accounting and is one of few

accredited Training Partner in Canada for Accounting Comes Alive ndash Color Accounting Steacutephaniersquos presentations

are available in English or French

Company Calculated Approach Consulting Inc Website wwwdigitsdecimalscom

Twitter DigitsDecimals

Brooks Duncan

Brooks Duncan helps individuals and small businesses go paperless at Docu-

mentSnapcom where he writes about tools workflows and taking action Hes a

CPACMA and a former computer programmer and financial software support manager

Brooks lives in Vancouver BC

Company DocumentSnapcom Website wwwdocumentsnapcom

Webinar Speakers

2020 Dream Practice Virtual Accounting Conference 2014

Chris Fritsch JD

As a Business Development Intelligence Consultant Chris Fritsch works together with

professional services firms to help support their Business Development efforts and

maximize their return on investment Chris and her team at ClientsFirst help Clients

utilize information and competitive intelligence to guide their business development

decisions and strategies to enhance their client development efforts

Chris also writes and speaks nationally on topics including competitive intelligence

business development client relationship management relationship intelligence web

marketing and the use of technology to enhance profitability In her former role as a

Legal Technologist she advised top law firms and professionals about competitive intelligence and innovative uses

of Internet technology Chris has also worked in-house as a Legal Technologist for an Am Law 50 law firm based in

Atlanta and as a Technology Consultant and Webmaster for Emory Law School She was also the Managing

Partner of a consulting firm specializing in providing technology solutions Chris received her law degree from

Emory University School of Law in Atlanta GA where she served as Managing Editor of the Emory International

Law Review as well as student and faculty technology consultant In her spare time Chris blogs and designs

websites and electronic newsletters

Company Clients First Consulting Title Business Development Intelligence Consultant

Website wwwClientsFirstConsultingcom Twitter CRMSuccess

Curtis Findlay

Curtis Findlay CFP is recognized nationally in the Canadian financial industry as both a

mentor of financial advisors as well as a successful advisor After graduating college Curtis

entered the financial industry in 1978 He operates his business activities from Canmore

Alberta Curtis has extensive experience advising entrepreneurs and mid-wealth individuals

with a variety of financial business and personal planning endeavours His comments are

made to Dream Practice through his firm Compass Financial Planning Services Ltd and not

related to a securities entity

Company Compass Financial Planning Services Ltd Website httpwwwcompfinnet

wwwvirtualaccountingconferencecom

Webinar Speakers

Mike Hourigan

Mike Hourigan is the Marketing Manager for Shoeboxedcom He is a graduate of the

University of North Carolina at Chapel Hill where he studied advertising Mike oversees all

of Shoeboxeds online marketing initiatives as well as the companys integrated partner

relations When Mike isnt helping small businesses and accountants get set up with

Shoeboxed he enjoys hiking and walking 18 holes at the nearest public golf course

Company Shoeboxedcom Website wwwshoeboxedcom

Twitter michaelhourigan

Stephen Jones LL M CPA CA

Stephen graduated from Dalhousie Law School He then articled in Toronto Shortly after

he obtained his CA designation working for one of the predecessors or KPMG In 1990

he joined BMO at its head office as a taxation lawyer and accountant

He rounded out his education in 2006 graduating with his Masters of Laws (LLM) in trust

and fiduciary law at Osgoode Stephen now provides counsel for Wealth Stewards

overall tax and estate activities Stephen brings his expertise and experience to the

planning and implementation of individual client situations Stephen is registered with the

Law Society of Upper Canada in private practice and with the Ontario and Canadian

Institutes of Chartered Professional Accountants

Company Wealth Stewards Inc Title Director Tax amp Estate Planning

Website wwwwealthstewardsca

Webinar Speakers

2020 Dream Practice Virtual Accounting Conference 2014

Hamish Knox

As a licensed member of the global Sandler network Hamish works with business owners and chief

executives who are serious about creating sustainable sales cultures Hamish worked in sales across

a variety of industries including media communication services software and professional sports

before joining the Sandler network which melded his passions for sales and education Early in his

Sandler career Hamish was anointed a Sandler Rising Star for quickly building his business and

helping fellow Sandler colleagues with their businesses Hamish is a former Sandler Global Rookie of

the Year is a current member of Sandlers Franchisee Advisory Council and his book Accountability

the Sandler Way will be published in November

Company Sandler Training - Calgary Website wwwhamishsandlercom

Twitter sandlerhamish

Dan Mason

I speak about innovation related to business software and business models that help

small and medium sized businesses to transform and automate their business

processes to achieve maximum efficiency and improve customer experience

Dan Mason focuses on strategic planning and business model innovation by helping

small and medium sized businesses to automate and optimize their business processes

Drawing from his 20 years of experience working with various accounting and ERP

systems Dan has helped several small and medium sized businesses in various

verticals to build robust business software systems Dan started Business Innovation

Technologies Inc in 2008 and has successfully led the company from its inception into a market leading provider

of innovative business software solutions As CEO of Business Innovation Technologies Dan is responsible for

driving the organizationrsquos strategic agenda technology vision and business operations In addition to helping

companies deploy best-of-the-breed business software systems Dan has been working on integrating diverse

business systems through his companyrsquos industry leading software solution to import and export data from ANY

source to various accounting and business software

Company Business Innovation Technologies Inc Title President amp CEO

Website wwwbusinnovatechcom

wwwvirtualaccountingconferencecom

Webinar Speakers

Viola Olah

Viola Olah is a Hungarian born and raised in Transylvania (yes itrsquos a real placehellip) She

lives in Calgary with her hubby and her dog Nikki After she worked as a systems analyst

for a large oil and gas company for a number of years she decided in 2009 to open up her

own business VH Marketing Ltd an online marketing company She thrives on the

challenge of keeping up with the fast changing pace of the Internet world and implementing

cutting edge marketing strategies to her clientsrsquo marketing plan Seeing clients succeed

gives her great satisfaction and she is grateful for the long-term strong relationships she

forged with them Her clients are local small business owners and individual professionals

who are very good at their own craft and donrsquot have the time or the desire to market their own business VH

Marketingrsquos strategy is to build an impactful web presence not just a website by providing clients with an up to date

web design mobile setup and social media presence This is all tied together with strong ongoing SEO

(search engine optimization) placing the clientsrsquo business in front of the right target market generating leads on

consistent basis

Company VH Marketing Ltd Website wwwvhwebsitescom

David Merritt

David Merritt owner and creator of Client Track graduated with a BSc in Computing and has

been designing software ever since David developed Client Track after he saw a real need in

the Accounting Practitioners industry for a solution to help public practice accounting

professionals to organize and control all of their deadlines efficiently Realizing that a large part

of running a successful practice was managing clients chasing down paperwork and handling all

the returns David developed Client Track into a software solution that is built based on the

unique needs of accounting professionals across Canada

Company Client Track Website httpclienttrackca

Twitter Client_Track

Webinar Speakers

2020 Dream Practice Virtual Accounting Conference 2014

Karen Reyburn

Karen Reyburn is a creative-minded individual who specialises in online marketing for

accountancy firms A former accountant (and a Certified Public Accountant in the

States) Karen now assists accountancy firms with understanding and using online

marketing to get more leads A dual British-American citizen Karens past careers

include working with a Glasgow-based accountancy firm setting up and maintaining a

separate consultancy division for this firm She instigated monthly business workshops training and facilitating

business owners in marketing strategy and profitability She has delivered online webinars and offline seminars

for the Chamber of Commerce Bank of Scotland women in business and business growth events She assisted

in the delivery of a comprehensive Business Consulting Programme to accountants for over five years For five

years Karen managed the European office of a global network of accounting firms helping both accountants and

SMEs to improve their marketing efforts This included delivering webinars providing online training website

design and improvement email marketing blogging and marketing action plans Karen is also an

internationally-recognised photographer doing wedding photography family portraits and landscape photography

in Scotland England Ireland Cyprus Australia the United States and more

Company The Profitable Firm Title Owner

Website wwwtheprofitablefirmcom Twitter ProfitableFirm

Graham Smith

Graham Smith is Vice President of Business Development for TSGI-Chartered Accountants

one of the top SRampED consultancies in western Canada He has been active in the SRampED

industry for more than 8 years and has co-taught the course on SRampED for the Institute of

Chartered Accountants of Alberta Graham has worked on wide range of claims for companies

of all sizes and in all industrial sectors

Company TSGI Charted Accountants Title Vice President - Business Development

Website wwwtsgica

wwwvirtualaccountingconferencecom

Webinar Speakers

Rick Solomon CPA CGMA - Keynote Speaker

For over 20 years Rick Solomon has taught professionals around the world how to create

extraordinary results in their professional practices and lives by applying time tested

techniques and sometimes ancient wisdom in a number of ways His past practice as a

CPA and business advisor coupled with years of study at the Sedona Institute have

provided him a deep understanding of how to guide others to be free of the self-created

limitations that for many people make personal and professional success much harder

than it has to be Rick is presently the CEO of Thriving Firm a world leader in helping

professional service providers and advisors build more profitable and rewarding practices

He is the founder and serves as the main facilitator of the Masters Program a two-year workshop and coaching

program offered exclusively to open-minded professionals The Masters Program shares a very unique way to

achieve abundance in ones personal and professional life Rick has challenged thousands of professionals world-

wide to expand their view of themselves and the value they bring to their clients in order to reach new levels of

personal and professional abundance

Company Thriving Firm Title CEO - Founder and Lead Facilitator of the Masters Program

Website wwwthrivingfirmcom Twitter ricksolomoncpa

Amy Shumate

Amy brings 13 years US tax experience to her role as Director in the US Corporate Tax

Advisory practice Amy assists her Canadian clients and their affiliates with their US

federal and state corporate income franchise sales and use tax issues from a unique

cross-border perspective She has worked with all sizes of both public and private

corporations in all types of industries in helping them manage their US federal and state

tax compliance and consulting needs Prior to joining Trowbridge in early 2014 Amy

worked for two of the Big 4 firms beginning in 2001 where she helped clients with US

corporate tax compliance federal and state tax consulting due diligence work

structuring and controversy Amy has a BA and MBA from McMaster University and

an MSc (Tax) from Golden Gate University in San Francisco She is a Canadian Chartered Professional

Accountant registered in Ontario and a Certified Public Accountant registered in Illinois

Company TROWBRIDGE PROFESSIONAL CORPORATION Title Director US Corporate Tax Services

Website wwwtrowbridgeca

Webinar Speakers

2020 Dream Practice Virtual Accounting Conference 2014

Glenn Suart

Glenn Suart is a Calgary-based Strategist Entrepreneur and Host of ldquoTodayrsquos Great Ideardquo

a nationally syndicated program aimed at helping people doing something with their great

ideas Over the past 20 years at WriteMyPlan PricewaterhouseCoopers Consulting and

Nordicity Group Ltd he has helped hundreds of people build successful businesses

Friendly and approachable Glenn and his team create strong viable businesses and craft

compelling winning business plans Glenn also teaches Building An Effective Business

Case at Mount Royal University in Calgary

Company WriteMyPlan Website wwwWriteMyPlancom

Paul Tyers

Paul Tyers is Managing Director of Wealth Stewards Inc and Vice President of Portfolio

Stewards Inc registered with the Ontario Securities Commission He and his team provide

comprehensive wealth management services to affluent Canadians typically in conjunction

with their other ldquotrusted advisorsrdquo A Chartered Professional Accountant (CPA) Certified

Financial Planner (CFP) and Chartered Investment Manager (CIM) Paul has both the

education and experience to provide comprehensive wealth advisory services Upon

completion of a business degree Paul began his career at a major international CA firm

gaining experience in a wide variety of business sectors Moving into corporate finance with

Bank of Montreal followed by Corpfinance International experience was gained in mergers acquisitions succession

and growth financing In 1987 Paul partnered with a venture capital firm to acquire Retirement Counsel of Canada

(RCOC) and led it through substantial growth prior to selling it in 2002 Since 2002 Paul has returned to his passion

of building managing and preserving the wealth of affluent private clients His success is attributed to ensuring

clientsrsquo interests always come first Paul provides advice on the areas noted to the left and has pioneered the

integration of wealth management services into Canadian accountingtax firms

Company Wealth Stewards Inc Title Managing Director

Website httpwealthstewardsca

wwwvirtualaccountingconferencecom

Webinar Speakers

Sam Vassa

Sam Vassa heads PaymentEvolution ndash Canadarsquos largest and most loved cloud payroll and

payments service Sam founded the company with a team of technology and subject

matter specialists and devised an award-winning solution that empowers organizations and

their accountants to manage their own payroll process Previously Sam led business

development for the capital markets industry at Microsoft Corporation His team worked with

leading Microsoft partners to build compelling solutions for the financial services

industry Sam was responsible for alliance relationships with Microsoftrsquos largest global

partners as well as sales and marketing execution with the community He has worked

with Microsoftrsquos US and Canadian subsidiaries and is known for his passion for forming strong partnerships Sam was

a channel manager at Digital Equipment Canada and served with the Canadian Department of Foreign Affairs and

International Trade at their foreign missions worldwide He is a board member of Telecompute ndash a leading software

development firm pioneering the use of portable database technology for vertical markets Sam is active in the

emerging business market as an advisor and mentor to firms seeking management and technology expertise Sam is

a graduate of McMaster University where he studied biochemistry

Company PaymentEvolution Website wwwpaymentevolutioncom

Twitter samvassa

Peggy Tyers BBA - Event Organizer

Peggy Tyers earned an Honours Bachelor of Business Administration from Wilfrid Laurier

University After graduating she entered the retail sector She spent over 20 years

working with National retailers in several areas consulting marketing buying and

merchandising Peggy transferred those skills to another industry sector when she

brought the 2020 Group (leading volunteer membership organization for progressive

accountants in the world) to Canada Peggy looks for products and services to help

accountants improve the efficiency of their practice and improve their bottom lines

Company 2020 Canada Title President

Website www2020canadaca

Webinar Speakers

Scott Zandbergen

Scott Zandbergen has worked in the accounting software world for over 17 years He

spent many years at Sage where he built and grew the Simply Accounting Certified

Consultant program Later as Vice President of Product Management he led the product

strategy for Simply Accounting Accpac and MAS 90500 In early 2011

Scott joined Wave Accounting a fully automated 100 free double entry accounting

software designed for small businesses with less than 10 employees Scotts mission there

is to educate the accounting and bookkeeping communities about the solution Wave

offers their small business clients In a little over 3 years on the market Wave now has over 2 million users on its

platform

Company Wave Accounting Title VP Pro Network

Website wwwwaveappscom Twitter WaveHQ

Wayne Zielke

Wayne is the founder and CEO of LedgerDocs an online document management

application that was designed around the sharing managing and collaboration needs of

bookkeepers accountants and businesses Wayne has spent his career working in the

accounting industry and understands first-hand the workflow and process involved in

providing exceptional full cycle bookkeeping and accounting services to clients From these

experiences he decided to create an application that streamlines the bookkeeping and

accounting process while promoting collaboration among bookkeepers accountants and

their amazing clients

Company LedgerDocs Title Chief Executive Officer

Website wwwledgerdocscom Twitter ledgerdocs

2020 Dream Practice Virtual Accounting Conference 2014

wwwvirtualaccountingconferencecom

2020 Dream Practice

Virtual Accounting Conference

Virtual Conference for Accountants

October 1 and 2 2014

Webinars

Presentations will be held on

Tuesdays and Thursdays from June 3

2014 through January 27 2015

Presentations scheduled from 1100

am MST to 100 pm MST

Schedule includes one hour for

presentation and up to one hour for

questions

Over 32 webinars with

industry experts

wwwvirtualaccountingconferencecom

Collaborate Innovate Prosper

Gold Sponsors

Silver Sponsors

Page 7: Virtual Accounting Conference 2014

Keynote Speaker Joel Sinkin

wwwvirtualaccountingconferencecom

Mr Sinkin is an editorial advisor to the AICPArsquos newsletter Small Firm Solution and

a member of The CPA Journal Editorial Review Board Recently Mr Sinkin fulfilled

a personal goal to create a new type of consulting firm that brings a fresh ap-

proach to the succession and growth needs of accounting firms and their owners

nationally In 2004 he joined forces with Terrence E Putney CPA to form

Transition Advisors

In 2012 amp 2013 Accounting Today named Mr Sinkin one of the top 100 most

influential people in accounting

Succession planning is key to ensuring that you maximize

the value of your firm should you decide to slow down or

retire In my experience there seems to be a mystical

shroud around the topic of succession and transition plan-

ning for accounting firms I recently spoke to a group of

accountants and every single participant in the room had

the same plan ndash a younger accountant would buy their

firm Not surprisingly not a single person in the group had

identified this hypothetical younger accountant despite

most participants indicating that they intended to retire

within two to five years

I have seen many accountants assume that they can suc-

cessfully sell or transition their practice Many would ra-

ther avoid paying for advice so they adopt the do it your-

self approach I believe that it is difficult for any business

owner to anticipate and respond appropriately to many of

the issues that come into play in a transition scenario I

believe that it is even more difficult with an accounting

firm as the owner is personally attached to the business

(and clients) and may not be objective

The accountants that I have known and worked with who

sold their practices all had one primary concern ndash would

their replacement take good care of their beloved cli-

ents Too often lack of planning means that the replace-

ment is not necessarily the best candidate and the clients

ultimately suffer

I have had the pleasure of knowing Joel Sinkin

from Transition Advisors for a few years In that time he

has impressed me with his knowledge of the accounting

industry and specifically his focus with mergers acquisi-

tions and transitions of accounting firms

Joel and his team at Transition Advisors have been leading

accountants through transition since 1990 completing hun-

dreds of transactions successfully The majority of their

materials and resources discuss topics from the perspec-

tive of CPArsquos in the United States However I have heard

Joel speak many times and have always taken away some-

thing of immediate relevance to my practice in Canada I

was very happy to see them launch a Canadian office in

Toronto

Joel recently published a series of articles in the Journal of

Accountancy highlighting key issues and trends in the field

of succession I highly recommend taking the time to read

it (JOA Combined articles 2013 2014)

Joel has also co-authored an article with Terrence Putney

entitled ldquoKeeping it Togetherrdquo The article covers the im-

portance of planning your transition carefully in order to

retain key staff and your clients I canrsquot stress enough how

important key staff can be to the transition Many practi-

tioners ignore this aspect at their own peril You can read

the article here Keeping it Togeth-

er_Reporting_Patton_April09

If you foresee a transition in your future you should take a

look at the Transition Advisors website I particularly rec-

ommend the articles in their resource section

Jeff Borschowa (Event Organizer Host and Speaker)

Joel Sinkin

wwwtransitionadvisorscom

2020 Dream Practice Virtual Accounting Conference 2014

Keynote Speaker Jeff Borschowa

I first joined the accounting world in 1991 and became a Chartered Accountant in

2000 I have spent the bulk of my career working with and advising small to

medium-sized enterprises I have experience working in all sizes of accounting firms

from sole practitioners to international firms My focus in my career has been to find

new and better ways to integrate innovation and technology to enhance the

customer experience and improve efficiency in the accounting process My journey

has been unique in that I have met some very innovative accountants and mentors

in my career I have been very fortunate to be in a position to learn from them

compare their ideas and to truly choose the best of the best Personally I would like

nothing more than to free accountants from the stress created by high volume

commodity work allowing them the freedom to pursue work that is rewarding personally and professionally

My overall goal is to reduce the hours worked by accountants and increase overall profitability One of my

friendrsquos made an interesting comment recently ldquoAlmost every accountant that I know can tell me how much

his gross revenue is but very few know what their actual costs arerdquo I challenge you to learn more about your

practice so that you can bid on the right kinds of projects and earn what you are worth ndash your education

should be your most valued possession

Jeff Borshcowa

wwwdreampracticeca

wwwvirtualaccountingconferencecom

Keynote Speaker Paul Tyers

Paul Tyers is Managing Director of Wealth Stewards Inc and Vice President of

Portfolio Stewards Inc registered with the Ontario Securities Commission He and

his team provide comprehensive wealth management services to affluent

Canadians typically in conjunction with their other ldquotrusted advisorsrdquo A Chartered

Professional Accountant (CPA) Certified Financial Planner (CFP) and Chartered

Investment Manager (CIM) Paul has both the education and experience to provide

comprehensive wealth advisory services Upon completion of a business degree

Paul began his career at a major international CA firm gaining experience in a wide

variety of business sectors Moving into corporate finance with Bank of Montreal

followed by Corpfinance International experience was gained in mergers

acquisitions succession and growth financing In 1987 Paul partnered with a venture capital firm to acquire

Retirement Counsel of Canada (RCOC) and led it through substantial growth prior to selling it in 2002 Since

2002 Paul has returned to his passion of building managing and preserving the wealth of affluent private

clients His success is attributed to ensuring clientsrsquo interests always come first Paul provides advice on the

areas noted to the left and has pioneered the integration of wealth management services into Canadian

accountingtax firms

wwwwealthstewardsca

Paul Tyers

2020 Dream Practice Virtual Accounting Conference 2014

Keynote Speaker Chris Frederiksen CPA

Chris Frederiksen is one of the best-known and most highly-rated seminar

leaders in the world as well as a consultant to accountancy firms worldwide He is

also a practicing accountant in San Francisco California His experience includes

partnership positions with two international CPA firms and building several

independent practices in the San Francisco Bay Area

As a consultant for the past twenty years he has been helping small and medium

sized accountancy firms achieve their goals of greater profitability and greater

personal satisfaction for the owners He is now committed to helping CPAs and

tax professionals excel in financial services strategic planning and other new

service areas

The Cloud Exposed Many business consultants strongly advocate the adoption

of cloud computing believing this to be the future of IT

infrastructure It is generally accepted that the term ldquothe

cloudrdquo is synonymous with ldquothe internetrdquo The precise

definition of cloud computing is slightly contentious but in

this post we use the term to signify a hosted service

delivery model A hosted service allows a userrsquos programs

applications files and other data to be stored on an off-site

server usually owned and managed by a hosted service

provider The data is then accessed by the user over the

internet Here are 5 advantages that cloud computing holds

over traditional methods

Disaster recovery ndash At any given time your firm is at risk of

numerous disasters fire flooding earthquakes theft and

hardware failure and just a few examples In the event of

such a disaster you need to ensure that you have appropri-

ate recovery systems in place An important advantage of

cloud computing is that your data and programs are stored

off-site Hosted service providers generally own the servers

that store your information and go to great lengths to pro-

tect and maintain them backing up your information in

multiple servers and data centers in multiple areas of the

country

Security - Data breaches are a serious issue the costs of a

data breach to your firm could be devastating Primary

causes of data breaches include criminal activity (theft and

hacking) and staff negligence (the loss or ineffective

disposal of equipment containing sensitive information)

Cloud computing can significantly reduce the risk of a data

breach As your data is stored securely in an off-site

location it cannot be misplaced or disposed of

inadequately Moreover the security offered by hosted

service providers is generally far superior to that of an

office reducing the risk of hardware theft and data

hacking

Work from Anywhere - Because only an internet connection

is required to access your files and programs you and your

colleagues can work from any computer in any location

With the proliferation of mobile devices such as tablets and

smartphones business professionals now have even more

flexibility to access and work with their data

Collaboration ndash Traditional methods of computing see a file

stored either to a server or an individual machine with only

a single user being able to work on it at a time An

innovative aspect of cloud computing is that you and your

colleagues can work simultaneously on the same file

Cost Reduction ndash As mentioned previously hosted service

providers generally own the servers that store your data

This means that the cost of purchasing and maintaining a

server and licenses is nullified Software updates and virus

protection are also handled by the provider freeing up

your resources for other tasks Additionally you can scale

your operations more accurately when your system

requirements are managed by a hosted service provider

Instead of making a large investment in a faster or larger

server you can simply upgrade your service contract

Are you interested in getting on the cloud Give us a call

and we can help you get started on your cloud journey

- 2020 Group USA (originally appeared as a blog post on

www2020groupusacom)

Chris Frederikesn

www2020groupusacom

wwwvirtualaccountingconferencecom

Event Organizer Spotlight Dream Practice

Accountants Manifesto I first joined the

accounting world in 1991 and became a Chartered

Accountant in 2000 I have spent the bulk of my

career working with and advising small to medium-

sized enterprises I have experience working in all

sizes of accounting firms from sole practitioners to

international firms

My focus in my career has been to find new and

better ways to integrate innovation and technology

to enhance the customer experience and improve

efficiency in the accounting process

My journey has been unique in that I have

met some very innovative accountants and mentors

in my career I have been very fortunate to be in a

position to learn from them compare their ideas

and to truly choose the best of the best I share my

experiences as I saw them sometimes updated with

the benefit of hindsight My postings are candid

and generally unfiltered I do not intend to offend

but will apologize in advance if I do

The purpose of my Blog and website is to share my

discoveries in the hopes of advancing our

profession Personally I would like nothing more

than to free accountants from the stress created by

high volume commodity work allowing them the

freedom to pursue work that is rewarding

personally and professionally

I welcome you to share my journey and to offer

your thoughts and comments along the way The

information and materials that I will share are not

intended to be offered as a one-size fits all solution

but rather to offer you some thoughts that you may

wish to explore further

My site is dedicated to sharing my ldquoAccountantrsquos

Manifestordquo I cover the following general areas

Efficiency versus Effectiveness

Outsourcing

Networking and Marketing

Technology

Consulting Tools

Consulting Mindset

Innovations that impact accounting

I create tags to allow easy searching ndash no point

wasting time on a topic if it isnrsquot immediately

relevant to you

My overall goal is to reduce the hours worked by

accountants and increase overall profitability One

of my friendrsquos made an interesting comment

recently ldquoAlmost every accountant that I know can

tell me how much his gross revenue is but very few

know what their actual costs arerdquo I challenge you to

learn more about your practice so that you can bid

on the right kinds of projects and earn what you are

worth ndash your education should be your most valued

possession

Visit Us Online

wwwdreampracticeca

2020 Canada is the premier volunteer membership

group for accountants in Canada for small and medi-

um-size practitioners 2020 Canada started in 2005

our membership is coast-to-coast representing CAs

CGAs and CMAs in Public Practice 2020 Canada

appeals to those accountants who are interested in

improving their practices through improved

efficiencies expanded offerings and marketing

initiatives that result in improved bottom lines

2020 Canada is the Canadian branch of The 2020

Group Worldwide in the UK The 2020 Group was

founded in the 1990s by three of the best-known

consultants and seminar leaders in the profession

Ian Fletcher Chris Frederiksen and Gordon Gilchrist

They recognized that historical compliance services

were likely to be limited growth areas for account-

ants and that progressive firms would need to offer

their clients more value-added services For that

new tools and ideas would be needed Since the

launch the 2020 Group has organizations in UK and

Ireland USA South Africa and Canada with

world-wide members as part of 2020 International

2020 Canada offers Professional Development

courses through webinars seminars and confer-

ences focussing primarily in non-compliance areas

Practice Management Marketing and Consulting

Business Advisory Services Legal Issues Efficiency

Resources in IT Software Outsourcing Services and

others

Event Organizer Spotlight 2020 Canada

For Membership Information Visit Us Online

www2020canadaca

Benefits of 2020 Canada Membership Fantastic VALUE 25 discount on 2020 Canada Professional Development Courses Discounts on 2020 Tools Discount on 2020 Canada Conferences and Seminars Discounts on third party products and services (Please see our list of Value Added Services)

Members Newsletter You will also receive regular correspondence through our e-newsletters packed full with useful practice management and marketing ideas Members are also encouraged to pose questions in the QampA section of the website where answers and features are made within the newsletters

TelephoneEmail support We act as a resource to your practice and encourage you to call us with questions and requests Over the years the 2020 Membership Group has become highly colle-gial and members are generally more than willing to share information with each other

Access to an international affiliation of professional accountants

2020 Dream Practice Virtual Accounting Conference 2014

Gold Sponsor

Irsquove worked with a company that fully embraces ldquobusiness process

outsourcingrdquo Anything that we could outsource to virtual workers we have and it has

greatly reduced the amount of square footage that our company needs hence greatly

reducing our carbon footprint and office expenses It also benefits the workers we

employ in the sense that they get to live where they want and be in their home work

environment If you really think about it you rsquod be surprised about exactly how many

task you can actually outsource and that can be done online It rsquos nice to be on

the forefront of a new growth industry

John B ndash Geeks On The Way

Increase productivity expand your business and save money ndash outsource your business processes with Tursa Group

We have a talented team of specialists in various fields of IT marketing administration and finance ready to look after your companyrsquos needs so

that you can concentrate on growing your company

For More Information Visit Us Online

wwwtursagroupcom

wwwvirtualaccountingconferencecom

2020 Dream Practice Virtual Accounting Conference 2014

Gold Sponsor

Zohocom offers a comprehensive suite of award-winning online business productivity amp collaboration applications Customers use Zoho Applications to run their business processes manage their information and be more productive while at the office or on the go without having to worry about expensive or outdated hardware or software To date Zohocom has launched 25+ online applications mdash from CRM to Mail Office Suite Project Management Invoicing Web conferencing and more Zoho has received numerous awards including an InfoWorld 2009 Product of the Year award a 2008 PC World 25 Most Innovative Products Award and a 2007 TechCrunch Best Enterprise Start-up Zohocom is a division of Zoho Corporation a privately-held and profitable company With offices in CA Austin Chennai Yoko-hama and Beijing Zoho Corporation serves the technology needs of more than 9 million customers worldwide

For More Information Visit Us Online

wwwzohocom

Silver Sponsors

The Accounting Practitioners Symposium is an information

resource for Accounting Professionals to examine bringing

together different technology to create a simplified and

streamlined office process to help grow your business

wwwaccountingsymposiumcom

We build tools that simply make life easier

The goal of Client Track is to help take control of your

practice and save you time by combining all of the office

management tools into one easy-to-use package

wwwclienttrackca

Online Marketing amp Web Design

VH Marketingrsquos strategy is to build an outstanding web

presence not just a website by providing clients with an

up-to-date web design mobile setup and social media

presence tied together with strong ongoing SEO

(search engine optimization) Following this proven strategy

places our clients business in front of the right target

market generating leads on consistent basis

wwwvhwebsitescom

Wealth Stewards Inc is the partner of choice for Chartered

Professional Accountants who want to provide their valued

clients with a wealth management firm that is prudent and

a true steward of their wealth Wealth Stewards Inc

partners with accountants to provide both tax effective and

sound wealth management strategies together we help

our clients achieve long-term financial goals

wwwwealthstewardsca

Wolters Kluwer enables legal tax finance and healthcare

professionals to be more effective and efficient We provide

information software and services that deliver vital in-

sights intelligent tools and the guidance of subject-matter

experts

wwwwolterskluwercom

wwwvirtualaccountingconferencecom

Webinar Schedule SpringSummer

Date Topic Speaker

Last Speaker

First

632014 Connect With Your Clients With Intent Using ASPiRE

Crosser John

6102014 Integrating Wealth Management Tyers Paul

6122014 Learn about XLGL an Excel add-in which connects to Sage 50 databases to produce customized reports

Carrier Daniel

6172014 LedgerDocs Never Lose a Receipt Zielke Wayne

6192014 Protecting Those that Run Your Business Crosser John

6242014 Drop the Struggle amp Thrive Solomon Rick

732014 Working In The Cloud A Bookkeepers Perspective Bouffard Keri

782014 Clouds Taking the First Steps Irving Graham

7102014 Importing Data into Small Business Accounting Programs

Mason Dan

7152014 Shoeboxedcom Hourigan Mike

7222014 5 Ways to Grow Your Business Borschowa Jeff

7242014 Supercharge Your Documentation Bellehumeur Adrienne

7292014 Protecting Your Business Entity Crosser John

7312014 Client Track as a Practice Management Solution Merritt David

852014 Creating and Implementing a Marketing Plan Buol Ruszczyk Bonnie

8122014 Accounting in The Cloud Zandbergen Scott

8192014 High Level Overview of Business Processes Borschowa Jeff

8262014 The Enlightened Accountant Solomon Rick

2020 Dream Practice Virtual Accounting Conference 2014

Webinar Schedule FallWinter

wwwvirtualaccountingconferencecom

Date Topic Speaker

Last Speaker

First

922014 Sandler Rules for Building Your Practice to Work Smarter Not Harder

Knox Hamish

942014 Social Media Strategies for Accountants and Bookkeepers Olah Viola

992014 Make Your Website a Business Development Tool Buol Ruszczyk Bonnie

9112014 Business Development Intelligence (BDI) Fritsch Chris

9162014 Succession Planning Tyers Paul

9182014 Turning Your Accountancy Firm Website Into a Lead Generation Machine

Reyburn Karen

9232014 Benchmarking for Success Borschowa Jeff

9252014 A Brief Tour Through Wills and Estate Planning Jones Stephan

9302014 Sales and Marketing Eden Jan

1072014 Social Media The Good Bad and Effective Buol Ruszczyk Bonnie

1092014 An Introduction to SRampED What It Is and What Can It Do For Your Clients

Smith Graham

10142014 Understanding and Utilizing Insurance Company Investment and Income Products

Findlay Curtis

10162014 Key Elements of a Lead Generating Website Olah Viola

10212014 Improving the Bottom Line Through Niche Marketing Tyers Peggy

10232014 LedgerOnline Zielke Wayne

10282014 Going Paperless Duncan Brooks

1142014 Growing Your Firm with LinkedIn Buol Ruszczyk Bonnie

1162014 Expanding Business Activities to the United States (Canadian Companies)

Shumate Amy

11132014 Business Planning For Organizations of all Sizes Findlay Curtis

11182014 The Power of Niche Marketing for Accountants Reyburn Karen

11252014 Profitable Cloud-Based Payroll for your Practice Vassa Sam

1222014 Turning Great Ideas Into Reality Suart Glenn

1292014 Colour Accounting Descoteaux Stephanie

Webinar Speakers

Adrienne Bellehumeur CA CISA PMP

Adrienne Bellehumeur lives in Calgary Alberta and works as a consultant specializing

in business analysis audit and effective documentation Her focus is on helping

companies track monitor and protect their most valuable assets information and

intellectual capital Adrienne began her career as a Chartered Accountant working with

clients on audits assessing financial controls and Sarbanes-Oxley (SOX) compliance

projects Her experience over the years includes requirements management process

modelling project communications technical writing and developing documentation

strategies and systems Adrienne continues to actively research present on and write

about effective documentation and business analysis practices

Company BELLEHUMEUR amp ASSOCIATES Website wwwleadersinbusinessanalysiscom

Jeff Borschowa - Event Organizer amp Host

I first joined the accounting world in 1991 and became a Chartered Accountant in 2000 I

have spent the bulk of my career working with and advising small to medium-sized

enterprises I have experience working in all sizes of accounting firms from sole

practitioners to international firms My focus in my career has been to find new and better

ways to integrate innovation and technology to enhance the customer experience and

improve efficiency in the accounting process My journey has been unique in that I have

met some very innovative accountants and mentors in my career I have been very

fortunate to be in a position to learn from them compare their ideas and to truly choose

the best of the best Personally I would like nothing more than to free accountants from the stress created by high

volume commodity work allowing them the freedom to pursue work that is rewarding personally and professionally My

overall goal is to reduce the hours worked by accountants and increase overall profitability One of my friendrsquos made an

interesting comment recently ldquoAlmost every accountant that I know can tell me how much his gross revenue is but

very few know what their actual costs arerdquo I challenge you to learn more about your practice so that you can bid on the

right kinds of projects and earn what you are worth ndash your education should be your most valued possession

Company Dream Practice Website wwwdreampracticeca

Twitter DreamPractices

2020 Dream Practice Virtual Accounting Conference 2014

wwwvirtualaccountingconferencecom

Webinar Speakers

Kerri Bouffard

Kerri Bouffard CPB has been a professional bookkeeper for over 20 years and has

been operating her own company Add-Vantage Bookkeeping since 2003

She has been happily working completely in the cloud since 2012 ndash with no copies of

any software loaded directly on her local computer system

Company Add-Vantage Bookkeeping Website httpaddvantagebookkeepingcom

Bonnie Buol Ruszczyk

Bonnie Buol Ruszczyk is the founder and president of bbr marketing which provides

marketing services and strategy for professional services firms Every day she and her

talented staff help accountants all over North America reach their audiences and grow

their firms by creating and implementing customized solutions that differentiate each

client in their individual market Named one of 2013rsquos Top 100 Most Influential People in

accounting by Accounting Today for the 2nd year in a row she is an active volunteer in a

number of organizations including serving as president of the Atlanta AAM Chapter and

a regular contributor to a variety of news and industry websites

Company bbr marketing Title Founder and President

Website wwwbbrmarketingcom

Webinar Speakers

2020 Dream Practice Virtual Accounting Conference 2014

Daniel Carrier

Daniel Carrier has close to 40 yearsrsquo experience in bookkeeping Hersquos worked as a

consultant since 1993 and has recommended and installed a number of bookkeeping

software Daniel founded Logicim in 2004 with his partner his son It is Pierre Alain

Carrier who has created the now famous XLGL and Daniel is proud to be participating in

this great reporting initiative

Company Logicim Inc Website wwwlogicimtechcom

John Crosser

John Crosser is the owner of Knights Financial Management an independent

insurance service company John believes it is important to ensure businesses not only

properly protect their business entity but also those that make their business run At

Knights Financial Management we focus on small to medium sized businesses looking for

help as they navigate their way through the world of business Having the right type

and the right amount of insurance will help provide financial peace of mind to owners

so they can concentrate on ldquodoingrdquo business John is actively involved in his community

As the author of ASPiRE A Financial Workbook for the Canadian Teen John routinely

presents to schools and business to help increase financial literacy By helping people understand the moving parts

of a financial game plan (goals setting cash flow and debt management asset

protect and building wealth) John feels they will be more financially

bull Fit--through wise budgeting of time and money

bull Independent--through discovering their own skills setting and accomplishing goals

bull Responsible--through focused activities and self-discipline

bull Secure--through building multiple streams of cash flow

With proper financial literacy individuals families schools businesses communities provinces and Canada at large

will be stronger In addition to growing his business John enjoys spending time with his wife Jeanelle and their two

daughters Ashley and Jayme John loves working on his golf handicap making furniture and barbecuing with family

and friends

Company Knights Financial Management and Portfolio Strategies Corporation Website httpwwwknightsfmca

wwwvirtualaccountingconferencecom

Webinar Speakers

Stephanie Descoteaux DFA-BSS

Steacutephanie Descocircteaux is president and CEO of Calculated Approach Consulting Inc and

founder of Digits amp Decimals Inc But those are not the titles she loves itrsquos her real job as

a bookkeeping systems specialist that indicates her true passion Her focus is always on

educating clients improving systems and measuring the accomplishments of those

systems This vision empowers small business owners and entrepreneurs and has

commanded an impressive client list that continues to grow Steacutephanie founded Digits amp

Decimals Inc in 2001 a professional bookkeeping company She is the lead trainer and

consultant and has grown the business to include a staff of experts In 2011 Stephanie

launched Calculated Approach Consulting Inc a company that offers mentorship controllership and consulting

services to business owners or other bookkeepers Steacutephaniersquos professional affiliations include membership in the

Canadian Payroll Association (CPA) Institute of Professional Bookkeepers of Canada (IPBC) and Association of

Certified Fraud Examiners (ACFE) She is also a QuickBooks ProAdvisor has completed the Distinguish Financial

Advisor ndash Bookkeeping System Specialist (DFABSS) a 2 years bookkeeping certification with the Knowledge

Bureau she recently became a Sale Partner with Accounting Comes Alive ndash Color Accounting and is one of few

accredited Training Partner in Canada for Accounting Comes Alive ndash Color Accounting Steacutephaniersquos presentations

are available in English or French

Company Calculated Approach Consulting Inc Website wwwdigitsdecimalscom

Twitter DigitsDecimals

Brooks Duncan

Brooks Duncan helps individuals and small businesses go paperless at Docu-

mentSnapcom where he writes about tools workflows and taking action Hes a

CPACMA and a former computer programmer and financial software support manager

Brooks lives in Vancouver BC

Company DocumentSnapcom Website wwwdocumentsnapcom

Webinar Speakers

2020 Dream Practice Virtual Accounting Conference 2014

Chris Fritsch JD

As a Business Development Intelligence Consultant Chris Fritsch works together with

professional services firms to help support their Business Development efforts and

maximize their return on investment Chris and her team at ClientsFirst help Clients

utilize information and competitive intelligence to guide their business development

decisions and strategies to enhance their client development efforts

Chris also writes and speaks nationally on topics including competitive intelligence

business development client relationship management relationship intelligence web

marketing and the use of technology to enhance profitability In her former role as a

Legal Technologist she advised top law firms and professionals about competitive intelligence and innovative uses

of Internet technology Chris has also worked in-house as a Legal Technologist for an Am Law 50 law firm based in

Atlanta and as a Technology Consultant and Webmaster for Emory Law School She was also the Managing

Partner of a consulting firm specializing in providing technology solutions Chris received her law degree from

Emory University School of Law in Atlanta GA where she served as Managing Editor of the Emory International

Law Review as well as student and faculty technology consultant In her spare time Chris blogs and designs

websites and electronic newsletters

Company Clients First Consulting Title Business Development Intelligence Consultant

Website wwwClientsFirstConsultingcom Twitter CRMSuccess

Curtis Findlay

Curtis Findlay CFP is recognized nationally in the Canadian financial industry as both a

mentor of financial advisors as well as a successful advisor After graduating college Curtis

entered the financial industry in 1978 He operates his business activities from Canmore

Alberta Curtis has extensive experience advising entrepreneurs and mid-wealth individuals

with a variety of financial business and personal planning endeavours His comments are

made to Dream Practice through his firm Compass Financial Planning Services Ltd and not

related to a securities entity

Company Compass Financial Planning Services Ltd Website httpwwwcompfinnet

wwwvirtualaccountingconferencecom

Webinar Speakers

Mike Hourigan

Mike Hourigan is the Marketing Manager for Shoeboxedcom He is a graduate of the

University of North Carolina at Chapel Hill where he studied advertising Mike oversees all

of Shoeboxeds online marketing initiatives as well as the companys integrated partner

relations When Mike isnt helping small businesses and accountants get set up with

Shoeboxed he enjoys hiking and walking 18 holes at the nearest public golf course

Company Shoeboxedcom Website wwwshoeboxedcom

Twitter michaelhourigan

Stephen Jones LL M CPA CA

Stephen graduated from Dalhousie Law School He then articled in Toronto Shortly after

he obtained his CA designation working for one of the predecessors or KPMG In 1990

he joined BMO at its head office as a taxation lawyer and accountant

He rounded out his education in 2006 graduating with his Masters of Laws (LLM) in trust

and fiduciary law at Osgoode Stephen now provides counsel for Wealth Stewards

overall tax and estate activities Stephen brings his expertise and experience to the

planning and implementation of individual client situations Stephen is registered with the

Law Society of Upper Canada in private practice and with the Ontario and Canadian

Institutes of Chartered Professional Accountants

Company Wealth Stewards Inc Title Director Tax amp Estate Planning

Website wwwwealthstewardsca

Webinar Speakers

2020 Dream Practice Virtual Accounting Conference 2014

Hamish Knox

As a licensed member of the global Sandler network Hamish works with business owners and chief

executives who are serious about creating sustainable sales cultures Hamish worked in sales across

a variety of industries including media communication services software and professional sports

before joining the Sandler network which melded his passions for sales and education Early in his

Sandler career Hamish was anointed a Sandler Rising Star for quickly building his business and

helping fellow Sandler colleagues with their businesses Hamish is a former Sandler Global Rookie of

the Year is a current member of Sandlers Franchisee Advisory Council and his book Accountability

the Sandler Way will be published in November

Company Sandler Training - Calgary Website wwwhamishsandlercom

Twitter sandlerhamish

Dan Mason

I speak about innovation related to business software and business models that help

small and medium sized businesses to transform and automate their business

processes to achieve maximum efficiency and improve customer experience

Dan Mason focuses on strategic planning and business model innovation by helping

small and medium sized businesses to automate and optimize their business processes

Drawing from his 20 years of experience working with various accounting and ERP

systems Dan has helped several small and medium sized businesses in various

verticals to build robust business software systems Dan started Business Innovation

Technologies Inc in 2008 and has successfully led the company from its inception into a market leading provider

of innovative business software solutions As CEO of Business Innovation Technologies Dan is responsible for

driving the organizationrsquos strategic agenda technology vision and business operations In addition to helping

companies deploy best-of-the-breed business software systems Dan has been working on integrating diverse

business systems through his companyrsquos industry leading software solution to import and export data from ANY

source to various accounting and business software

Company Business Innovation Technologies Inc Title President amp CEO

Website wwwbusinnovatechcom

wwwvirtualaccountingconferencecom

Webinar Speakers

Viola Olah

Viola Olah is a Hungarian born and raised in Transylvania (yes itrsquos a real placehellip) She

lives in Calgary with her hubby and her dog Nikki After she worked as a systems analyst

for a large oil and gas company for a number of years she decided in 2009 to open up her

own business VH Marketing Ltd an online marketing company She thrives on the

challenge of keeping up with the fast changing pace of the Internet world and implementing

cutting edge marketing strategies to her clientsrsquo marketing plan Seeing clients succeed

gives her great satisfaction and she is grateful for the long-term strong relationships she

forged with them Her clients are local small business owners and individual professionals

who are very good at their own craft and donrsquot have the time or the desire to market their own business VH

Marketingrsquos strategy is to build an impactful web presence not just a website by providing clients with an up to date

web design mobile setup and social media presence This is all tied together with strong ongoing SEO

(search engine optimization) placing the clientsrsquo business in front of the right target market generating leads on

consistent basis

Company VH Marketing Ltd Website wwwvhwebsitescom

David Merritt

David Merritt owner and creator of Client Track graduated with a BSc in Computing and has

been designing software ever since David developed Client Track after he saw a real need in

the Accounting Practitioners industry for a solution to help public practice accounting

professionals to organize and control all of their deadlines efficiently Realizing that a large part

of running a successful practice was managing clients chasing down paperwork and handling all

the returns David developed Client Track into a software solution that is built based on the

unique needs of accounting professionals across Canada

Company Client Track Website httpclienttrackca

Twitter Client_Track

Webinar Speakers

2020 Dream Practice Virtual Accounting Conference 2014

Karen Reyburn

Karen Reyburn is a creative-minded individual who specialises in online marketing for

accountancy firms A former accountant (and a Certified Public Accountant in the

States) Karen now assists accountancy firms with understanding and using online

marketing to get more leads A dual British-American citizen Karens past careers

include working with a Glasgow-based accountancy firm setting up and maintaining a

separate consultancy division for this firm She instigated monthly business workshops training and facilitating

business owners in marketing strategy and profitability She has delivered online webinars and offline seminars

for the Chamber of Commerce Bank of Scotland women in business and business growth events She assisted

in the delivery of a comprehensive Business Consulting Programme to accountants for over five years For five

years Karen managed the European office of a global network of accounting firms helping both accountants and

SMEs to improve their marketing efforts This included delivering webinars providing online training website

design and improvement email marketing blogging and marketing action plans Karen is also an

internationally-recognised photographer doing wedding photography family portraits and landscape photography

in Scotland England Ireland Cyprus Australia the United States and more

Company The Profitable Firm Title Owner

Website wwwtheprofitablefirmcom Twitter ProfitableFirm

Graham Smith

Graham Smith is Vice President of Business Development for TSGI-Chartered Accountants

one of the top SRampED consultancies in western Canada He has been active in the SRampED

industry for more than 8 years and has co-taught the course on SRampED for the Institute of

Chartered Accountants of Alberta Graham has worked on wide range of claims for companies

of all sizes and in all industrial sectors

Company TSGI Charted Accountants Title Vice President - Business Development

Website wwwtsgica

wwwvirtualaccountingconferencecom

Webinar Speakers

Rick Solomon CPA CGMA - Keynote Speaker

For over 20 years Rick Solomon has taught professionals around the world how to create

extraordinary results in their professional practices and lives by applying time tested

techniques and sometimes ancient wisdom in a number of ways His past practice as a

CPA and business advisor coupled with years of study at the Sedona Institute have

provided him a deep understanding of how to guide others to be free of the self-created

limitations that for many people make personal and professional success much harder

than it has to be Rick is presently the CEO of Thriving Firm a world leader in helping

professional service providers and advisors build more profitable and rewarding practices

He is the founder and serves as the main facilitator of the Masters Program a two-year workshop and coaching

program offered exclusively to open-minded professionals The Masters Program shares a very unique way to

achieve abundance in ones personal and professional life Rick has challenged thousands of professionals world-

wide to expand their view of themselves and the value they bring to their clients in order to reach new levels of

personal and professional abundance

Company Thriving Firm Title CEO - Founder and Lead Facilitator of the Masters Program

Website wwwthrivingfirmcom Twitter ricksolomoncpa

Amy Shumate

Amy brings 13 years US tax experience to her role as Director in the US Corporate Tax

Advisory practice Amy assists her Canadian clients and their affiliates with their US

federal and state corporate income franchise sales and use tax issues from a unique

cross-border perspective She has worked with all sizes of both public and private

corporations in all types of industries in helping them manage their US federal and state

tax compliance and consulting needs Prior to joining Trowbridge in early 2014 Amy

worked for two of the Big 4 firms beginning in 2001 where she helped clients with US

corporate tax compliance federal and state tax consulting due diligence work

structuring and controversy Amy has a BA and MBA from McMaster University and

an MSc (Tax) from Golden Gate University in San Francisco She is a Canadian Chartered Professional

Accountant registered in Ontario and a Certified Public Accountant registered in Illinois

Company TROWBRIDGE PROFESSIONAL CORPORATION Title Director US Corporate Tax Services

Website wwwtrowbridgeca

Webinar Speakers

2020 Dream Practice Virtual Accounting Conference 2014

Glenn Suart

Glenn Suart is a Calgary-based Strategist Entrepreneur and Host of ldquoTodayrsquos Great Ideardquo

a nationally syndicated program aimed at helping people doing something with their great

ideas Over the past 20 years at WriteMyPlan PricewaterhouseCoopers Consulting and

Nordicity Group Ltd he has helped hundreds of people build successful businesses

Friendly and approachable Glenn and his team create strong viable businesses and craft

compelling winning business plans Glenn also teaches Building An Effective Business

Case at Mount Royal University in Calgary

Company WriteMyPlan Website wwwWriteMyPlancom

Paul Tyers

Paul Tyers is Managing Director of Wealth Stewards Inc and Vice President of Portfolio

Stewards Inc registered with the Ontario Securities Commission He and his team provide

comprehensive wealth management services to affluent Canadians typically in conjunction

with their other ldquotrusted advisorsrdquo A Chartered Professional Accountant (CPA) Certified

Financial Planner (CFP) and Chartered Investment Manager (CIM) Paul has both the

education and experience to provide comprehensive wealth advisory services Upon

completion of a business degree Paul began his career at a major international CA firm

gaining experience in a wide variety of business sectors Moving into corporate finance with

Bank of Montreal followed by Corpfinance International experience was gained in mergers acquisitions succession

and growth financing In 1987 Paul partnered with a venture capital firm to acquire Retirement Counsel of Canada

(RCOC) and led it through substantial growth prior to selling it in 2002 Since 2002 Paul has returned to his passion

of building managing and preserving the wealth of affluent private clients His success is attributed to ensuring

clientsrsquo interests always come first Paul provides advice on the areas noted to the left and has pioneered the

integration of wealth management services into Canadian accountingtax firms

Company Wealth Stewards Inc Title Managing Director

Website httpwealthstewardsca

wwwvirtualaccountingconferencecom

Webinar Speakers

Sam Vassa

Sam Vassa heads PaymentEvolution ndash Canadarsquos largest and most loved cloud payroll and

payments service Sam founded the company with a team of technology and subject

matter specialists and devised an award-winning solution that empowers organizations and

their accountants to manage their own payroll process Previously Sam led business

development for the capital markets industry at Microsoft Corporation His team worked with

leading Microsoft partners to build compelling solutions for the financial services

industry Sam was responsible for alliance relationships with Microsoftrsquos largest global

partners as well as sales and marketing execution with the community He has worked

with Microsoftrsquos US and Canadian subsidiaries and is known for his passion for forming strong partnerships Sam was

a channel manager at Digital Equipment Canada and served with the Canadian Department of Foreign Affairs and

International Trade at their foreign missions worldwide He is a board member of Telecompute ndash a leading software

development firm pioneering the use of portable database technology for vertical markets Sam is active in the

emerging business market as an advisor and mentor to firms seeking management and technology expertise Sam is

a graduate of McMaster University where he studied biochemistry

Company PaymentEvolution Website wwwpaymentevolutioncom

Twitter samvassa

Peggy Tyers BBA - Event Organizer

Peggy Tyers earned an Honours Bachelor of Business Administration from Wilfrid Laurier

University After graduating she entered the retail sector She spent over 20 years

working with National retailers in several areas consulting marketing buying and

merchandising Peggy transferred those skills to another industry sector when she

brought the 2020 Group (leading volunteer membership organization for progressive

accountants in the world) to Canada Peggy looks for products and services to help

accountants improve the efficiency of their practice and improve their bottom lines

Company 2020 Canada Title President

Website www2020canadaca

Webinar Speakers

Scott Zandbergen

Scott Zandbergen has worked in the accounting software world for over 17 years He

spent many years at Sage where he built and grew the Simply Accounting Certified

Consultant program Later as Vice President of Product Management he led the product

strategy for Simply Accounting Accpac and MAS 90500 In early 2011

Scott joined Wave Accounting a fully automated 100 free double entry accounting

software designed for small businesses with less than 10 employees Scotts mission there

is to educate the accounting and bookkeeping communities about the solution Wave

offers their small business clients In a little over 3 years on the market Wave now has over 2 million users on its

platform

Company Wave Accounting Title VP Pro Network

Website wwwwaveappscom Twitter WaveHQ

Wayne Zielke

Wayne is the founder and CEO of LedgerDocs an online document management

application that was designed around the sharing managing and collaboration needs of

bookkeepers accountants and businesses Wayne has spent his career working in the

accounting industry and understands first-hand the workflow and process involved in

providing exceptional full cycle bookkeeping and accounting services to clients From these

experiences he decided to create an application that streamlines the bookkeeping and

accounting process while promoting collaboration among bookkeepers accountants and

their amazing clients

Company LedgerDocs Title Chief Executive Officer

Website wwwledgerdocscom Twitter ledgerdocs

2020 Dream Practice Virtual Accounting Conference 2014

wwwvirtualaccountingconferencecom

2020 Dream Practice

Virtual Accounting Conference

Virtual Conference for Accountants

October 1 and 2 2014

Webinars

Presentations will be held on

Tuesdays and Thursdays from June 3

2014 through January 27 2015

Presentations scheduled from 1100

am MST to 100 pm MST

Schedule includes one hour for

presentation and up to one hour for

questions

Over 32 webinars with

industry experts

wwwvirtualaccountingconferencecom

Collaborate Innovate Prosper

Gold Sponsors

Silver Sponsors

Page 8: Virtual Accounting Conference 2014

2020 Dream Practice Virtual Accounting Conference 2014

Keynote Speaker Jeff Borschowa

I first joined the accounting world in 1991 and became a Chartered Accountant in

2000 I have spent the bulk of my career working with and advising small to

medium-sized enterprises I have experience working in all sizes of accounting firms

from sole practitioners to international firms My focus in my career has been to find

new and better ways to integrate innovation and technology to enhance the

customer experience and improve efficiency in the accounting process My journey

has been unique in that I have met some very innovative accountants and mentors

in my career I have been very fortunate to be in a position to learn from them

compare their ideas and to truly choose the best of the best Personally I would like

nothing more than to free accountants from the stress created by high volume

commodity work allowing them the freedom to pursue work that is rewarding personally and professionally

My overall goal is to reduce the hours worked by accountants and increase overall profitability One of my

friendrsquos made an interesting comment recently ldquoAlmost every accountant that I know can tell me how much

his gross revenue is but very few know what their actual costs arerdquo I challenge you to learn more about your

practice so that you can bid on the right kinds of projects and earn what you are worth ndash your education

should be your most valued possession

Jeff Borshcowa

wwwdreampracticeca

wwwvirtualaccountingconferencecom

Keynote Speaker Paul Tyers

Paul Tyers is Managing Director of Wealth Stewards Inc and Vice President of

Portfolio Stewards Inc registered with the Ontario Securities Commission He and

his team provide comprehensive wealth management services to affluent

Canadians typically in conjunction with their other ldquotrusted advisorsrdquo A Chartered

Professional Accountant (CPA) Certified Financial Planner (CFP) and Chartered

Investment Manager (CIM) Paul has both the education and experience to provide

comprehensive wealth advisory services Upon completion of a business degree

Paul began his career at a major international CA firm gaining experience in a wide

variety of business sectors Moving into corporate finance with Bank of Montreal

followed by Corpfinance International experience was gained in mergers

acquisitions succession and growth financing In 1987 Paul partnered with a venture capital firm to acquire

Retirement Counsel of Canada (RCOC) and led it through substantial growth prior to selling it in 2002 Since

2002 Paul has returned to his passion of building managing and preserving the wealth of affluent private

clients His success is attributed to ensuring clientsrsquo interests always come first Paul provides advice on the

areas noted to the left and has pioneered the integration of wealth management services into Canadian

accountingtax firms

wwwwealthstewardsca

Paul Tyers

2020 Dream Practice Virtual Accounting Conference 2014

Keynote Speaker Chris Frederiksen CPA

Chris Frederiksen is one of the best-known and most highly-rated seminar

leaders in the world as well as a consultant to accountancy firms worldwide He is

also a practicing accountant in San Francisco California His experience includes

partnership positions with two international CPA firms and building several

independent practices in the San Francisco Bay Area

As a consultant for the past twenty years he has been helping small and medium

sized accountancy firms achieve their goals of greater profitability and greater

personal satisfaction for the owners He is now committed to helping CPAs and

tax professionals excel in financial services strategic planning and other new

service areas

The Cloud Exposed Many business consultants strongly advocate the adoption

of cloud computing believing this to be the future of IT

infrastructure It is generally accepted that the term ldquothe

cloudrdquo is synonymous with ldquothe internetrdquo The precise

definition of cloud computing is slightly contentious but in

this post we use the term to signify a hosted service

delivery model A hosted service allows a userrsquos programs

applications files and other data to be stored on an off-site

server usually owned and managed by a hosted service

provider The data is then accessed by the user over the

internet Here are 5 advantages that cloud computing holds

over traditional methods

Disaster recovery ndash At any given time your firm is at risk of

numerous disasters fire flooding earthquakes theft and

hardware failure and just a few examples In the event of

such a disaster you need to ensure that you have appropri-

ate recovery systems in place An important advantage of

cloud computing is that your data and programs are stored

off-site Hosted service providers generally own the servers

that store your information and go to great lengths to pro-

tect and maintain them backing up your information in

multiple servers and data centers in multiple areas of the

country

Security - Data breaches are a serious issue the costs of a

data breach to your firm could be devastating Primary

causes of data breaches include criminal activity (theft and

hacking) and staff negligence (the loss or ineffective

disposal of equipment containing sensitive information)

Cloud computing can significantly reduce the risk of a data

breach As your data is stored securely in an off-site

location it cannot be misplaced or disposed of

inadequately Moreover the security offered by hosted

service providers is generally far superior to that of an

office reducing the risk of hardware theft and data

hacking

Work from Anywhere - Because only an internet connection

is required to access your files and programs you and your

colleagues can work from any computer in any location

With the proliferation of mobile devices such as tablets and

smartphones business professionals now have even more

flexibility to access and work with their data

Collaboration ndash Traditional methods of computing see a file

stored either to a server or an individual machine with only

a single user being able to work on it at a time An

innovative aspect of cloud computing is that you and your

colleagues can work simultaneously on the same file

Cost Reduction ndash As mentioned previously hosted service

providers generally own the servers that store your data

This means that the cost of purchasing and maintaining a

server and licenses is nullified Software updates and virus

protection are also handled by the provider freeing up

your resources for other tasks Additionally you can scale

your operations more accurately when your system

requirements are managed by a hosted service provider

Instead of making a large investment in a faster or larger

server you can simply upgrade your service contract

Are you interested in getting on the cloud Give us a call

and we can help you get started on your cloud journey

- 2020 Group USA (originally appeared as a blog post on

www2020groupusacom)

Chris Frederikesn

www2020groupusacom

wwwvirtualaccountingconferencecom

Event Organizer Spotlight Dream Practice

Accountants Manifesto I first joined the

accounting world in 1991 and became a Chartered

Accountant in 2000 I have spent the bulk of my

career working with and advising small to medium-

sized enterprises I have experience working in all

sizes of accounting firms from sole practitioners to

international firms

My focus in my career has been to find new and

better ways to integrate innovation and technology

to enhance the customer experience and improve

efficiency in the accounting process

My journey has been unique in that I have

met some very innovative accountants and mentors

in my career I have been very fortunate to be in a

position to learn from them compare their ideas

and to truly choose the best of the best I share my

experiences as I saw them sometimes updated with

the benefit of hindsight My postings are candid

and generally unfiltered I do not intend to offend

but will apologize in advance if I do

The purpose of my Blog and website is to share my

discoveries in the hopes of advancing our

profession Personally I would like nothing more

than to free accountants from the stress created by

high volume commodity work allowing them the

freedom to pursue work that is rewarding

personally and professionally

I welcome you to share my journey and to offer

your thoughts and comments along the way The

information and materials that I will share are not

intended to be offered as a one-size fits all solution

but rather to offer you some thoughts that you may

wish to explore further

My site is dedicated to sharing my ldquoAccountantrsquos

Manifestordquo I cover the following general areas

Efficiency versus Effectiveness

Outsourcing

Networking and Marketing

Technology

Consulting Tools

Consulting Mindset

Innovations that impact accounting

I create tags to allow easy searching ndash no point

wasting time on a topic if it isnrsquot immediately

relevant to you

My overall goal is to reduce the hours worked by

accountants and increase overall profitability One

of my friendrsquos made an interesting comment

recently ldquoAlmost every accountant that I know can

tell me how much his gross revenue is but very few

know what their actual costs arerdquo I challenge you to

learn more about your practice so that you can bid

on the right kinds of projects and earn what you are

worth ndash your education should be your most valued

possession

Visit Us Online

wwwdreampracticeca

2020 Canada is the premier volunteer membership

group for accountants in Canada for small and medi-

um-size practitioners 2020 Canada started in 2005

our membership is coast-to-coast representing CAs

CGAs and CMAs in Public Practice 2020 Canada

appeals to those accountants who are interested in

improving their practices through improved

efficiencies expanded offerings and marketing

initiatives that result in improved bottom lines

2020 Canada is the Canadian branch of The 2020

Group Worldwide in the UK The 2020 Group was

founded in the 1990s by three of the best-known

consultants and seminar leaders in the profession

Ian Fletcher Chris Frederiksen and Gordon Gilchrist

They recognized that historical compliance services

were likely to be limited growth areas for account-

ants and that progressive firms would need to offer

their clients more value-added services For that

new tools and ideas would be needed Since the

launch the 2020 Group has organizations in UK and

Ireland USA South Africa and Canada with

world-wide members as part of 2020 International

2020 Canada offers Professional Development

courses through webinars seminars and confer-

ences focussing primarily in non-compliance areas

Practice Management Marketing and Consulting

Business Advisory Services Legal Issues Efficiency

Resources in IT Software Outsourcing Services and

others

Event Organizer Spotlight 2020 Canada

For Membership Information Visit Us Online

www2020canadaca

Benefits of 2020 Canada Membership Fantastic VALUE 25 discount on 2020 Canada Professional Development Courses Discounts on 2020 Tools Discount on 2020 Canada Conferences and Seminars Discounts on third party products and services (Please see our list of Value Added Services)

Members Newsletter You will also receive regular correspondence through our e-newsletters packed full with useful practice management and marketing ideas Members are also encouraged to pose questions in the QampA section of the website where answers and features are made within the newsletters

TelephoneEmail support We act as a resource to your practice and encourage you to call us with questions and requests Over the years the 2020 Membership Group has become highly colle-gial and members are generally more than willing to share information with each other

Access to an international affiliation of professional accountants

2020 Dream Practice Virtual Accounting Conference 2014

Gold Sponsor

Irsquove worked with a company that fully embraces ldquobusiness process

outsourcingrdquo Anything that we could outsource to virtual workers we have and it has

greatly reduced the amount of square footage that our company needs hence greatly

reducing our carbon footprint and office expenses It also benefits the workers we

employ in the sense that they get to live where they want and be in their home work

environment If you really think about it you rsquod be surprised about exactly how many

task you can actually outsource and that can be done online It rsquos nice to be on

the forefront of a new growth industry

John B ndash Geeks On The Way

Increase productivity expand your business and save money ndash outsource your business processes with Tursa Group

We have a talented team of specialists in various fields of IT marketing administration and finance ready to look after your companyrsquos needs so

that you can concentrate on growing your company

For More Information Visit Us Online

wwwtursagroupcom

wwwvirtualaccountingconferencecom

2020 Dream Practice Virtual Accounting Conference 2014

Gold Sponsor

Zohocom offers a comprehensive suite of award-winning online business productivity amp collaboration applications Customers use Zoho Applications to run their business processes manage their information and be more productive while at the office or on the go without having to worry about expensive or outdated hardware or software To date Zohocom has launched 25+ online applications mdash from CRM to Mail Office Suite Project Management Invoicing Web conferencing and more Zoho has received numerous awards including an InfoWorld 2009 Product of the Year award a 2008 PC World 25 Most Innovative Products Award and a 2007 TechCrunch Best Enterprise Start-up Zohocom is a division of Zoho Corporation a privately-held and profitable company With offices in CA Austin Chennai Yoko-hama and Beijing Zoho Corporation serves the technology needs of more than 9 million customers worldwide

For More Information Visit Us Online

wwwzohocom

Silver Sponsors

The Accounting Practitioners Symposium is an information

resource for Accounting Professionals to examine bringing

together different technology to create a simplified and

streamlined office process to help grow your business

wwwaccountingsymposiumcom

We build tools that simply make life easier

The goal of Client Track is to help take control of your

practice and save you time by combining all of the office

management tools into one easy-to-use package

wwwclienttrackca

Online Marketing amp Web Design

VH Marketingrsquos strategy is to build an outstanding web

presence not just a website by providing clients with an

up-to-date web design mobile setup and social media

presence tied together with strong ongoing SEO

(search engine optimization) Following this proven strategy

places our clients business in front of the right target

market generating leads on consistent basis

wwwvhwebsitescom

Wealth Stewards Inc is the partner of choice for Chartered

Professional Accountants who want to provide their valued

clients with a wealth management firm that is prudent and

a true steward of their wealth Wealth Stewards Inc

partners with accountants to provide both tax effective and

sound wealth management strategies together we help

our clients achieve long-term financial goals

wwwwealthstewardsca

Wolters Kluwer enables legal tax finance and healthcare

professionals to be more effective and efficient We provide

information software and services that deliver vital in-

sights intelligent tools and the guidance of subject-matter

experts

wwwwolterskluwercom

wwwvirtualaccountingconferencecom

Webinar Schedule SpringSummer

Date Topic Speaker

Last Speaker

First

632014 Connect With Your Clients With Intent Using ASPiRE

Crosser John

6102014 Integrating Wealth Management Tyers Paul

6122014 Learn about XLGL an Excel add-in which connects to Sage 50 databases to produce customized reports

Carrier Daniel

6172014 LedgerDocs Never Lose a Receipt Zielke Wayne

6192014 Protecting Those that Run Your Business Crosser John

6242014 Drop the Struggle amp Thrive Solomon Rick

732014 Working In The Cloud A Bookkeepers Perspective Bouffard Keri

782014 Clouds Taking the First Steps Irving Graham

7102014 Importing Data into Small Business Accounting Programs

Mason Dan

7152014 Shoeboxedcom Hourigan Mike

7222014 5 Ways to Grow Your Business Borschowa Jeff

7242014 Supercharge Your Documentation Bellehumeur Adrienne

7292014 Protecting Your Business Entity Crosser John

7312014 Client Track as a Practice Management Solution Merritt David

852014 Creating and Implementing a Marketing Plan Buol Ruszczyk Bonnie

8122014 Accounting in The Cloud Zandbergen Scott

8192014 High Level Overview of Business Processes Borschowa Jeff

8262014 The Enlightened Accountant Solomon Rick

2020 Dream Practice Virtual Accounting Conference 2014

Webinar Schedule FallWinter

wwwvirtualaccountingconferencecom

Date Topic Speaker

Last Speaker

First

922014 Sandler Rules for Building Your Practice to Work Smarter Not Harder

Knox Hamish

942014 Social Media Strategies for Accountants and Bookkeepers Olah Viola

992014 Make Your Website a Business Development Tool Buol Ruszczyk Bonnie

9112014 Business Development Intelligence (BDI) Fritsch Chris

9162014 Succession Planning Tyers Paul

9182014 Turning Your Accountancy Firm Website Into a Lead Generation Machine

Reyburn Karen

9232014 Benchmarking for Success Borschowa Jeff

9252014 A Brief Tour Through Wills and Estate Planning Jones Stephan

9302014 Sales and Marketing Eden Jan

1072014 Social Media The Good Bad and Effective Buol Ruszczyk Bonnie

1092014 An Introduction to SRampED What It Is and What Can It Do For Your Clients

Smith Graham

10142014 Understanding and Utilizing Insurance Company Investment and Income Products

Findlay Curtis

10162014 Key Elements of a Lead Generating Website Olah Viola

10212014 Improving the Bottom Line Through Niche Marketing Tyers Peggy

10232014 LedgerOnline Zielke Wayne

10282014 Going Paperless Duncan Brooks

1142014 Growing Your Firm with LinkedIn Buol Ruszczyk Bonnie

1162014 Expanding Business Activities to the United States (Canadian Companies)

Shumate Amy

11132014 Business Planning For Organizations of all Sizes Findlay Curtis

11182014 The Power of Niche Marketing for Accountants Reyburn Karen

11252014 Profitable Cloud-Based Payroll for your Practice Vassa Sam

1222014 Turning Great Ideas Into Reality Suart Glenn

1292014 Colour Accounting Descoteaux Stephanie

Webinar Speakers

Adrienne Bellehumeur CA CISA PMP

Adrienne Bellehumeur lives in Calgary Alberta and works as a consultant specializing

in business analysis audit and effective documentation Her focus is on helping

companies track monitor and protect their most valuable assets information and

intellectual capital Adrienne began her career as a Chartered Accountant working with

clients on audits assessing financial controls and Sarbanes-Oxley (SOX) compliance

projects Her experience over the years includes requirements management process

modelling project communications technical writing and developing documentation

strategies and systems Adrienne continues to actively research present on and write

about effective documentation and business analysis practices

Company BELLEHUMEUR amp ASSOCIATES Website wwwleadersinbusinessanalysiscom

Jeff Borschowa - Event Organizer amp Host

I first joined the accounting world in 1991 and became a Chartered Accountant in 2000 I

have spent the bulk of my career working with and advising small to medium-sized

enterprises I have experience working in all sizes of accounting firms from sole

practitioners to international firms My focus in my career has been to find new and better

ways to integrate innovation and technology to enhance the customer experience and

improve efficiency in the accounting process My journey has been unique in that I have

met some very innovative accountants and mentors in my career I have been very

fortunate to be in a position to learn from them compare their ideas and to truly choose

the best of the best Personally I would like nothing more than to free accountants from the stress created by high

volume commodity work allowing them the freedom to pursue work that is rewarding personally and professionally My

overall goal is to reduce the hours worked by accountants and increase overall profitability One of my friendrsquos made an

interesting comment recently ldquoAlmost every accountant that I know can tell me how much his gross revenue is but

very few know what their actual costs arerdquo I challenge you to learn more about your practice so that you can bid on the

right kinds of projects and earn what you are worth ndash your education should be your most valued possession

Company Dream Practice Website wwwdreampracticeca

Twitter DreamPractices

2020 Dream Practice Virtual Accounting Conference 2014

wwwvirtualaccountingconferencecom

Webinar Speakers

Kerri Bouffard

Kerri Bouffard CPB has been a professional bookkeeper for over 20 years and has

been operating her own company Add-Vantage Bookkeeping since 2003

She has been happily working completely in the cloud since 2012 ndash with no copies of

any software loaded directly on her local computer system

Company Add-Vantage Bookkeeping Website httpaddvantagebookkeepingcom

Bonnie Buol Ruszczyk

Bonnie Buol Ruszczyk is the founder and president of bbr marketing which provides

marketing services and strategy for professional services firms Every day she and her

talented staff help accountants all over North America reach their audiences and grow

their firms by creating and implementing customized solutions that differentiate each

client in their individual market Named one of 2013rsquos Top 100 Most Influential People in

accounting by Accounting Today for the 2nd year in a row she is an active volunteer in a

number of organizations including serving as president of the Atlanta AAM Chapter and

a regular contributor to a variety of news and industry websites

Company bbr marketing Title Founder and President

Website wwwbbrmarketingcom

Webinar Speakers

2020 Dream Practice Virtual Accounting Conference 2014

Daniel Carrier

Daniel Carrier has close to 40 yearsrsquo experience in bookkeeping Hersquos worked as a

consultant since 1993 and has recommended and installed a number of bookkeeping

software Daniel founded Logicim in 2004 with his partner his son It is Pierre Alain

Carrier who has created the now famous XLGL and Daniel is proud to be participating in

this great reporting initiative

Company Logicim Inc Website wwwlogicimtechcom

John Crosser

John Crosser is the owner of Knights Financial Management an independent

insurance service company John believes it is important to ensure businesses not only

properly protect their business entity but also those that make their business run At

Knights Financial Management we focus on small to medium sized businesses looking for

help as they navigate their way through the world of business Having the right type

and the right amount of insurance will help provide financial peace of mind to owners

so they can concentrate on ldquodoingrdquo business John is actively involved in his community

As the author of ASPiRE A Financial Workbook for the Canadian Teen John routinely

presents to schools and business to help increase financial literacy By helping people understand the moving parts

of a financial game plan (goals setting cash flow and debt management asset

protect and building wealth) John feels they will be more financially

bull Fit--through wise budgeting of time and money

bull Independent--through discovering their own skills setting and accomplishing goals

bull Responsible--through focused activities and self-discipline

bull Secure--through building multiple streams of cash flow

With proper financial literacy individuals families schools businesses communities provinces and Canada at large

will be stronger In addition to growing his business John enjoys spending time with his wife Jeanelle and their two

daughters Ashley and Jayme John loves working on his golf handicap making furniture and barbecuing with family

and friends

Company Knights Financial Management and Portfolio Strategies Corporation Website httpwwwknightsfmca

wwwvirtualaccountingconferencecom

Webinar Speakers

Stephanie Descoteaux DFA-BSS

Steacutephanie Descocircteaux is president and CEO of Calculated Approach Consulting Inc and

founder of Digits amp Decimals Inc But those are not the titles she loves itrsquos her real job as

a bookkeeping systems specialist that indicates her true passion Her focus is always on

educating clients improving systems and measuring the accomplishments of those

systems This vision empowers small business owners and entrepreneurs and has

commanded an impressive client list that continues to grow Steacutephanie founded Digits amp

Decimals Inc in 2001 a professional bookkeeping company She is the lead trainer and

consultant and has grown the business to include a staff of experts In 2011 Stephanie

launched Calculated Approach Consulting Inc a company that offers mentorship controllership and consulting

services to business owners or other bookkeepers Steacutephaniersquos professional affiliations include membership in the

Canadian Payroll Association (CPA) Institute of Professional Bookkeepers of Canada (IPBC) and Association of

Certified Fraud Examiners (ACFE) She is also a QuickBooks ProAdvisor has completed the Distinguish Financial

Advisor ndash Bookkeeping System Specialist (DFABSS) a 2 years bookkeeping certification with the Knowledge

Bureau she recently became a Sale Partner with Accounting Comes Alive ndash Color Accounting and is one of few

accredited Training Partner in Canada for Accounting Comes Alive ndash Color Accounting Steacutephaniersquos presentations

are available in English or French

Company Calculated Approach Consulting Inc Website wwwdigitsdecimalscom

Twitter DigitsDecimals

Brooks Duncan

Brooks Duncan helps individuals and small businesses go paperless at Docu-

mentSnapcom where he writes about tools workflows and taking action Hes a

CPACMA and a former computer programmer and financial software support manager

Brooks lives in Vancouver BC

Company DocumentSnapcom Website wwwdocumentsnapcom

Webinar Speakers

2020 Dream Practice Virtual Accounting Conference 2014

Chris Fritsch JD

As a Business Development Intelligence Consultant Chris Fritsch works together with

professional services firms to help support their Business Development efforts and

maximize their return on investment Chris and her team at ClientsFirst help Clients

utilize information and competitive intelligence to guide their business development

decisions and strategies to enhance their client development efforts

Chris also writes and speaks nationally on topics including competitive intelligence

business development client relationship management relationship intelligence web

marketing and the use of technology to enhance profitability In her former role as a

Legal Technologist she advised top law firms and professionals about competitive intelligence and innovative uses

of Internet technology Chris has also worked in-house as a Legal Technologist for an Am Law 50 law firm based in

Atlanta and as a Technology Consultant and Webmaster for Emory Law School She was also the Managing

Partner of a consulting firm specializing in providing technology solutions Chris received her law degree from

Emory University School of Law in Atlanta GA where she served as Managing Editor of the Emory International

Law Review as well as student and faculty technology consultant In her spare time Chris blogs and designs

websites and electronic newsletters

Company Clients First Consulting Title Business Development Intelligence Consultant

Website wwwClientsFirstConsultingcom Twitter CRMSuccess

Curtis Findlay

Curtis Findlay CFP is recognized nationally in the Canadian financial industry as both a

mentor of financial advisors as well as a successful advisor After graduating college Curtis

entered the financial industry in 1978 He operates his business activities from Canmore

Alberta Curtis has extensive experience advising entrepreneurs and mid-wealth individuals

with a variety of financial business and personal planning endeavours His comments are

made to Dream Practice through his firm Compass Financial Planning Services Ltd and not

related to a securities entity

Company Compass Financial Planning Services Ltd Website httpwwwcompfinnet

wwwvirtualaccountingconferencecom

Webinar Speakers

Mike Hourigan

Mike Hourigan is the Marketing Manager for Shoeboxedcom He is a graduate of the

University of North Carolina at Chapel Hill where he studied advertising Mike oversees all

of Shoeboxeds online marketing initiatives as well as the companys integrated partner

relations When Mike isnt helping small businesses and accountants get set up with

Shoeboxed he enjoys hiking and walking 18 holes at the nearest public golf course

Company Shoeboxedcom Website wwwshoeboxedcom

Twitter michaelhourigan

Stephen Jones LL M CPA CA

Stephen graduated from Dalhousie Law School He then articled in Toronto Shortly after

he obtained his CA designation working for one of the predecessors or KPMG In 1990

he joined BMO at its head office as a taxation lawyer and accountant

He rounded out his education in 2006 graduating with his Masters of Laws (LLM) in trust

and fiduciary law at Osgoode Stephen now provides counsel for Wealth Stewards

overall tax and estate activities Stephen brings his expertise and experience to the

planning and implementation of individual client situations Stephen is registered with the

Law Society of Upper Canada in private practice and with the Ontario and Canadian

Institutes of Chartered Professional Accountants

Company Wealth Stewards Inc Title Director Tax amp Estate Planning

Website wwwwealthstewardsca

Webinar Speakers

2020 Dream Practice Virtual Accounting Conference 2014

Hamish Knox

As a licensed member of the global Sandler network Hamish works with business owners and chief

executives who are serious about creating sustainable sales cultures Hamish worked in sales across

a variety of industries including media communication services software and professional sports

before joining the Sandler network which melded his passions for sales and education Early in his

Sandler career Hamish was anointed a Sandler Rising Star for quickly building his business and

helping fellow Sandler colleagues with their businesses Hamish is a former Sandler Global Rookie of

the Year is a current member of Sandlers Franchisee Advisory Council and his book Accountability

the Sandler Way will be published in November

Company Sandler Training - Calgary Website wwwhamishsandlercom

Twitter sandlerhamish

Dan Mason

I speak about innovation related to business software and business models that help

small and medium sized businesses to transform and automate their business

processes to achieve maximum efficiency and improve customer experience

Dan Mason focuses on strategic planning and business model innovation by helping

small and medium sized businesses to automate and optimize their business processes

Drawing from his 20 years of experience working with various accounting and ERP

systems Dan has helped several small and medium sized businesses in various

verticals to build robust business software systems Dan started Business Innovation

Technologies Inc in 2008 and has successfully led the company from its inception into a market leading provider

of innovative business software solutions As CEO of Business Innovation Technologies Dan is responsible for

driving the organizationrsquos strategic agenda technology vision and business operations In addition to helping

companies deploy best-of-the-breed business software systems Dan has been working on integrating diverse

business systems through his companyrsquos industry leading software solution to import and export data from ANY

source to various accounting and business software

Company Business Innovation Technologies Inc Title President amp CEO

Website wwwbusinnovatechcom

wwwvirtualaccountingconferencecom

Webinar Speakers

Viola Olah

Viola Olah is a Hungarian born and raised in Transylvania (yes itrsquos a real placehellip) She

lives in Calgary with her hubby and her dog Nikki After she worked as a systems analyst

for a large oil and gas company for a number of years she decided in 2009 to open up her

own business VH Marketing Ltd an online marketing company She thrives on the

challenge of keeping up with the fast changing pace of the Internet world and implementing

cutting edge marketing strategies to her clientsrsquo marketing plan Seeing clients succeed

gives her great satisfaction and she is grateful for the long-term strong relationships she

forged with them Her clients are local small business owners and individual professionals

who are very good at their own craft and donrsquot have the time or the desire to market their own business VH

Marketingrsquos strategy is to build an impactful web presence not just a website by providing clients with an up to date

web design mobile setup and social media presence This is all tied together with strong ongoing SEO

(search engine optimization) placing the clientsrsquo business in front of the right target market generating leads on

consistent basis

Company VH Marketing Ltd Website wwwvhwebsitescom

David Merritt

David Merritt owner and creator of Client Track graduated with a BSc in Computing and has

been designing software ever since David developed Client Track after he saw a real need in

the Accounting Practitioners industry for a solution to help public practice accounting

professionals to organize and control all of their deadlines efficiently Realizing that a large part

of running a successful practice was managing clients chasing down paperwork and handling all

the returns David developed Client Track into a software solution that is built based on the

unique needs of accounting professionals across Canada

Company Client Track Website httpclienttrackca

Twitter Client_Track

Webinar Speakers

2020 Dream Practice Virtual Accounting Conference 2014

Karen Reyburn

Karen Reyburn is a creative-minded individual who specialises in online marketing for

accountancy firms A former accountant (and a Certified Public Accountant in the

States) Karen now assists accountancy firms with understanding and using online

marketing to get more leads A dual British-American citizen Karens past careers

include working with a Glasgow-based accountancy firm setting up and maintaining a

separate consultancy division for this firm She instigated monthly business workshops training and facilitating

business owners in marketing strategy and profitability She has delivered online webinars and offline seminars

for the Chamber of Commerce Bank of Scotland women in business and business growth events She assisted

in the delivery of a comprehensive Business Consulting Programme to accountants for over five years For five

years Karen managed the European office of a global network of accounting firms helping both accountants and

SMEs to improve their marketing efforts This included delivering webinars providing online training website

design and improvement email marketing blogging and marketing action plans Karen is also an

internationally-recognised photographer doing wedding photography family portraits and landscape photography

in Scotland England Ireland Cyprus Australia the United States and more

Company The Profitable Firm Title Owner

Website wwwtheprofitablefirmcom Twitter ProfitableFirm

Graham Smith

Graham Smith is Vice President of Business Development for TSGI-Chartered Accountants

one of the top SRampED consultancies in western Canada He has been active in the SRampED

industry for more than 8 years and has co-taught the course on SRampED for the Institute of

Chartered Accountants of Alberta Graham has worked on wide range of claims for companies

of all sizes and in all industrial sectors

Company TSGI Charted Accountants Title Vice President - Business Development

Website wwwtsgica

wwwvirtualaccountingconferencecom

Webinar Speakers

Rick Solomon CPA CGMA - Keynote Speaker

For over 20 years Rick Solomon has taught professionals around the world how to create

extraordinary results in their professional practices and lives by applying time tested

techniques and sometimes ancient wisdom in a number of ways His past practice as a

CPA and business advisor coupled with years of study at the Sedona Institute have

provided him a deep understanding of how to guide others to be free of the self-created

limitations that for many people make personal and professional success much harder

than it has to be Rick is presently the CEO of Thriving Firm a world leader in helping

professional service providers and advisors build more profitable and rewarding practices

He is the founder and serves as the main facilitator of the Masters Program a two-year workshop and coaching

program offered exclusively to open-minded professionals The Masters Program shares a very unique way to

achieve abundance in ones personal and professional life Rick has challenged thousands of professionals world-

wide to expand their view of themselves and the value they bring to their clients in order to reach new levels of

personal and professional abundance

Company Thriving Firm Title CEO - Founder and Lead Facilitator of the Masters Program

Website wwwthrivingfirmcom Twitter ricksolomoncpa

Amy Shumate

Amy brings 13 years US tax experience to her role as Director in the US Corporate Tax

Advisory practice Amy assists her Canadian clients and their affiliates with their US

federal and state corporate income franchise sales and use tax issues from a unique

cross-border perspective She has worked with all sizes of both public and private

corporations in all types of industries in helping them manage their US federal and state

tax compliance and consulting needs Prior to joining Trowbridge in early 2014 Amy

worked for two of the Big 4 firms beginning in 2001 where she helped clients with US

corporate tax compliance federal and state tax consulting due diligence work

structuring and controversy Amy has a BA and MBA from McMaster University and

an MSc (Tax) from Golden Gate University in San Francisco She is a Canadian Chartered Professional

Accountant registered in Ontario and a Certified Public Accountant registered in Illinois

Company TROWBRIDGE PROFESSIONAL CORPORATION Title Director US Corporate Tax Services

Website wwwtrowbridgeca

Webinar Speakers

2020 Dream Practice Virtual Accounting Conference 2014

Glenn Suart

Glenn Suart is a Calgary-based Strategist Entrepreneur and Host of ldquoTodayrsquos Great Ideardquo

a nationally syndicated program aimed at helping people doing something with their great

ideas Over the past 20 years at WriteMyPlan PricewaterhouseCoopers Consulting and

Nordicity Group Ltd he has helped hundreds of people build successful businesses

Friendly and approachable Glenn and his team create strong viable businesses and craft

compelling winning business plans Glenn also teaches Building An Effective Business

Case at Mount Royal University in Calgary

Company WriteMyPlan Website wwwWriteMyPlancom

Paul Tyers

Paul Tyers is Managing Director of Wealth Stewards Inc and Vice President of Portfolio

Stewards Inc registered with the Ontario Securities Commission He and his team provide

comprehensive wealth management services to affluent Canadians typically in conjunction

with their other ldquotrusted advisorsrdquo A Chartered Professional Accountant (CPA) Certified

Financial Planner (CFP) and Chartered Investment Manager (CIM) Paul has both the

education and experience to provide comprehensive wealth advisory services Upon

completion of a business degree Paul began his career at a major international CA firm

gaining experience in a wide variety of business sectors Moving into corporate finance with

Bank of Montreal followed by Corpfinance International experience was gained in mergers acquisitions succession

and growth financing In 1987 Paul partnered with a venture capital firm to acquire Retirement Counsel of Canada

(RCOC) and led it through substantial growth prior to selling it in 2002 Since 2002 Paul has returned to his passion

of building managing and preserving the wealth of affluent private clients His success is attributed to ensuring

clientsrsquo interests always come first Paul provides advice on the areas noted to the left and has pioneered the

integration of wealth management services into Canadian accountingtax firms

Company Wealth Stewards Inc Title Managing Director

Website httpwealthstewardsca

wwwvirtualaccountingconferencecom

Webinar Speakers

Sam Vassa

Sam Vassa heads PaymentEvolution ndash Canadarsquos largest and most loved cloud payroll and

payments service Sam founded the company with a team of technology and subject

matter specialists and devised an award-winning solution that empowers organizations and

their accountants to manage their own payroll process Previously Sam led business

development for the capital markets industry at Microsoft Corporation His team worked with

leading Microsoft partners to build compelling solutions for the financial services

industry Sam was responsible for alliance relationships with Microsoftrsquos largest global

partners as well as sales and marketing execution with the community He has worked

with Microsoftrsquos US and Canadian subsidiaries and is known for his passion for forming strong partnerships Sam was

a channel manager at Digital Equipment Canada and served with the Canadian Department of Foreign Affairs and

International Trade at their foreign missions worldwide He is a board member of Telecompute ndash a leading software

development firm pioneering the use of portable database technology for vertical markets Sam is active in the

emerging business market as an advisor and mentor to firms seeking management and technology expertise Sam is

a graduate of McMaster University where he studied biochemistry

Company PaymentEvolution Website wwwpaymentevolutioncom

Twitter samvassa

Peggy Tyers BBA - Event Organizer

Peggy Tyers earned an Honours Bachelor of Business Administration from Wilfrid Laurier

University After graduating she entered the retail sector She spent over 20 years

working with National retailers in several areas consulting marketing buying and

merchandising Peggy transferred those skills to another industry sector when she

brought the 2020 Group (leading volunteer membership organization for progressive

accountants in the world) to Canada Peggy looks for products and services to help

accountants improve the efficiency of their practice and improve their bottom lines

Company 2020 Canada Title President

Website www2020canadaca

Webinar Speakers

Scott Zandbergen

Scott Zandbergen has worked in the accounting software world for over 17 years He

spent many years at Sage where he built and grew the Simply Accounting Certified

Consultant program Later as Vice President of Product Management he led the product

strategy for Simply Accounting Accpac and MAS 90500 In early 2011

Scott joined Wave Accounting a fully automated 100 free double entry accounting

software designed for small businesses with less than 10 employees Scotts mission there

is to educate the accounting and bookkeeping communities about the solution Wave

offers their small business clients In a little over 3 years on the market Wave now has over 2 million users on its

platform

Company Wave Accounting Title VP Pro Network

Website wwwwaveappscom Twitter WaveHQ

Wayne Zielke

Wayne is the founder and CEO of LedgerDocs an online document management

application that was designed around the sharing managing and collaboration needs of

bookkeepers accountants and businesses Wayne has spent his career working in the

accounting industry and understands first-hand the workflow and process involved in

providing exceptional full cycle bookkeeping and accounting services to clients From these

experiences he decided to create an application that streamlines the bookkeeping and

accounting process while promoting collaboration among bookkeepers accountants and

their amazing clients

Company LedgerDocs Title Chief Executive Officer

Website wwwledgerdocscom Twitter ledgerdocs

2020 Dream Practice Virtual Accounting Conference 2014

wwwvirtualaccountingconferencecom

2020 Dream Practice

Virtual Accounting Conference

Virtual Conference for Accountants

October 1 and 2 2014

Webinars

Presentations will be held on

Tuesdays and Thursdays from June 3

2014 through January 27 2015

Presentations scheduled from 1100

am MST to 100 pm MST

Schedule includes one hour for

presentation and up to one hour for

questions

Over 32 webinars with

industry experts

wwwvirtualaccountingconferencecom

Collaborate Innovate Prosper

Gold Sponsors

Silver Sponsors

Page 9: Virtual Accounting Conference 2014

wwwvirtualaccountingconferencecom

Keynote Speaker Paul Tyers

Paul Tyers is Managing Director of Wealth Stewards Inc and Vice President of

Portfolio Stewards Inc registered with the Ontario Securities Commission He and

his team provide comprehensive wealth management services to affluent

Canadians typically in conjunction with their other ldquotrusted advisorsrdquo A Chartered

Professional Accountant (CPA) Certified Financial Planner (CFP) and Chartered

Investment Manager (CIM) Paul has both the education and experience to provide

comprehensive wealth advisory services Upon completion of a business degree

Paul began his career at a major international CA firm gaining experience in a wide

variety of business sectors Moving into corporate finance with Bank of Montreal

followed by Corpfinance International experience was gained in mergers

acquisitions succession and growth financing In 1987 Paul partnered with a venture capital firm to acquire

Retirement Counsel of Canada (RCOC) and led it through substantial growth prior to selling it in 2002 Since

2002 Paul has returned to his passion of building managing and preserving the wealth of affluent private

clients His success is attributed to ensuring clientsrsquo interests always come first Paul provides advice on the

areas noted to the left and has pioneered the integration of wealth management services into Canadian

accountingtax firms

wwwwealthstewardsca

Paul Tyers

2020 Dream Practice Virtual Accounting Conference 2014

Keynote Speaker Chris Frederiksen CPA

Chris Frederiksen is one of the best-known and most highly-rated seminar

leaders in the world as well as a consultant to accountancy firms worldwide He is

also a practicing accountant in San Francisco California His experience includes

partnership positions with two international CPA firms and building several

independent practices in the San Francisco Bay Area

As a consultant for the past twenty years he has been helping small and medium

sized accountancy firms achieve their goals of greater profitability and greater

personal satisfaction for the owners He is now committed to helping CPAs and

tax professionals excel in financial services strategic planning and other new

service areas

The Cloud Exposed Many business consultants strongly advocate the adoption

of cloud computing believing this to be the future of IT

infrastructure It is generally accepted that the term ldquothe

cloudrdquo is synonymous with ldquothe internetrdquo The precise

definition of cloud computing is slightly contentious but in

this post we use the term to signify a hosted service

delivery model A hosted service allows a userrsquos programs

applications files and other data to be stored on an off-site

server usually owned and managed by a hosted service

provider The data is then accessed by the user over the

internet Here are 5 advantages that cloud computing holds

over traditional methods

Disaster recovery ndash At any given time your firm is at risk of

numerous disasters fire flooding earthquakes theft and

hardware failure and just a few examples In the event of

such a disaster you need to ensure that you have appropri-

ate recovery systems in place An important advantage of

cloud computing is that your data and programs are stored

off-site Hosted service providers generally own the servers

that store your information and go to great lengths to pro-

tect and maintain them backing up your information in

multiple servers and data centers in multiple areas of the

country

Security - Data breaches are a serious issue the costs of a

data breach to your firm could be devastating Primary

causes of data breaches include criminal activity (theft and

hacking) and staff negligence (the loss or ineffective

disposal of equipment containing sensitive information)

Cloud computing can significantly reduce the risk of a data

breach As your data is stored securely in an off-site

location it cannot be misplaced or disposed of

inadequately Moreover the security offered by hosted

service providers is generally far superior to that of an

office reducing the risk of hardware theft and data

hacking

Work from Anywhere - Because only an internet connection

is required to access your files and programs you and your

colleagues can work from any computer in any location

With the proliferation of mobile devices such as tablets and

smartphones business professionals now have even more

flexibility to access and work with their data

Collaboration ndash Traditional methods of computing see a file

stored either to a server or an individual machine with only

a single user being able to work on it at a time An

innovative aspect of cloud computing is that you and your

colleagues can work simultaneously on the same file

Cost Reduction ndash As mentioned previously hosted service

providers generally own the servers that store your data

This means that the cost of purchasing and maintaining a

server and licenses is nullified Software updates and virus

protection are also handled by the provider freeing up

your resources for other tasks Additionally you can scale

your operations more accurately when your system

requirements are managed by a hosted service provider

Instead of making a large investment in a faster or larger

server you can simply upgrade your service contract

Are you interested in getting on the cloud Give us a call

and we can help you get started on your cloud journey

- 2020 Group USA (originally appeared as a blog post on

www2020groupusacom)

Chris Frederikesn

www2020groupusacom

wwwvirtualaccountingconferencecom

Event Organizer Spotlight Dream Practice

Accountants Manifesto I first joined the

accounting world in 1991 and became a Chartered

Accountant in 2000 I have spent the bulk of my

career working with and advising small to medium-

sized enterprises I have experience working in all

sizes of accounting firms from sole practitioners to

international firms

My focus in my career has been to find new and

better ways to integrate innovation and technology

to enhance the customer experience and improve

efficiency in the accounting process

My journey has been unique in that I have

met some very innovative accountants and mentors

in my career I have been very fortunate to be in a

position to learn from them compare their ideas

and to truly choose the best of the best I share my

experiences as I saw them sometimes updated with

the benefit of hindsight My postings are candid

and generally unfiltered I do not intend to offend

but will apologize in advance if I do

The purpose of my Blog and website is to share my

discoveries in the hopes of advancing our

profession Personally I would like nothing more

than to free accountants from the stress created by

high volume commodity work allowing them the

freedom to pursue work that is rewarding

personally and professionally

I welcome you to share my journey and to offer

your thoughts and comments along the way The

information and materials that I will share are not

intended to be offered as a one-size fits all solution

but rather to offer you some thoughts that you may

wish to explore further

My site is dedicated to sharing my ldquoAccountantrsquos

Manifestordquo I cover the following general areas

Efficiency versus Effectiveness

Outsourcing

Networking and Marketing

Technology

Consulting Tools

Consulting Mindset

Innovations that impact accounting

I create tags to allow easy searching ndash no point

wasting time on a topic if it isnrsquot immediately

relevant to you

My overall goal is to reduce the hours worked by

accountants and increase overall profitability One

of my friendrsquos made an interesting comment

recently ldquoAlmost every accountant that I know can

tell me how much his gross revenue is but very few

know what their actual costs arerdquo I challenge you to

learn more about your practice so that you can bid

on the right kinds of projects and earn what you are

worth ndash your education should be your most valued

possession

Visit Us Online

wwwdreampracticeca

2020 Canada is the premier volunteer membership

group for accountants in Canada for small and medi-

um-size practitioners 2020 Canada started in 2005

our membership is coast-to-coast representing CAs

CGAs and CMAs in Public Practice 2020 Canada

appeals to those accountants who are interested in

improving their practices through improved

efficiencies expanded offerings and marketing

initiatives that result in improved bottom lines

2020 Canada is the Canadian branch of The 2020

Group Worldwide in the UK The 2020 Group was

founded in the 1990s by three of the best-known

consultants and seminar leaders in the profession

Ian Fletcher Chris Frederiksen and Gordon Gilchrist

They recognized that historical compliance services

were likely to be limited growth areas for account-

ants and that progressive firms would need to offer

their clients more value-added services For that

new tools and ideas would be needed Since the

launch the 2020 Group has organizations in UK and

Ireland USA South Africa and Canada with

world-wide members as part of 2020 International

2020 Canada offers Professional Development

courses through webinars seminars and confer-

ences focussing primarily in non-compliance areas

Practice Management Marketing and Consulting

Business Advisory Services Legal Issues Efficiency

Resources in IT Software Outsourcing Services and

others

Event Organizer Spotlight 2020 Canada

For Membership Information Visit Us Online

www2020canadaca

Benefits of 2020 Canada Membership Fantastic VALUE 25 discount on 2020 Canada Professional Development Courses Discounts on 2020 Tools Discount on 2020 Canada Conferences and Seminars Discounts on third party products and services (Please see our list of Value Added Services)

Members Newsletter You will also receive regular correspondence through our e-newsletters packed full with useful practice management and marketing ideas Members are also encouraged to pose questions in the QampA section of the website where answers and features are made within the newsletters

TelephoneEmail support We act as a resource to your practice and encourage you to call us with questions and requests Over the years the 2020 Membership Group has become highly colle-gial and members are generally more than willing to share information with each other

Access to an international affiliation of professional accountants

2020 Dream Practice Virtual Accounting Conference 2014

Gold Sponsor

Irsquove worked with a company that fully embraces ldquobusiness process

outsourcingrdquo Anything that we could outsource to virtual workers we have and it has

greatly reduced the amount of square footage that our company needs hence greatly

reducing our carbon footprint and office expenses It also benefits the workers we

employ in the sense that they get to live where they want and be in their home work

environment If you really think about it you rsquod be surprised about exactly how many

task you can actually outsource and that can be done online It rsquos nice to be on

the forefront of a new growth industry

John B ndash Geeks On The Way

Increase productivity expand your business and save money ndash outsource your business processes with Tursa Group

We have a talented team of specialists in various fields of IT marketing administration and finance ready to look after your companyrsquos needs so

that you can concentrate on growing your company

For More Information Visit Us Online

wwwtursagroupcom

wwwvirtualaccountingconferencecom

2020 Dream Practice Virtual Accounting Conference 2014

Gold Sponsor

Zohocom offers a comprehensive suite of award-winning online business productivity amp collaboration applications Customers use Zoho Applications to run their business processes manage their information and be more productive while at the office or on the go without having to worry about expensive or outdated hardware or software To date Zohocom has launched 25+ online applications mdash from CRM to Mail Office Suite Project Management Invoicing Web conferencing and more Zoho has received numerous awards including an InfoWorld 2009 Product of the Year award a 2008 PC World 25 Most Innovative Products Award and a 2007 TechCrunch Best Enterprise Start-up Zohocom is a division of Zoho Corporation a privately-held and profitable company With offices in CA Austin Chennai Yoko-hama and Beijing Zoho Corporation serves the technology needs of more than 9 million customers worldwide

For More Information Visit Us Online

wwwzohocom

Silver Sponsors

The Accounting Practitioners Symposium is an information

resource for Accounting Professionals to examine bringing

together different technology to create a simplified and

streamlined office process to help grow your business

wwwaccountingsymposiumcom

We build tools that simply make life easier

The goal of Client Track is to help take control of your

practice and save you time by combining all of the office

management tools into one easy-to-use package

wwwclienttrackca

Online Marketing amp Web Design

VH Marketingrsquos strategy is to build an outstanding web

presence not just a website by providing clients with an

up-to-date web design mobile setup and social media

presence tied together with strong ongoing SEO

(search engine optimization) Following this proven strategy

places our clients business in front of the right target

market generating leads on consistent basis

wwwvhwebsitescom

Wealth Stewards Inc is the partner of choice for Chartered

Professional Accountants who want to provide their valued

clients with a wealth management firm that is prudent and

a true steward of their wealth Wealth Stewards Inc

partners with accountants to provide both tax effective and

sound wealth management strategies together we help

our clients achieve long-term financial goals

wwwwealthstewardsca

Wolters Kluwer enables legal tax finance and healthcare

professionals to be more effective and efficient We provide

information software and services that deliver vital in-

sights intelligent tools and the guidance of subject-matter

experts

wwwwolterskluwercom

wwwvirtualaccountingconferencecom

Webinar Schedule SpringSummer

Date Topic Speaker

Last Speaker

First

632014 Connect With Your Clients With Intent Using ASPiRE

Crosser John

6102014 Integrating Wealth Management Tyers Paul

6122014 Learn about XLGL an Excel add-in which connects to Sage 50 databases to produce customized reports

Carrier Daniel

6172014 LedgerDocs Never Lose a Receipt Zielke Wayne

6192014 Protecting Those that Run Your Business Crosser John

6242014 Drop the Struggle amp Thrive Solomon Rick

732014 Working In The Cloud A Bookkeepers Perspective Bouffard Keri

782014 Clouds Taking the First Steps Irving Graham

7102014 Importing Data into Small Business Accounting Programs

Mason Dan

7152014 Shoeboxedcom Hourigan Mike

7222014 5 Ways to Grow Your Business Borschowa Jeff

7242014 Supercharge Your Documentation Bellehumeur Adrienne

7292014 Protecting Your Business Entity Crosser John

7312014 Client Track as a Practice Management Solution Merritt David

852014 Creating and Implementing a Marketing Plan Buol Ruszczyk Bonnie

8122014 Accounting in The Cloud Zandbergen Scott

8192014 High Level Overview of Business Processes Borschowa Jeff

8262014 The Enlightened Accountant Solomon Rick

2020 Dream Practice Virtual Accounting Conference 2014

Webinar Schedule FallWinter

wwwvirtualaccountingconferencecom

Date Topic Speaker

Last Speaker

First

922014 Sandler Rules for Building Your Practice to Work Smarter Not Harder

Knox Hamish

942014 Social Media Strategies for Accountants and Bookkeepers Olah Viola

992014 Make Your Website a Business Development Tool Buol Ruszczyk Bonnie

9112014 Business Development Intelligence (BDI) Fritsch Chris

9162014 Succession Planning Tyers Paul

9182014 Turning Your Accountancy Firm Website Into a Lead Generation Machine

Reyburn Karen

9232014 Benchmarking for Success Borschowa Jeff

9252014 A Brief Tour Through Wills and Estate Planning Jones Stephan

9302014 Sales and Marketing Eden Jan

1072014 Social Media The Good Bad and Effective Buol Ruszczyk Bonnie

1092014 An Introduction to SRampED What It Is and What Can It Do For Your Clients

Smith Graham

10142014 Understanding and Utilizing Insurance Company Investment and Income Products

Findlay Curtis

10162014 Key Elements of a Lead Generating Website Olah Viola

10212014 Improving the Bottom Line Through Niche Marketing Tyers Peggy

10232014 LedgerOnline Zielke Wayne

10282014 Going Paperless Duncan Brooks

1142014 Growing Your Firm with LinkedIn Buol Ruszczyk Bonnie

1162014 Expanding Business Activities to the United States (Canadian Companies)

Shumate Amy

11132014 Business Planning For Organizations of all Sizes Findlay Curtis

11182014 The Power of Niche Marketing for Accountants Reyburn Karen

11252014 Profitable Cloud-Based Payroll for your Practice Vassa Sam

1222014 Turning Great Ideas Into Reality Suart Glenn

1292014 Colour Accounting Descoteaux Stephanie

Webinar Speakers

Adrienne Bellehumeur CA CISA PMP

Adrienne Bellehumeur lives in Calgary Alberta and works as a consultant specializing

in business analysis audit and effective documentation Her focus is on helping

companies track monitor and protect their most valuable assets information and

intellectual capital Adrienne began her career as a Chartered Accountant working with

clients on audits assessing financial controls and Sarbanes-Oxley (SOX) compliance

projects Her experience over the years includes requirements management process

modelling project communications technical writing and developing documentation

strategies and systems Adrienne continues to actively research present on and write

about effective documentation and business analysis practices

Company BELLEHUMEUR amp ASSOCIATES Website wwwleadersinbusinessanalysiscom

Jeff Borschowa - Event Organizer amp Host

I first joined the accounting world in 1991 and became a Chartered Accountant in 2000 I

have spent the bulk of my career working with and advising small to medium-sized

enterprises I have experience working in all sizes of accounting firms from sole

practitioners to international firms My focus in my career has been to find new and better

ways to integrate innovation and technology to enhance the customer experience and

improve efficiency in the accounting process My journey has been unique in that I have

met some very innovative accountants and mentors in my career I have been very

fortunate to be in a position to learn from them compare their ideas and to truly choose

the best of the best Personally I would like nothing more than to free accountants from the stress created by high

volume commodity work allowing them the freedom to pursue work that is rewarding personally and professionally My

overall goal is to reduce the hours worked by accountants and increase overall profitability One of my friendrsquos made an

interesting comment recently ldquoAlmost every accountant that I know can tell me how much his gross revenue is but

very few know what their actual costs arerdquo I challenge you to learn more about your practice so that you can bid on the

right kinds of projects and earn what you are worth ndash your education should be your most valued possession

Company Dream Practice Website wwwdreampracticeca

Twitter DreamPractices

2020 Dream Practice Virtual Accounting Conference 2014

wwwvirtualaccountingconferencecom

Webinar Speakers

Kerri Bouffard

Kerri Bouffard CPB has been a professional bookkeeper for over 20 years and has

been operating her own company Add-Vantage Bookkeeping since 2003

She has been happily working completely in the cloud since 2012 ndash with no copies of

any software loaded directly on her local computer system

Company Add-Vantage Bookkeeping Website httpaddvantagebookkeepingcom

Bonnie Buol Ruszczyk

Bonnie Buol Ruszczyk is the founder and president of bbr marketing which provides

marketing services and strategy for professional services firms Every day she and her

talented staff help accountants all over North America reach their audiences and grow

their firms by creating and implementing customized solutions that differentiate each

client in their individual market Named one of 2013rsquos Top 100 Most Influential People in

accounting by Accounting Today for the 2nd year in a row she is an active volunteer in a

number of organizations including serving as president of the Atlanta AAM Chapter and

a regular contributor to a variety of news and industry websites

Company bbr marketing Title Founder and President

Website wwwbbrmarketingcom

Webinar Speakers

2020 Dream Practice Virtual Accounting Conference 2014

Daniel Carrier

Daniel Carrier has close to 40 yearsrsquo experience in bookkeeping Hersquos worked as a

consultant since 1993 and has recommended and installed a number of bookkeeping

software Daniel founded Logicim in 2004 with his partner his son It is Pierre Alain

Carrier who has created the now famous XLGL and Daniel is proud to be participating in

this great reporting initiative

Company Logicim Inc Website wwwlogicimtechcom

John Crosser

John Crosser is the owner of Knights Financial Management an independent

insurance service company John believes it is important to ensure businesses not only

properly protect their business entity but also those that make their business run At

Knights Financial Management we focus on small to medium sized businesses looking for

help as they navigate their way through the world of business Having the right type

and the right amount of insurance will help provide financial peace of mind to owners

so they can concentrate on ldquodoingrdquo business John is actively involved in his community

As the author of ASPiRE A Financial Workbook for the Canadian Teen John routinely

presents to schools and business to help increase financial literacy By helping people understand the moving parts

of a financial game plan (goals setting cash flow and debt management asset

protect and building wealth) John feels they will be more financially

bull Fit--through wise budgeting of time and money

bull Independent--through discovering their own skills setting and accomplishing goals

bull Responsible--through focused activities and self-discipline

bull Secure--through building multiple streams of cash flow

With proper financial literacy individuals families schools businesses communities provinces and Canada at large

will be stronger In addition to growing his business John enjoys spending time with his wife Jeanelle and their two

daughters Ashley and Jayme John loves working on his golf handicap making furniture and barbecuing with family

and friends

Company Knights Financial Management and Portfolio Strategies Corporation Website httpwwwknightsfmca

wwwvirtualaccountingconferencecom

Webinar Speakers

Stephanie Descoteaux DFA-BSS

Steacutephanie Descocircteaux is president and CEO of Calculated Approach Consulting Inc and

founder of Digits amp Decimals Inc But those are not the titles she loves itrsquos her real job as

a bookkeeping systems specialist that indicates her true passion Her focus is always on

educating clients improving systems and measuring the accomplishments of those

systems This vision empowers small business owners and entrepreneurs and has

commanded an impressive client list that continues to grow Steacutephanie founded Digits amp

Decimals Inc in 2001 a professional bookkeeping company She is the lead trainer and

consultant and has grown the business to include a staff of experts In 2011 Stephanie

launched Calculated Approach Consulting Inc a company that offers mentorship controllership and consulting

services to business owners or other bookkeepers Steacutephaniersquos professional affiliations include membership in the

Canadian Payroll Association (CPA) Institute of Professional Bookkeepers of Canada (IPBC) and Association of

Certified Fraud Examiners (ACFE) She is also a QuickBooks ProAdvisor has completed the Distinguish Financial

Advisor ndash Bookkeeping System Specialist (DFABSS) a 2 years bookkeeping certification with the Knowledge

Bureau she recently became a Sale Partner with Accounting Comes Alive ndash Color Accounting and is one of few

accredited Training Partner in Canada for Accounting Comes Alive ndash Color Accounting Steacutephaniersquos presentations

are available in English or French

Company Calculated Approach Consulting Inc Website wwwdigitsdecimalscom

Twitter DigitsDecimals

Brooks Duncan

Brooks Duncan helps individuals and small businesses go paperless at Docu-

mentSnapcom where he writes about tools workflows and taking action Hes a

CPACMA and a former computer programmer and financial software support manager

Brooks lives in Vancouver BC

Company DocumentSnapcom Website wwwdocumentsnapcom

Webinar Speakers

2020 Dream Practice Virtual Accounting Conference 2014

Chris Fritsch JD

As a Business Development Intelligence Consultant Chris Fritsch works together with

professional services firms to help support their Business Development efforts and

maximize their return on investment Chris and her team at ClientsFirst help Clients

utilize information and competitive intelligence to guide their business development

decisions and strategies to enhance their client development efforts

Chris also writes and speaks nationally on topics including competitive intelligence

business development client relationship management relationship intelligence web

marketing and the use of technology to enhance profitability In her former role as a

Legal Technologist she advised top law firms and professionals about competitive intelligence and innovative uses

of Internet technology Chris has also worked in-house as a Legal Technologist for an Am Law 50 law firm based in

Atlanta and as a Technology Consultant and Webmaster for Emory Law School She was also the Managing

Partner of a consulting firm specializing in providing technology solutions Chris received her law degree from

Emory University School of Law in Atlanta GA where she served as Managing Editor of the Emory International

Law Review as well as student and faculty technology consultant In her spare time Chris blogs and designs

websites and electronic newsletters

Company Clients First Consulting Title Business Development Intelligence Consultant

Website wwwClientsFirstConsultingcom Twitter CRMSuccess

Curtis Findlay

Curtis Findlay CFP is recognized nationally in the Canadian financial industry as both a

mentor of financial advisors as well as a successful advisor After graduating college Curtis

entered the financial industry in 1978 He operates his business activities from Canmore

Alberta Curtis has extensive experience advising entrepreneurs and mid-wealth individuals

with a variety of financial business and personal planning endeavours His comments are

made to Dream Practice through his firm Compass Financial Planning Services Ltd and not

related to a securities entity

Company Compass Financial Planning Services Ltd Website httpwwwcompfinnet

wwwvirtualaccountingconferencecom

Webinar Speakers

Mike Hourigan

Mike Hourigan is the Marketing Manager for Shoeboxedcom He is a graduate of the

University of North Carolina at Chapel Hill where he studied advertising Mike oversees all

of Shoeboxeds online marketing initiatives as well as the companys integrated partner

relations When Mike isnt helping small businesses and accountants get set up with

Shoeboxed he enjoys hiking and walking 18 holes at the nearest public golf course

Company Shoeboxedcom Website wwwshoeboxedcom

Twitter michaelhourigan

Stephen Jones LL M CPA CA

Stephen graduated from Dalhousie Law School He then articled in Toronto Shortly after

he obtained his CA designation working for one of the predecessors or KPMG In 1990

he joined BMO at its head office as a taxation lawyer and accountant

He rounded out his education in 2006 graduating with his Masters of Laws (LLM) in trust

and fiduciary law at Osgoode Stephen now provides counsel for Wealth Stewards

overall tax and estate activities Stephen brings his expertise and experience to the

planning and implementation of individual client situations Stephen is registered with the

Law Society of Upper Canada in private practice and with the Ontario and Canadian

Institutes of Chartered Professional Accountants

Company Wealth Stewards Inc Title Director Tax amp Estate Planning

Website wwwwealthstewardsca

Webinar Speakers

2020 Dream Practice Virtual Accounting Conference 2014

Hamish Knox

As a licensed member of the global Sandler network Hamish works with business owners and chief

executives who are serious about creating sustainable sales cultures Hamish worked in sales across

a variety of industries including media communication services software and professional sports

before joining the Sandler network which melded his passions for sales and education Early in his

Sandler career Hamish was anointed a Sandler Rising Star for quickly building his business and

helping fellow Sandler colleagues with their businesses Hamish is a former Sandler Global Rookie of

the Year is a current member of Sandlers Franchisee Advisory Council and his book Accountability

the Sandler Way will be published in November

Company Sandler Training - Calgary Website wwwhamishsandlercom

Twitter sandlerhamish

Dan Mason

I speak about innovation related to business software and business models that help

small and medium sized businesses to transform and automate their business

processes to achieve maximum efficiency and improve customer experience

Dan Mason focuses on strategic planning and business model innovation by helping

small and medium sized businesses to automate and optimize their business processes

Drawing from his 20 years of experience working with various accounting and ERP

systems Dan has helped several small and medium sized businesses in various

verticals to build robust business software systems Dan started Business Innovation

Technologies Inc in 2008 and has successfully led the company from its inception into a market leading provider

of innovative business software solutions As CEO of Business Innovation Technologies Dan is responsible for

driving the organizationrsquos strategic agenda technology vision and business operations In addition to helping

companies deploy best-of-the-breed business software systems Dan has been working on integrating diverse

business systems through his companyrsquos industry leading software solution to import and export data from ANY

source to various accounting and business software

Company Business Innovation Technologies Inc Title President amp CEO

Website wwwbusinnovatechcom

wwwvirtualaccountingconferencecom

Webinar Speakers

Viola Olah

Viola Olah is a Hungarian born and raised in Transylvania (yes itrsquos a real placehellip) She

lives in Calgary with her hubby and her dog Nikki After she worked as a systems analyst

for a large oil and gas company for a number of years she decided in 2009 to open up her

own business VH Marketing Ltd an online marketing company She thrives on the

challenge of keeping up with the fast changing pace of the Internet world and implementing

cutting edge marketing strategies to her clientsrsquo marketing plan Seeing clients succeed

gives her great satisfaction and she is grateful for the long-term strong relationships she

forged with them Her clients are local small business owners and individual professionals

who are very good at their own craft and donrsquot have the time or the desire to market their own business VH

Marketingrsquos strategy is to build an impactful web presence not just a website by providing clients with an up to date

web design mobile setup and social media presence This is all tied together with strong ongoing SEO

(search engine optimization) placing the clientsrsquo business in front of the right target market generating leads on

consistent basis

Company VH Marketing Ltd Website wwwvhwebsitescom

David Merritt

David Merritt owner and creator of Client Track graduated with a BSc in Computing and has

been designing software ever since David developed Client Track after he saw a real need in

the Accounting Practitioners industry for a solution to help public practice accounting

professionals to organize and control all of their deadlines efficiently Realizing that a large part

of running a successful practice was managing clients chasing down paperwork and handling all

the returns David developed Client Track into a software solution that is built based on the

unique needs of accounting professionals across Canada

Company Client Track Website httpclienttrackca

Twitter Client_Track

Webinar Speakers

2020 Dream Practice Virtual Accounting Conference 2014

Karen Reyburn

Karen Reyburn is a creative-minded individual who specialises in online marketing for

accountancy firms A former accountant (and a Certified Public Accountant in the

States) Karen now assists accountancy firms with understanding and using online

marketing to get more leads A dual British-American citizen Karens past careers

include working with a Glasgow-based accountancy firm setting up and maintaining a

separate consultancy division for this firm She instigated monthly business workshops training and facilitating

business owners in marketing strategy and profitability She has delivered online webinars and offline seminars

for the Chamber of Commerce Bank of Scotland women in business and business growth events She assisted

in the delivery of a comprehensive Business Consulting Programme to accountants for over five years For five

years Karen managed the European office of a global network of accounting firms helping both accountants and

SMEs to improve their marketing efforts This included delivering webinars providing online training website

design and improvement email marketing blogging and marketing action plans Karen is also an

internationally-recognised photographer doing wedding photography family portraits and landscape photography

in Scotland England Ireland Cyprus Australia the United States and more

Company The Profitable Firm Title Owner

Website wwwtheprofitablefirmcom Twitter ProfitableFirm

Graham Smith

Graham Smith is Vice President of Business Development for TSGI-Chartered Accountants

one of the top SRampED consultancies in western Canada He has been active in the SRampED

industry for more than 8 years and has co-taught the course on SRampED for the Institute of

Chartered Accountants of Alberta Graham has worked on wide range of claims for companies

of all sizes and in all industrial sectors

Company TSGI Charted Accountants Title Vice President - Business Development

Website wwwtsgica

wwwvirtualaccountingconferencecom

Webinar Speakers

Rick Solomon CPA CGMA - Keynote Speaker

For over 20 years Rick Solomon has taught professionals around the world how to create

extraordinary results in their professional practices and lives by applying time tested

techniques and sometimes ancient wisdom in a number of ways His past practice as a

CPA and business advisor coupled with years of study at the Sedona Institute have

provided him a deep understanding of how to guide others to be free of the self-created

limitations that for many people make personal and professional success much harder

than it has to be Rick is presently the CEO of Thriving Firm a world leader in helping

professional service providers and advisors build more profitable and rewarding practices

He is the founder and serves as the main facilitator of the Masters Program a two-year workshop and coaching

program offered exclusively to open-minded professionals The Masters Program shares a very unique way to

achieve abundance in ones personal and professional life Rick has challenged thousands of professionals world-

wide to expand their view of themselves and the value they bring to their clients in order to reach new levels of

personal and professional abundance

Company Thriving Firm Title CEO - Founder and Lead Facilitator of the Masters Program

Website wwwthrivingfirmcom Twitter ricksolomoncpa

Amy Shumate

Amy brings 13 years US tax experience to her role as Director in the US Corporate Tax

Advisory practice Amy assists her Canadian clients and their affiliates with their US

federal and state corporate income franchise sales and use tax issues from a unique

cross-border perspective She has worked with all sizes of both public and private

corporations in all types of industries in helping them manage their US federal and state

tax compliance and consulting needs Prior to joining Trowbridge in early 2014 Amy

worked for two of the Big 4 firms beginning in 2001 where she helped clients with US

corporate tax compliance federal and state tax consulting due diligence work

structuring and controversy Amy has a BA and MBA from McMaster University and

an MSc (Tax) from Golden Gate University in San Francisco She is a Canadian Chartered Professional

Accountant registered in Ontario and a Certified Public Accountant registered in Illinois

Company TROWBRIDGE PROFESSIONAL CORPORATION Title Director US Corporate Tax Services

Website wwwtrowbridgeca

Webinar Speakers

2020 Dream Practice Virtual Accounting Conference 2014

Glenn Suart

Glenn Suart is a Calgary-based Strategist Entrepreneur and Host of ldquoTodayrsquos Great Ideardquo

a nationally syndicated program aimed at helping people doing something with their great

ideas Over the past 20 years at WriteMyPlan PricewaterhouseCoopers Consulting and

Nordicity Group Ltd he has helped hundreds of people build successful businesses

Friendly and approachable Glenn and his team create strong viable businesses and craft

compelling winning business plans Glenn also teaches Building An Effective Business

Case at Mount Royal University in Calgary

Company WriteMyPlan Website wwwWriteMyPlancom

Paul Tyers

Paul Tyers is Managing Director of Wealth Stewards Inc and Vice President of Portfolio

Stewards Inc registered with the Ontario Securities Commission He and his team provide

comprehensive wealth management services to affluent Canadians typically in conjunction

with their other ldquotrusted advisorsrdquo A Chartered Professional Accountant (CPA) Certified

Financial Planner (CFP) and Chartered Investment Manager (CIM) Paul has both the

education and experience to provide comprehensive wealth advisory services Upon

completion of a business degree Paul began his career at a major international CA firm

gaining experience in a wide variety of business sectors Moving into corporate finance with

Bank of Montreal followed by Corpfinance International experience was gained in mergers acquisitions succession

and growth financing In 1987 Paul partnered with a venture capital firm to acquire Retirement Counsel of Canada

(RCOC) and led it through substantial growth prior to selling it in 2002 Since 2002 Paul has returned to his passion

of building managing and preserving the wealth of affluent private clients His success is attributed to ensuring

clientsrsquo interests always come first Paul provides advice on the areas noted to the left and has pioneered the

integration of wealth management services into Canadian accountingtax firms

Company Wealth Stewards Inc Title Managing Director

Website httpwealthstewardsca

wwwvirtualaccountingconferencecom

Webinar Speakers

Sam Vassa

Sam Vassa heads PaymentEvolution ndash Canadarsquos largest and most loved cloud payroll and

payments service Sam founded the company with a team of technology and subject

matter specialists and devised an award-winning solution that empowers organizations and

their accountants to manage their own payroll process Previously Sam led business

development for the capital markets industry at Microsoft Corporation His team worked with

leading Microsoft partners to build compelling solutions for the financial services

industry Sam was responsible for alliance relationships with Microsoftrsquos largest global

partners as well as sales and marketing execution with the community He has worked

with Microsoftrsquos US and Canadian subsidiaries and is known for his passion for forming strong partnerships Sam was

a channel manager at Digital Equipment Canada and served with the Canadian Department of Foreign Affairs and

International Trade at their foreign missions worldwide He is a board member of Telecompute ndash a leading software

development firm pioneering the use of portable database technology for vertical markets Sam is active in the

emerging business market as an advisor and mentor to firms seeking management and technology expertise Sam is

a graduate of McMaster University where he studied biochemistry

Company PaymentEvolution Website wwwpaymentevolutioncom

Twitter samvassa

Peggy Tyers BBA - Event Organizer

Peggy Tyers earned an Honours Bachelor of Business Administration from Wilfrid Laurier

University After graduating she entered the retail sector She spent over 20 years

working with National retailers in several areas consulting marketing buying and

merchandising Peggy transferred those skills to another industry sector when she

brought the 2020 Group (leading volunteer membership organization for progressive

accountants in the world) to Canada Peggy looks for products and services to help

accountants improve the efficiency of their practice and improve their bottom lines

Company 2020 Canada Title President

Website www2020canadaca

Webinar Speakers

Scott Zandbergen

Scott Zandbergen has worked in the accounting software world for over 17 years He

spent many years at Sage where he built and grew the Simply Accounting Certified

Consultant program Later as Vice President of Product Management he led the product

strategy for Simply Accounting Accpac and MAS 90500 In early 2011

Scott joined Wave Accounting a fully automated 100 free double entry accounting

software designed for small businesses with less than 10 employees Scotts mission there

is to educate the accounting and bookkeeping communities about the solution Wave

offers their small business clients In a little over 3 years on the market Wave now has over 2 million users on its

platform

Company Wave Accounting Title VP Pro Network

Website wwwwaveappscom Twitter WaveHQ

Wayne Zielke

Wayne is the founder and CEO of LedgerDocs an online document management

application that was designed around the sharing managing and collaboration needs of

bookkeepers accountants and businesses Wayne has spent his career working in the

accounting industry and understands first-hand the workflow and process involved in

providing exceptional full cycle bookkeeping and accounting services to clients From these

experiences he decided to create an application that streamlines the bookkeeping and

accounting process while promoting collaboration among bookkeepers accountants and

their amazing clients

Company LedgerDocs Title Chief Executive Officer

Website wwwledgerdocscom Twitter ledgerdocs

2020 Dream Practice Virtual Accounting Conference 2014

wwwvirtualaccountingconferencecom

2020 Dream Practice

Virtual Accounting Conference

Virtual Conference for Accountants

October 1 and 2 2014

Webinars

Presentations will be held on

Tuesdays and Thursdays from June 3

2014 through January 27 2015

Presentations scheduled from 1100

am MST to 100 pm MST

Schedule includes one hour for

presentation and up to one hour for

questions

Over 32 webinars with

industry experts

wwwvirtualaccountingconferencecom

Collaborate Innovate Prosper

Gold Sponsors

Silver Sponsors

Page 10: Virtual Accounting Conference 2014

2020 Dream Practice Virtual Accounting Conference 2014

Keynote Speaker Chris Frederiksen CPA

Chris Frederiksen is one of the best-known and most highly-rated seminar

leaders in the world as well as a consultant to accountancy firms worldwide He is

also a practicing accountant in San Francisco California His experience includes

partnership positions with two international CPA firms and building several

independent practices in the San Francisco Bay Area

As a consultant for the past twenty years he has been helping small and medium

sized accountancy firms achieve their goals of greater profitability and greater

personal satisfaction for the owners He is now committed to helping CPAs and

tax professionals excel in financial services strategic planning and other new

service areas

The Cloud Exposed Many business consultants strongly advocate the adoption

of cloud computing believing this to be the future of IT

infrastructure It is generally accepted that the term ldquothe

cloudrdquo is synonymous with ldquothe internetrdquo The precise

definition of cloud computing is slightly contentious but in

this post we use the term to signify a hosted service

delivery model A hosted service allows a userrsquos programs

applications files and other data to be stored on an off-site

server usually owned and managed by a hosted service

provider The data is then accessed by the user over the

internet Here are 5 advantages that cloud computing holds

over traditional methods

Disaster recovery ndash At any given time your firm is at risk of

numerous disasters fire flooding earthquakes theft and

hardware failure and just a few examples In the event of

such a disaster you need to ensure that you have appropri-

ate recovery systems in place An important advantage of

cloud computing is that your data and programs are stored

off-site Hosted service providers generally own the servers

that store your information and go to great lengths to pro-

tect and maintain them backing up your information in

multiple servers and data centers in multiple areas of the

country

Security - Data breaches are a serious issue the costs of a

data breach to your firm could be devastating Primary

causes of data breaches include criminal activity (theft and

hacking) and staff negligence (the loss or ineffective

disposal of equipment containing sensitive information)

Cloud computing can significantly reduce the risk of a data

breach As your data is stored securely in an off-site

location it cannot be misplaced or disposed of

inadequately Moreover the security offered by hosted

service providers is generally far superior to that of an

office reducing the risk of hardware theft and data

hacking

Work from Anywhere - Because only an internet connection

is required to access your files and programs you and your

colleagues can work from any computer in any location

With the proliferation of mobile devices such as tablets and

smartphones business professionals now have even more

flexibility to access and work with their data

Collaboration ndash Traditional methods of computing see a file

stored either to a server or an individual machine with only

a single user being able to work on it at a time An

innovative aspect of cloud computing is that you and your

colleagues can work simultaneously on the same file

Cost Reduction ndash As mentioned previously hosted service

providers generally own the servers that store your data

This means that the cost of purchasing and maintaining a

server and licenses is nullified Software updates and virus

protection are also handled by the provider freeing up

your resources for other tasks Additionally you can scale

your operations more accurately when your system

requirements are managed by a hosted service provider

Instead of making a large investment in a faster or larger

server you can simply upgrade your service contract

Are you interested in getting on the cloud Give us a call

and we can help you get started on your cloud journey

- 2020 Group USA (originally appeared as a blog post on

www2020groupusacom)

Chris Frederikesn

www2020groupusacom

wwwvirtualaccountingconferencecom

Event Organizer Spotlight Dream Practice

Accountants Manifesto I first joined the

accounting world in 1991 and became a Chartered

Accountant in 2000 I have spent the bulk of my

career working with and advising small to medium-

sized enterprises I have experience working in all

sizes of accounting firms from sole practitioners to

international firms

My focus in my career has been to find new and

better ways to integrate innovation and technology

to enhance the customer experience and improve

efficiency in the accounting process

My journey has been unique in that I have

met some very innovative accountants and mentors

in my career I have been very fortunate to be in a

position to learn from them compare their ideas

and to truly choose the best of the best I share my

experiences as I saw them sometimes updated with

the benefit of hindsight My postings are candid

and generally unfiltered I do not intend to offend

but will apologize in advance if I do

The purpose of my Blog and website is to share my

discoveries in the hopes of advancing our

profession Personally I would like nothing more

than to free accountants from the stress created by

high volume commodity work allowing them the

freedom to pursue work that is rewarding

personally and professionally

I welcome you to share my journey and to offer

your thoughts and comments along the way The

information and materials that I will share are not

intended to be offered as a one-size fits all solution

but rather to offer you some thoughts that you may

wish to explore further

My site is dedicated to sharing my ldquoAccountantrsquos

Manifestordquo I cover the following general areas

Efficiency versus Effectiveness

Outsourcing

Networking and Marketing

Technology

Consulting Tools

Consulting Mindset

Innovations that impact accounting

I create tags to allow easy searching ndash no point

wasting time on a topic if it isnrsquot immediately

relevant to you

My overall goal is to reduce the hours worked by

accountants and increase overall profitability One

of my friendrsquos made an interesting comment

recently ldquoAlmost every accountant that I know can

tell me how much his gross revenue is but very few

know what their actual costs arerdquo I challenge you to

learn more about your practice so that you can bid

on the right kinds of projects and earn what you are

worth ndash your education should be your most valued

possession

Visit Us Online

wwwdreampracticeca

2020 Canada is the premier volunteer membership

group for accountants in Canada for small and medi-

um-size practitioners 2020 Canada started in 2005

our membership is coast-to-coast representing CAs

CGAs and CMAs in Public Practice 2020 Canada

appeals to those accountants who are interested in

improving their practices through improved

efficiencies expanded offerings and marketing

initiatives that result in improved bottom lines

2020 Canada is the Canadian branch of The 2020

Group Worldwide in the UK The 2020 Group was

founded in the 1990s by three of the best-known

consultants and seminar leaders in the profession

Ian Fletcher Chris Frederiksen and Gordon Gilchrist

They recognized that historical compliance services

were likely to be limited growth areas for account-

ants and that progressive firms would need to offer

their clients more value-added services For that

new tools and ideas would be needed Since the

launch the 2020 Group has organizations in UK and

Ireland USA South Africa and Canada with

world-wide members as part of 2020 International

2020 Canada offers Professional Development

courses through webinars seminars and confer-

ences focussing primarily in non-compliance areas

Practice Management Marketing and Consulting

Business Advisory Services Legal Issues Efficiency

Resources in IT Software Outsourcing Services and

others

Event Organizer Spotlight 2020 Canada

For Membership Information Visit Us Online

www2020canadaca

Benefits of 2020 Canada Membership Fantastic VALUE 25 discount on 2020 Canada Professional Development Courses Discounts on 2020 Tools Discount on 2020 Canada Conferences and Seminars Discounts on third party products and services (Please see our list of Value Added Services)

Members Newsletter You will also receive regular correspondence through our e-newsletters packed full with useful practice management and marketing ideas Members are also encouraged to pose questions in the QampA section of the website where answers and features are made within the newsletters

TelephoneEmail support We act as a resource to your practice and encourage you to call us with questions and requests Over the years the 2020 Membership Group has become highly colle-gial and members are generally more than willing to share information with each other

Access to an international affiliation of professional accountants

2020 Dream Practice Virtual Accounting Conference 2014

Gold Sponsor

Irsquove worked with a company that fully embraces ldquobusiness process

outsourcingrdquo Anything that we could outsource to virtual workers we have and it has

greatly reduced the amount of square footage that our company needs hence greatly

reducing our carbon footprint and office expenses It also benefits the workers we

employ in the sense that they get to live where they want and be in their home work

environment If you really think about it you rsquod be surprised about exactly how many

task you can actually outsource and that can be done online It rsquos nice to be on

the forefront of a new growth industry

John B ndash Geeks On The Way

Increase productivity expand your business and save money ndash outsource your business processes with Tursa Group

We have a talented team of specialists in various fields of IT marketing administration and finance ready to look after your companyrsquos needs so

that you can concentrate on growing your company

For More Information Visit Us Online

wwwtursagroupcom

wwwvirtualaccountingconferencecom

2020 Dream Practice Virtual Accounting Conference 2014

Gold Sponsor

Zohocom offers a comprehensive suite of award-winning online business productivity amp collaboration applications Customers use Zoho Applications to run their business processes manage their information and be more productive while at the office or on the go without having to worry about expensive or outdated hardware or software To date Zohocom has launched 25+ online applications mdash from CRM to Mail Office Suite Project Management Invoicing Web conferencing and more Zoho has received numerous awards including an InfoWorld 2009 Product of the Year award a 2008 PC World 25 Most Innovative Products Award and a 2007 TechCrunch Best Enterprise Start-up Zohocom is a division of Zoho Corporation a privately-held and profitable company With offices in CA Austin Chennai Yoko-hama and Beijing Zoho Corporation serves the technology needs of more than 9 million customers worldwide

For More Information Visit Us Online

wwwzohocom

Silver Sponsors

The Accounting Practitioners Symposium is an information

resource for Accounting Professionals to examine bringing

together different technology to create a simplified and

streamlined office process to help grow your business

wwwaccountingsymposiumcom

We build tools that simply make life easier

The goal of Client Track is to help take control of your

practice and save you time by combining all of the office

management tools into one easy-to-use package

wwwclienttrackca

Online Marketing amp Web Design

VH Marketingrsquos strategy is to build an outstanding web

presence not just a website by providing clients with an

up-to-date web design mobile setup and social media

presence tied together with strong ongoing SEO

(search engine optimization) Following this proven strategy

places our clients business in front of the right target

market generating leads on consistent basis

wwwvhwebsitescom

Wealth Stewards Inc is the partner of choice for Chartered

Professional Accountants who want to provide their valued

clients with a wealth management firm that is prudent and

a true steward of their wealth Wealth Stewards Inc

partners with accountants to provide both tax effective and

sound wealth management strategies together we help

our clients achieve long-term financial goals

wwwwealthstewardsca

Wolters Kluwer enables legal tax finance and healthcare

professionals to be more effective and efficient We provide

information software and services that deliver vital in-

sights intelligent tools and the guidance of subject-matter

experts

wwwwolterskluwercom

wwwvirtualaccountingconferencecom

Webinar Schedule SpringSummer

Date Topic Speaker

Last Speaker

First

632014 Connect With Your Clients With Intent Using ASPiRE

Crosser John

6102014 Integrating Wealth Management Tyers Paul

6122014 Learn about XLGL an Excel add-in which connects to Sage 50 databases to produce customized reports

Carrier Daniel

6172014 LedgerDocs Never Lose a Receipt Zielke Wayne

6192014 Protecting Those that Run Your Business Crosser John

6242014 Drop the Struggle amp Thrive Solomon Rick

732014 Working In The Cloud A Bookkeepers Perspective Bouffard Keri

782014 Clouds Taking the First Steps Irving Graham

7102014 Importing Data into Small Business Accounting Programs

Mason Dan

7152014 Shoeboxedcom Hourigan Mike

7222014 5 Ways to Grow Your Business Borschowa Jeff

7242014 Supercharge Your Documentation Bellehumeur Adrienne

7292014 Protecting Your Business Entity Crosser John

7312014 Client Track as a Practice Management Solution Merritt David

852014 Creating and Implementing a Marketing Plan Buol Ruszczyk Bonnie

8122014 Accounting in The Cloud Zandbergen Scott

8192014 High Level Overview of Business Processes Borschowa Jeff

8262014 The Enlightened Accountant Solomon Rick

2020 Dream Practice Virtual Accounting Conference 2014

Webinar Schedule FallWinter

wwwvirtualaccountingconferencecom

Date Topic Speaker

Last Speaker

First

922014 Sandler Rules for Building Your Practice to Work Smarter Not Harder

Knox Hamish

942014 Social Media Strategies for Accountants and Bookkeepers Olah Viola

992014 Make Your Website a Business Development Tool Buol Ruszczyk Bonnie

9112014 Business Development Intelligence (BDI) Fritsch Chris

9162014 Succession Planning Tyers Paul

9182014 Turning Your Accountancy Firm Website Into a Lead Generation Machine

Reyburn Karen

9232014 Benchmarking for Success Borschowa Jeff

9252014 A Brief Tour Through Wills and Estate Planning Jones Stephan

9302014 Sales and Marketing Eden Jan

1072014 Social Media The Good Bad and Effective Buol Ruszczyk Bonnie

1092014 An Introduction to SRampED What It Is and What Can It Do For Your Clients

Smith Graham

10142014 Understanding and Utilizing Insurance Company Investment and Income Products

Findlay Curtis

10162014 Key Elements of a Lead Generating Website Olah Viola

10212014 Improving the Bottom Line Through Niche Marketing Tyers Peggy

10232014 LedgerOnline Zielke Wayne

10282014 Going Paperless Duncan Brooks

1142014 Growing Your Firm with LinkedIn Buol Ruszczyk Bonnie

1162014 Expanding Business Activities to the United States (Canadian Companies)

Shumate Amy

11132014 Business Planning For Organizations of all Sizes Findlay Curtis

11182014 The Power of Niche Marketing for Accountants Reyburn Karen

11252014 Profitable Cloud-Based Payroll for your Practice Vassa Sam

1222014 Turning Great Ideas Into Reality Suart Glenn

1292014 Colour Accounting Descoteaux Stephanie

Webinar Speakers

Adrienne Bellehumeur CA CISA PMP

Adrienne Bellehumeur lives in Calgary Alberta and works as a consultant specializing

in business analysis audit and effective documentation Her focus is on helping

companies track monitor and protect their most valuable assets information and

intellectual capital Adrienne began her career as a Chartered Accountant working with

clients on audits assessing financial controls and Sarbanes-Oxley (SOX) compliance

projects Her experience over the years includes requirements management process

modelling project communications technical writing and developing documentation

strategies and systems Adrienne continues to actively research present on and write

about effective documentation and business analysis practices

Company BELLEHUMEUR amp ASSOCIATES Website wwwleadersinbusinessanalysiscom

Jeff Borschowa - Event Organizer amp Host

I first joined the accounting world in 1991 and became a Chartered Accountant in 2000 I

have spent the bulk of my career working with and advising small to medium-sized

enterprises I have experience working in all sizes of accounting firms from sole

practitioners to international firms My focus in my career has been to find new and better

ways to integrate innovation and technology to enhance the customer experience and

improve efficiency in the accounting process My journey has been unique in that I have

met some very innovative accountants and mentors in my career I have been very

fortunate to be in a position to learn from them compare their ideas and to truly choose

the best of the best Personally I would like nothing more than to free accountants from the stress created by high

volume commodity work allowing them the freedom to pursue work that is rewarding personally and professionally My

overall goal is to reduce the hours worked by accountants and increase overall profitability One of my friendrsquos made an

interesting comment recently ldquoAlmost every accountant that I know can tell me how much his gross revenue is but

very few know what their actual costs arerdquo I challenge you to learn more about your practice so that you can bid on the

right kinds of projects and earn what you are worth ndash your education should be your most valued possession

Company Dream Practice Website wwwdreampracticeca

Twitter DreamPractices

2020 Dream Practice Virtual Accounting Conference 2014

wwwvirtualaccountingconferencecom

Webinar Speakers

Kerri Bouffard

Kerri Bouffard CPB has been a professional bookkeeper for over 20 years and has

been operating her own company Add-Vantage Bookkeeping since 2003

She has been happily working completely in the cloud since 2012 ndash with no copies of

any software loaded directly on her local computer system

Company Add-Vantage Bookkeeping Website httpaddvantagebookkeepingcom

Bonnie Buol Ruszczyk

Bonnie Buol Ruszczyk is the founder and president of bbr marketing which provides

marketing services and strategy for professional services firms Every day she and her

talented staff help accountants all over North America reach their audiences and grow

their firms by creating and implementing customized solutions that differentiate each

client in their individual market Named one of 2013rsquos Top 100 Most Influential People in

accounting by Accounting Today for the 2nd year in a row she is an active volunteer in a

number of organizations including serving as president of the Atlanta AAM Chapter and

a regular contributor to a variety of news and industry websites

Company bbr marketing Title Founder and President

Website wwwbbrmarketingcom

Webinar Speakers

2020 Dream Practice Virtual Accounting Conference 2014

Daniel Carrier

Daniel Carrier has close to 40 yearsrsquo experience in bookkeeping Hersquos worked as a

consultant since 1993 and has recommended and installed a number of bookkeeping

software Daniel founded Logicim in 2004 with his partner his son It is Pierre Alain

Carrier who has created the now famous XLGL and Daniel is proud to be participating in

this great reporting initiative

Company Logicim Inc Website wwwlogicimtechcom

John Crosser

John Crosser is the owner of Knights Financial Management an independent

insurance service company John believes it is important to ensure businesses not only

properly protect their business entity but also those that make their business run At

Knights Financial Management we focus on small to medium sized businesses looking for

help as they navigate their way through the world of business Having the right type

and the right amount of insurance will help provide financial peace of mind to owners

so they can concentrate on ldquodoingrdquo business John is actively involved in his community

As the author of ASPiRE A Financial Workbook for the Canadian Teen John routinely

presents to schools and business to help increase financial literacy By helping people understand the moving parts

of a financial game plan (goals setting cash flow and debt management asset

protect and building wealth) John feels they will be more financially

bull Fit--through wise budgeting of time and money

bull Independent--through discovering their own skills setting and accomplishing goals

bull Responsible--through focused activities and self-discipline

bull Secure--through building multiple streams of cash flow

With proper financial literacy individuals families schools businesses communities provinces and Canada at large

will be stronger In addition to growing his business John enjoys spending time with his wife Jeanelle and their two

daughters Ashley and Jayme John loves working on his golf handicap making furniture and barbecuing with family

and friends

Company Knights Financial Management and Portfolio Strategies Corporation Website httpwwwknightsfmca

wwwvirtualaccountingconferencecom

Webinar Speakers

Stephanie Descoteaux DFA-BSS

Steacutephanie Descocircteaux is president and CEO of Calculated Approach Consulting Inc and

founder of Digits amp Decimals Inc But those are not the titles she loves itrsquos her real job as

a bookkeeping systems specialist that indicates her true passion Her focus is always on

educating clients improving systems and measuring the accomplishments of those

systems This vision empowers small business owners and entrepreneurs and has

commanded an impressive client list that continues to grow Steacutephanie founded Digits amp

Decimals Inc in 2001 a professional bookkeeping company She is the lead trainer and

consultant and has grown the business to include a staff of experts In 2011 Stephanie

launched Calculated Approach Consulting Inc a company that offers mentorship controllership and consulting

services to business owners or other bookkeepers Steacutephaniersquos professional affiliations include membership in the

Canadian Payroll Association (CPA) Institute of Professional Bookkeepers of Canada (IPBC) and Association of

Certified Fraud Examiners (ACFE) She is also a QuickBooks ProAdvisor has completed the Distinguish Financial

Advisor ndash Bookkeeping System Specialist (DFABSS) a 2 years bookkeeping certification with the Knowledge

Bureau she recently became a Sale Partner with Accounting Comes Alive ndash Color Accounting and is one of few

accredited Training Partner in Canada for Accounting Comes Alive ndash Color Accounting Steacutephaniersquos presentations

are available in English or French

Company Calculated Approach Consulting Inc Website wwwdigitsdecimalscom

Twitter DigitsDecimals

Brooks Duncan

Brooks Duncan helps individuals and small businesses go paperless at Docu-

mentSnapcom where he writes about tools workflows and taking action Hes a

CPACMA and a former computer programmer and financial software support manager

Brooks lives in Vancouver BC

Company DocumentSnapcom Website wwwdocumentsnapcom

Webinar Speakers

2020 Dream Practice Virtual Accounting Conference 2014

Chris Fritsch JD

As a Business Development Intelligence Consultant Chris Fritsch works together with

professional services firms to help support their Business Development efforts and

maximize their return on investment Chris and her team at ClientsFirst help Clients

utilize information and competitive intelligence to guide their business development

decisions and strategies to enhance their client development efforts

Chris also writes and speaks nationally on topics including competitive intelligence

business development client relationship management relationship intelligence web

marketing and the use of technology to enhance profitability In her former role as a

Legal Technologist she advised top law firms and professionals about competitive intelligence and innovative uses

of Internet technology Chris has also worked in-house as a Legal Technologist for an Am Law 50 law firm based in

Atlanta and as a Technology Consultant and Webmaster for Emory Law School She was also the Managing

Partner of a consulting firm specializing in providing technology solutions Chris received her law degree from

Emory University School of Law in Atlanta GA where she served as Managing Editor of the Emory International

Law Review as well as student and faculty technology consultant In her spare time Chris blogs and designs

websites and electronic newsletters

Company Clients First Consulting Title Business Development Intelligence Consultant

Website wwwClientsFirstConsultingcom Twitter CRMSuccess

Curtis Findlay

Curtis Findlay CFP is recognized nationally in the Canadian financial industry as both a

mentor of financial advisors as well as a successful advisor After graduating college Curtis

entered the financial industry in 1978 He operates his business activities from Canmore

Alberta Curtis has extensive experience advising entrepreneurs and mid-wealth individuals

with a variety of financial business and personal planning endeavours His comments are

made to Dream Practice through his firm Compass Financial Planning Services Ltd and not

related to a securities entity

Company Compass Financial Planning Services Ltd Website httpwwwcompfinnet

wwwvirtualaccountingconferencecom

Webinar Speakers

Mike Hourigan

Mike Hourigan is the Marketing Manager for Shoeboxedcom He is a graduate of the

University of North Carolina at Chapel Hill where he studied advertising Mike oversees all

of Shoeboxeds online marketing initiatives as well as the companys integrated partner

relations When Mike isnt helping small businesses and accountants get set up with

Shoeboxed he enjoys hiking and walking 18 holes at the nearest public golf course

Company Shoeboxedcom Website wwwshoeboxedcom

Twitter michaelhourigan

Stephen Jones LL M CPA CA

Stephen graduated from Dalhousie Law School He then articled in Toronto Shortly after

he obtained his CA designation working for one of the predecessors or KPMG In 1990

he joined BMO at its head office as a taxation lawyer and accountant

He rounded out his education in 2006 graduating with his Masters of Laws (LLM) in trust

and fiduciary law at Osgoode Stephen now provides counsel for Wealth Stewards

overall tax and estate activities Stephen brings his expertise and experience to the

planning and implementation of individual client situations Stephen is registered with the

Law Society of Upper Canada in private practice and with the Ontario and Canadian

Institutes of Chartered Professional Accountants

Company Wealth Stewards Inc Title Director Tax amp Estate Planning

Website wwwwealthstewardsca

Webinar Speakers

2020 Dream Practice Virtual Accounting Conference 2014

Hamish Knox

As a licensed member of the global Sandler network Hamish works with business owners and chief

executives who are serious about creating sustainable sales cultures Hamish worked in sales across

a variety of industries including media communication services software and professional sports

before joining the Sandler network which melded his passions for sales and education Early in his

Sandler career Hamish was anointed a Sandler Rising Star for quickly building his business and

helping fellow Sandler colleagues with their businesses Hamish is a former Sandler Global Rookie of

the Year is a current member of Sandlers Franchisee Advisory Council and his book Accountability

the Sandler Way will be published in November

Company Sandler Training - Calgary Website wwwhamishsandlercom

Twitter sandlerhamish

Dan Mason

I speak about innovation related to business software and business models that help

small and medium sized businesses to transform and automate their business

processes to achieve maximum efficiency and improve customer experience

Dan Mason focuses on strategic planning and business model innovation by helping

small and medium sized businesses to automate and optimize their business processes

Drawing from his 20 years of experience working with various accounting and ERP

systems Dan has helped several small and medium sized businesses in various

verticals to build robust business software systems Dan started Business Innovation

Technologies Inc in 2008 and has successfully led the company from its inception into a market leading provider

of innovative business software solutions As CEO of Business Innovation Technologies Dan is responsible for

driving the organizationrsquos strategic agenda technology vision and business operations In addition to helping

companies deploy best-of-the-breed business software systems Dan has been working on integrating diverse

business systems through his companyrsquos industry leading software solution to import and export data from ANY

source to various accounting and business software

Company Business Innovation Technologies Inc Title President amp CEO

Website wwwbusinnovatechcom

wwwvirtualaccountingconferencecom

Webinar Speakers

Viola Olah

Viola Olah is a Hungarian born and raised in Transylvania (yes itrsquos a real placehellip) She

lives in Calgary with her hubby and her dog Nikki After she worked as a systems analyst

for a large oil and gas company for a number of years she decided in 2009 to open up her

own business VH Marketing Ltd an online marketing company She thrives on the

challenge of keeping up with the fast changing pace of the Internet world and implementing

cutting edge marketing strategies to her clientsrsquo marketing plan Seeing clients succeed

gives her great satisfaction and she is grateful for the long-term strong relationships she

forged with them Her clients are local small business owners and individual professionals

who are very good at their own craft and donrsquot have the time or the desire to market their own business VH

Marketingrsquos strategy is to build an impactful web presence not just a website by providing clients with an up to date

web design mobile setup and social media presence This is all tied together with strong ongoing SEO

(search engine optimization) placing the clientsrsquo business in front of the right target market generating leads on

consistent basis

Company VH Marketing Ltd Website wwwvhwebsitescom

David Merritt

David Merritt owner and creator of Client Track graduated with a BSc in Computing and has

been designing software ever since David developed Client Track after he saw a real need in

the Accounting Practitioners industry for a solution to help public practice accounting

professionals to organize and control all of their deadlines efficiently Realizing that a large part

of running a successful practice was managing clients chasing down paperwork and handling all

the returns David developed Client Track into a software solution that is built based on the

unique needs of accounting professionals across Canada

Company Client Track Website httpclienttrackca

Twitter Client_Track

Webinar Speakers

2020 Dream Practice Virtual Accounting Conference 2014

Karen Reyburn

Karen Reyburn is a creative-minded individual who specialises in online marketing for

accountancy firms A former accountant (and a Certified Public Accountant in the

States) Karen now assists accountancy firms with understanding and using online

marketing to get more leads A dual British-American citizen Karens past careers

include working with a Glasgow-based accountancy firm setting up and maintaining a

separate consultancy division for this firm She instigated monthly business workshops training and facilitating

business owners in marketing strategy and profitability She has delivered online webinars and offline seminars

for the Chamber of Commerce Bank of Scotland women in business and business growth events She assisted

in the delivery of a comprehensive Business Consulting Programme to accountants for over five years For five

years Karen managed the European office of a global network of accounting firms helping both accountants and

SMEs to improve their marketing efforts This included delivering webinars providing online training website

design and improvement email marketing blogging and marketing action plans Karen is also an

internationally-recognised photographer doing wedding photography family portraits and landscape photography

in Scotland England Ireland Cyprus Australia the United States and more

Company The Profitable Firm Title Owner

Website wwwtheprofitablefirmcom Twitter ProfitableFirm

Graham Smith

Graham Smith is Vice President of Business Development for TSGI-Chartered Accountants

one of the top SRampED consultancies in western Canada He has been active in the SRampED

industry for more than 8 years and has co-taught the course on SRampED for the Institute of

Chartered Accountants of Alberta Graham has worked on wide range of claims for companies

of all sizes and in all industrial sectors

Company TSGI Charted Accountants Title Vice President - Business Development

Website wwwtsgica

wwwvirtualaccountingconferencecom

Webinar Speakers

Rick Solomon CPA CGMA - Keynote Speaker

For over 20 years Rick Solomon has taught professionals around the world how to create

extraordinary results in their professional practices and lives by applying time tested

techniques and sometimes ancient wisdom in a number of ways His past practice as a

CPA and business advisor coupled with years of study at the Sedona Institute have

provided him a deep understanding of how to guide others to be free of the self-created

limitations that for many people make personal and professional success much harder

than it has to be Rick is presently the CEO of Thriving Firm a world leader in helping

professional service providers and advisors build more profitable and rewarding practices

He is the founder and serves as the main facilitator of the Masters Program a two-year workshop and coaching

program offered exclusively to open-minded professionals The Masters Program shares a very unique way to

achieve abundance in ones personal and professional life Rick has challenged thousands of professionals world-

wide to expand their view of themselves and the value they bring to their clients in order to reach new levels of

personal and professional abundance

Company Thriving Firm Title CEO - Founder and Lead Facilitator of the Masters Program

Website wwwthrivingfirmcom Twitter ricksolomoncpa

Amy Shumate

Amy brings 13 years US tax experience to her role as Director in the US Corporate Tax

Advisory practice Amy assists her Canadian clients and their affiliates with their US

federal and state corporate income franchise sales and use tax issues from a unique

cross-border perspective She has worked with all sizes of both public and private

corporations in all types of industries in helping them manage their US federal and state

tax compliance and consulting needs Prior to joining Trowbridge in early 2014 Amy

worked for two of the Big 4 firms beginning in 2001 where she helped clients with US

corporate tax compliance federal and state tax consulting due diligence work

structuring and controversy Amy has a BA and MBA from McMaster University and

an MSc (Tax) from Golden Gate University in San Francisco She is a Canadian Chartered Professional

Accountant registered in Ontario and a Certified Public Accountant registered in Illinois

Company TROWBRIDGE PROFESSIONAL CORPORATION Title Director US Corporate Tax Services

Website wwwtrowbridgeca

Webinar Speakers

2020 Dream Practice Virtual Accounting Conference 2014

Glenn Suart

Glenn Suart is a Calgary-based Strategist Entrepreneur and Host of ldquoTodayrsquos Great Ideardquo

a nationally syndicated program aimed at helping people doing something with their great

ideas Over the past 20 years at WriteMyPlan PricewaterhouseCoopers Consulting and

Nordicity Group Ltd he has helped hundreds of people build successful businesses

Friendly and approachable Glenn and his team create strong viable businesses and craft

compelling winning business plans Glenn also teaches Building An Effective Business

Case at Mount Royal University in Calgary

Company WriteMyPlan Website wwwWriteMyPlancom

Paul Tyers

Paul Tyers is Managing Director of Wealth Stewards Inc and Vice President of Portfolio

Stewards Inc registered with the Ontario Securities Commission He and his team provide

comprehensive wealth management services to affluent Canadians typically in conjunction

with their other ldquotrusted advisorsrdquo A Chartered Professional Accountant (CPA) Certified

Financial Planner (CFP) and Chartered Investment Manager (CIM) Paul has both the

education and experience to provide comprehensive wealth advisory services Upon

completion of a business degree Paul began his career at a major international CA firm

gaining experience in a wide variety of business sectors Moving into corporate finance with

Bank of Montreal followed by Corpfinance International experience was gained in mergers acquisitions succession

and growth financing In 1987 Paul partnered with a venture capital firm to acquire Retirement Counsel of Canada

(RCOC) and led it through substantial growth prior to selling it in 2002 Since 2002 Paul has returned to his passion

of building managing and preserving the wealth of affluent private clients His success is attributed to ensuring

clientsrsquo interests always come first Paul provides advice on the areas noted to the left and has pioneered the

integration of wealth management services into Canadian accountingtax firms

Company Wealth Stewards Inc Title Managing Director

Website httpwealthstewardsca

wwwvirtualaccountingconferencecom

Webinar Speakers

Sam Vassa

Sam Vassa heads PaymentEvolution ndash Canadarsquos largest and most loved cloud payroll and

payments service Sam founded the company with a team of technology and subject

matter specialists and devised an award-winning solution that empowers organizations and

their accountants to manage their own payroll process Previously Sam led business

development for the capital markets industry at Microsoft Corporation His team worked with

leading Microsoft partners to build compelling solutions for the financial services

industry Sam was responsible for alliance relationships with Microsoftrsquos largest global

partners as well as sales and marketing execution with the community He has worked

with Microsoftrsquos US and Canadian subsidiaries and is known for his passion for forming strong partnerships Sam was

a channel manager at Digital Equipment Canada and served with the Canadian Department of Foreign Affairs and

International Trade at their foreign missions worldwide He is a board member of Telecompute ndash a leading software

development firm pioneering the use of portable database technology for vertical markets Sam is active in the

emerging business market as an advisor and mentor to firms seeking management and technology expertise Sam is

a graduate of McMaster University where he studied biochemistry

Company PaymentEvolution Website wwwpaymentevolutioncom

Twitter samvassa

Peggy Tyers BBA - Event Organizer

Peggy Tyers earned an Honours Bachelor of Business Administration from Wilfrid Laurier

University After graduating she entered the retail sector She spent over 20 years

working with National retailers in several areas consulting marketing buying and

merchandising Peggy transferred those skills to another industry sector when she

brought the 2020 Group (leading volunteer membership organization for progressive

accountants in the world) to Canada Peggy looks for products and services to help

accountants improve the efficiency of their practice and improve their bottom lines

Company 2020 Canada Title President

Website www2020canadaca

Webinar Speakers

Scott Zandbergen

Scott Zandbergen has worked in the accounting software world for over 17 years He

spent many years at Sage where he built and grew the Simply Accounting Certified

Consultant program Later as Vice President of Product Management he led the product

strategy for Simply Accounting Accpac and MAS 90500 In early 2011

Scott joined Wave Accounting a fully automated 100 free double entry accounting

software designed for small businesses with less than 10 employees Scotts mission there

is to educate the accounting and bookkeeping communities about the solution Wave

offers their small business clients In a little over 3 years on the market Wave now has over 2 million users on its

platform

Company Wave Accounting Title VP Pro Network

Website wwwwaveappscom Twitter WaveHQ

Wayne Zielke

Wayne is the founder and CEO of LedgerDocs an online document management

application that was designed around the sharing managing and collaboration needs of

bookkeepers accountants and businesses Wayne has spent his career working in the

accounting industry and understands first-hand the workflow and process involved in

providing exceptional full cycle bookkeeping and accounting services to clients From these

experiences he decided to create an application that streamlines the bookkeeping and

accounting process while promoting collaboration among bookkeepers accountants and

their amazing clients

Company LedgerDocs Title Chief Executive Officer

Website wwwledgerdocscom Twitter ledgerdocs

2020 Dream Practice Virtual Accounting Conference 2014

wwwvirtualaccountingconferencecom

2020 Dream Practice

Virtual Accounting Conference

Virtual Conference for Accountants

October 1 and 2 2014

Webinars

Presentations will be held on

Tuesdays and Thursdays from June 3

2014 through January 27 2015

Presentations scheduled from 1100

am MST to 100 pm MST

Schedule includes one hour for

presentation and up to one hour for

questions

Over 32 webinars with

industry experts

wwwvirtualaccountingconferencecom

Collaborate Innovate Prosper

Gold Sponsors

Silver Sponsors

Page 11: Virtual Accounting Conference 2014

wwwvirtualaccountingconferencecom

Event Organizer Spotlight Dream Practice

Accountants Manifesto I first joined the

accounting world in 1991 and became a Chartered

Accountant in 2000 I have spent the bulk of my

career working with and advising small to medium-

sized enterprises I have experience working in all

sizes of accounting firms from sole practitioners to

international firms

My focus in my career has been to find new and

better ways to integrate innovation and technology

to enhance the customer experience and improve

efficiency in the accounting process

My journey has been unique in that I have

met some very innovative accountants and mentors

in my career I have been very fortunate to be in a

position to learn from them compare their ideas

and to truly choose the best of the best I share my

experiences as I saw them sometimes updated with

the benefit of hindsight My postings are candid

and generally unfiltered I do not intend to offend

but will apologize in advance if I do

The purpose of my Blog and website is to share my

discoveries in the hopes of advancing our

profession Personally I would like nothing more

than to free accountants from the stress created by

high volume commodity work allowing them the

freedom to pursue work that is rewarding

personally and professionally

I welcome you to share my journey and to offer

your thoughts and comments along the way The

information and materials that I will share are not

intended to be offered as a one-size fits all solution

but rather to offer you some thoughts that you may

wish to explore further

My site is dedicated to sharing my ldquoAccountantrsquos

Manifestordquo I cover the following general areas

Efficiency versus Effectiveness

Outsourcing

Networking and Marketing

Technology

Consulting Tools

Consulting Mindset

Innovations that impact accounting

I create tags to allow easy searching ndash no point

wasting time on a topic if it isnrsquot immediately

relevant to you

My overall goal is to reduce the hours worked by

accountants and increase overall profitability One

of my friendrsquos made an interesting comment

recently ldquoAlmost every accountant that I know can

tell me how much his gross revenue is but very few

know what their actual costs arerdquo I challenge you to

learn more about your practice so that you can bid

on the right kinds of projects and earn what you are

worth ndash your education should be your most valued

possession

Visit Us Online

wwwdreampracticeca

2020 Canada is the premier volunteer membership

group for accountants in Canada for small and medi-

um-size practitioners 2020 Canada started in 2005

our membership is coast-to-coast representing CAs

CGAs and CMAs in Public Practice 2020 Canada

appeals to those accountants who are interested in

improving their practices through improved

efficiencies expanded offerings and marketing

initiatives that result in improved bottom lines

2020 Canada is the Canadian branch of The 2020

Group Worldwide in the UK The 2020 Group was

founded in the 1990s by three of the best-known

consultants and seminar leaders in the profession

Ian Fletcher Chris Frederiksen and Gordon Gilchrist

They recognized that historical compliance services

were likely to be limited growth areas for account-

ants and that progressive firms would need to offer

their clients more value-added services For that

new tools and ideas would be needed Since the

launch the 2020 Group has organizations in UK and

Ireland USA South Africa and Canada with

world-wide members as part of 2020 International

2020 Canada offers Professional Development

courses through webinars seminars and confer-

ences focussing primarily in non-compliance areas

Practice Management Marketing and Consulting

Business Advisory Services Legal Issues Efficiency

Resources in IT Software Outsourcing Services and

others

Event Organizer Spotlight 2020 Canada

For Membership Information Visit Us Online

www2020canadaca

Benefits of 2020 Canada Membership Fantastic VALUE 25 discount on 2020 Canada Professional Development Courses Discounts on 2020 Tools Discount on 2020 Canada Conferences and Seminars Discounts on third party products and services (Please see our list of Value Added Services)

Members Newsletter You will also receive regular correspondence through our e-newsletters packed full with useful practice management and marketing ideas Members are also encouraged to pose questions in the QampA section of the website where answers and features are made within the newsletters

TelephoneEmail support We act as a resource to your practice and encourage you to call us with questions and requests Over the years the 2020 Membership Group has become highly colle-gial and members are generally more than willing to share information with each other

Access to an international affiliation of professional accountants

2020 Dream Practice Virtual Accounting Conference 2014

Gold Sponsor

Irsquove worked with a company that fully embraces ldquobusiness process

outsourcingrdquo Anything that we could outsource to virtual workers we have and it has

greatly reduced the amount of square footage that our company needs hence greatly

reducing our carbon footprint and office expenses It also benefits the workers we

employ in the sense that they get to live where they want and be in their home work

environment If you really think about it you rsquod be surprised about exactly how many

task you can actually outsource and that can be done online It rsquos nice to be on

the forefront of a new growth industry

John B ndash Geeks On The Way

Increase productivity expand your business and save money ndash outsource your business processes with Tursa Group

We have a talented team of specialists in various fields of IT marketing administration and finance ready to look after your companyrsquos needs so

that you can concentrate on growing your company

For More Information Visit Us Online

wwwtursagroupcom

wwwvirtualaccountingconferencecom

2020 Dream Practice Virtual Accounting Conference 2014

Gold Sponsor

Zohocom offers a comprehensive suite of award-winning online business productivity amp collaboration applications Customers use Zoho Applications to run their business processes manage their information and be more productive while at the office or on the go without having to worry about expensive or outdated hardware or software To date Zohocom has launched 25+ online applications mdash from CRM to Mail Office Suite Project Management Invoicing Web conferencing and more Zoho has received numerous awards including an InfoWorld 2009 Product of the Year award a 2008 PC World 25 Most Innovative Products Award and a 2007 TechCrunch Best Enterprise Start-up Zohocom is a division of Zoho Corporation a privately-held and profitable company With offices in CA Austin Chennai Yoko-hama and Beijing Zoho Corporation serves the technology needs of more than 9 million customers worldwide

For More Information Visit Us Online

wwwzohocom

Silver Sponsors

The Accounting Practitioners Symposium is an information

resource for Accounting Professionals to examine bringing

together different technology to create a simplified and

streamlined office process to help grow your business

wwwaccountingsymposiumcom

We build tools that simply make life easier

The goal of Client Track is to help take control of your

practice and save you time by combining all of the office

management tools into one easy-to-use package

wwwclienttrackca

Online Marketing amp Web Design

VH Marketingrsquos strategy is to build an outstanding web

presence not just a website by providing clients with an

up-to-date web design mobile setup and social media

presence tied together with strong ongoing SEO

(search engine optimization) Following this proven strategy

places our clients business in front of the right target

market generating leads on consistent basis

wwwvhwebsitescom

Wealth Stewards Inc is the partner of choice for Chartered

Professional Accountants who want to provide their valued

clients with a wealth management firm that is prudent and

a true steward of their wealth Wealth Stewards Inc

partners with accountants to provide both tax effective and

sound wealth management strategies together we help

our clients achieve long-term financial goals

wwwwealthstewardsca

Wolters Kluwer enables legal tax finance and healthcare

professionals to be more effective and efficient We provide

information software and services that deliver vital in-

sights intelligent tools and the guidance of subject-matter

experts

wwwwolterskluwercom

wwwvirtualaccountingconferencecom

Webinar Schedule SpringSummer

Date Topic Speaker

Last Speaker

First

632014 Connect With Your Clients With Intent Using ASPiRE

Crosser John

6102014 Integrating Wealth Management Tyers Paul

6122014 Learn about XLGL an Excel add-in which connects to Sage 50 databases to produce customized reports

Carrier Daniel

6172014 LedgerDocs Never Lose a Receipt Zielke Wayne

6192014 Protecting Those that Run Your Business Crosser John

6242014 Drop the Struggle amp Thrive Solomon Rick

732014 Working In The Cloud A Bookkeepers Perspective Bouffard Keri

782014 Clouds Taking the First Steps Irving Graham

7102014 Importing Data into Small Business Accounting Programs

Mason Dan

7152014 Shoeboxedcom Hourigan Mike

7222014 5 Ways to Grow Your Business Borschowa Jeff

7242014 Supercharge Your Documentation Bellehumeur Adrienne

7292014 Protecting Your Business Entity Crosser John

7312014 Client Track as a Practice Management Solution Merritt David

852014 Creating and Implementing a Marketing Plan Buol Ruszczyk Bonnie

8122014 Accounting in The Cloud Zandbergen Scott

8192014 High Level Overview of Business Processes Borschowa Jeff

8262014 The Enlightened Accountant Solomon Rick

2020 Dream Practice Virtual Accounting Conference 2014

Webinar Schedule FallWinter

wwwvirtualaccountingconferencecom

Date Topic Speaker

Last Speaker

First

922014 Sandler Rules for Building Your Practice to Work Smarter Not Harder

Knox Hamish

942014 Social Media Strategies for Accountants and Bookkeepers Olah Viola

992014 Make Your Website a Business Development Tool Buol Ruszczyk Bonnie

9112014 Business Development Intelligence (BDI) Fritsch Chris

9162014 Succession Planning Tyers Paul

9182014 Turning Your Accountancy Firm Website Into a Lead Generation Machine

Reyburn Karen

9232014 Benchmarking for Success Borschowa Jeff

9252014 A Brief Tour Through Wills and Estate Planning Jones Stephan

9302014 Sales and Marketing Eden Jan

1072014 Social Media The Good Bad and Effective Buol Ruszczyk Bonnie

1092014 An Introduction to SRampED What It Is and What Can It Do For Your Clients

Smith Graham

10142014 Understanding and Utilizing Insurance Company Investment and Income Products

Findlay Curtis

10162014 Key Elements of a Lead Generating Website Olah Viola

10212014 Improving the Bottom Line Through Niche Marketing Tyers Peggy

10232014 LedgerOnline Zielke Wayne

10282014 Going Paperless Duncan Brooks

1142014 Growing Your Firm with LinkedIn Buol Ruszczyk Bonnie

1162014 Expanding Business Activities to the United States (Canadian Companies)

Shumate Amy

11132014 Business Planning For Organizations of all Sizes Findlay Curtis

11182014 The Power of Niche Marketing for Accountants Reyburn Karen

11252014 Profitable Cloud-Based Payroll for your Practice Vassa Sam

1222014 Turning Great Ideas Into Reality Suart Glenn

1292014 Colour Accounting Descoteaux Stephanie

Webinar Speakers

Adrienne Bellehumeur CA CISA PMP

Adrienne Bellehumeur lives in Calgary Alberta and works as a consultant specializing

in business analysis audit and effective documentation Her focus is on helping

companies track monitor and protect their most valuable assets information and

intellectual capital Adrienne began her career as a Chartered Accountant working with

clients on audits assessing financial controls and Sarbanes-Oxley (SOX) compliance

projects Her experience over the years includes requirements management process

modelling project communications technical writing and developing documentation

strategies and systems Adrienne continues to actively research present on and write

about effective documentation and business analysis practices

Company BELLEHUMEUR amp ASSOCIATES Website wwwleadersinbusinessanalysiscom

Jeff Borschowa - Event Organizer amp Host

I first joined the accounting world in 1991 and became a Chartered Accountant in 2000 I

have spent the bulk of my career working with and advising small to medium-sized

enterprises I have experience working in all sizes of accounting firms from sole

practitioners to international firms My focus in my career has been to find new and better

ways to integrate innovation and technology to enhance the customer experience and

improve efficiency in the accounting process My journey has been unique in that I have

met some very innovative accountants and mentors in my career I have been very

fortunate to be in a position to learn from them compare their ideas and to truly choose

the best of the best Personally I would like nothing more than to free accountants from the stress created by high

volume commodity work allowing them the freedom to pursue work that is rewarding personally and professionally My

overall goal is to reduce the hours worked by accountants and increase overall profitability One of my friendrsquos made an

interesting comment recently ldquoAlmost every accountant that I know can tell me how much his gross revenue is but

very few know what their actual costs arerdquo I challenge you to learn more about your practice so that you can bid on the

right kinds of projects and earn what you are worth ndash your education should be your most valued possession

Company Dream Practice Website wwwdreampracticeca

Twitter DreamPractices

2020 Dream Practice Virtual Accounting Conference 2014

wwwvirtualaccountingconferencecom

Webinar Speakers

Kerri Bouffard

Kerri Bouffard CPB has been a professional bookkeeper for over 20 years and has

been operating her own company Add-Vantage Bookkeeping since 2003

She has been happily working completely in the cloud since 2012 ndash with no copies of

any software loaded directly on her local computer system

Company Add-Vantage Bookkeeping Website httpaddvantagebookkeepingcom

Bonnie Buol Ruszczyk

Bonnie Buol Ruszczyk is the founder and president of bbr marketing which provides

marketing services and strategy for professional services firms Every day she and her

talented staff help accountants all over North America reach their audiences and grow

their firms by creating and implementing customized solutions that differentiate each

client in their individual market Named one of 2013rsquos Top 100 Most Influential People in

accounting by Accounting Today for the 2nd year in a row she is an active volunteer in a

number of organizations including serving as president of the Atlanta AAM Chapter and

a regular contributor to a variety of news and industry websites

Company bbr marketing Title Founder and President

Website wwwbbrmarketingcom

Webinar Speakers

2020 Dream Practice Virtual Accounting Conference 2014

Daniel Carrier

Daniel Carrier has close to 40 yearsrsquo experience in bookkeeping Hersquos worked as a

consultant since 1993 and has recommended and installed a number of bookkeeping

software Daniel founded Logicim in 2004 with his partner his son It is Pierre Alain

Carrier who has created the now famous XLGL and Daniel is proud to be participating in

this great reporting initiative

Company Logicim Inc Website wwwlogicimtechcom

John Crosser

John Crosser is the owner of Knights Financial Management an independent

insurance service company John believes it is important to ensure businesses not only

properly protect their business entity but also those that make their business run At

Knights Financial Management we focus on small to medium sized businesses looking for

help as they navigate their way through the world of business Having the right type

and the right amount of insurance will help provide financial peace of mind to owners

so they can concentrate on ldquodoingrdquo business John is actively involved in his community

As the author of ASPiRE A Financial Workbook for the Canadian Teen John routinely

presents to schools and business to help increase financial literacy By helping people understand the moving parts

of a financial game plan (goals setting cash flow and debt management asset

protect and building wealth) John feels they will be more financially

bull Fit--through wise budgeting of time and money

bull Independent--through discovering their own skills setting and accomplishing goals

bull Responsible--through focused activities and self-discipline

bull Secure--through building multiple streams of cash flow

With proper financial literacy individuals families schools businesses communities provinces and Canada at large

will be stronger In addition to growing his business John enjoys spending time with his wife Jeanelle and their two

daughters Ashley and Jayme John loves working on his golf handicap making furniture and barbecuing with family

and friends

Company Knights Financial Management and Portfolio Strategies Corporation Website httpwwwknightsfmca

wwwvirtualaccountingconferencecom

Webinar Speakers

Stephanie Descoteaux DFA-BSS

Steacutephanie Descocircteaux is president and CEO of Calculated Approach Consulting Inc and

founder of Digits amp Decimals Inc But those are not the titles she loves itrsquos her real job as

a bookkeeping systems specialist that indicates her true passion Her focus is always on

educating clients improving systems and measuring the accomplishments of those

systems This vision empowers small business owners and entrepreneurs and has

commanded an impressive client list that continues to grow Steacutephanie founded Digits amp

Decimals Inc in 2001 a professional bookkeeping company She is the lead trainer and

consultant and has grown the business to include a staff of experts In 2011 Stephanie

launched Calculated Approach Consulting Inc a company that offers mentorship controllership and consulting

services to business owners or other bookkeepers Steacutephaniersquos professional affiliations include membership in the

Canadian Payroll Association (CPA) Institute of Professional Bookkeepers of Canada (IPBC) and Association of

Certified Fraud Examiners (ACFE) She is also a QuickBooks ProAdvisor has completed the Distinguish Financial

Advisor ndash Bookkeeping System Specialist (DFABSS) a 2 years bookkeeping certification with the Knowledge

Bureau she recently became a Sale Partner with Accounting Comes Alive ndash Color Accounting and is one of few

accredited Training Partner in Canada for Accounting Comes Alive ndash Color Accounting Steacutephaniersquos presentations

are available in English or French

Company Calculated Approach Consulting Inc Website wwwdigitsdecimalscom

Twitter DigitsDecimals

Brooks Duncan

Brooks Duncan helps individuals and small businesses go paperless at Docu-

mentSnapcom where he writes about tools workflows and taking action Hes a

CPACMA and a former computer programmer and financial software support manager

Brooks lives in Vancouver BC

Company DocumentSnapcom Website wwwdocumentsnapcom

Webinar Speakers

2020 Dream Practice Virtual Accounting Conference 2014

Chris Fritsch JD

As a Business Development Intelligence Consultant Chris Fritsch works together with

professional services firms to help support their Business Development efforts and

maximize their return on investment Chris and her team at ClientsFirst help Clients

utilize information and competitive intelligence to guide their business development

decisions and strategies to enhance their client development efforts

Chris also writes and speaks nationally on topics including competitive intelligence

business development client relationship management relationship intelligence web

marketing and the use of technology to enhance profitability In her former role as a

Legal Technologist she advised top law firms and professionals about competitive intelligence and innovative uses

of Internet technology Chris has also worked in-house as a Legal Technologist for an Am Law 50 law firm based in

Atlanta and as a Technology Consultant and Webmaster for Emory Law School She was also the Managing

Partner of a consulting firm specializing in providing technology solutions Chris received her law degree from

Emory University School of Law in Atlanta GA where she served as Managing Editor of the Emory International

Law Review as well as student and faculty technology consultant In her spare time Chris blogs and designs

websites and electronic newsletters

Company Clients First Consulting Title Business Development Intelligence Consultant

Website wwwClientsFirstConsultingcom Twitter CRMSuccess

Curtis Findlay

Curtis Findlay CFP is recognized nationally in the Canadian financial industry as both a

mentor of financial advisors as well as a successful advisor After graduating college Curtis

entered the financial industry in 1978 He operates his business activities from Canmore

Alberta Curtis has extensive experience advising entrepreneurs and mid-wealth individuals

with a variety of financial business and personal planning endeavours His comments are

made to Dream Practice through his firm Compass Financial Planning Services Ltd and not

related to a securities entity

Company Compass Financial Planning Services Ltd Website httpwwwcompfinnet

wwwvirtualaccountingconferencecom

Webinar Speakers

Mike Hourigan

Mike Hourigan is the Marketing Manager for Shoeboxedcom He is a graduate of the

University of North Carolina at Chapel Hill where he studied advertising Mike oversees all

of Shoeboxeds online marketing initiatives as well as the companys integrated partner

relations When Mike isnt helping small businesses and accountants get set up with

Shoeboxed he enjoys hiking and walking 18 holes at the nearest public golf course

Company Shoeboxedcom Website wwwshoeboxedcom

Twitter michaelhourigan

Stephen Jones LL M CPA CA

Stephen graduated from Dalhousie Law School He then articled in Toronto Shortly after

he obtained his CA designation working for one of the predecessors or KPMG In 1990

he joined BMO at its head office as a taxation lawyer and accountant

He rounded out his education in 2006 graduating with his Masters of Laws (LLM) in trust

and fiduciary law at Osgoode Stephen now provides counsel for Wealth Stewards

overall tax and estate activities Stephen brings his expertise and experience to the

planning and implementation of individual client situations Stephen is registered with the

Law Society of Upper Canada in private practice and with the Ontario and Canadian

Institutes of Chartered Professional Accountants

Company Wealth Stewards Inc Title Director Tax amp Estate Planning

Website wwwwealthstewardsca

Webinar Speakers

2020 Dream Practice Virtual Accounting Conference 2014

Hamish Knox

As a licensed member of the global Sandler network Hamish works with business owners and chief

executives who are serious about creating sustainable sales cultures Hamish worked in sales across

a variety of industries including media communication services software and professional sports

before joining the Sandler network which melded his passions for sales and education Early in his

Sandler career Hamish was anointed a Sandler Rising Star for quickly building his business and

helping fellow Sandler colleagues with their businesses Hamish is a former Sandler Global Rookie of

the Year is a current member of Sandlers Franchisee Advisory Council and his book Accountability

the Sandler Way will be published in November

Company Sandler Training - Calgary Website wwwhamishsandlercom

Twitter sandlerhamish

Dan Mason

I speak about innovation related to business software and business models that help

small and medium sized businesses to transform and automate their business

processes to achieve maximum efficiency and improve customer experience

Dan Mason focuses on strategic planning and business model innovation by helping

small and medium sized businesses to automate and optimize their business processes

Drawing from his 20 years of experience working with various accounting and ERP

systems Dan has helped several small and medium sized businesses in various

verticals to build robust business software systems Dan started Business Innovation

Technologies Inc in 2008 and has successfully led the company from its inception into a market leading provider

of innovative business software solutions As CEO of Business Innovation Technologies Dan is responsible for

driving the organizationrsquos strategic agenda technology vision and business operations In addition to helping

companies deploy best-of-the-breed business software systems Dan has been working on integrating diverse

business systems through his companyrsquos industry leading software solution to import and export data from ANY

source to various accounting and business software

Company Business Innovation Technologies Inc Title President amp CEO

Website wwwbusinnovatechcom

wwwvirtualaccountingconferencecom

Webinar Speakers

Viola Olah

Viola Olah is a Hungarian born and raised in Transylvania (yes itrsquos a real placehellip) She

lives in Calgary with her hubby and her dog Nikki After she worked as a systems analyst

for a large oil and gas company for a number of years she decided in 2009 to open up her

own business VH Marketing Ltd an online marketing company She thrives on the

challenge of keeping up with the fast changing pace of the Internet world and implementing

cutting edge marketing strategies to her clientsrsquo marketing plan Seeing clients succeed

gives her great satisfaction and she is grateful for the long-term strong relationships she

forged with them Her clients are local small business owners and individual professionals

who are very good at their own craft and donrsquot have the time or the desire to market their own business VH

Marketingrsquos strategy is to build an impactful web presence not just a website by providing clients with an up to date

web design mobile setup and social media presence This is all tied together with strong ongoing SEO

(search engine optimization) placing the clientsrsquo business in front of the right target market generating leads on

consistent basis

Company VH Marketing Ltd Website wwwvhwebsitescom

David Merritt

David Merritt owner and creator of Client Track graduated with a BSc in Computing and has

been designing software ever since David developed Client Track after he saw a real need in

the Accounting Practitioners industry for a solution to help public practice accounting

professionals to organize and control all of their deadlines efficiently Realizing that a large part

of running a successful practice was managing clients chasing down paperwork and handling all

the returns David developed Client Track into a software solution that is built based on the

unique needs of accounting professionals across Canada

Company Client Track Website httpclienttrackca

Twitter Client_Track

Webinar Speakers

2020 Dream Practice Virtual Accounting Conference 2014

Karen Reyburn

Karen Reyburn is a creative-minded individual who specialises in online marketing for

accountancy firms A former accountant (and a Certified Public Accountant in the

States) Karen now assists accountancy firms with understanding and using online

marketing to get more leads A dual British-American citizen Karens past careers

include working with a Glasgow-based accountancy firm setting up and maintaining a

separate consultancy division for this firm She instigated monthly business workshops training and facilitating

business owners in marketing strategy and profitability She has delivered online webinars and offline seminars

for the Chamber of Commerce Bank of Scotland women in business and business growth events She assisted

in the delivery of a comprehensive Business Consulting Programme to accountants for over five years For five

years Karen managed the European office of a global network of accounting firms helping both accountants and

SMEs to improve their marketing efforts This included delivering webinars providing online training website

design and improvement email marketing blogging and marketing action plans Karen is also an

internationally-recognised photographer doing wedding photography family portraits and landscape photography

in Scotland England Ireland Cyprus Australia the United States and more

Company The Profitable Firm Title Owner

Website wwwtheprofitablefirmcom Twitter ProfitableFirm

Graham Smith

Graham Smith is Vice President of Business Development for TSGI-Chartered Accountants

one of the top SRampED consultancies in western Canada He has been active in the SRampED

industry for more than 8 years and has co-taught the course on SRampED for the Institute of

Chartered Accountants of Alberta Graham has worked on wide range of claims for companies

of all sizes and in all industrial sectors

Company TSGI Charted Accountants Title Vice President - Business Development

Website wwwtsgica

wwwvirtualaccountingconferencecom

Webinar Speakers

Rick Solomon CPA CGMA - Keynote Speaker

For over 20 years Rick Solomon has taught professionals around the world how to create

extraordinary results in their professional practices and lives by applying time tested

techniques and sometimes ancient wisdom in a number of ways His past practice as a

CPA and business advisor coupled with years of study at the Sedona Institute have

provided him a deep understanding of how to guide others to be free of the self-created

limitations that for many people make personal and professional success much harder

than it has to be Rick is presently the CEO of Thriving Firm a world leader in helping

professional service providers and advisors build more profitable and rewarding practices

He is the founder and serves as the main facilitator of the Masters Program a two-year workshop and coaching

program offered exclusively to open-minded professionals The Masters Program shares a very unique way to

achieve abundance in ones personal and professional life Rick has challenged thousands of professionals world-

wide to expand their view of themselves and the value they bring to their clients in order to reach new levels of

personal and professional abundance

Company Thriving Firm Title CEO - Founder and Lead Facilitator of the Masters Program

Website wwwthrivingfirmcom Twitter ricksolomoncpa

Amy Shumate

Amy brings 13 years US tax experience to her role as Director in the US Corporate Tax

Advisory practice Amy assists her Canadian clients and their affiliates with their US

federal and state corporate income franchise sales and use tax issues from a unique

cross-border perspective She has worked with all sizes of both public and private

corporations in all types of industries in helping them manage their US federal and state

tax compliance and consulting needs Prior to joining Trowbridge in early 2014 Amy

worked for two of the Big 4 firms beginning in 2001 where she helped clients with US

corporate tax compliance federal and state tax consulting due diligence work

structuring and controversy Amy has a BA and MBA from McMaster University and

an MSc (Tax) from Golden Gate University in San Francisco She is a Canadian Chartered Professional

Accountant registered in Ontario and a Certified Public Accountant registered in Illinois

Company TROWBRIDGE PROFESSIONAL CORPORATION Title Director US Corporate Tax Services

Website wwwtrowbridgeca

Webinar Speakers

2020 Dream Practice Virtual Accounting Conference 2014

Glenn Suart

Glenn Suart is a Calgary-based Strategist Entrepreneur and Host of ldquoTodayrsquos Great Ideardquo

a nationally syndicated program aimed at helping people doing something with their great

ideas Over the past 20 years at WriteMyPlan PricewaterhouseCoopers Consulting and

Nordicity Group Ltd he has helped hundreds of people build successful businesses

Friendly and approachable Glenn and his team create strong viable businesses and craft

compelling winning business plans Glenn also teaches Building An Effective Business

Case at Mount Royal University in Calgary

Company WriteMyPlan Website wwwWriteMyPlancom

Paul Tyers

Paul Tyers is Managing Director of Wealth Stewards Inc and Vice President of Portfolio

Stewards Inc registered with the Ontario Securities Commission He and his team provide

comprehensive wealth management services to affluent Canadians typically in conjunction

with their other ldquotrusted advisorsrdquo A Chartered Professional Accountant (CPA) Certified

Financial Planner (CFP) and Chartered Investment Manager (CIM) Paul has both the

education and experience to provide comprehensive wealth advisory services Upon

completion of a business degree Paul began his career at a major international CA firm

gaining experience in a wide variety of business sectors Moving into corporate finance with

Bank of Montreal followed by Corpfinance International experience was gained in mergers acquisitions succession

and growth financing In 1987 Paul partnered with a venture capital firm to acquire Retirement Counsel of Canada

(RCOC) and led it through substantial growth prior to selling it in 2002 Since 2002 Paul has returned to his passion

of building managing and preserving the wealth of affluent private clients His success is attributed to ensuring

clientsrsquo interests always come first Paul provides advice on the areas noted to the left and has pioneered the

integration of wealth management services into Canadian accountingtax firms

Company Wealth Stewards Inc Title Managing Director

Website httpwealthstewardsca

wwwvirtualaccountingconferencecom

Webinar Speakers

Sam Vassa

Sam Vassa heads PaymentEvolution ndash Canadarsquos largest and most loved cloud payroll and

payments service Sam founded the company with a team of technology and subject

matter specialists and devised an award-winning solution that empowers organizations and

their accountants to manage their own payroll process Previously Sam led business

development for the capital markets industry at Microsoft Corporation His team worked with

leading Microsoft partners to build compelling solutions for the financial services

industry Sam was responsible for alliance relationships with Microsoftrsquos largest global

partners as well as sales and marketing execution with the community He has worked

with Microsoftrsquos US and Canadian subsidiaries and is known for his passion for forming strong partnerships Sam was

a channel manager at Digital Equipment Canada and served with the Canadian Department of Foreign Affairs and

International Trade at their foreign missions worldwide He is a board member of Telecompute ndash a leading software

development firm pioneering the use of portable database technology for vertical markets Sam is active in the

emerging business market as an advisor and mentor to firms seeking management and technology expertise Sam is

a graduate of McMaster University where he studied biochemistry

Company PaymentEvolution Website wwwpaymentevolutioncom

Twitter samvassa

Peggy Tyers BBA - Event Organizer

Peggy Tyers earned an Honours Bachelor of Business Administration from Wilfrid Laurier

University After graduating she entered the retail sector She spent over 20 years

working with National retailers in several areas consulting marketing buying and

merchandising Peggy transferred those skills to another industry sector when she

brought the 2020 Group (leading volunteer membership organization for progressive

accountants in the world) to Canada Peggy looks for products and services to help

accountants improve the efficiency of their practice and improve their bottom lines

Company 2020 Canada Title President

Website www2020canadaca

Webinar Speakers

Scott Zandbergen

Scott Zandbergen has worked in the accounting software world for over 17 years He

spent many years at Sage where he built and grew the Simply Accounting Certified

Consultant program Later as Vice President of Product Management he led the product

strategy for Simply Accounting Accpac and MAS 90500 In early 2011

Scott joined Wave Accounting a fully automated 100 free double entry accounting

software designed for small businesses with less than 10 employees Scotts mission there

is to educate the accounting and bookkeeping communities about the solution Wave

offers their small business clients In a little over 3 years on the market Wave now has over 2 million users on its

platform

Company Wave Accounting Title VP Pro Network

Website wwwwaveappscom Twitter WaveHQ

Wayne Zielke

Wayne is the founder and CEO of LedgerDocs an online document management

application that was designed around the sharing managing and collaboration needs of

bookkeepers accountants and businesses Wayne has spent his career working in the

accounting industry and understands first-hand the workflow and process involved in

providing exceptional full cycle bookkeeping and accounting services to clients From these

experiences he decided to create an application that streamlines the bookkeeping and

accounting process while promoting collaboration among bookkeepers accountants and

their amazing clients

Company LedgerDocs Title Chief Executive Officer

Website wwwledgerdocscom Twitter ledgerdocs

2020 Dream Practice Virtual Accounting Conference 2014

wwwvirtualaccountingconferencecom

2020 Dream Practice

Virtual Accounting Conference

Virtual Conference for Accountants

October 1 and 2 2014

Webinars

Presentations will be held on

Tuesdays and Thursdays from June 3

2014 through January 27 2015

Presentations scheduled from 1100

am MST to 100 pm MST

Schedule includes one hour for

presentation and up to one hour for

questions

Over 32 webinars with

industry experts

wwwvirtualaccountingconferencecom

Collaborate Innovate Prosper

Gold Sponsors

Silver Sponsors

Page 12: Virtual Accounting Conference 2014

2020 Canada is the premier volunteer membership

group for accountants in Canada for small and medi-

um-size practitioners 2020 Canada started in 2005

our membership is coast-to-coast representing CAs

CGAs and CMAs in Public Practice 2020 Canada

appeals to those accountants who are interested in

improving their practices through improved

efficiencies expanded offerings and marketing

initiatives that result in improved bottom lines

2020 Canada is the Canadian branch of The 2020

Group Worldwide in the UK The 2020 Group was

founded in the 1990s by three of the best-known

consultants and seminar leaders in the profession

Ian Fletcher Chris Frederiksen and Gordon Gilchrist

They recognized that historical compliance services

were likely to be limited growth areas for account-

ants and that progressive firms would need to offer

their clients more value-added services For that

new tools and ideas would be needed Since the

launch the 2020 Group has organizations in UK and

Ireland USA South Africa and Canada with

world-wide members as part of 2020 International

2020 Canada offers Professional Development

courses through webinars seminars and confer-

ences focussing primarily in non-compliance areas

Practice Management Marketing and Consulting

Business Advisory Services Legal Issues Efficiency

Resources in IT Software Outsourcing Services and

others

Event Organizer Spotlight 2020 Canada

For Membership Information Visit Us Online

www2020canadaca

Benefits of 2020 Canada Membership Fantastic VALUE 25 discount on 2020 Canada Professional Development Courses Discounts on 2020 Tools Discount on 2020 Canada Conferences and Seminars Discounts on third party products and services (Please see our list of Value Added Services)

Members Newsletter You will also receive regular correspondence through our e-newsletters packed full with useful practice management and marketing ideas Members are also encouraged to pose questions in the QampA section of the website where answers and features are made within the newsletters

TelephoneEmail support We act as a resource to your practice and encourage you to call us with questions and requests Over the years the 2020 Membership Group has become highly colle-gial and members are generally more than willing to share information with each other

Access to an international affiliation of professional accountants

2020 Dream Practice Virtual Accounting Conference 2014

Gold Sponsor

Irsquove worked with a company that fully embraces ldquobusiness process

outsourcingrdquo Anything that we could outsource to virtual workers we have and it has

greatly reduced the amount of square footage that our company needs hence greatly

reducing our carbon footprint and office expenses It also benefits the workers we

employ in the sense that they get to live where they want and be in their home work

environment If you really think about it you rsquod be surprised about exactly how many

task you can actually outsource and that can be done online It rsquos nice to be on

the forefront of a new growth industry

John B ndash Geeks On The Way

Increase productivity expand your business and save money ndash outsource your business processes with Tursa Group

We have a talented team of specialists in various fields of IT marketing administration and finance ready to look after your companyrsquos needs so

that you can concentrate on growing your company

For More Information Visit Us Online

wwwtursagroupcom

wwwvirtualaccountingconferencecom

2020 Dream Practice Virtual Accounting Conference 2014

Gold Sponsor

Zohocom offers a comprehensive suite of award-winning online business productivity amp collaboration applications Customers use Zoho Applications to run their business processes manage their information and be more productive while at the office or on the go without having to worry about expensive or outdated hardware or software To date Zohocom has launched 25+ online applications mdash from CRM to Mail Office Suite Project Management Invoicing Web conferencing and more Zoho has received numerous awards including an InfoWorld 2009 Product of the Year award a 2008 PC World 25 Most Innovative Products Award and a 2007 TechCrunch Best Enterprise Start-up Zohocom is a division of Zoho Corporation a privately-held and profitable company With offices in CA Austin Chennai Yoko-hama and Beijing Zoho Corporation serves the technology needs of more than 9 million customers worldwide

For More Information Visit Us Online

wwwzohocom

Silver Sponsors

The Accounting Practitioners Symposium is an information

resource for Accounting Professionals to examine bringing

together different technology to create a simplified and

streamlined office process to help grow your business

wwwaccountingsymposiumcom

We build tools that simply make life easier

The goal of Client Track is to help take control of your

practice and save you time by combining all of the office

management tools into one easy-to-use package

wwwclienttrackca

Online Marketing amp Web Design

VH Marketingrsquos strategy is to build an outstanding web

presence not just a website by providing clients with an

up-to-date web design mobile setup and social media

presence tied together with strong ongoing SEO

(search engine optimization) Following this proven strategy

places our clients business in front of the right target

market generating leads on consistent basis

wwwvhwebsitescom

Wealth Stewards Inc is the partner of choice for Chartered

Professional Accountants who want to provide their valued

clients with a wealth management firm that is prudent and

a true steward of their wealth Wealth Stewards Inc

partners with accountants to provide both tax effective and

sound wealth management strategies together we help

our clients achieve long-term financial goals

wwwwealthstewardsca

Wolters Kluwer enables legal tax finance and healthcare

professionals to be more effective and efficient We provide

information software and services that deliver vital in-

sights intelligent tools and the guidance of subject-matter

experts

wwwwolterskluwercom

wwwvirtualaccountingconferencecom

Webinar Schedule SpringSummer

Date Topic Speaker

Last Speaker

First

632014 Connect With Your Clients With Intent Using ASPiRE

Crosser John

6102014 Integrating Wealth Management Tyers Paul

6122014 Learn about XLGL an Excel add-in which connects to Sage 50 databases to produce customized reports

Carrier Daniel

6172014 LedgerDocs Never Lose a Receipt Zielke Wayne

6192014 Protecting Those that Run Your Business Crosser John

6242014 Drop the Struggle amp Thrive Solomon Rick

732014 Working In The Cloud A Bookkeepers Perspective Bouffard Keri

782014 Clouds Taking the First Steps Irving Graham

7102014 Importing Data into Small Business Accounting Programs

Mason Dan

7152014 Shoeboxedcom Hourigan Mike

7222014 5 Ways to Grow Your Business Borschowa Jeff

7242014 Supercharge Your Documentation Bellehumeur Adrienne

7292014 Protecting Your Business Entity Crosser John

7312014 Client Track as a Practice Management Solution Merritt David

852014 Creating and Implementing a Marketing Plan Buol Ruszczyk Bonnie

8122014 Accounting in The Cloud Zandbergen Scott

8192014 High Level Overview of Business Processes Borschowa Jeff

8262014 The Enlightened Accountant Solomon Rick

2020 Dream Practice Virtual Accounting Conference 2014

Webinar Schedule FallWinter

wwwvirtualaccountingconferencecom

Date Topic Speaker

Last Speaker

First

922014 Sandler Rules for Building Your Practice to Work Smarter Not Harder

Knox Hamish

942014 Social Media Strategies for Accountants and Bookkeepers Olah Viola

992014 Make Your Website a Business Development Tool Buol Ruszczyk Bonnie

9112014 Business Development Intelligence (BDI) Fritsch Chris

9162014 Succession Planning Tyers Paul

9182014 Turning Your Accountancy Firm Website Into a Lead Generation Machine

Reyburn Karen

9232014 Benchmarking for Success Borschowa Jeff

9252014 A Brief Tour Through Wills and Estate Planning Jones Stephan

9302014 Sales and Marketing Eden Jan

1072014 Social Media The Good Bad and Effective Buol Ruszczyk Bonnie

1092014 An Introduction to SRampED What It Is and What Can It Do For Your Clients

Smith Graham

10142014 Understanding and Utilizing Insurance Company Investment and Income Products

Findlay Curtis

10162014 Key Elements of a Lead Generating Website Olah Viola

10212014 Improving the Bottom Line Through Niche Marketing Tyers Peggy

10232014 LedgerOnline Zielke Wayne

10282014 Going Paperless Duncan Brooks

1142014 Growing Your Firm with LinkedIn Buol Ruszczyk Bonnie

1162014 Expanding Business Activities to the United States (Canadian Companies)

Shumate Amy

11132014 Business Planning For Organizations of all Sizes Findlay Curtis

11182014 The Power of Niche Marketing for Accountants Reyburn Karen

11252014 Profitable Cloud-Based Payroll for your Practice Vassa Sam

1222014 Turning Great Ideas Into Reality Suart Glenn

1292014 Colour Accounting Descoteaux Stephanie

Webinar Speakers

Adrienne Bellehumeur CA CISA PMP

Adrienne Bellehumeur lives in Calgary Alberta and works as a consultant specializing

in business analysis audit and effective documentation Her focus is on helping

companies track monitor and protect their most valuable assets information and

intellectual capital Adrienne began her career as a Chartered Accountant working with

clients on audits assessing financial controls and Sarbanes-Oxley (SOX) compliance

projects Her experience over the years includes requirements management process

modelling project communications technical writing and developing documentation

strategies and systems Adrienne continues to actively research present on and write

about effective documentation and business analysis practices

Company BELLEHUMEUR amp ASSOCIATES Website wwwleadersinbusinessanalysiscom

Jeff Borschowa - Event Organizer amp Host

I first joined the accounting world in 1991 and became a Chartered Accountant in 2000 I

have spent the bulk of my career working with and advising small to medium-sized

enterprises I have experience working in all sizes of accounting firms from sole

practitioners to international firms My focus in my career has been to find new and better

ways to integrate innovation and technology to enhance the customer experience and

improve efficiency in the accounting process My journey has been unique in that I have

met some very innovative accountants and mentors in my career I have been very

fortunate to be in a position to learn from them compare their ideas and to truly choose

the best of the best Personally I would like nothing more than to free accountants from the stress created by high

volume commodity work allowing them the freedom to pursue work that is rewarding personally and professionally My

overall goal is to reduce the hours worked by accountants and increase overall profitability One of my friendrsquos made an

interesting comment recently ldquoAlmost every accountant that I know can tell me how much his gross revenue is but

very few know what their actual costs arerdquo I challenge you to learn more about your practice so that you can bid on the

right kinds of projects and earn what you are worth ndash your education should be your most valued possession

Company Dream Practice Website wwwdreampracticeca

Twitter DreamPractices

2020 Dream Practice Virtual Accounting Conference 2014

wwwvirtualaccountingconferencecom

Webinar Speakers

Kerri Bouffard

Kerri Bouffard CPB has been a professional bookkeeper for over 20 years and has

been operating her own company Add-Vantage Bookkeeping since 2003

She has been happily working completely in the cloud since 2012 ndash with no copies of

any software loaded directly on her local computer system

Company Add-Vantage Bookkeeping Website httpaddvantagebookkeepingcom

Bonnie Buol Ruszczyk

Bonnie Buol Ruszczyk is the founder and president of bbr marketing which provides

marketing services and strategy for professional services firms Every day she and her

talented staff help accountants all over North America reach their audiences and grow

their firms by creating and implementing customized solutions that differentiate each

client in their individual market Named one of 2013rsquos Top 100 Most Influential People in

accounting by Accounting Today for the 2nd year in a row she is an active volunteer in a

number of organizations including serving as president of the Atlanta AAM Chapter and

a regular contributor to a variety of news and industry websites

Company bbr marketing Title Founder and President

Website wwwbbrmarketingcom

Webinar Speakers

2020 Dream Practice Virtual Accounting Conference 2014

Daniel Carrier

Daniel Carrier has close to 40 yearsrsquo experience in bookkeeping Hersquos worked as a

consultant since 1993 and has recommended and installed a number of bookkeeping

software Daniel founded Logicim in 2004 with his partner his son It is Pierre Alain

Carrier who has created the now famous XLGL and Daniel is proud to be participating in

this great reporting initiative

Company Logicim Inc Website wwwlogicimtechcom

John Crosser

John Crosser is the owner of Knights Financial Management an independent

insurance service company John believes it is important to ensure businesses not only

properly protect their business entity but also those that make their business run At

Knights Financial Management we focus on small to medium sized businesses looking for

help as they navigate their way through the world of business Having the right type

and the right amount of insurance will help provide financial peace of mind to owners

so they can concentrate on ldquodoingrdquo business John is actively involved in his community

As the author of ASPiRE A Financial Workbook for the Canadian Teen John routinely

presents to schools and business to help increase financial literacy By helping people understand the moving parts

of a financial game plan (goals setting cash flow and debt management asset

protect and building wealth) John feels they will be more financially

bull Fit--through wise budgeting of time and money

bull Independent--through discovering their own skills setting and accomplishing goals

bull Responsible--through focused activities and self-discipline

bull Secure--through building multiple streams of cash flow

With proper financial literacy individuals families schools businesses communities provinces and Canada at large

will be stronger In addition to growing his business John enjoys spending time with his wife Jeanelle and their two

daughters Ashley and Jayme John loves working on his golf handicap making furniture and barbecuing with family

and friends

Company Knights Financial Management and Portfolio Strategies Corporation Website httpwwwknightsfmca

wwwvirtualaccountingconferencecom

Webinar Speakers

Stephanie Descoteaux DFA-BSS

Steacutephanie Descocircteaux is president and CEO of Calculated Approach Consulting Inc and

founder of Digits amp Decimals Inc But those are not the titles she loves itrsquos her real job as

a bookkeeping systems specialist that indicates her true passion Her focus is always on

educating clients improving systems and measuring the accomplishments of those

systems This vision empowers small business owners and entrepreneurs and has

commanded an impressive client list that continues to grow Steacutephanie founded Digits amp

Decimals Inc in 2001 a professional bookkeeping company She is the lead trainer and

consultant and has grown the business to include a staff of experts In 2011 Stephanie

launched Calculated Approach Consulting Inc a company that offers mentorship controllership and consulting

services to business owners or other bookkeepers Steacutephaniersquos professional affiliations include membership in the

Canadian Payroll Association (CPA) Institute of Professional Bookkeepers of Canada (IPBC) and Association of

Certified Fraud Examiners (ACFE) She is also a QuickBooks ProAdvisor has completed the Distinguish Financial

Advisor ndash Bookkeeping System Specialist (DFABSS) a 2 years bookkeeping certification with the Knowledge

Bureau she recently became a Sale Partner with Accounting Comes Alive ndash Color Accounting and is one of few

accredited Training Partner in Canada for Accounting Comes Alive ndash Color Accounting Steacutephaniersquos presentations

are available in English or French

Company Calculated Approach Consulting Inc Website wwwdigitsdecimalscom

Twitter DigitsDecimals

Brooks Duncan

Brooks Duncan helps individuals and small businesses go paperless at Docu-

mentSnapcom where he writes about tools workflows and taking action Hes a

CPACMA and a former computer programmer and financial software support manager

Brooks lives in Vancouver BC

Company DocumentSnapcom Website wwwdocumentsnapcom

Webinar Speakers

2020 Dream Practice Virtual Accounting Conference 2014

Chris Fritsch JD

As a Business Development Intelligence Consultant Chris Fritsch works together with

professional services firms to help support their Business Development efforts and

maximize their return on investment Chris and her team at ClientsFirst help Clients

utilize information and competitive intelligence to guide their business development

decisions and strategies to enhance their client development efforts

Chris also writes and speaks nationally on topics including competitive intelligence

business development client relationship management relationship intelligence web

marketing and the use of technology to enhance profitability In her former role as a

Legal Technologist she advised top law firms and professionals about competitive intelligence and innovative uses

of Internet technology Chris has also worked in-house as a Legal Technologist for an Am Law 50 law firm based in

Atlanta and as a Technology Consultant and Webmaster for Emory Law School She was also the Managing

Partner of a consulting firm specializing in providing technology solutions Chris received her law degree from

Emory University School of Law in Atlanta GA where she served as Managing Editor of the Emory International

Law Review as well as student and faculty technology consultant In her spare time Chris blogs and designs

websites and electronic newsletters

Company Clients First Consulting Title Business Development Intelligence Consultant

Website wwwClientsFirstConsultingcom Twitter CRMSuccess

Curtis Findlay

Curtis Findlay CFP is recognized nationally in the Canadian financial industry as both a

mentor of financial advisors as well as a successful advisor After graduating college Curtis

entered the financial industry in 1978 He operates his business activities from Canmore

Alberta Curtis has extensive experience advising entrepreneurs and mid-wealth individuals

with a variety of financial business and personal planning endeavours His comments are

made to Dream Practice through his firm Compass Financial Planning Services Ltd and not

related to a securities entity

Company Compass Financial Planning Services Ltd Website httpwwwcompfinnet

wwwvirtualaccountingconferencecom

Webinar Speakers

Mike Hourigan

Mike Hourigan is the Marketing Manager for Shoeboxedcom He is a graduate of the

University of North Carolina at Chapel Hill where he studied advertising Mike oversees all

of Shoeboxeds online marketing initiatives as well as the companys integrated partner

relations When Mike isnt helping small businesses and accountants get set up with

Shoeboxed he enjoys hiking and walking 18 holes at the nearest public golf course

Company Shoeboxedcom Website wwwshoeboxedcom

Twitter michaelhourigan

Stephen Jones LL M CPA CA

Stephen graduated from Dalhousie Law School He then articled in Toronto Shortly after

he obtained his CA designation working for one of the predecessors or KPMG In 1990

he joined BMO at its head office as a taxation lawyer and accountant

He rounded out his education in 2006 graduating with his Masters of Laws (LLM) in trust

and fiduciary law at Osgoode Stephen now provides counsel for Wealth Stewards

overall tax and estate activities Stephen brings his expertise and experience to the

planning and implementation of individual client situations Stephen is registered with the

Law Society of Upper Canada in private practice and with the Ontario and Canadian

Institutes of Chartered Professional Accountants

Company Wealth Stewards Inc Title Director Tax amp Estate Planning

Website wwwwealthstewardsca

Webinar Speakers

2020 Dream Practice Virtual Accounting Conference 2014

Hamish Knox

As a licensed member of the global Sandler network Hamish works with business owners and chief

executives who are serious about creating sustainable sales cultures Hamish worked in sales across

a variety of industries including media communication services software and professional sports

before joining the Sandler network which melded his passions for sales and education Early in his

Sandler career Hamish was anointed a Sandler Rising Star for quickly building his business and

helping fellow Sandler colleagues with their businesses Hamish is a former Sandler Global Rookie of

the Year is a current member of Sandlers Franchisee Advisory Council and his book Accountability

the Sandler Way will be published in November

Company Sandler Training - Calgary Website wwwhamishsandlercom

Twitter sandlerhamish

Dan Mason

I speak about innovation related to business software and business models that help

small and medium sized businesses to transform and automate their business

processes to achieve maximum efficiency and improve customer experience

Dan Mason focuses on strategic planning and business model innovation by helping

small and medium sized businesses to automate and optimize their business processes

Drawing from his 20 years of experience working with various accounting and ERP

systems Dan has helped several small and medium sized businesses in various

verticals to build robust business software systems Dan started Business Innovation

Technologies Inc in 2008 and has successfully led the company from its inception into a market leading provider

of innovative business software solutions As CEO of Business Innovation Technologies Dan is responsible for

driving the organizationrsquos strategic agenda technology vision and business operations In addition to helping

companies deploy best-of-the-breed business software systems Dan has been working on integrating diverse

business systems through his companyrsquos industry leading software solution to import and export data from ANY

source to various accounting and business software

Company Business Innovation Technologies Inc Title President amp CEO

Website wwwbusinnovatechcom

wwwvirtualaccountingconferencecom

Webinar Speakers

Viola Olah

Viola Olah is a Hungarian born and raised in Transylvania (yes itrsquos a real placehellip) She

lives in Calgary with her hubby and her dog Nikki After she worked as a systems analyst

for a large oil and gas company for a number of years she decided in 2009 to open up her

own business VH Marketing Ltd an online marketing company She thrives on the

challenge of keeping up with the fast changing pace of the Internet world and implementing

cutting edge marketing strategies to her clientsrsquo marketing plan Seeing clients succeed

gives her great satisfaction and she is grateful for the long-term strong relationships she

forged with them Her clients are local small business owners and individual professionals

who are very good at their own craft and donrsquot have the time or the desire to market their own business VH

Marketingrsquos strategy is to build an impactful web presence not just a website by providing clients with an up to date

web design mobile setup and social media presence This is all tied together with strong ongoing SEO

(search engine optimization) placing the clientsrsquo business in front of the right target market generating leads on

consistent basis

Company VH Marketing Ltd Website wwwvhwebsitescom

David Merritt

David Merritt owner and creator of Client Track graduated with a BSc in Computing and has

been designing software ever since David developed Client Track after he saw a real need in

the Accounting Practitioners industry for a solution to help public practice accounting

professionals to organize and control all of their deadlines efficiently Realizing that a large part

of running a successful practice was managing clients chasing down paperwork and handling all

the returns David developed Client Track into a software solution that is built based on the

unique needs of accounting professionals across Canada

Company Client Track Website httpclienttrackca

Twitter Client_Track

Webinar Speakers

2020 Dream Practice Virtual Accounting Conference 2014

Karen Reyburn

Karen Reyburn is a creative-minded individual who specialises in online marketing for

accountancy firms A former accountant (and a Certified Public Accountant in the

States) Karen now assists accountancy firms with understanding and using online

marketing to get more leads A dual British-American citizen Karens past careers

include working with a Glasgow-based accountancy firm setting up and maintaining a

separate consultancy division for this firm She instigated monthly business workshops training and facilitating

business owners in marketing strategy and profitability She has delivered online webinars and offline seminars

for the Chamber of Commerce Bank of Scotland women in business and business growth events She assisted

in the delivery of a comprehensive Business Consulting Programme to accountants for over five years For five

years Karen managed the European office of a global network of accounting firms helping both accountants and

SMEs to improve their marketing efforts This included delivering webinars providing online training website

design and improvement email marketing blogging and marketing action plans Karen is also an

internationally-recognised photographer doing wedding photography family portraits and landscape photography

in Scotland England Ireland Cyprus Australia the United States and more

Company The Profitable Firm Title Owner

Website wwwtheprofitablefirmcom Twitter ProfitableFirm

Graham Smith

Graham Smith is Vice President of Business Development for TSGI-Chartered Accountants

one of the top SRampED consultancies in western Canada He has been active in the SRampED

industry for more than 8 years and has co-taught the course on SRampED for the Institute of

Chartered Accountants of Alberta Graham has worked on wide range of claims for companies

of all sizes and in all industrial sectors

Company TSGI Charted Accountants Title Vice President - Business Development

Website wwwtsgica

wwwvirtualaccountingconferencecom

Webinar Speakers

Rick Solomon CPA CGMA - Keynote Speaker

For over 20 years Rick Solomon has taught professionals around the world how to create

extraordinary results in their professional practices and lives by applying time tested

techniques and sometimes ancient wisdom in a number of ways His past practice as a

CPA and business advisor coupled with years of study at the Sedona Institute have

provided him a deep understanding of how to guide others to be free of the self-created

limitations that for many people make personal and professional success much harder

than it has to be Rick is presently the CEO of Thriving Firm a world leader in helping

professional service providers and advisors build more profitable and rewarding practices

He is the founder and serves as the main facilitator of the Masters Program a two-year workshop and coaching

program offered exclusively to open-minded professionals The Masters Program shares a very unique way to

achieve abundance in ones personal and professional life Rick has challenged thousands of professionals world-

wide to expand their view of themselves and the value they bring to their clients in order to reach new levels of

personal and professional abundance

Company Thriving Firm Title CEO - Founder and Lead Facilitator of the Masters Program

Website wwwthrivingfirmcom Twitter ricksolomoncpa

Amy Shumate

Amy brings 13 years US tax experience to her role as Director in the US Corporate Tax

Advisory practice Amy assists her Canadian clients and their affiliates with their US

federal and state corporate income franchise sales and use tax issues from a unique

cross-border perspective She has worked with all sizes of both public and private

corporations in all types of industries in helping them manage their US federal and state

tax compliance and consulting needs Prior to joining Trowbridge in early 2014 Amy

worked for two of the Big 4 firms beginning in 2001 where she helped clients with US

corporate tax compliance federal and state tax consulting due diligence work

structuring and controversy Amy has a BA and MBA from McMaster University and

an MSc (Tax) from Golden Gate University in San Francisco She is a Canadian Chartered Professional

Accountant registered in Ontario and a Certified Public Accountant registered in Illinois

Company TROWBRIDGE PROFESSIONAL CORPORATION Title Director US Corporate Tax Services

Website wwwtrowbridgeca

Webinar Speakers

2020 Dream Practice Virtual Accounting Conference 2014

Glenn Suart

Glenn Suart is a Calgary-based Strategist Entrepreneur and Host of ldquoTodayrsquos Great Ideardquo

a nationally syndicated program aimed at helping people doing something with their great

ideas Over the past 20 years at WriteMyPlan PricewaterhouseCoopers Consulting and

Nordicity Group Ltd he has helped hundreds of people build successful businesses

Friendly and approachable Glenn and his team create strong viable businesses and craft

compelling winning business plans Glenn also teaches Building An Effective Business

Case at Mount Royal University in Calgary

Company WriteMyPlan Website wwwWriteMyPlancom

Paul Tyers

Paul Tyers is Managing Director of Wealth Stewards Inc and Vice President of Portfolio

Stewards Inc registered with the Ontario Securities Commission He and his team provide

comprehensive wealth management services to affluent Canadians typically in conjunction

with their other ldquotrusted advisorsrdquo A Chartered Professional Accountant (CPA) Certified

Financial Planner (CFP) and Chartered Investment Manager (CIM) Paul has both the

education and experience to provide comprehensive wealth advisory services Upon

completion of a business degree Paul began his career at a major international CA firm

gaining experience in a wide variety of business sectors Moving into corporate finance with

Bank of Montreal followed by Corpfinance International experience was gained in mergers acquisitions succession

and growth financing In 1987 Paul partnered with a venture capital firm to acquire Retirement Counsel of Canada

(RCOC) and led it through substantial growth prior to selling it in 2002 Since 2002 Paul has returned to his passion

of building managing and preserving the wealth of affluent private clients His success is attributed to ensuring

clientsrsquo interests always come first Paul provides advice on the areas noted to the left and has pioneered the

integration of wealth management services into Canadian accountingtax firms

Company Wealth Stewards Inc Title Managing Director

Website httpwealthstewardsca

wwwvirtualaccountingconferencecom

Webinar Speakers

Sam Vassa

Sam Vassa heads PaymentEvolution ndash Canadarsquos largest and most loved cloud payroll and

payments service Sam founded the company with a team of technology and subject

matter specialists and devised an award-winning solution that empowers organizations and

their accountants to manage their own payroll process Previously Sam led business

development for the capital markets industry at Microsoft Corporation His team worked with

leading Microsoft partners to build compelling solutions for the financial services

industry Sam was responsible for alliance relationships with Microsoftrsquos largest global

partners as well as sales and marketing execution with the community He has worked

with Microsoftrsquos US and Canadian subsidiaries and is known for his passion for forming strong partnerships Sam was

a channel manager at Digital Equipment Canada and served with the Canadian Department of Foreign Affairs and

International Trade at their foreign missions worldwide He is a board member of Telecompute ndash a leading software

development firm pioneering the use of portable database technology for vertical markets Sam is active in the

emerging business market as an advisor and mentor to firms seeking management and technology expertise Sam is

a graduate of McMaster University where he studied biochemistry

Company PaymentEvolution Website wwwpaymentevolutioncom

Twitter samvassa

Peggy Tyers BBA - Event Organizer

Peggy Tyers earned an Honours Bachelor of Business Administration from Wilfrid Laurier

University After graduating she entered the retail sector She spent over 20 years

working with National retailers in several areas consulting marketing buying and

merchandising Peggy transferred those skills to another industry sector when she

brought the 2020 Group (leading volunteer membership organization for progressive

accountants in the world) to Canada Peggy looks for products and services to help

accountants improve the efficiency of their practice and improve their bottom lines

Company 2020 Canada Title President

Website www2020canadaca

Webinar Speakers

Scott Zandbergen

Scott Zandbergen has worked in the accounting software world for over 17 years He

spent many years at Sage where he built and grew the Simply Accounting Certified

Consultant program Later as Vice President of Product Management he led the product

strategy for Simply Accounting Accpac and MAS 90500 In early 2011

Scott joined Wave Accounting a fully automated 100 free double entry accounting

software designed for small businesses with less than 10 employees Scotts mission there

is to educate the accounting and bookkeeping communities about the solution Wave

offers their small business clients In a little over 3 years on the market Wave now has over 2 million users on its

platform

Company Wave Accounting Title VP Pro Network

Website wwwwaveappscom Twitter WaveHQ

Wayne Zielke

Wayne is the founder and CEO of LedgerDocs an online document management

application that was designed around the sharing managing and collaboration needs of

bookkeepers accountants and businesses Wayne has spent his career working in the

accounting industry and understands first-hand the workflow and process involved in

providing exceptional full cycle bookkeeping and accounting services to clients From these

experiences he decided to create an application that streamlines the bookkeeping and

accounting process while promoting collaboration among bookkeepers accountants and

their amazing clients

Company LedgerDocs Title Chief Executive Officer

Website wwwledgerdocscom Twitter ledgerdocs

2020 Dream Practice Virtual Accounting Conference 2014

wwwvirtualaccountingconferencecom

2020 Dream Practice

Virtual Accounting Conference

Virtual Conference for Accountants

October 1 and 2 2014

Webinars

Presentations will be held on

Tuesdays and Thursdays from June 3

2014 through January 27 2015

Presentations scheduled from 1100

am MST to 100 pm MST

Schedule includes one hour for

presentation and up to one hour for

questions

Over 32 webinars with

industry experts

wwwvirtualaccountingconferencecom

Collaborate Innovate Prosper

Gold Sponsors

Silver Sponsors

Page 13: Virtual Accounting Conference 2014

Gold Sponsor

Irsquove worked with a company that fully embraces ldquobusiness process

outsourcingrdquo Anything that we could outsource to virtual workers we have and it has

greatly reduced the amount of square footage that our company needs hence greatly

reducing our carbon footprint and office expenses It also benefits the workers we

employ in the sense that they get to live where they want and be in their home work

environment If you really think about it you rsquod be surprised about exactly how many

task you can actually outsource and that can be done online It rsquos nice to be on

the forefront of a new growth industry

John B ndash Geeks On The Way

Increase productivity expand your business and save money ndash outsource your business processes with Tursa Group

We have a talented team of specialists in various fields of IT marketing administration and finance ready to look after your companyrsquos needs so

that you can concentrate on growing your company

For More Information Visit Us Online

wwwtursagroupcom

wwwvirtualaccountingconferencecom

2020 Dream Practice Virtual Accounting Conference 2014

Gold Sponsor

Zohocom offers a comprehensive suite of award-winning online business productivity amp collaboration applications Customers use Zoho Applications to run their business processes manage their information and be more productive while at the office or on the go without having to worry about expensive or outdated hardware or software To date Zohocom has launched 25+ online applications mdash from CRM to Mail Office Suite Project Management Invoicing Web conferencing and more Zoho has received numerous awards including an InfoWorld 2009 Product of the Year award a 2008 PC World 25 Most Innovative Products Award and a 2007 TechCrunch Best Enterprise Start-up Zohocom is a division of Zoho Corporation a privately-held and profitable company With offices in CA Austin Chennai Yoko-hama and Beijing Zoho Corporation serves the technology needs of more than 9 million customers worldwide

For More Information Visit Us Online

wwwzohocom

Silver Sponsors

The Accounting Practitioners Symposium is an information

resource for Accounting Professionals to examine bringing

together different technology to create a simplified and

streamlined office process to help grow your business

wwwaccountingsymposiumcom

We build tools that simply make life easier

The goal of Client Track is to help take control of your

practice and save you time by combining all of the office

management tools into one easy-to-use package

wwwclienttrackca

Online Marketing amp Web Design

VH Marketingrsquos strategy is to build an outstanding web

presence not just a website by providing clients with an

up-to-date web design mobile setup and social media

presence tied together with strong ongoing SEO

(search engine optimization) Following this proven strategy

places our clients business in front of the right target

market generating leads on consistent basis

wwwvhwebsitescom

Wealth Stewards Inc is the partner of choice for Chartered

Professional Accountants who want to provide their valued

clients with a wealth management firm that is prudent and

a true steward of their wealth Wealth Stewards Inc

partners with accountants to provide both tax effective and

sound wealth management strategies together we help

our clients achieve long-term financial goals

wwwwealthstewardsca

Wolters Kluwer enables legal tax finance and healthcare

professionals to be more effective and efficient We provide

information software and services that deliver vital in-

sights intelligent tools and the guidance of subject-matter

experts

wwwwolterskluwercom

wwwvirtualaccountingconferencecom

Webinar Schedule SpringSummer

Date Topic Speaker

Last Speaker

First

632014 Connect With Your Clients With Intent Using ASPiRE

Crosser John

6102014 Integrating Wealth Management Tyers Paul

6122014 Learn about XLGL an Excel add-in which connects to Sage 50 databases to produce customized reports

Carrier Daniel

6172014 LedgerDocs Never Lose a Receipt Zielke Wayne

6192014 Protecting Those that Run Your Business Crosser John

6242014 Drop the Struggle amp Thrive Solomon Rick

732014 Working In The Cloud A Bookkeepers Perspective Bouffard Keri

782014 Clouds Taking the First Steps Irving Graham

7102014 Importing Data into Small Business Accounting Programs

Mason Dan

7152014 Shoeboxedcom Hourigan Mike

7222014 5 Ways to Grow Your Business Borschowa Jeff

7242014 Supercharge Your Documentation Bellehumeur Adrienne

7292014 Protecting Your Business Entity Crosser John

7312014 Client Track as a Practice Management Solution Merritt David

852014 Creating and Implementing a Marketing Plan Buol Ruszczyk Bonnie

8122014 Accounting in The Cloud Zandbergen Scott

8192014 High Level Overview of Business Processes Borschowa Jeff

8262014 The Enlightened Accountant Solomon Rick

2020 Dream Practice Virtual Accounting Conference 2014

Webinar Schedule FallWinter

wwwvirtualaccountingconferencecom

Date Topic Speaker

Last Speaker

First

922014 Sandler Rules for Building Your Practice to Work Smarter Not Harder

Knox Hamish

942014 Social Media Strategies for Accountants and Bookkeepers Olah Viola

992014 Make Your Website a Business Development Tool Buol Ruszczyk Bonnie

9112014 Business Development Intelligence (BDI) Fritsch Chris

9162014 Succession Planning Tyers Paul

9182014 Turning Your Accountancy Firm Website Into a Lead Generation Machine

Reyburn Karen

9232014 Benchmarking for Success Borschowa Jeff

9252014 A Brief Tour Through Wills and Estate Planning Jones Stephan

9302014 Sales and Marketing Eden Jan

1072014 Social Media The Good Bad and Effective Buol Ruszczyk Bonnie

1092014 An Introduction to SRampED What It Is and What Can It Do For Your Clients

Smith Graham

10142014 Understanding and Utilizing Insurance Company Investment and Income Products

Findlay Curtis

10162014 Key Elements of a Lead Generating Website Olah Viola

10212014 Improving the Bottom Line Through Niche Marketing Tyers Peggy

10232014 LedgerOnline Zielke Wayne

10282014 Going Paperless Duncan Brooks

1142014 Growing Your Firm with LinkedIn Buol Ruszczyk Bonnie

1162014 Expanding Business Activities to the United States (Canadian Companies)

Shumate Amy

11132014 Business Planning For Organizations of all Sizes Findlay Curtis

11182014 The Power of Niche Marketing for Accountants Reyburn Karen

11252014 Profitable Cloud-Based Payroll for your Practice Vassa Sam

1222014 Turning Great Ideas Into Reality Suart Glenn

1292014 Colour Accounting Descoteaux Stephanie

Webinar Speakers

Adrienne Bellehumeur CA CISA PMP

Adrienne Bellehumeur lives in Calgary Alberta and works as a consultant specializing

in business analysis audit and effective documentation Her focus is on helping

companies track monitor and protect their most valuable assets information and

intellectual capital Adrienne began her career as a Chartered Accountant working with

clients on audits assessing financial controls and Sarbanes-Oxley (SOX) compliance

projects Her experience over the years includes requirements management process

modelling project communications technical writing and developing documentation

strategies and systems Adrienne continues to actively research present on and write

about effective documentation and business analysis practices

Company BELLEHUMEUR amp ASSOCIATES Website wwwleadersinbusinessanalysiscom

Jeff Borschowa - Event Organizer amp Host

I first joined the accounting world in 1991 and became a Chartered Accountant in 2000 I

have spent the bulk of my career working with and advising small to medium-sized

enterprises I have experience working in all sizes of accounting firms from sole

practitioners to international firms My focus in my career has been to find new and better

ways to integrate innovation and technology to enhance the customer experience and

improve efficiency in the accounting process My journey has been unique in that I have

met some very innovative accountants and mentors in my career I have been very

fortunate to be in a position to learn from them compare their ideas and to truly choose

the best of the best Personally I would like nothing more than to free accountants from the stress created by high

volume commodity work allowing them the freedom to pursue work that is rewarding personally and professionally My

overall goal is to reduce the hours worked by accountants and increase overall profitability One of my friendrsquos made an

interesting comment recently ldquoAlmost every accountant that I know can tell me how much his gross revenue is but

very few know what their actual costs arerdquo I challenge you to learn more about your practice so that you can bid on the

right kinds of projects and earn what you are worth ndash your education should be your most valued possession

Company Dream Practice Website wwwdreampracticeca

Twitter DreamPractices

2020 Dream Practice Virtual Accounting Conference 2014

wwwvirtualaccountingconferencecom

Webinar Speakers

Kerri Bouffard

Kerri Bouffard CPB has been a professional bookkeeper for over 20 years and has

been operating her own company Add-Vantage Bookkeeping since 2003

She has been happily working completely in the cloud since 2012 ndash with no copies of

any software loaded directly on her local computer system

Company Add-Vantage Bookkeeping Website httpaddvantagebookkeepingcom

Bonnie Buol Ruszczyk

Bonnie Buol Ruszczyk is the founder and president of bbr marketing which provides

marketing services and strategy for professional services firms Every day she and her

talented staff help accountants all over North America reach their audiences and grow

their firms by creating and implementing customized solutions that differentiate each

client in their individual market Named one of 2013rsquos Top 100 Most Influential People in

accounting by Accounting Today for the 2nd year in a row she is an active volunteer in a

number of organizations including serving as president of the Atlanta AAM Chapter and

a regular contributor to a variety of news and industry websites

Company bbr marketing Title Founder and President

Website wwwbbrmarketingcom

Webinar Speakers

2020 Dream Practice Virtual Accounting Conference 2014

Daniel Carrier

Daniel Carrier has close to 40 yearsrsquo experience in bookkeeping Hersquos worked as a

consultant since 1993 and has recommended and installed a number of bookkeeping

software Daniel founded Logicim in 2004 with his partner his son It is Pierre Alain

Carrier who has created the now famous XLGL and Daniel is proud to be participating in

this great reporting initiative

Company Logicim Inc Website wwwlogicimtechcom

John Crosser

John Crosser is the owner of Knights Financial Management an independent

insurance service company John believes it is important to ensure businesses not only

properly protect their business entity but also those that make their business run At

Knights Financial Management we focus on small to medium sized businesses looking for

help as they navigate their way through the world of business Having the right type

and the right amount of insurance will help provide financial peace of mind to owners

so they can concentrate on ldquodoingrdquo business John is actively involved in his community

As the author of ASPiRE A Financial Workbook for the Canadian Teen John routinely

presents to schools and business to help increase financial literacy By helping people understand the moving parts

of a financial game plan (goals setting cash flow and debt management asset

protect and building wealth) John feels they will be more financially

bull Fit--through wise budgeting of time and money

bull Independent--through discovering their own skills setting and accomplishing goals

bull Responsible--through focused activities and self-discipline

bull Secure--through building multiple streams of cash flow

With proper financial literacy individuals families schools businesses communities provinces and Canada at large

will be stronger In addition to growing his business John enjoys spending time with his wife Jeanelle and their two

daughters Ashley and Jayme John loves working on his golf handicap making furniture and barbecuing with family

and friends

Company Knights Financial Management and Portfolio Strategies Corporation Website httpwwwknightsfmca

wwwvirtualaccountingconferencecom

Webinar Speakers

Stephanie Descoteaux DFA-BSS

Steacutephanie Descocircteaux is president and CEO of Calculated Approach Consulting Inc and

founder of Digits amp Decimals Inc But those are not the titles she loves itrsquos her real job as

a bookkeeping systems specialist that indicates her true passion Her focus is always on

educating clients improving systems and measuring the accomplishments of those

systems This vision empowers small business owners and entrepreneurs and has

commanded an impressive client list that continues to grow Steacutephanie founded Digits amp

Decimals Inc in 2001 a professional bookkeeping company She is the lead trainer and

consultant and has grown the business to include a staff of experts In 2011 Stephanie

launched Calculated Approach Consulting Inc a company that offers mentorship controllership and consulting

services to business owners or other bookkeepers Steacutephaniersquos professional affiliations include membership in the

Canadian Payroll Association (CPA) Institute of Professional Bookkeepers of Canada (IPBC) and Association of

Certified Fraud Examiners (ACFE) She is also a QuickBooks ProAdvisor has completed the Distinguish Financial

Advisor ndash Bookkeeping System Specialist (DFABSS) a 2 years bookkeeping certification with the Knowledge

Bureau she recently became a Sale Partner with Accounting Comes Alive ndash Color Accounting and is one of few

accredited Training Partner in Canada for Accounting Comes Alive ndash Color Accounting Steacutephaniersquos presentations

are available in English or French

Company Calculated Approach Consulting Inc Website wwwdigitsdecimalscom

Twitter DigitsDecimals

Brooks Duncan

Brooks Duncan helps individuals and small businesses go paperless at Docu-

mentSnapcom where he writes about tools workflows and taking action Hes a

CPACMA and a former computer programmer and financial software support manager

Brooks lives in Vancouver BC

Company DocumentSnapcom Website wwwdocumentsnapcom

Webinar Speakers

2020 Dream Practice Virtual Accounting Conference 2014

Chris Fritsch JD

As a Business Development Intelligence Consultant Chris Fritsch works together with

professional services firms to help support their Business Development efforts and

maximize their return on investment Chris and her team at ClientsFirst help Clients

utilize information and competitive intelligence to guide their business development

decisions and strategies to enhance their client development efforts

Chris also writes and speaks nationally on topics including competitive intelligence

business development client relationship management relationship intelligence web

marketing and the use of technology to enhance profitability In her former role as a

Legal Technologist she advised top law firms and professionals about competitive intelligence and innovative uses

of Internet technology Chris has also worked in-house as a Legal Technologist for an Am Law 50 law firm based in

Atlanta and as a Technology Consultant and Webmaster for Emory Law School She was also the Managing

Partner of a consulting firm specializing in providing technology solutions Chris received her law degree from

Emory University School of Law in Atlanta GA where she served as Managing Editor of the Emory International

Law Review as well as student and faculty technology consultant In her spare time Chris blogs and designs

websites and electronic newsletters

Company Clients First Consulting Title Business Development Intelligence Consultant

Website wwwClientsFirstConsultingcom Twitter CRMSuccess

Curtis Findlay

Curtis Findlay CFP is recognized nationally in the Canadian financial industry as both a

mentor of financial advisors as well as a successful advisor After graduating college Curtis

entered the financial industry in 1978 He operates his business activities from Canmore

Alberta Curtis has extensive experience advising entrepreneurs and mid-wealth individuals

with a variety of financial business and personal planning endeavours His comments are

made to Dream Practice through his firm Compass Financial Planning Services Ltd and not

related to a securities entity

Company Compass Financial Planning Services Ltd Website httpwwwcompfinnet

wwwvirtualaccountingconferencecom

Webinar Speakers

Mike Hourigan

Mike Hourigan is the Marketing Manager for Shoeboxedcom He is a graduate of the

University of North Carolina at Chapel Hill where he studied advertising Mike oversees all

of Shoeboxeds online marketing initiatives as well as the companys integrated partner

relations When Mike isnt helping small businesses and accountants get set up with

Shoeboxed he enjoys hiking and walking 18 holes at the nearest public golf course

Company Shoeboxedcom Website wwwshoeboxedcom

Twitter michaelhourigan

Stephen Jones LL M CPA CA

Stephen graduated from Dalhousie Law School He then articled in Toronto Shortly after

he obtained his CA designation working for one of the predecessors or KPMG In 1990

he joined BMO at its head office as a taxation lawyer and accountant

He rounded out his education in 2006 graduating with his Masters of Laws (LLM) in trust

and fiduciary law at Osgoode Stephen now provides counsel for Wealth Stewards

overall tax and estate activities Stephen brings his expertise and experience to the

planning and implementation of individual client situations Stephen is registered with the

Law Society of Upper Canada in private practice and with the Ontario and Canadian

Institutes of Chartered Professional Accountants

Company Wealth Stewards Inc Title Director Tax amp Estate Planning

Website wwwwealthstewardsca

Webinar Speakers

2020 Dream Practice Virtual Accounting Conference 2014

Hamish Knox

As a licensed member of the global Sandler network Hamish works with business owners and chief

executives who are serious about creating sustainable sales cultures Hamish worked in sales across

a variety of industries including media communication services software and professional sports

before joining the Sandler network which melded his passions for sales and education Early in his

Sandler career Hamish was anointed a Sandler Rising Star for quickly building his business and

helping fellow Sandler colleagues with their businesses Hamish is a former Sandler Global Rookie of

the Year is a current member of Sandlers Franchisee Advisory Council and his book Accountability

the Sandler Way will be published in November

Company Sandler Training - Calgary Website wwwhamishsandlercom

Twitter sandlerhamish

Dan Mason

I speak about innovation related to business software and business models that help

small and medium sized businesses to transform and automate their business

processes to achieve maximum efficiency and improve customer experience

Dan Mason focuses on strategic planning and business model innovation by helping

small and medium sized businesses to automate and optimize their business processes

Drawing from his 20 years of experience working with various accounting and ERP

systems Dan has helped several small and medium sized businesses in various

verticals to build robust business software systems Dan started Business Innovation

Technologies Inc in 2008 and has successfully led the company from its inception into a market leading provider

of innovative business software solutions As CEO of Business Innovation Technologies Dan is responsible for

driving the organizationrsquos strategic agenda technology vision and business operations In addition to helping

companies deploy best-of-the-breed business software systems Dan has been working on integrating diverse

business systems through his companyrsquos industry leading software solution to import and export data from ANY

source to various accounting and business software

Company Business Innovation Technologies Inc Title President amp CEO

Website wwwbusinnovatechcom

wwwvirtualaccountingconferencecom

Webinar Speakers

Viola Olah

Viola Olah is a Hungarian born and raised in Transylvania (yes itrsquos a real placehellip) She

lives in Calgary with her hubby and her dog Nikki After she worked as a systems analyst

for a large oil and gas company for a number of years she decided in 2009 to open up her

own business VH Marketing Ltd an online marketing company She thrives on the

challenge of keeping up with the fast changing pace of the Internet world and implementing

cutting edge marketing strategies to her clientsrsquo marketing plan Seeing clients succeed

gives her great satisfaction and she is grateful for the long-term strong relationships she

forged with them Her clients are local small business owners and individual professionals

who are very good at their own craft and donrsquot have the time or the desire to market their own business VH

Marketingrsquos strategy is to build an impactful web presence not just a website by providing clients with an up to date

web design mobile setup and social media presence This is all tied together with strong ongoing SEO

(search engine optimization) placing the clientsrsquo business in front of the right target market generating leads on

consistent basis

Company VH Marketing Ltd Website wwwvhwebsitescom

David Merritt

David Merritt owner and creator of Client Track graduated with a BSc in Computing and has

been designing software ever since David developed Client Track after he saw a real need in

the Accounting Practitioners industry for a solution to help public practice accounting

professionals to organize and control all of their deadlines efficiently Realizing that a large part

of running a successful practice was managing clients chasing down paperwork and handling all

the returns David developed Client Track into a software solution that is built based on the

unique needs of accounting professionals across Canada

Company Client Track Website httpclienttrackca

Twitter Client_Track

Webinar Speakers

2020 Dream Practice Virtual Accounting Conference 2014

Karen Reyburn

Karen Reyburn is a creative-minded individual who specialises in online marketing for

accountancy firms A former accountant (and a Certified Public Accountant in the

States) Karen now assists accountancy firms with understanding and using online

marketing to get more leads A dual British-American citizen Karens past careers

include working with a Glasgow-based accountancy firm setting up and maintaining a

separate consultancy division for this firm She instigated monthly business workshops training and facilitating

business owners in marketing strategy and profitability She has delivered online webinars and offline seminars

for the Chamber of Commerce Bank of Scotland women in business and business growth events She assisted

in the delivery of a comprehensive Business Consulting Programme to accountants for over five years For five

years Karen managed the European office of a global network of accounting firms helping both accountants and

SMEs to improve their marketing efforts This included delivering webinars providing online training website

design and improvement email marketing blogging and marketing action plans Karen is also an

internationally-recognised photographer doing wedding photography family portraits and landscape photography

in Scotland England Ireland Cyprus Australia the United States and more

Company The Profitable Firm Title Owner

Website wwwtheprofitablefirmcom Twitter ProfitableFirm

Graham Smith

Graham Smith is Vice President of Business Development for TSGI-Chartered Accountants

one of the top SRampED consultancies in western Canada He has been active in the SRampED

industry for more than 8 years and has co-taught the course on SRampED for the Institute of

Chartered Accountants of Alberta Graham has worked on wide range of claims for companies

of all sizes and in all industrial sectors

Company TSGI Charted Accountants Title Vice President - Business Development

Website wwwtsgica

wwwvirtualaccountingconferencecom

Webinar Speakers

Rick Solomon CPA CGMA - Keynote Speaker

For over 20 years Rick Solomon has taught professionals around the world how to create

extraordinary results in their professional practices and lives by applying time tested

techniques and sometimes ancient wisdom in a number of ways His past practice as a

CPA and business advisor coupled with years of study at the Sedona Institute have

provided him a deep understanding of how to guide others to be free of the self-created

limitations that for many people make personal and professional success much harder

than it has to be Rick is presently the CEO of Thriving Firm a world leader in helping

professional service providers and advisors build more profitable and rewarding practices

He is the founder and serves as the main facilitator of the Masters Program a two-year workshop and coaching

program offered exclusively to open-minded professionals The Masters Program shares a very unique way to

achieve abundance in ones personal and professional life Rick has challenged thousands of professionals world-

wide to expand their view of themselves and the value they bring to their clients in order to reach new levels of

personal and professional abundance

Company Thriving Firm Title CEO - Founder and Lead Facilitator of the Masters Program

Website wwwthrivingfirmcom Twitter ricksolomoncpa

Amy Shumate

Amy brings 13 years US tax experience to her role as Director in the US Corporate Tax

Advisory practice Amy assists her Canadian clients and their affiliates with their US

federal and state corporate income franchise sales and use tax issues from a unique

cross-border perspective She has worked with all sizes of both public and private

corporations in all types of industries in helping them manage their US federal and state

tax compliance and consulting needs Prior to joining Trowbridge in early 2014 Amy

worked for two of the Big 4 firms beginning in 2001 where she helped clients with US

corporate tax compliance federal and state tax consulting due diligence work

structuring and controversy Amy has a BA and MBA from McMaster University and

an MSc (Tax) from Golden Gate University in San Francisco She is a Canadian Chartered Professional

Accountant registered in Ontario and a Certified Public Accountant registered in Illinois

Company TROWBRIDGE PROFESSIONAL CORPORATION Title Director US Corporate Tax Services

Website wwwtrowbridgeca

Webinar Speakers

2020 Dream Practice Virtual Accounting Conference 2014

Glenn Suart

Glenn Suart is a Calgary-based Strategist Entrepreneur and Host of ldquoTodayrsquos Great Ideardquo

a nationally syndicated program aimed at helping people doing something with their great

ideas Over the past 20 years at WriteMyPlan PricewaterhouseCoopers Consulting and

Nordicity Group Ltd he has helped hundreds of people build successful businesses

Friendly and approachable Glenn and his team create strong viable businesses and craft

compelling winning business plans Glenn also teaches Building An Effective Business

Case at Mount Royal University in Calgary

Company WriteMyPlan Website wwwWriteMyPlancom

Paul Tyers

Paul Tyers is Managing Director of Wealth Stewards Inc and Vice President of Portfolio

Stewards Inc registered with the Ontario Securities Commission He and his team provide

comprehensive wealth management services to affluent Canadians typically in conjunction

with their other ldquotrusted advisorsrdquo A Chartered Professional Accountant (CPA) Certified

Financial Planner (CFP) and Chartered Investment Manager (CIM) Paul has both the

education and experience to provide comprehensive wealth advisory services Upon

completion of a business degree Paul began his career at a major international CA firm

gaining experience in a wide variety of business sectors Moving into corporate finance with

Bank of Montreal followed by Corpfinance International experience was gained in mergers acquisitions succession

and growth financing In 1987 Paul partnered with a venture capital firm to acquire Retirement Counsel of Canada

(RCOC) and led it through substantial growth prior to selling it in 2002 Since 2002 Paul has returned to his passion

of building managing and preserving the wealth of affluent private clients His success is attributed to ensuring

clientsrsquo interests always come first Paul provides advice on the areas noted to the left and has pioneered the

integration of wealth management services into Canadian accountingtax firms

Company Wealth Stewards Inc Title Managing Director

Website httpwealthstewardsca

wwwvirtualaccountingconferencecom

Webinar Speakers

Sam Vassa

Sam Vassa heads PaymentEvolution ndash Canadarsquos largest and most loved cloud payroll and

payments service Sam founded the company with a team of technology and subject

matter specialists and devised an award-winning solution that empowers organizations and

their accountants to manage their own payroll process Previously Sam led business

development for the capital markets industry at Microsoft Corporation His team worked with

leading Microsoft partners to build compelling solutions for the financial services

industry Sam was responsible for alliance relationships with Microsoftrsquos largest global

partners as well as sales and marketing execution with the community He has worked

with Microsoftrsquos US and Canadian subsidiaries and is known for his passion for forming strong partnerships Sam was

a channel manager at Digital Equipment Canada and served with the Canadian Department of Foreign Affairs and

International Trade at their foreign missions worldwide He is a board member of Telecompute ndash a leading software

development firm pioneering the use of portable database technology for vertical markets Sam is active in the

emerging business market as an advisor and mentor to firms seeking management and technology expertise Sam is

a graduate of McMaster University where he studied biochemistry

Company PaymentEvolution Website wwwpaymentevolutioncom

Twitter samvassa

Peggy Tyers BBA - Event Organizer

Peggy Tyers earned an Honours Bachelor of Business Administration from Wilfrid Laurier

University After graduating she entered the retail sector She spent over 20 years

working with National retailers in several areas consulting marketing buying and

merchandising Peggy transferred those skills to another industry sector when she

brought the 2020 Group (leading volunteer membership organization for progressive

accountants in the world) to Canada Peggy looks for products and services to help

accountants improve the efficiency of their practice and improve their bottom lines

Company 2020 Canada Title President

Website www2020canadaca

Webinar Speakers

Scott Zandbergen

Scott Zandbergen has worked in the accounting software world for over 17 years He

spent many years at Sage where he built and grew the Simply Accounting Certified

Consultant program Later as Vice President of Product Management he led the product

strategy for Simply Accounting Accpac and MAS 90500 In early 2011

Scott joined Wave Accounting a fully automated 100 free double entry accounting

software designed for small businesses with less than 10 employees Scotts mission there

is to educate the accounting and bookkeeping communities about the solution Wave

offers their small business clients In a little over 3 years on the market Wave now has over 2 million users on its

platform

Company Wave Accounting Title VP Pro Network

Website wwwwaveappscom Twitter WaveHQ

Wayne Zielke

Wayne is the founder and CEO of LedgerDocs an online document management

application that was designed around the sharing managing and collaboration needs of

bookkeepers accountants and businesses Wayne has spent his career working in the

accounting industry and understands first-hand the workflow and process involved in

providing exceptional full cycle bookkeeping and accounting services to clients From these

experiences he decided to create an application that streamlines the bookkeeping and

accounting process while promoting collaboration among bookkeepers accountants and

their amazing clients

Company LedgerDocs Title Chief Executive Officer

Website wwwledgerdocscom Twitter ledgerdocs

2020 Dream Practice Virtual Accounting Conference 2014

wwwvirtualaccountingconferencecom

2020 Dream Practice

Virtual Accounting Conference

Virtual Conference for Accountants

October 1 and 2 2014

Webinars

Presentations will be held on

Tuesdays and Thursdays from June 3

2014 through January 27 2015

Presentations scheduled from 1100

am MST to 100 pm MST

Schedule includes one hour for

presentation and up to one hour for

questions

Over 32 webinars with

industry experts

wwwvirtualaccountingconferencecom

Collaborate Innovate Prosper

Gold Sponsors

Silver Sponsors

Page 14: Virtual Accounting Conference 2014

2020 Dream Practice Virtual Accounting Conference 2014

Gold Sponsor

Zohocom offers a comprehensive suite of award-winning online business productivity amp collaboration applications Customers use Zoho Applications to run their business processes manage their information and be more productive while at the office or on the go without having to worry about expensive or outdated hardware or software To date Zohocom has launched 25+ online applications mdash from CRM to Mail Office Suite Project Management Invoicing Web conferencing and more Zoho has received numerous awards including an InfoWorld 2009 Product of the Year award a 2008 PC World 25 Most Innovative Products Award and a 2007 TechCrunch Best Enterprise Start-up Zohocom is a division of Zoho Corporation a privately-held and profitable company With offices in CA Austin Chennai Yoko-hama and Beijing Zoho Corporation serves the technology needs of more than 9 million customers worldwide

For More Information Visit Us Online

wwwzohocom

Silver Sponsors

The Accounting Practitioners Symposium is an information

resource for Accounting Professionals to examine bringing

together different technology to create a simplified and

streamlined office process to help grow your business

wwwaccountingsymposiumcom

We build tools that simply make life easier

The goal of Client Track is to help take control of your

practice and save you time by combining all of the office

management tools into one easy-to-use package

wwwclienttrackca

Online Marketing amp Web Design

VH Marketingrsquos strategy is to build an outstanding web

presence not just a website by providing clients with an

up-to-date web design mobile setup and social media

presence tied together with strong ongoing SEO

(search engine optimization) Following this proven strategy

places our clients business in front of the right target

market generating leads on consistent basis

wwwvhwebsitescom

Wealth Stewards Inc is the partner of choice for Chartered

Professional Accountants who want to provide their valued

clients with a wealth management firm that is prudent and

a true steward of their wealth Wealth Stewards Inc

partners with accountants to provide both tax effective and

sound wealth management strategies together we help

our clients achieve long-term financial goals

wwwwealthstewardsca

Wolters Kluwer enables legal tax finance and healthcare

professionals to be more effective and efficient We provide

information software and services that deliver vital in-

sights intelligent tools and the guidance of subject-matter

experts

wwwwolterskluwercom

wwwvirtualaccountingconferencecom

Webinar Schedule SpringSummer

Date Topic Speaker

Last Speaker

First

632014 Connect With Your Clients With Intent Using ASPiRE

Crosser John

6102014 Integrating Wealth Management Tyers Paul

6122014 Learn about XLGL an Excel add-in which connects to Sage 50 databases to produce customized reports

Carrier Daniel

6172014 LedgerDocs Never Lose a Receipt Zielke Wayne

6192014 Protecting Those that Run Your Business Crosser John

6242014 Drop the Struggle amp Thrive Solomon Rick

732014 Working In The Cloud A Bookkeepers Perspective Bouffard Keri

782014 Clouds Taking the First Steps Irving Graham

7102014 Importing Data into Small Business Accounting Programs

Mason Dan

7152014 Shoeboxedcom Hourigan Mike

7222014 5 Ways to Grow Your Business Borschowa Jeff

7242014 Supercharge Your Documentation Bellehumeur Adrienne

7292014 Protecting Your Business Entity Crosser John

7312014 Client Track as a Practice Management Solution Merritt David

852014 Creating and Implementing a Marketing Plan Buol Ruszczyk Bonnie

8122014 Accounting in The Cloud Zandbergen Scott

8192014 High Level Overview of Business Processes Borschowa Jeff

8262014 The Enlightened Accountant Solomon Rick

2020 Dream Practice Virtual Accounting Conference 2014

Webinar Schedule FallWinter

wwwvirtualaccountingconferencecom

Date Topic Speaker

Last Speaker

First

922014 Sandler Rules for Building Your Practice to Work Smarter Not Harder

Knox Hamish

942014 Social Media Strategies for Accountants and Bookkeepers Olah Viola

992014 Make Your Website a Business Development Tool Buol Ruszczyk Bonnie

9112014 Business Development Intelligence (BDI) Fritsch Chris

9162014 Succession Planning Tyers Paul

9182014 Turning Your Accountancy Firm Website Into a Lead Generation Machine

Reyburn Karen

9232014 Benchmarking for Success Borschowa Jeff

9252014 A Brief Tour Through Wills and Estate Planning Jones Stephan

9302014 Sales and Marketing Eden Jan

1072014 Social Media The Good Bad and Effective Buol Ruszczyk Bonnie

1092014 An Introduction to SRampED What It Is and What Can It Do For Your Clients

Smith Graham

10142014 Understanding and Utilizing Insurance Company Investment and Income Products

Findlay Curtis

10162014 Key Elements of a Lead Generating Website Olah Viola

10212014 Improving the Bottom Line Through Niche Marketing Tyers Peggy

10232014 LedgerOnline Zielke Wayne

10282014 Going Paperless Duncan Brooks

1142014 Growing Your Firm with LinkedIn Buol Ruszczyk Bonnie

1162014 Expanding Business Activities to the United States (Canadian Companies)

Shumate Amy

11132014 Business Planning For Organizations of all Sizes Findlay Curtis

11182014 The Power of Niche Marketing for Accountants Reyburn Karen

11252014 Profitable Cloud-Based Payroll for your Practice Vassa Sam

1222014 Turning Great Ideas Into Reality Suart Glenn

1292014 Colour Accounting Descoteaux Stephanie

Webinar Speakers

Adrienne Bellehumeur CA CISA PMP

Adrienne Bellehumeur lives in Calgary Alberta and works as a consultant specializing

in business analysis audit and effective documentation Her focus is on helping

companies track monitor and protect their most valuable assets information and

intellectual capital Adrienne began her career as a Chartered Accountant working with

clients on audits assessing financial controls and Sarbanes-Oxley (SOX) compliance

projects Her experience over the years includes requirements management process

modelling project communications technical writing and developing documentation

strategies and systems Adrienne continues to actively research present on and write

about effective documentation and business analysis practices

Company BELLEHUMEUR amp ASSOCIATES Website wwwleadersinbusinessanalysiscom

Jeff Borschowa - Event Organizer amp Host

I first joined the accounting world in 1991 and became a Chartered Accountant in 2000 I

have spent the bulk of my career working with and advising small to medium-sized

enterprises I have experience working in all sizes of accounting firms from sole

practitioners to international firms My focus in my career has been to find new and better

ways to integrate innovation and technology to enhance the customer experience and

improve efficiency in the accounting process My journey has been unique in that I have

met some very innovative accountants and mentors in my career I have been very

fortunate to be in a position to learn from them compare their ideas and to truly choose

the best of the best Personally I would like nothing more than to free accountants from the stress created by high

volume commodity work allowing them the freedom to pursue work that is rewarding personally and professionally My

overall goal is to reduce the hours worked by accountants and increase overall profitability One of my friendrsquos made an

interesting comment recently ldquoAlmost every accountant that I know can tell me how much his gross revenue is but

very few know what their actual costs arerdquo I challenge you to learn more about your practice so that you can bid on the

right kinds of projects and earn what you are worth ndash your education should be your most valued possession

Company Dream Practice Website wwwdreampracticeca

Twitter DreamPractices

2020 Dream Practice Virtual Accounting Conference 2014

wwwvirtualaccountingconferencecom

Webinar Speakers

Kerri Bouffard

Kerri Bouffard CPB has been a professional bookkeeper for over 20 years and has

been operating her own company Add-Vantage Bookkeeping since 2003

She has been happily working completely in the cloud since 2012 ndash with no copies of

any software loaded directly on her local computer system

Company Add-Vantage Bookkeeping Website httpaddvantagebookkeepingcom

Bonnie Buol Ruszczyk

Bonnie Buol Ruszczyk is the founder and president of bbr marketing which provides

marketing services and strategy for professional services firms Every day she and her

talented staff help accountants all over North America reach their audiences and grow

their firms by creating and implementing customized solutions that differentiate each

client in their individual market Named one of 2013rsquos Top 100 Most Influential People in

accounting by Accounting Today for the 2nd year in a row she is an active volunteer in a

number of organizations including serving as president of the Atlanta AAM Chapter and

a regular contributor to a variety of news and industry websites

Company bbr marketing Title Founder and President

Website wwwbbrmarketingcom

Webinar Speakers

2020 Dream Practice Virtual Accounting Conference 2014

Daniel Carrier

Daniel Carrier has close to 40 yearsrsquo experience in bookkeeping Hersquos worked as a

consultant since 1993 and has recommended and installed a number of bookkeeping

software Daniel founded Logicim in 2004 with his partner his son It is Pierre Alain

Carrier who has created the now famous XLGL and Daniel is proud to be participating in

this great reporting initiative

Company Logicim Inc Website wwwlogicimtechcom

John Crosser

John Crosser is the owner of Knights Financial Management an independent

insurance service company John believes it is important to ensure businesses not only

properly protect their business entity but also those that make their business run At

Knights Financial Management we focus on small to medium sized businesses looking for

help as they navigate their way through the world of business Having the right type

and the right amount of insurance will help provide financial peace of mind to owners

so they can concentrate on ldquodoingrdquo business John is actively involved in his community

As the author of ASPiRE A Financial Workbook for the Canadian Teen John routinely

presents to schools and business to help increase financial literacy By helping people understand the moving parts

of a financial game plan (goals setting cash flow and debt management asset

protect and building wealth) John feels they will be more financially

bull Fit--through wise budgeting of time and money

bull Independent--through discovering their own skills setting and accomplishing goals

bull Responsible--through focused activities and self-discipline

bull Secure--through building multiple streams of cash flow

With proper financial literacy individuals families schools businesses communities provinces and Canada at large

will be stronger In addition to growing his business John enjoys spending time with his wife Jeanelle and their two

daughters Ashley and Jayme John loves working on his golf handicap making furniture and barbecuing with family

and friends

Company Knights Financial Management and Portfolio Strategies Corporation Website httpwwwknightsfmca

wwwvirtualaccountingconferencecom

Webinar Speakers

Stephanie Descoteaux DFA-BSS

Steacutephanie Descocircteaux is president and CEO of Calculated Approach Consulting Inc and

founder of Digits amp Decimals Inc But those are not the titles she loves itrsquos her real job as

a bookkeeping systems specialist that indicates her true passion Her focus is always on

educating clients improving systems and measuring the accomplishments of those

systems This vision empowers small business owners and entrepreneurs and has

commanded an impressive client list that continues to grow Steacutephanie founded Digits amp

Decimals Inc in 2001 a professional bookkeeping company She is the lead trainer and

consultant and has grown the business to include a staff of experts In 2011 Stephanie

launched Calculated Approach Consulting Inc a company that offers mentorship controllership and consulting

services to business owners or other bookkeepers Steacutephaniersquos professional affiliations include membership in the

Canadian Payroll Association (CPA) Institute of Professional Bookkeepers of Canada (IPBC) and Association of

Certified Fraud Examiners (ACFE) She is also a QuickBooks ProAdvisor has completed the Distinguish Financial

Advisor ndash Bookkeeping System Specialist (DFABSS) a 2 years bookkeeping certification with the Knowledge

Bureau she recently became a Sale Partner with Accounting Comes Alive ndash Color Accounting and is one of few

accredited Training Partner in Canada for Accounting Comes Alive ndash Color Accounting Steacutephaniersquos presentations

are available in English or French

Company Calculated Approach Consulting Inc Website wwwdigitsdecimalscom

Twitter DigitsDecimals

Brooks Duncan

Brooks Duncan helps individuals and small businesses go paperless at Docu-

mentSnapcom where he writes about tools workflows and taking action Hes a

CPACMA and a former computer programmer and financial software support manager

Brooks lives in Vancouver BC

Company DocumentSnapcom Website wwwdocumentsnapcom

Webinar Speakers

2020 Dream Practice Virtual Accounting Conference 2014

Chris Fritsch JD

As a Business Development Intelligence Consultant Chris Fritsch works together with

professional services firms to help support their Business Development efforts and

maximize their return on investment Chris and her team at ClientsFirst help Clients

utilize information and competitive intelligence to guide their business development

decisions and strategies to enhance their client development efforts

Chris also writes and speaks nationally on topics including competitive intelligence

business development client relationship management relationship intelligence web

marketing and the use of technology to enhance profitability In her former role as a

Legal Technologist she advised top law firms and professionals about competitive intelligence and innovative uses

of Internet technology Chris has also worked in-house as a Legal Technologist for an Am Law 50 law firm based in

Atlanta and as a Technology Consultant and Webmaster for Emory Law School She was also the Managing

Partner of a consulting firm specializing in providing technology solutions Chris received her law degree from

Emory University School of Law in Atlanta GA where she served as Managing Editor of the Emory International

Law Review as well as student and faculty technology consultant In her spare time Chris blogs and designs

websites and electronic newsletters

Company Clients First Consulting Title Business Development Intelligence Consultant

Website wwwClientsFirstConsultingcom Twitter CRMSuccess

Curtis Findlay

Curtis Findlay CFP is recognized nationally in the Canadian financial industry as both a

mentor of financial advisors as well as a successful advisor After graduating college Curtis

entered the financial industry in 1978 He operates his business activities from Canmore

Alberta Curtis has extensive experience advising entrepreneurs and mid-wealth individuals

with a variety of financial business and personal planning endeavours His comments are

made to Dream Practice through his firm Compass Financial Planning Services Ltd and not

related to a securities entity

Company Compass Financial Planning Services Ltd Website httpwwwcompfinnet

wwwvirtualaccountingconferencecom

Webinar Speakers

Mike Hourigan

Mike Hourigan is the Marketing Manager for Shoeboxedcom He is a graduate of the

University of North Carolina at Chapel Hill where he studied advertising Mike oversees all

of Shoeboxeds online marketing initiatives as well as the companys integrated partner

relations When Mike isnt helping small businesses and accountants get set up with

Shoeboxed he enjoys hiking and walking 18 holes at the nearest public golf course

Company Shoeboxedcom Website wwwshoeboxedcom

Twitter michaelhourigan

Stephen Jones LL M CPA CA

Stephen graduated from Dalhousie Law School He then articled in Toronto Shortly after

he obtained his CA designation working for one of the predecessors or KPMG In 1990

he joined BMO at its head office as a taxation lawyer and accountant

He rounded out his education in 2006 graduating with his Masters of Laws (LLM) in trust

and fiduciary law at Osgoode Stephen now provides counsel for Wealth Stewards

overall tax and estate activities Stephen brings his expertise and experience to the

planning and implementation of individual client situations Stephen is registered with the

Law Society of Upper Canada in private practice and with the Ontario and Canadian

Institutes of Chartered Professional Accountants

Company Wealth Stewards Inc Title Director Tax amp Estate Planning

Website wwwwealthstewardsca

Webinar Speakers

2020 Dream Practice Virtual Accounting Conference 2014

Hamish Knox

As a licensed member of the global Sandler network Hamish works with business owners and chief

executives who are serious about creating sustainable sales cultures Hamish worked in sales across

a variety of industries including media communication services software and professional sports

before joining the Sandler network which melded his passions for sales and education Early in his

Sandler career Hamish was anointed a Sandler Rising Star for quickly building his business and

helping fellow Sandler colleagues with their businesses Hamish is a former Sandler Global Rookie of

the Year is a current member of Sandlers Franchisee Advisory Council and his book Accountability

the Sandler Way will be published in November

Company Sandler Training - Calgary Website wwwhamishsandlercom

Twitter sandlerhamish

Dan Mason

I speak about innovation related to business software and business models that help

small and medium sized businesses to transform and automate their business

processes to achieve maximum efficiency and improve customer experience

Dan Mason focuses on strategic planning and business model innovation by helping

small and medium sized businesses to automate and optimize their business processes

Drawing from his 20 years of experience working with various accounting and ERP

systems Dan has helped several small and medium sized businesses in various

verticals to build robust business software systems Dan started Business Innovation

Technologies Inc in 2008 and has successfully led the company from its inception into a market leading provider

of innovative business software solutions As CEO of Business Innovation Technologies Dan is responsible for

driving the organizationrsquos strategic agenda technology vision and business operations In addition to helping

companies deploy best-of-the-breed business software systems Dan has been working on integrating diverse

business systems through his companyrsquos industry leading software solution to import and export data from ANY

source to various accounting and business software

Company Business Innovation Technologies Inc Title President amp CEO

Website wwwbusinnovatechcom

wwwvirtualaccountingconferencecom

Webinar Speakers

Viola Olah

Viola Olah is a Hungarian born and raised in Transylvania (yes itrsquos a real placehellip) She

lives in Calgary with her hubby and her dog Nikki After she worked as a systems analyst

for a large oil and gas company for a number of years she decided in 2009 to open up her

own business VH Marketing Ltd an online marketing company She thrives on the

challenge of keeping up with the fast changing pace of the Internet world and implementing

cutting edge marketing strategies to her clientsrsquo marketing plan Seeing clients succeed

gives her great satisfaction and she is grateful for the long-term strong relationships she

forged with them Her clients are local small business owners and individual professionals

who are very good at their own craft and donrsquot have the time or the desire to market their own business VH

Marketingrsquos strategy is to build an impactful web presence not just a website by providing clients with an up to date

web design mobile setup and social media presence This is all tied together with strong ongoing SEO

(search engine optimization) placing the clientsrsquo business in front of the right target market generating leads on

consistent basis

Company VH Marketing Ltd Website wwwvhwebsitescom

David Merritt

David Merritt owner and creator of Client Track graduated with a BSc in Computing and has

been designing software ever since David developed Client Track after he saw a real need in

the Accounting Practitioners industry for a solution to help public practice accounting

professionals to organize and control all of their deadlines efficiently Realizing that a large part

of running a successful practice was managing clients chasing down paperwork and handling all

the returns David developed Client Track into a software solution that is built based on the

unique needs of accounting professionals across Canada

Company Client Track Website httpclienttrackca

Twitter Client_Track

Webinar Speakers

2020 Dream Practice Virtual Accounting Conference 2014

Karen Reyburn

Karen Reyburn is a creative-minded individual who specialises in online marketing for

accountancy firms A former accountant (and a Certified Public Accountant in the

States) Karen now assists accountancy firms with understanding and using online

marketing to get more leads A dual British-American citizen Karens past careers

include working with a Glasgow-based accountancy firm setting up and maintaining a

separate consultancy division for this firm She instigated monthly business workshops training and facilitating

business owners in marketing strategy and profitability She has delivered online webinars and offline seminars

for the Chamber of Commerce Bank of Scotland women in business and business growth events She assisted

in the delivery of a comprehensive Business Consulting Programme to accountants for over five years For five

years Karen managed the European office of a global network of accounting firms helping both accountants and

SMEs to improve their marketing efforts This included delivering webinars providing online training website

design and improvement email marketing blogging and marketing action plans Karen is also an

internationally-recognised photographer doing wedding photography family portraits and landscape photography

in Scotland England Ireland Cyprus Australia the United States and more

Company The Profitable Firm Title Owner

Website wwwtheprofitablefirmcom Twitter ProfitableFirm

Graham Smith

Graham Smith is Vice President of Business Development for TSGI-Chartered Accountants

one of the top SRampED consultancies in western Canada He has been active in the SRampED

industry for more than 8 years and has co-taught the course on SRampED for the Institute of

Chartered Accountants of Alberta Graham has worked on wide range of claims for companies

of all sizes and in all industrial sectors

Company TSGI Charted Accountants Title Vice President - Business Development

Website wwwtsgica

wwwvirtualaccountingconferencecom

Webinar Speakers

Rick Solomon CPA CGMA - Keynote Speaker

For over 20 years Rick Solomon has taught professionals around the world how to create

extraordinary results in their professional practices and lives by applying time tested

techniques and sometimes ancient wisdom in a number of ways His past practice as a

CPA and business advisor coupled with years of study at the Sedona Institute have

provided him a deep understanding of how to guide others to be free of the self-created

limitations that for many people make personal and professional success much harder

than it has to be Rick is presently the CEO of Thriving Firm a world leader in helping

professional service providers and advisors build more profitable and rewarding practices

He is the founder and serves as the main facilitator of the Masters Program a two-year workshop and coaching

program offered exclusively to open-minded professionals The Masters Program shares a very unique way to

achieve abundance in ones personal and professional life Rick has challenged thousands of professionals world-

wide to expand their view of themselves and the value they bring to their clients in order to reach new levels of

personal and professional abundance

Company Thriving Firm Title CEO - Founder and Lead Facilitator of the Masters Program

Website wwwthrivingfirmcom Twitter ricksolomoncpa

Amy Shumate

Amy brings 13 years US tax experience to her role as Director in the US Corporate Tax

Advisory practice Amy assists her Canadian clients and their affiliates with their US

federal and state corporate income franchise sales and use tax issues from a unique

cross-border perspective She has worked with all sizes of both public and private

corporations in all types of industries in helping them manage their US federal and state

tax compliance and consulting needs Prior to joining Trowbridge in early 2014 Amy

worked for two of the Big 4 firms beginning in 2001 where she helped clients with US

corporate tax compliance federal and state tax consulting due diligence work

structuring and controversy Amy has a BA and MBA from McMaster University and

an MSc (Tax) from Golden Gate University in San Francisco She is a Canadian Chartered Professional

Accountant registered in Ontario and a Certified Public Accountant registered in Illinois

Company TROWBRIDGE PROFESSIONAL CORPORATION Title Director US Corporate Tax Services

Website wwwtrowbridgeca

Webinar Speakers

2020 Dream Practice Virtual Accounting Conference 2014

Glenn Suart

Glenn Suart is a Calgary-based Strategist Entrepreneur and Host of ldquoTodayrsquos Great Ideardquo

a nationally syndicated program aimed at helping people doing something with their great

ideas Over the past 20 years at WriteMyPlan PricewaterhouseCoopers Consulting and

Nordicity Group Ltd he has helped hundreds of people build successful businesses

Friendly and approachable Glenn and his team create strong viable businesses and craft

compelling winning business plans Glenn also teaches Building An Effective Business

Case at Mount Royal University in Calgary

Company WriteMyPlan Website wwwWriteMyPlancom

Paul Tyers

Paul Tyers is Managing Director of Wealth Stewards Inc and Vice President of Portfolio

Stewards Inc registered with the Ontario Securities Commission He and his team provide

comprehensive wealth management services to affluent Canadians typically in conjunction

with their other ldquotrusted advisorsrdquo A Chartered Professional Accountant (CPA) Certified

Financial Planner (CFP) and Chartered Investment Manager (CIM) Paul has both the

education and experience to provide comprehensive wealth advisory services Upon

completion of a business degree Paul began his career at a major international CA firm

gaining experience in a wide variety of business sectors Moving into corporate finance with

Bank of Montreal followed by Corpfinance International experience was gained in mergers acquisitions succession

and growth financing In 1987 Paul partnered with a venture capital firm to acquire Retirement Counsel of Canada

(RCOC) and led it through substantial growth prior to selling it in 2002 Since 2002 Paul has returned to his passion

of building managing and preserving the wealth of affluent private clients His success is attributed to ensuring

clientsrsquo interests always come first Paul provides advice on the areas noted to the left and has pioneered the

integration of wealth management services into Canadian accountingtax firms

Company Wealth Stewards Inc Title Managing Director

Website httpwealthstewardsca

wwwvirtualaccountingconferencecom

Webinar Speakers

Sam Vassa

Sam Vassa heads PaymentEvolution ndash Canadarsquos largest and most loved cloud payroll and

payments service Sam founded the company with a team of technology and subject

matter specialists and devised an award-winning solution that empowers organizations and

their accountants to manage their own payroll process Previously Sam led business

development for the capital markets industry at Microsoft Corporation His team worked with

leading Microsoft partners to build compelling solutions for the financial services

industry Sam was responsible for alliance relationships with Microsoftrsquos largest global

partners as well as sales and marketing execution with the community He has worked

with Microsoftrsquos US and Canadian subsidiaries and is known for his passion for forming strong partnerships Sam was

a channel manager at Digital Equipment Canada and served with the Canadian Department of Foreign Affairs and

International Trade at their foreign missions worldwide He is a board member of Telecompute ndash a leading software

development firm pioneering the use of portable database technology for vertical markets Sam is active in the

emerging business market as an advisor and mentor to firms seeking management and technology expertise Sam is

a graduate of McMaster University where he studied biochemistry

Company PaymentEvolution Website wwwpaymentevolutioncom

Twitter samvassa

Peggy Tyers BBA - Event Organizer

Peggy Tyers earned an Honours Bachelor of Business Administration from Wilfrid Laurier

University After graduating she entered the retail sector She spent over 20 years

working with National retailers in several areas consulting marketing buying and

merchandising Peggy transferred those skills to another industry sector when she

brought the 2020 Group (leading volunteer membership organization for progressive

accountants in the world) to Canada Peggy looks for products and services to help

accountants improve the efficiency of their practice and improve their bottom lines

Company 2020 Canada Title President

Website www2020canadaca

Webinar Speakers

Scott Zandbergen

Scott Zandbergen has worked in the accounting software world for over 17 years He

spent many years at Sage where he built and grew the Simply Accounting Certified

Consultant program Later as Vice President of Product Management he led the product

strategy for Simply Accounting Accpac and MAS 90500 In early 2011

Scott joined Wave Accounting a fully automated 100 free double entry accounting

software designed for small businesses with less than 10 employees Scotts mission there

is to educate the accounting and bookkeeping communities about the solution Wave

offers their small business clients In a little over 3 years on the market Wave now has over 2 million users on its

platform

Company Wave Accounting Title VP Pro Network

Website wwwwaveappscom Twitter WaveHQ

Wayne Zielke

Wayne is the founder and CEO of LedgerDocs an online document management

application that was designed around the sharing managing and collaboration needs of

bookkeepers accountants and businesses Wayne has spent his career working in the

accounting industry and understands first-hand the workflow and process involved in

providing exceptional full cycle bookkeeping and accounting services to clients From these

experiences he decided to create an application that streamlines the bookkeeping and

accounting process while promoting collaboration among bookkeepers accountants and

their amazing clients

Company LedgerDocs Title Chief Executive Officer

Website wwwledgerdocscom Twitter ledgerdocs

2020 Dream Practice Virtual Accounting Conference 2014

wwwvirtualaccountingconferencecom

2020 Dream Practice

Virtual Accounting Conference

Virtual Conference for Accountants

October 1 and 2 2014

Webinars

Presentations will be held on

Tuesdays and Thursdays from June 3

2014 through January 27 2015

Presentations scheduled from 1100

am MST to 100 pm MST

Schedule includes one hour for

presentation and up to one hour for

questions

Over 32 webinars with

industry experts

wwwvirtualaccountingconferencecom

Collaborate Innovate Prosper

Gold Sponsors

Silver Sponsors

Page 15: Virtual Accounting Conference 2014

Silver Sponsors

The Accounting Practitioners Symposium is an information

resource for Accounting Professionals to examine bringing

together different technology to create a simplified and

streamlined office process to help grow your business

wwwaccountingsymposiumcom

We build tools that simply make life easier

The goal of Client Track is to help take control of your

practice and save you time by combining all of the office

management tools into one easy-to-use package

wwwclienttrackca

Online Marketing amp Web Design

VH Marketingrsquos strategy is to build an outstanding web

presence not just a website by providing clients with an

up-to-date web design mobile setup and social media

presence tied together with strong ongoing SEO

(search engine optimization) Following this proven strategy

places our clients business in front of the right target

market generating leads on consistent basis

wwwvhwebsitescom

Wealth Stewards Inc is the partner of choice for Chartered

Professional Accountants who want to provide their valued

clients with a wealth management firm that is prudent and

a true steward of their wealth Wealth Stewards Inc

partners with accountants to provide both tax effective and

sound wealth management strategies together we help

our clients achieve long-term financial goals

wwwwealthstewardsca

Wolters Kluwer enables legal tax finance and healthcare

professionals to be more effective and efficient We provide

information software and services that deliver vital in-

sights intelligent tools and the guidance of subject-matter

experts

wwwwolterskluwercom

wwwvirtualaccountingconferencecom

Webinar Schedule SpringSummer

Date Topic Speaker

Last Speaker

First

632014 Connect With Your Clients With Intent Using ASPiRE

Crosser John

6102014 Integrating Wealth Management Tyers Paul

6122014 Learn about XLGL an Excel add-in which connects to Sage 50 databases to produce customized reports

Carrier Daniel

6172014 LedgerDocs Never Lose a Receipt Zielke Wayne

6192014 Protecting Those that Run Your Business Crosser John

6242014 Drop the Struggle amp Thrive Solomon Rick

732014 Working In The Cloud A Bookkeepers Perspective Bouffard Keri

782014 Clouds Taking the First Steps Irving Graham

7102014 Importing Data into Small Business Accounting Programs

Mason Dan

7152014 Shoeboxedcom Hourigan Mike

7222014 5 Ways to Grow Your Business Borschowa Jeff

7242014 Supercharge Your Documentation Bellehumeur Adrienne

7292014 Protecting Your Business Entity Crosser John

7312014 Client Track as a Practice Management Solution Merritt David

852014 Creating and Implementing a Marketing Plan Buol Ruszczyk Bonnie

8122014 Accounting in The Cloud Zandbergen Scott

8192014 High Level Overview of Business Processes Borschowa Jeff

8262014 The Enlightened Accountant Solomon Rick

2020 Dream Practice Virtual Accounting Conference 2014

Webinar Schedule FallWinter

wwwvirtualaccountingconferencecom

Date Topic Speaker

Last Speaker

First

922014 Sandler Rules for Building Your Practice to Work Smarter Not Harder

Knox Hamish

942014 Social Media Strategies for Accountants and Bookkeepers Olah Viola

992014 Make Your Website a Business Development Tool Buol Ruszczyk Bonnie

9112014 Business Development Intelligence (BDI) Fritsch Chris

9162014 Succession Planning Tyers Paul

9182014 Turning Your Accountancy Firm Website Into a Lead Generation Machine

Reyburn Karen

9232014 Benchmarking for Success Borschowa Jeff

9252014 A Brief Tour Through Wills and Estate Planning Jones Stephan

9302014 Sales and Marketing Eden Jan

1072014 Social Media The Good Bad and Effective Buol Ruszczyk Bonnie

1092014 An Introduction to SRampED What It Is and What Can It Do For Your Clients

Smith Graham

10142014 Understanding and Utilizing Insurance Company Investment and Income Products

Findlay Curtis

10162014 Key Elements of a Lead Generating Website Olah Viola

10212014 Improving the Bottom Line Through Niche Marketing Tyers Peggy

10232014 LedgerOnline Zielke Wayne

10282014 Going Paperless Duncan Brooks

1142014 Growing Your Firm with LinkedIn Buol Ruszczyk Bonnie

1162014 Expanding Business Activities to the United States (Canadian Companies)

Shumate Amy

11132014 Business Planning For Organizations of all Sizes Findlay Curtis

11182014 The Power of Niche Marketing for Accountants Reyburn Karen

11252014 Profitable Cloud-Based Payroll for your Practice Vassa Sam

1222014 Turning Great Ideas Into Reality Suart Glenn

1292014 Colour Accounting Descoteaux Stephanie

Webinar Speakers

Adrienne Bellehumeur CA CISA PMP

Adrienne Bellehumeur lives in Calgary Alberta and works as a consultant specializing

in business analysis audit and effective documentation Her focus is on helping

companies track monitor and protect their most valuable assets information and

intellectual capital Adrienne began her career as a Chartered Accountant working with

clients on audits assessing financial controls and Sarbanes-Oxley (SOX) compliance

projects Her experience over the years includes requirements management process

modelling project communications technical writing and developing documentation

strategies and systems Adrienne continues to actively research present on and write

about effective documentation and business analysis practices

Company BELLEHUMEUR amp ASSOCIATES Website wwwleadersinbusinessanalysiscom

Jeff Borschowa - Event Organizer amp Host

I first joined the accounting world in 1991 and became a Chartered Accountant in 2000 I

have spent the bulk of my career working with and advising small to medium-sized

enterprises I have experience working in all sizes of accounting firms from sole

practitioners to international firms My focus in my career has been to find new and better

ways to integrate innovation and technology to enhance the customer experience and

improve efficiency in the accounting process My journey has been unique in that I have

met some very innovative accountants and mentors in my career I have been very

fortunate to be in a position to learn from them compare their ideas and to truly choose

the best of the best Personally I would like nothing more than to free accountants from the stress created by high

volume commodity work allowing them the freedom to pursue work that is rewarding personally and professionally My

overall goal is to reduce the hours worked by accountants and increase overall profitability One of my friendrsquos made an

interesting comment recently ldquoAlmost every accountant that I know can tell me how much his gross revenue is but

very few know what their actual costs arerdquo I challenge you to learn more about your practice so that you can bid on the

right kinds of projects and earn what you are worth ndash your education should be your most valued possession

Company Dream Practice Website wwwdreampracticeca

Twitter DreamPractices

2020 Dream Practice Virtual Accounting Conference 2014

wwwvirtualaccountingconferencecom

Webinar Speakers

Kerri Bouffard

Kerri Bouffard CPB has been a professional bookkeeper for over 20 years and has

been operating her own company Add-Vantage Bookkeeping since 2003

She has been happily working completely in the cloud since 2012 ndash with no copies of

any software loaded directly on her local computer system

Company Add-Vantage Bookkeeping Website httpaddvantagebookkeepingcom

Bonnie Buol Ruszczyk

Bonnie Buol Ruszczyk is the founder and president of bbr marketing which provides

marketing services and strategy for professional services firms Every day she and her

talented staff help accountants all over North America reach their audiences and grow

their firms by creating and implementing customized solutions that differentiate each

client in their individual market Named one of 2013rsquos Top 100 Most Influential People in

accounting by Accounting Today for the 2nd year in a row she is an active volunteer in a

number of organizations including serving as president of the Atlanta AAM Chapter and

a regular contributor to a variety of news and industry websites

Company bbr marketing Title Founder and President

Website wwwbbrmarketingcom

Webinar Speakers

2020 Dream Practice Virtual Accounting Conference 2014

Daniel Carrier

Daniel Carrier has close to 40 yearsrsquo experience in bookkeeping Hersquos worked as a

consultant since 1993 and has recommended and installed a number of bookkeeping

software Daniel founded Logicim in 2004 with his partner his son It is Pierre Alain

Carrier who has created the now famous XLGL and Daniel is proud to be participating in

this great reporting initiative

Company Logicim Inc Website wwwlogicimtechcom

John Crosser

John Crosser is the owner of Knights Financial Management an independent

insurance service company John believes it is important to ensure businesses not only

properly protect their business entity but also those that make their business run At

Knights Financial Management we focus on small to medium sized businesses looking for

help as they navigate their way through the world of business Having the right type

and the right amount of insurance will help provide financial peace of mind to owners

so they can concentrate on ldquodoingrdquo business John is actively involved in his community

As the author of ASPiRE A Financial Workbook for the Canadian Teen John routinely

presents to schools and business to help increase financial literacy By helping people understand the moving parts

of a financial game plan (goals setting cash flow and debt management asset

protect and building wealth) John feels they will be more financially

bull Fit--through wise budgeting of time and money

bull Independent--through discovering their own skills setting and accomplishing goals

bull Responsible--through focused activities and self-discipline

bull Secure--through building multiple streams of cash flow

With proper financial literacy individuals families schools businesses communities provinces and Canada at large

will be stronger In addition to growing his business John enjoys spending time with his wife Jeanelle and their two

daughters Ashley and Jayme John loves working on his golf handicap making furniture and barbecuing with family

and friends

Company Knights Financial Management and Portfolio Strategies Corporation Website httpwwwknightsfmca

wwwvirtualaccountingconferencecom

Webinar Speakers

Stephanie Descoteaux DFA-BSS

Steacutephanie Descocircteaux is president and CEO of Calculated Approach Consulting Inc and

founder of Digits amp Decimals Inc But those are not the titles she loves itrsquos her real job as

a bookkeeping systems specialist that indicates her true passion Her focus is always on

educating clients improving systems and measuring the accomplishments of those

systems This vision empowers small business owners and entrepreneurs and has

commanded an impressive client list that continues to grow Steacutephanie founded Digits amp

Decimals Inc in 2001 a professional bookkeeping company She is the lead trainer and

consultant and has grown the business to include a staff of experts In 2011 Stephanie

launched Calculated Approach Consulting Inc a company that offers mentorship controllership and consulting

services to business owners or other bookkeepers Steacutephaniersquos professional affiliations include membership in the

Canadian Payroll Association (CPA) Institute of Professional Bookkeepers of Canada (IPBC) and Association of

Certified Fraud Examiners (ACFE) She is also a QuickBooks ProAdvisor has completed the Distinguish Financial

Advisor ndash Bookkeeping System Specialist (DFABSS) a 2 years bookkeeping certification with the Knowledge

Bureau she recently became a Sale Partner with Accounting Comes Alive ndash Color Accounting and is one of few

accredited Training Partner in Canada for Accounting Comes Alive ndash Color Accounting Steacutephaniersquos presentations

are available in English or French

Company Calculated Approach Consulting Inc Website wwwdigitsdecimalscom

Twitter DigitsDecimals

Brooks Duncan

Brooks Duncan helps individuals and small businesses go paperless at Docu-

mentSnapcom where he writes about tools workflows and taking action Hes a

CPACMA and a former computer programmer and financial software support manager

Brooks lives in Vancouver BC

Company DocumentSnapcom Website wwwdocumentsnapcom

Webinar Speakers

2020 Dream Practice Virtual Accounting Conference 2014

Chris Fritsch JD

As a Business Development Intelligence Consultant Chris Fritsch works together with

professional services firms to help support their Business Development efforts and

maximize their return on investment Chris and her team at ClientsFirst help Clients

utilize information and competitive intelligence to guide their business development

decisions and strategies to enhance their client development efforts

Chris also writes and speaks nationally on topics including competitive intelligence

business development client relationship management relationship intelligence web

marketing and the use of technology to enhance profitability In her former role as a

Legal Technologist she advised top law firms and professionals about competitive intelligence and innovative uses

of Internet technology Chris has also worked in-house as a Legal Technologist for an Am Law 50 law firm based in

Atlanta and as a Technology Consultant and Webmaster for Emory Law School She was also the Managing

Partner of a consulting firm specializing in providing technology solutions Chris received her law degree from

Emory University School of Law in Atlanta GA where she served as Managing Editor of the Emory International

Law Review as well as student and faculty technology consultant In her spare time Chris blogs and designs

websites and electronic newsletters

Company Clients First Consulting Title Business Development Intelligence Consultant

Website wwwClientsFirstConsultingcom Twitter CRMSuccess

Curtis Findlay

Curtis Findlay CFP is recognized nationally in the Canadian financial industry as both a

mentor of financial advisors as well as a successful advisor After graduating college Curtis

entered the financial industry in 1978 He operates his business activities from Canmore

Alberta Curtis has extensive experience advising entrepreneurs and mid-wealth individuals

with a variety of financial business and personal planning endeavours His comments are

made to Dream Practice through his firm Compass Financial Planning Services Ltd and not

related to a securities entity

Company Compass Financial Planning Services Ltd Website httpwwwcompfinnet

wwwvirtualaccountingconferencecom

Webinar Speakers

Mike Hourigan

Mike Hourigan is the Marketing Manager for Shoeboxedcom He is a graduate of the

University of North Carolina at Chapel Hill where he studied advertising Mike oversees all

of Shoeboxeds online marketing initiatives as well as the companys integrated partner

relations When Mike isnt helping small businesses and accountants get set up with

Shoeboxed he enjoys hiking and walking 18 holes at the nearest public golf course

Company Shoeboxedcom Website wwwshoeboxedcom

Twitter michaelhourigan

Stephen Jones LL M CPA CA

Stephen graduated from Dalhousie Law School He then articled in Toronto Shortly after

he obtained his CA designation working for one of the predecessors or KPMG In 1990

he joined BMO at its head office as a taxation lawyer and accountant

He rounded out his education in 2006 graduating with his Masters of Laws (LLM) in trust

and fiduciary law at Osgoode Stephen now provides counsel for Wealth Stewards

overall tax and estate activities Stephen brings his expertise and experience to the

planning and implementation of individual client situations Stephen is registered with the

Law Society of Upper Canada in private practice and with the Ontario and Canadian

Institutes of Chartered Professional Accountants

Company Wealth Stewards Inc Title Director Tax amp Estate Planning

Website wwwwealthstewardsca

Webinar Speakers

2020 Dream Practice Virtual Accounting Conference 2014

Hamish Knox

As a licensed member of the global Sandler network Hamish works with business owners and chief

executives who are serious about creating sustainable sales cultures Hamish worked in sales across

a variety of industries including media communication services software and professional sports

before joining the Sandler network which melded his passions for sales and education Early in his

Sandler career Hamish was anointed a Sandler Rising Star for quickly building his business and

helping fellow Sandler colleagues with their businesses Hamish is a former Sandler Global Rookie of

the Year is a current member of Sandlers Franchisee Advisory Council and his book Accountability

the Sandler Way will be published in November

Company Sandler Training - Calgary Website wwwhamishsandlercom

Twitter sandlerhamish

Dan Mason

I speak about innovation related to business software and business models that help

small and medium sized businesses to transform and automate their business

processes to achieve maximum efficiency and improve customer experience

Dan Mason focuses on strategic planning and business model innovation by helping

small and medium sized businesses to automate and optimize their business processes

Drawing from his 20 years of experience working with various accounting and ERP

systems Dan has helped several small and medium sized businesses in various

verticals to build robust business software systems Dan started Business Innovation

Technologies Inc in 2008 and has successfully led the company from its inception into a market leading provider

of innovative business software solutions As CEO of Business Innovation Technologies Dan is responsible for

driving the organizationrsquos strategic agenda technology vision and business operations In addition to helping

companies deploy best-of-the-breed business software systems Dan has been working on integrating diverse

business systems through his companyrsquos industry leading software solution to import and export data from ANY

source to various accounting and business software

Company Business Innovation Technologies Inc Title President amp CEO

Website wwwbusinnovatechcom

wwwvirtualaccountingconferencecom

Webinar Speakers

Viola Olah

Viola Olah is a Hungarian born and raised in Transylvania (yes itrsquos a real placehellip) She

lives in Calgary with her hubby and her dog Nikki After she worked as a systems analyst

for a large oil and gas company for a number of years she decided in 2009 to open up her

own business VH Marketing Ltd an online marketing company She thrives on the

challenge of keeping up with the fast changing pace of the Internet world and implementing

cutting edge marketing strategies to her clientsrsquo marketing plan Seeing clients succeed

gives her great satisfaction and she is grateful for the long-term strong relationships she

forged with them Her clients are local small business owners and individual professionals

who are very good at their own craft and donrsquot have the time or the desire to market their own business VH

Marketingrsquos strategy is to build an impactful web presence not just a website by providing clients with an up to date

web design mobile setup and social media presence This is all tied together with strong ongoing SEO

(search engine optimization) placing the clientsrsquo business in front of the right target market generating leads on

consistent basis

Company VH Marketing Ltd Website wwwvhwebsitescom

David Merritt

David Merritt owner and creator of Client Track graduated with a BSc in Computing and has

been designing software ever since David developed Client Track after he saw a real need in

the Accounting Practitioners industry for a solution to help public practice accounting

professionals to organize and control all of their deadlines efficiently Realizing that a large part

of running a successful practice was managing clients chasing down paperwork and handling all

the returns David developed Client Track into a software solution that is built based on the

unique needs of accounting professionals across Canada

Company Client Track Website httpclienttrackca

Twitter Client_Track

Webinar Speakers

2020 Dream Practice Virtual Accounting Conference 2014

Karen Reyburn

Karen Reyburn is a creative-minded individual who specialises in online marketing for

accountancy firms A former accountant (and a Certified Public Accountant in the

States) Karen now assists accountancy firms with understanding and using online

marketing to get more leads A dual British-American citizen Karens past careers

include working with a Glasgow-based accountancy firm setting up and maintaining a

separate consultancy division for this firm She instigated monthly business workshops training and facilitating

business owners in marketing strategy and profitability She has delivered online webinars and offline seminars

for the Chamber of Commerce Bank of Scotland women in business and business growth events She assisted

in the delivery of a comprehensive Business Consulting Programme to accountants for over five years For five

years Karen managed the European office of a global network of accounting firms helping both accountants and

SMEs to improve their marketing efforts This included delivering webinars providing online training website

design and improvement email marketing blogging and marketing action plans Karen is also an

internationally-recognised photographer doing wedding photography family portraits and landscape photography

in Scotland England Ireland Cyprus Australia the United States and more

Company The Profitable Firm Title Owner

Website wwwtheprofitablefirmcom Twitter ProfitableFirm

Graham Smith

Graham Smith is Vice President of Business Development for TSGI-Chartered Accountants

one of the top SRampED consultancies in western Canada He has been active in the SRampED

industry for more than 8 years and has co-taught the course on SRampED for the Institute of

Chartered Accountants of Alberta Graham has worked on wide range of claims for companies

of all sizes and in all industrial sectors

Company TSGI Charted Accountants Title Vice President - Business Development

Website wwwtsgica

wwwvirtualaccountingconferencecom

Webinar Speakers

Rick Solomon CPA CGMA - Keynote Speaker

For over 20 years Rick Solomon has taught professionals around the world how to create

extraordinary results in their professional practices and lives by applying time tested

techniques and sometimes ancient wisdom in a number of ways His past practice as a

CPA and business advisor coupled with years of study at the Sedona Institute have

provided him a deep understanding of how to guide others to be free of the self-created

limitations that for many people make personal and professional success much harder

than it has to be Rick is presently the CEO of Thriving Firm a world leader in helping

professional service providers and advisors build more profitable and rewarding practices

He is the founder and serves as the main facilitator of the Masters Program a two-year workshop and coaching

program offered exclusively to open-minded professionals The Masters Program shares a very unique way to

achieve abundance in ones personal and professional life Rick has challenged thousands of professionals world-

wide to expand their view of themselves and the value they bring to their clients in order to reach new levels of

personal and professional abundance

Company Thriving Firm Title CEO - Founder and Lead Facilitator of the Masters Program

Website wwwthrivingfirmcom Twitter ricksolomoncpa

Amy Shumate

Amy brings 13 years US tax experience to her role as Director in the US Corporate Tax

Advisory practice Amy assists her Canadian clients and their affiliates with their US

federal and state corporate income franchise sales and use tax issues from a unique

cross-border perspective She has worked with all sizes of both public and private

corporations in all types of industries in helping them manage their US federal and state

tax compliance and consulting needs Prior to joining Trowbridge in early 2014 Amy

worked for two of the Big 4 firms beginning in 2001 where she helped clients with US

corporate tax compliance federal and state tax consulting due diligence work

structuring and controversy Amy has a BA and MBA from McMaster University and

an MSc (Tax) from Golden Gate University in San Francisco She is a Canadian Chartered Professional

Accountant registered in Ontario and a Certified Public Accountant registered in Illinois

Company TROWBRIDGE PROFESSIONAL CORPORATION Title Director US Corporate Tax Services

Website wwwtrowbridgeca

Webinar Speakers

2020 Dream Practice Virtual Accounting Conference 2014

Glenn Suart

Glenn Suart is a Calgary-based Strategist Entrepreneur and Host of ldquoTodayrsquos Great Ideardquo

a nationally syndicated program aimed at helping people doing something with their great

ideas Over the past 20 years at WriteMyPlan PricewaterhouseCoopers Consulting and

Nordicity Group Ltd he has helped hundreds of people build successful businesses

Friendly and approachable Glenn and his team create strong viable businesses and craft

compelling winning business plans Glenn also teaches Building An Effective Business

Case at Mount Royal University in Calgary

Company WriteMyPlan Website wwwWriteMyPlancom

Paul Tyers

Paul Tyers is Managing Director of Wealth Stewards Inc and Vice President of Portfolio

Stewards Inc registered with the Ontario Securities Commission He and his team provide

comprehensive wealth management services to affluent Canadians typically in conjunction

with their other ldquotrusted advisorsrdquo A Chartered Professional Accountant (CPA) Certified

Financial Planner (CFP) and Chartered Investment Manager (CIM) Paul has both the

education and experience to provide comprehensive wealth advisory services Upon

completion of a business degree Paul began his career at a major international CA firm

gaining experience in a wide variety of business sectors Moving into corporate finance with

Bank of Montreal followed by Corpfinance International experience was gained in mergers acquisitions succession

and growth financing In 1987 Paul partnered with a venture capital firm to acquire Retirement Counsel of Canada

(RCOC) and led it through substantial growth prior to selling it in 2002 Since 2002 Paul has returned to his passion

of building managing and preserving the wealth of affluent private clients His success is attributed to ensuring

clientsrsquo interests always come first Paul provides advice on the areas noted to the left and has pioneered the

integration of wealth management services into Canadian accountingtax firms

Company Wealth Stewards Inc Title Managing Director

Website httpwealthstewardsca

wwwvirtualaccountingconferencecom

Webinar Speakers

Sam Vassa

Sam Vassa heads PaymentEvolution ndash Canadarsquos largest and most loved cloud payroll and

payments service Sam founded the company with a team of technology and subject

matter specialists and devised an award-winning solution that empowers organizations and

their accountants to manage their own payroll process Previously Sam led business

development for the capital markets industry at Microsoft Corporation His team worked with

leading Microsoft partners to build compelling solutions for the financial services

industry Sam was responsible for alliance relationships with Microsoftrsquos largest global

partners as well as sales and marketing execution with the community He has worked

with Microsoftrsquos US and Canadian subsidiaries and is known for his passion for forming strong partnerships Sam was

a channel manager at Digital Equipment Canada and served with the Canadian Department of Foreign Affairs and

International Trade at their foreign missions worldwide He is a board member of Telecompute ndash a leading software

development firm pioneering the use of portable database technology for vertical markets Sam is active in the

emerging business market as an advisor and mentor to firms seeking management and technology expertise Sam is

a graduate of McMaster University where he studied biochemistry

Company PaymentEvolution Website wwwpaymentevolutioncom

Twitter samvassa

Peggy Tyers BBA - Event Organizer

Peggy Tyers earned an Honours Bachelor of Business Administration from Wilfrid Laurier

University After graduating she entered the retail sector She spent over 20 years

working with National retailers in several areas consulting marketing buying and

merchandising Peggy transferred those skills to another industry sector when she

brought the 2020 Group (leading volunteer membership organization for progressive

accountants in the world) to Canada Peggy looks for products and services to help

accountants improve the efficiency of their practice and improve their bottom lines

Company 2020 Canada Title President

Website www2020canadaca

Webinar Speakers

Scott Zandbergen

Scott Zandbergen has worked in the accounting software world for over 17 years He

spent many years at Sage where he built and grew the Simply Accounting Certified

Consultant program Later as Vice President of Product Management he led the product

strategy for Simply Accounting Accpac and MAS 90500 In early 2011

Scott joined Wave Accounting a fully automated 100 free double entry accounting

software designed for small businesses with less than 10 employees Scotts mission there

is to educate the accounting and bookkeeping communities about the solution Wave

offers their small business clients In a little over 3 years on the market Wave now has over 2 million users on its

platform

Company Wave Accounting Title VP Pro Network

Website wwwwaveappscom Twitter WaveHQ

Wayne Zielke

Wayne is the founder and CEO of LedgerDocs an online document management

application that was designed around the sharing managing and collaboration needs of

bookkeepers accountants and businesses Wayne has spent his career working in the

accounting industry and understands first-hand the workflow and process involved in

providing exceptional full cycle bookkeeping and accounting services to clients From these

experiences he decided to create an application that streamlines the bookkeeping and

accounting process while promoting collaboration among bookkeepers accountants and

their amazing clients

Company LedgerDocs Title Chief Executive Officer

Website wwwledgerdocscom Twitter ledgerdocs

2020 Dream Practice Virtual Accounting Conference 2014

wwwvirtualaccountingconferencecom

2020 Dream Practice

Virtual Accounting Conference

Virtual Conference for Accountants

October 1 and 2 2014

Webinars

Presentations will be held on

Tuesdays and Thursdays from June 3

2014 through January 27 2015

Presentations scheduled from 1100

am MST to 100 pm MST

Schedule includes one hour for

presentation and up to one hour for

questions

Over 32 webinars with

industry experts

wwwvirtualaccountingconferencecom

Collaborate Innovate Prosper

Gold Sponsors

Silver Sponsors

Page 16: Virtual Accounting Conference 2014

Webinar Schedule SpringSummer

Date Topic Speaker

Last Speaker

First

632014 Connect With Your Clients With Intent Using ASPiRE

Crosser John

6102014 Integrating Wealth Management Tyers Paul

6122014 Learn about XLGL an Excel add-in which connects to Sage 50 databases to produce customized reports

Carrier Daniel

6172014 LedgerDocs Never Lose a Receipt Zielke Wayne

6192014 Protecting Those that Run Your Business Crosser John

6242014 Drop the Struggle amp Thrive Solomon Rick

732014 Working In The Cloud A Bookkeepers Perspective Bouffard Keri

782014 Clouds Taking the First Steps Irving Graham

7102014 Importing Data into Small Business Accounting Programs

Mason Dan

7152014 Shoeboxedcom Hourigan Mike

7222014 5 Ways to Grow Your Business Borschowa Jeff

7242014 Supercharge Your Documentation Bellehumeur Adrienne

7292014 Protecting Your Business Entity Crosser John

7312014 Client Track as a Practice Management Solution Merritt David

852014 Creating and Implementing a Marketing Plan Buol Ruszczyk Bonnie

8122014 Accounting in The Cloud Zandbergen Scott

8192014 High Level Overview of Business Processes Borschowa Jeff

8262014 The Enlightened Accountant Solomon Rick

2020 Dream Practice Virtual Accounting Conference 2014

Webinar Schedule FallWinter

wwwvirtualaccountingconferencecom

Date Topic Speaker

Last Speaker

First

922014 Sandler Rules for Building Your Practice to Work Smarter Not Harder

Knox Hamish

942014 Social Media Strategies for Accountants and Bookkeepers Olah Viola

992014 Make Your Website a Business Development Tool Buol Ruszczyk Bonnie

9112014 Business Development Intelligence (BDI) Fritsch Chris

9162014 Succession Planning Tyers Paul

9182014 Turning Your Accountancy Firm Website Into a Lead Generation Machine

Reyburn Karen

9232014 Benchmarking for Success Borschowa Jeff

9252014 A Brief Tour Through Wills and Estate Planning Jones Stephan

9302014 Sales and Marketing Eden Jan

1072014 Social Media The Good Bad and Effective Buol Ruszczyk Bonnie

1092014 An Introduction to SRampED What It Is and What Can It Do For Your Clients

Smith Graham

10142014 Understanding and Utilizing Insurance Company Investment and Income Products

Findlay Curtis

10162014 Key Elements of a Lead Generating Website Olah Viola

10212014 Improving the Bottom Line Through Niche Marketing Tyers Peggy

10232014 LedgerOnline Zielke Wayne

10282014 Going Paperless Duncan Brooks

1142014 Growing Your Firm with LinkedIn Buol Ruszczyk Bonnie

1162014 Expanding Business Activities to the United States (Canadian Companies)

Shumate Amy

11132014 Business Planning For Organizations of all Sizes Findlay Curtis

11182014 The Power of Niche Marketing for Accountants Reyburn Karen

11252014 Profitable Cloud-Based Payroll for your Practice Vassa Sam

1222014 Turning Great Ideas Into Reality Suart Glenn

1292014 Colour Accounting Descoteaux Stephanie

Webinar Speakers

Adrienne Bellehumeur CA CISA PMP

Adrienne Bellehumeur lives in Calgary Alberta and works as a consultant specializing

in business analysis audit and effective documentation Her focus is on helping

companies track monitor and protect their most valuable assets information and

intellectual capital Adrienne began her career as a Chartered Accountant working with

clients on audits assessing financial controls and Sarbanes-Oxley (SOX) compliance

projects Her experience over the years includes requirements management process

modelling project communications technical writing and developing documentation

strategies and systems Adrienne continues to actively research present on and write

about effective documentation and business analysis practices

Company BELLEHUMEUR amp ASSOCIATES Website wwwleadersinbusinessanalysiscom

Jeff Borschowa - Event Organizer amp Host

I first joined the accounting world in 1991 and became a Chartered Accountant in 2000 I

have spent the bulk of my career working with and advising small to medium-sized

enterprises I have experience working in all sizes of accounting firms from sole

practitioners to international firms My focus in my career has been to find new and better

ways to integrate innovation and technology to enhance the customer experience and

improve efficiency in the accounting process My journey has been unique in that I have

met some very innovative accountants and mentors in my career I have been very

fortunate to be in a position to learn from them compare their ideas and to truly choose

the best of the best Personally I would like nothing more than to free accountants from the stress created by high

volume commodity work allowing them the freedom to pursue work that is rewarding personally and professionally My

overall goal is to reduce the hours worked by accountants and increase overall profitability One of my friendrsquos made an

interesting comment recently ldquoAlmost every accountant that I know can tell me how much his gross revenue is but

very few know what their actual costs arerdquo I challenge you to learn more about your practice so that you can bid on the

right kinds of projects and earn what you are worth ndash your education should be your most valued possession

Company Dream Practice Website wwwdreampracticeca

Twitter DreamPractices

2020 Dream Practice Virtual Accounting Conference 2014

wwwvirtualaccountingconferencecom

Webinar Speakers

Kerri Bouffard

Kerri Bouffard CPB has been a professional bookkeeper for over 20 years and has

been operating her own company Add-Vantage Bookkeeping since 2003

She has been happily working completely in the cloud since 2012 ndash with no copies of

any software loaded directly on her local computer system

Company Add-Vantage Bookkeeping Website httpaddvantagebookkeepingcom

Bonnie Buol Ruszczyk

Bonnie Buol Ruszczyk is the founder and president of bbr marketing which provides

marketing services and strategy for professional services firms Every day she and her

talented staff help accountants all over North America reach their audiences and grow

their firms by creating and implementing customized solutions that differentiate each

client in their individual market Named one of 2013rsquos Top 100 Most Influential People in

accounting by Accounting Today for the 2nd year in a row she is an active volunteer in a

number of organizations including serving as president of the Atlanta AAM Chapter and

a regular contributor to a variety of news and industry websites

Company bbr marketing Title Founder and President

Website wwwbbrmarketingcom

Webinar Speakers

2020 Dream Practice Virtual Accounting Conference 2014

Daniel Carrier

Daniel Carrier has close to 40 yearsrsquo experience in bookkeeping Hersquos worked as a

consultant since 1993 and has recommended and installed a number of bookkeeping

software Daniel founded Logicim in 2004 with his partner his son It is Pierre Alain

Carrier who has created the now famous XLGL and Daniel is proud to be participating in

this great reporting initiative

Company Logicim Inc Website wwwlogicimtechcom

John Crosser

John Crosser is the owner of Knights Financial Management an independent

insurance service company John believes it is important to ensure businesses not only

properly protect their business entity but also those that make their business run At

Knights Financial Management we focus on small to medium sized businesses looking for

help as they navigate their way through the world of business Having the right type

and the right amount of insurance will help provide financial peace of mind to owners

so they can concentrate on ldquodoingrdquo business John is actively involved in his community

As the author of ASPiRE A Financial Workbook for the Canadian Teen John routinely

presents to schools and business to help increase financial literacy By helping people understand the moving parts

of a financial game plan (goals setting cash flow and debt management asset

protect and building wealth) John feels they will be more financially

bull Fit--through wise budgeting of time and money

bull Independent--through discovering their own skills setting and accomplishing goals

bull Responsible--through focused activities and self-discipline

bull Secure--through building multiple streams of cash flow

With proper financial literacy individuals families schools businesses communities provinces and Canada at large

will be stronger In addition to growing his business John enjoys spending time with his wife Jeanelle and their two

daughters Ashley and Jayme John loves working on his golf handicap making furniture and barbecuing with family

and friends

Company Knights Financial Management and Portfolio Strategies Corporation Website httpwwwknightsfmca

wwwvirtualaccountingconferencecom

Webinar Speakers

Stephanie Descoteaux DFA-BSS

Steacutephanie Descocircteaux is president and CEO of Calculated Approach Consulting Inc and

founder of Digits amp Decimals Inc But those are not the titles she loves itrsquos her real job as

a bookkeeping systems specialist that indicates her true passion Her focus is always on

educating clients improving systems and measuring the accomplishments of those

systems This vision empowers small business owners and entrepreneurs and has

commanded an impressive client list that continues to grow Steacutephanie founded Digits amp

Decimals Inc in 2001 a professional bookkeeping company She is the lead trainer and

consultant and has grown the business to include a staff of experts In 2011 Stephanie

launched Calculated Approach Consulting Inc a company that offers mentorship controllership and consulting

services to business owners or other bookkeepers Steacutephaniersquos professional affiliations include membership in the

Canadian Payroll Association (CPA) Institute of Professional Bookkeepers of Canada (IPBC) and Association of

Certified Fraud Examiners (ACFE) She is also a QuickBooks ProAdvisor has completed the Distinguish Financial

Advisor ndash Bookkeeping System Specialist (DFABSS) a 2 years bookkeeping certification with the Knowledge

Bureau she recently became a Sale Partner with Accounting Comes Alive ndash Color Accounting and is one of few

accredited Training Partner in Canada for Accounting Comes Alive ndash Color Accounting Steacutephaniersquos presentations

are available in English or French

Company Calculated Approach Consulting Inc Website wwwdigitsdecimalscom

Twitter DigitsDecimals

Brooks Duncan

Brooks Duncan helps individuals and small businesses go paperless at Docu-

mentSnapcom where he writes about tools workflows and taking action Hes a

CPACMA and a former computer programmer and financial software support manager

Brooks lives in Vancouver BC

Company DocumentSnapcom Website wwwdocumentsnapcom

Webinar Speakers

2020 Dream Practice Virtual Accounting Conference 2014

Chris Fritsch JD

As a Business Development Intelligence Consultant Chris Fritsch works together with

professional services firms to help support their Business Development efforts and

maximize their return on investment Chris and her team at ClientsFirst help Clients

utilize information and competitive intelligence to guide their business development

decisions and strategies to enhance their client development efforts

Chris also writes and speaks nationally on topics including competitive intelligence

business development client relationship management relationship intelligence web

marketing and the use of technology to enhance profitability In her former role as a

Legal Technologist she advised top law firms and professionals about competitive intelligence and innovative uses

of Internet technology Chris has also worked in-house as a Legal Technologist for an Am Law 50 law firm based in

Atlanta and as a Technology Consultant and Webmaster for Emory Law School She was also the Managing

Partner of a consulting firm specializing in providing technology solutions Chris received her law degree from

Emory University School of Law in Atlanta GA where she served as Managing Editor of the Emory International

Law Review as well as student and faculty technology consultant In her spare time Chris blogs and designs

websites and electronic newsletters

Company Clients First Consulting Title Business Development Intelligence Consultant

Website wwwClientsFirstConsultingcom Twitter CRMSuccess

Curtis Findlay

Curtis Findlay CFP is recognized nationally in the Canadian financial industry as both a

mentor of financial advisors as well as a successful advisor After graduating college Curtis

entered the financial industry in 1978 He operates his business activities from Canmore

Alberta Curtis has extensive experience advising entrepreneurs and mid-wealth individuals

with a variety of financial business and personal planning endeavours His comments are

made to Dream Practice through his firm Compass Financial Planning Services Ltd and not

related to a securities entity

Company Compass Financial Planning Services Ltd Website httpwwwcompfinnet

wwwvirtualaccountingconferencecom

Webinar Speakers

Mike Hourigan

Mike Hourigan is the Marketing Manager for Shoeboxedcom He is a graduate of the

University of North Carolina at Chapel Hill where he studied advertising Mike oversees all

of Shoeboxeds online marketing initiatives as well as the companys integrated partner

relations When Mike isnt helping small businesses and accountants get set up with

Shoeboxed he enjoys hiking and walking 18 holes at the nearest public golf course

Company Shoeboxedcom Website wwwshoeboxedcom

Twitter michaelhourigan

Stephen Jones LL M CPA CA

Stephen graduated from Dalhousie Law School He then articled in Toronto Shortly after

he obtained his CA designation working for one of the predecessors or KPMG In 1990

he joined BMO at its head office as a taxation lawyer and accountant

He rounded out his education in 2006 graduating with his Masters of Laws (LLM) in trust

and fiduciary law at Osgoode Stephen now provides counsel for Wealth Stewards

overall tax and estate activities Stephen brings his expertise and experience to the

planning and implementation of individual client situations Stephen is registered with the

Law Society of Upper Canada in private practice and with the Ontario and Canadian

Institutes of Chartered Professional Accountants

Company Wealth Stewards Inc Title Director Tax amp Estate Planning

Website wwwwealthstewardsca

Webinar Speakers

2020 Dream Practice Virtual Accounting Conference 2014

Hamish Knox

As a licensed member of the global Sandler network Hamish works with business owners and chief

executives who are serious about creating sustainable sales cultures Hamish worked in sales across

a variety of industries including media communication services software and professional sports

before joining the Sandler network which melded his passions for sales and education Early in his

Sandler career Hamish was anointed a Sandler Rising Star for quickly building his business and

helping fellow Sandler colleagues with their businesses Hamish is a former Sandler Global Rookie of

the Year is a current member of Sandlers Franchisee Advisory Council and his book Accountability

the Sandler Way will be published in November

Company Sandler Training - Calgary Website wwwhamishsandlercom

Twitter sandlerhamish

Dan Mason

I speak about innovation related to business software and business models that help

small and medium sized businesses to transform and automate their business

processes to achieve maximum efficiency and improve customer experience

Dan Mason focuses on strategic planning and business model innovation by helping

small and medium sized businesses to automate and optimize their business processes

Drawing from his 20 years of experience working with various accounting and ERP

systems Dan has helped several small and medium sized businesses in various

verticals to build robust business software systems Dan started Business Innovation

Technologies Inc in 2008 and has successfully led the company from its inception into a market leading provider

of innovative business software solutions As CEO of Business Innovation Technologies Dan is responsible for

driving the organizationrsquos strategic agenda technology vision and business operations In addition to helping

companies deploy best-of-the-breed business software systems Dan has been working on integrating diverse

business systems through his companyrsquos industry leading software solution to import and export data from ANY

source to various accounting and business software

Company Business Innovation Technologies Inc Title President amp CEO

Website wwwbusinnovatechcom

wwwvirtualaccountingconferencecom

Webinar Speakers

Viola Olah

Viola Olah is a Hungarian born and raised in Transylvania (yes itrsquos a real placehellip) She

lives in Calgary with her hubby and her dog Nikki After she worked as a systems analyst

for a large oil and gas company for a number of years she decided in 2009 to open up her

own business VH Marketing Ltd an online marketing company She thrives on the

challenge of keeping up with the fast changing pace of the Internet world and implementing

cutting edge marketing strategies to her clientsrsquo marketing plan Seeing clients succeed

gives her great satisfaction and she is grateful for the long-term strong relationships she

forged with them Her clients are local small business owners and individual professionals

who are very good at their own craft and donrsquot have the time or the desire to market their own business VH

Marketingrsquos strategy is to build an impactful web presence not just a website by providing clients with an up to date

web design mobile setup and social media presence This is all tied together with strong ongoing SEO

(search engine optimization) placing the clientsrsquo business in front of the right target market generating leads on

consistent basis

Company VH Marketing Ltd Website wwwvhwebsitescom

David Merritt

David Merritt owner and creator of Client Track graduated with a BSc in Computing and has

been designing software ever since David developed Client Track after he saw a real need in

the Accounting Practitioners industry for a solution to help public practice accounting

professionals to organize and control all of their deadlines efficiently Realizing that a large part

of running a successful practice was managing clients chasing down paperwork and handling all

the returns David developed Client Track into a software solution that is built based on the

unique needs of accounting professionals across Canada

Company Client Track Website httpclienttrackca

Twitter Client_Track

Webinar Speakers

2020 Dream Practice Virtual Accounting Conference 2014

Karen Reyburn

Karen Reyburn is a creative-minded individual who specialises in online marketing for

accountancy firms A former accountant (and a Certified Public Accountant in the

States) Karen now assists accountancy firms with understanding and using online

marketing to get more leads A dual British-American citizen Karens past careers

include working with a Glasgow-based accountancy firm setting up and maintaining a

separate consultancy division for this firm She instigated monthly business workshops training and facilitating

business owners in marketing strategy and profitability She has delivered online webinars and offline seminars

for the Chamber of Commerce Bank of Scotland women in business and business growth events She assisted

in the delivery of a comprehensive Business Consulting Programme to accountants for over five years For five

years Karen managed the European office of a global network of accounting firms helping both accountants and

SMEs to improve their marketing efforts This included delivering webinars providing online training website

design and improvement email marketing blogging and marketing action plans Karen is also an

internationally-recognised photographer doing wedding photography family portraits and landscape photography

in Scotland England Ireland Cyprus Australia the United States and more

Company The Profitable Firm Title Owner

Website wwwtheprofitablefirmcom Twitter ProfitableFirm

Graham Smith

Graham Smith is Vice President of Business Development for TSGI-Chartered Accountants

one of the top SRampED consultancies in western Canada He has been active in the SRampED

industry for more than 8 years and has co-taught the course on SRampED for the Institute of

Chartered Accountants of Alberta Graham has worked on wide range of claims for companies

of all sizes and in all industrial sectors

Company TSGI Charted Accountants Title Vice President - Business Development

Website wwwtsgica

wwwvirtualaccountingconferencecom

Webinar Speakers

Rick Solomon CPA CGMA - Keynote Speaker

For over 20 years Rick Solomon has taught professionals around the world how to create

extraordinary results in their professional practices and lives by applying time tested

techniques and sometimes ancient wisdom in a number of ways His past practice as a

CPA and business advisor coupled with years of study at the Sedona Institute have

provided him a deep understanding of how to guide others to be free of the self-created

limitations that for many people make personal and professional success much harder

than it has to be Rick is presently the CEO of Thriving Firm a world leader in helping

professional service providers and advisors build more profitable and rewarding practices

He is the founder and serves as the main facilitator of the Masters Program a two-year workshop and coaching

program offered exclusively to open-minded professionals The Masters Program shares a very unique way to

achieve abundance in ones personal and professional life Rick has challenged thousands of professionals world-

wide to expand their view of themselves and the value they bring to their clients in order to reach new levels of

personal and professional abundance

Company Thriving Firm Title CEO - Founder and Lead Facilitator of the Masters Program

Website wwwthrivingfirmcom Twitter ricksolomoncpa

Amy Shumate

Amy brings 13 years US tax experience to her role as Director in the US Corporate Tax

Advisory practice Amy assists her Canadian clients and their affiliates with their US

federal and state corporate income franchise sales and use tax issues from a unique

cross-border perspective She has worked with all sizes of both public and private

corporations in all types of industries in helping them manage their US federal and state

tax compliance and consulting needs Prior to joining Trowbridge in early 2014 Amy

worked for two of the Big 4 firms beginning in 2001 where she helped clients with US

corporate tax compliance federal and state tax consulting due diligence work

structuring and controversy Amy has a BA and MBA from McMaster University and

an MSc (Tax) from Golden Gate University in San Francisco She is a Canadian Chartered Professional

Accountant registered in Ontario and a Certified Public Accountant registered in Illinois

Company TROWBRIDGE PROFESSIONAL CORPORATION Title Director US Corporate Tax Services

Website wwwtrowbridgeca

Webinar Speakers

2020 Dream Practice Virtual Accounting Conference 2014

Glenn Suart

Glenn Suart is a Calgary-based Strategist Entrepreneur and Host of ldquoTodayrsquos Great Ideardquo

a nationally syndicated program aimed at helping people doing something with their great

ideas Over the past 20 years at WriteMyPlan PricewaterhouseCoopers Consulting and

Nordicity Group Ltd he has helped hundreds of people build successful businesses

Friendly and approachable Glenn and his team create strong viable businesses and craft

compelling winning business plans Glenn also teaches Building An Effective Business

Case at Mount Royal University in Calgary

Company WriteMyPlan Website wwwWriteMyPlancom

Paul Tyers

Paul Tyers is Managing Director of Wealth Stewards Inc and Vice President of Portfolio

Stewards Inc registered with the Ontario Securities Commission He and his team provide

comprehensive wealth management services to affluent Canadians typically in conjunction

with their other ldquotrusted advisorsrdquo A Chartered Professional Accountant (CPA) Certified

Financial Planner (CFP) and Chartered Investment Manager (CIM) Paul has both the

education and experience to provide comprehensive wealth advisory services Upon

completion of a business degree Paul began his career at a major international CA firm

gaining experience in a wide variety of business sectors Moving into corporate finance with

Bank of Montreal followed by Corpfinance International experience was gained in mergers acquisitions succession

and growth financing In 1987 Paul partnered with a venture capital firm to acquire Retirement Counsel of Canada

(RCOC) and led it through substantial growth prior to selling it in 2002 Since 2002 Paul has returned to his passion

of building managing and preserving the wealth of affluent private clients His success is attributed to ensuring

clientsrsquo interests always come first Paul provides advice on the areas noted to the left and has pioneered the

integration of wealth management services into Canadian accountingtax firms

Company Wealth Stewards Inc Title Managing Director

Website httpwealthstewardsca

wwwvirtualaccountingconferencecom

Webinar Speakers

Sam Vassa

Sam Vassa heads PaymentEvolution ndash Canadarsquos largest and most loved cloud payroll and

payments service Sam founded the company with a team of technology and subject

matter specialists and devised an award-winning solution that empowers organizations and

their accountants to manage their own payroll process Previously Sam led business

development for the capital markets industry at Microsoft Corporation His team worked with

leading Microsoft partners to build compelling solutions for the financial services

industry Sam was responsible for alliance relationships with Microsoftrsquos largest global

partners as well as sales and marketing execution with the community He has worked

with Microsoftrsquos US and Canadian subsidiaries and is known for his passion for forming strong partnerships Sam was

a channel manager at Digital Equipment Canada and served with the Canadian Department of Foreign Affairs and

International Trade at their foreign missions worldwide He is a board member of Telecompute ndash a leading software

development firm pioneering the use of portable database technology for vertical markets Sam is active in the

emerging business market as an advisor and mentor to firms seeking management and technology expertise Sam is

a graduate of McMaster University where he studied biochemistry

Company PaymentEvolution Website wwwpaymentevolutioncom

Twitter samvassa

Peggy Tyers BBA - Event Organizer

Peggy Tyers earned an Honours Bachelor of Business Administration from Wilfrid Laurier

University After graduating she entered the retail sector She spent over 20 years

working with National retailers in several areas consulting marketing buying and

merchandising Peggy transferred those skills to another industry sector when she

brought the 2020 Group (leading volunteer membership organization for progressive

accountants in the world) to Canada Peggy looks for products and services to help

accountants improve the efficiency of their practice and improve their bottom lines

Company 2020 Canada Title President

Website www2020canadaca

Webinar Speakers

Scott Zandbergen

Scott Zandbergen has worked in the accounting software world for over 17 years He

spent many years at Sage where he built and grew the Simply Accounting Certified

Consultant program Later as Vice President of Product Management he led the product

strategy for Simply Accounting Accpac and MAS 90500 In early 2011

Scott joined Wave Accounting a fully automated 100 free double entry accounting

software designed for small businesses with less than 10 employees Scotts mission there

is to educate the accounting and bookkeeping communities about the solution Wave

offers their small business clients In a little over 3 years on the market Wave now has over 2 million users on its

platform

Company Wave Accounting Title VP Pro Network

Website wwwwaveappscom Twitter WaveHQ

Wayne Zielke

Wayne is the founder and CEO of LedgerDocs an online document management

application that was designed around the sharing managing and collaboration needs of

bookkeepers accountants and businesses Wayne has spent his career working in the

accounting industry and understands first-hand the workflow and process involved in

providing exceptional full cycle bookkeeping and accounting services to clients From these

experiences he decided to create an application that streamlines the bookkeeping and

accounting process while promoting collaboration among bookkeepers accountants and

their amazing clients

Company LedgerDocs Title Chief Executive Officer

Website wwwledgerdocscom Twitter ledgerdocs

2020 Dream Practice Virtual Accounting Conference 2014

wwwvirtualaccountingconferencecom

2020 Dream Practice

Virtual Accounting Conference

Virtual Conference for Accountants

October 1 and 2 2014

Webinars

Presentations will be held on

Tuesdays and Thursdays from June 3

2014 through January 27 2015

Presentations scheduled from 1100

am MST to 100 pm MST

Schedule includes one hour for

presentation and up to one hour for

questions

Over 32 webinars with

industry experts

wwwvirtualaccountingconferencecom

Collaborate Innovate Prosper

Gold Sponsors

Silver Sponsors

Page 17: Virtual Accounting Conference 2014

Webinar Schedule FallWinter

wwwvirtualaccountingconferencecom

Date Topic Speaker

Last Speaker

First

922014 Sandler Rules for Building Your Practice to Work Smarter Not Harder

Knox Hamish

942014 Social Media Strategies for Accountants and Bookkeepers Olah Viola

992014 Make Your Website a Business Development Tool Buol Ruszczyk Bonnie

9112014 Business Development Intelligence (BDI) Fritsch Chris

9162014 Succession Planning Tyers Paul

9182014 Turning Your Accountancy Firm Website Into a Lead Generation Machine

Reyburn Karen

9232014 Benchmarking for Success Borschowa Jeff

9252014 A Brief Tour Through Wills and Estate Planning Jones Stephan

9302014 Sales and Marketing Eden Jan

1072014 Social Media The Good Bad and Effective Buol Ruszczyk Bonnie

1092014 An Introduction to SRampED What It Is and What Can It Do For Your Clients

Smith Graham

10142014 Understanding and Utilizing Insurance Company Investment and Income Products

Findlay Curtis

10162014 Key Elements of a Lead Generating Website Olah Viola

10212014 Improving the Bottom Line Through Niche Marketing Tyers Peggy

10232014 LedgerOnline Zielke Wayne

10282014 Going Paperless Duncan Brooks

1142014 Growing Your Firm with LinkedIn Buol Ruszczyk Bonnie

1162014 Expanding Business Activities to the United States (Canadian Companies)

Shumate Amy

11132014 Business Planning For Organizations of all Sizes Findlay Curtis

11182014 The Power of Niche Marketing for Accountants Reyburn Karen

11252014 Profitable Cloud-Based Payroll for your Practice Vassa Sam

1222014 Turning Great Ideas Into Reality Suart Glenn

1292014 Colour Accounting Descoteaux Stephanie

Webinar Speakers

Adrienne Bellehumeur CA CISA PMP

Adrienne Bellehumeur lives in Calgary Alberta and works as a consultant specializing

in business analysis audit and effective documentation Her focus is on helping

companies track monitor and protect their most valuable assets information and

intellectual capital Adrienne began her career as a Chartered Accountant working with

clients on audits assessing financial controls and Sarbanes-Oxley (SOX) compliance

projects Her experience over the years includes requirements management process

modelling project communications technical writing and developing documentation

strategies and systems Adrienne continues to actively research present on and write

about effective documentation and business analysis practices

Company BELLEHUMEUR amp ASSOCIATES Website wwwleadersinbusinessanalysiscom

Jeff Borschowa - Event Organizer amp Host

I first joined the accounting world in 1991 and became a Chartered Accountant in 2000 I

have spent the bulk of my career working with and advising small to medium-sized

enterprises I have experience working in all sizes of accounting firms from sole

practitioners to international firms My focus in my career has been to find new and better

ways to integrate innovation and technology to enhance the customer experience and

improve efficiency in the accounting process My journey has been unique in that I have

met some very innovative accountants and mentors in my career I have been very

fortunate to be in a position to learn from them compare their ideas and to truly choose

the best of the best Personally I would like nothing more than to free accountants from the stress created by high

volume commodity work allowing them the freedom to pursue work that is rewarding personally and professionally My

overall goal is to reduce the hours worked by accountants and increase overall profitability One of my friendrsquos made an

interesting comment recently ldquoAlmost every accountant that I know can tell me how much his gross revenue is but

very few know what their actual costs arerdquo I challenge you to learn more about your practice so that you can bid on the

right kinds of projects and earn what you are worth ndash your education should be your most valued possession

Company Dream Practice Website wwwdreampracticeca

Twitter DreamPractices

2020 Dream Practice Virtual Accounting Conference 2014

wwwvirtualaccountingconferencecom

Webinar Speakers

Kerri Bouffard

Kerri Bouffard CPB has been a professional bookkeeper for over 20 years and has

been operating her own company Add-Vantage Bookkeeping since 2003

She has been happily working completely in the cloud since 2012 ndash with no copies of

any software loaded directly on her local computer system

Company Add-Vantage Bookkeeping Website httpaddvantagebookkeepingcom

Bonnie Buol Ruszczyk

Bonnie Buol Ruszczyk is the founder and president of bbr marketing which provides

marketing services and strategy for professional services firms Every day she and her

talented staff help accountants all over North America reach their audiences and grow

their firms by creating and implementing customized solutions that differentiate each

client in their individual market Named one of 2013rsquos Top 100 Most Influential People in

accounting by Accounting Today for the 2nd year in a row she is an active volunteer in a

number of organizations including serving as president of the Atlanta AAM Chapter and

a regular contributor to a variety of news and industry websites

Company bbr marketing Title Founder and President

Website wwwbbrmarketingcom

Webinar Speakers

2020 Dream Practice Virtual Accounting Conference 2014

Daniel Carrier

Daniel Carrier has close to 40 yearsrsquo experience in bookkeeping Hersquos worked as a

consultant since 1993 and has recommended and installed a number of bookkeeping

software Daniel founded Logicim in 2004 with his partner his son It is Pierre Alain

Carrier who has created the now famous XLGL and Daniel is proud to be participating in

this great reporting initiative

Company Logicim Inc Website wwwlogicimtechcom

John Crosser

John Crosser is the owner of Knights Financial Management an independent

insurance service company John believes it is important to ensure businesses not only

properly protect their business entity but also those that make their business run At

Knights Financial Management we focus on small to medium sized businesses looking for

help as they navigate their way through the world of business Having the right type

and the right amount of insurance will help provide financial peace of mind to owners

so they can concentrate on ldquodoingrdquo business John is actively involved in his community

As the author of ASPiRE A Financial Workbook for the Canadian Teen John routinely

presents to schools and business to help increase financial literacy By helping people understand the moving parts

of a financial game plan (goals setting cash flow and debt management asset

protect and building wealth) John feels they will be more financially

bull Fit--through wise budgeting of time and money

bull Independent--through discovering their own skills setting and accomplishing goals

bull Responsible--through focused activities and self-discipline

bull Secure--through building multiple streams of cash flow

With proper financial literacy individuals families schools businesses communities provinces and Canada at large

will be stronger In addition to growing his business John enjoys spending time with his wife Jeanelle and their two

daughters Ashley and Jayme John loves working on his golf handicap making furniture and barbecuing with family

and friends

Company Knights Financial Management and Portfolio Strategies Corporation Website httpwwwknightsfmca

wwwvirtualaccountingconferencecom

Webinar Speakers

Stephanie Descoteaux DFA-BSS

Steacutephanie Descocircteaux is president and CEO of Calculated Approach Consulting Inc and

founder of Digits amp Decimals Inc But those are not the titles she loves itrsquos her real job as

a bookkeeping systems specialist that indicates her true passion Her focus is always on

educating clients improving systems and measuring the accomplishments of those

systems This vision empowers small business owners and entrepreneurs and has

commanded an impressive client list that continues to grow Steacutephanie founded Digits amp

Decimals Inc in 2001 a professional bookkeeping company She is the lead trainer and

consultant and has grown the business to include a staff of experts In 2011 Stephanie

launched Calculated Approach Consulting Inc a company that offers mentorship controllership and consulting

services to business owners or other bookkeepers Steacutephaniersquos professional affiliations include membership in the

Canadian Payroll Association (CPA) Institute of Professional Bookkeepers of Canada (IPBC) and Association of

Certified Fraud Examiners (ACFE) She is also a QuickBooks ProAdvisor has completed the Distinguish Financial

Advisor ndash Bookkeeping System Specialist (DFABSS) a 2 years bookkeeping certification with the Knowledge

Bureau she recently became a Sale Partner with Accounting Comes Alive ndash Color Accounting and is one of few

accredited Training Partner in Canada for Accounting Comes Alive ndash Color Accounting Steacutephaniersquos presentations

are available in English or French

Company Calculated Approach Consulting Inc Website wwwdigitsdecimalscom

Twitter DigitsDecimals

Brooks Duncan

Brooks Duncan helps individuals and small businesses go paperless at Docu-

mentSnapcom where he writes about tools workflows and taking action Hes a

CPACMA and a former computer programmer and financial software support manager

Brooks lives in Vancouver BC

Company DocumentSnapcom Website wwwdocumentsnapcom

Webinar Speakers

2020 Dream Practice Virtual Accounting Conference 2014

Chris Fritsch JD

As a Business Development Intelligence Consultant Chris Fritsch works together with

professional services firms to help support their Business Development efforts and

maximize their return on investment Chris and her team at ClientsFirst help Clients

utilize information and competitive intelligence to guide their business development

decisions and strategies to enhance their client development efforts

Chris also writes and speaks nationally on topics including competitive intelligence

business development client relationship management relationship intelligence web

marketing and the use of technology to enhance profitability In her former role as a

Legal Technologist she advised top law firms and professionals about competitive intelligence and innovative uses

of Internet technology Chris has also worked in-house as a Legal Technologist for an Am Law 50 law firm based in

Atlanta and as a Technology Consultant and Webmaster for Emory Law School She was also the Managing

Partner of a consulting firm specializing in providing technology solutions Chris received her law degree from

Emory University School of Law in Atlanta GA where she served as Managing Editor of the Emory International

Law Review as well as student and faculty technology consultant In her spare time Chris blogs and designs

websites and electronic newsletters

Company Clients First Consulting Title Business Development Intelligence Consultant

Website wwwClientsFirstConsultingcom Twitter CRMSuccess

Curtis Findlay

Curtis Findlay CFP is recognized nationally in the Canadian financial industry as both a

mentor of financial advisors as well as a successful advisor After graduating college Curtis

entered the financial industry in 1978 He operates his business activities from Canmore

Alberta Curtis has extensive experience advising entrepreneurs and mid-wealth individuals

with a variety of financial business and personal planning endeavours His comments are

made to Dream Practice through his firm Compass Financial Planning Services Ltd and not

related to a securities entity

Company Compass Financial Planning Services Ltd Website httpwwwcompfinnet

wwwvirtualaccountingconferencecom

Webinar Speakers

Mike Hourigan

Mike Hourigan is the Marketing Manager for Shoeboxedcom He is a graduate of the

University of North Carolina at Chapel Hill where he studied advertising Mike oversees all

of Shoeboxeds online marketing initiatives as well as the companys integrated partner

relations When Mike isnt helping small businesses and accountants get set up with

Shoeboxed he enjoys hiking and walking 18 holes at the nearest public golf course

Company Shoeboxedcom Website wwwshoeboxedcom

Twitter michaelhourigan

Stephen Jones LL M CPA CA

Stephen graduated from Dalhousie Law School He then articled in Toronto Shortly after

he obtained his CA designation working for one of the predecessors or KPMG In 1990

he joined BMO at its head office as a taxation lawyer and accountant

He rounded out his education in 2006 graduating with his Masters of Laws (LLM) in trust

and fiduciary law at Osgoode Stephen now provides counsel for Wealth Stewards

overall tax and estate activities Stephen brings his expertise and experience to the

planning and implementation of individual client situations Stephen is registered with the

Law Society of Upper Canada in private practice and with the Ontario and Canadian

Institutes of Chartered Professional Accountants

Company Wealth Stewards Inc Title Director Tax amp Estate Planning

Website wwwwealthstewardsca

Webinar Speakers

2020 Dream Practice Virtual Accounting Conference 2014

Hamish Knox

As a licensed member of the global Sandler network Hamish works with business owners and chief

executives who are serious about creating sustainable sales cultures Hamish worked in sales across

a variety of industries including media communication services software and professional sports

before joining the Sandler network which melded his passions for sales and education Early in his

Sandler career Hamish was anointed a Sandler Rising Star for quickly building his business and

helping fellow Sandler colleagues with their businesses Hamish is a former Sandler Global Rookie of

the Year is a current member of Sandlers Franchisee Advisory Council and his book Accountability

the Sandler Way will be published in November

Company Sandler Training - Calgary Website wwwhamishsandlercom

Twitter sandlerhamish

Dan Mason

I speak about innovation related to business software and business models that help

small and medium sized businesses to transform and automate their business

processes to achieve maximum efficiency and improve customer experience

Dan Mason focuses on strategic planning and business model innovation by helping

small and medium sized businesses to automate and optimize their business processes

Drawing from his 20 years of experience working with various accounting and ERP

systems Dan has helped several small and medium sized businesses in various

verticals to build robust business software systems Dan started Business Innovation

Technologies Inc in 2008 and has successfully led the company from its inception into a market leading provider

of innovative business software solutions As CEO of Business Innovation Technologies Dan is responsible for

driving the organizationrsquos strategic agenda technology vision and business operations In addition to helping

companies deploy best-of-the-breed business software systems Dan has been working on integrating diverse

business systems through his companyrsquos industry leading software solution to import and export data from ANY

source to various accounting and business software

Company Business Innovation Technologies Inc Title President amp CEO

Website wwwbusinnovatechcom

wwwvirtualaccountingconferencecom

Webinar Speakers

Viola Olah

Viola Olah is a Hungarian born and raised in Transylvania (yes itrsquos a real placehellip) She

lives in Calgary with her hubby and her dog Nikki After she worked as a systems analyst

for a large oil and gas company for a number of years she decided in 2009 to open up her

own business VH Marketing Ltd an online marketing company She thrives on the

challenge of keeping up with the fast changing pace of the Internet world and implementing

cutting edge marketing strategies to her clientsrsquo marketing plan Seeing clients succeed

gives her great satisfaction and she is grateful for the long-term strong relationships she

forged with them Her clients are local small business owners and individual professionals

who are very good at their own craft and donrsquot have the time or the desire to market their own business VH

Marketingrsquos strategy is to build an impactful web presence not just a website by providing clients with an up to date

web design mobile setup and social media presence This is all tied together with strong ongoing SEO

(search engine optimization) placing the clientsrsquo business in front of the right target market generating leads on

consistent basis

Company VH Marketing Ltd Website wwwvhwebsitescom

David Merritt

David Merritt owner and creator of Client Track graduated with a BSc in Computing and has

been designing software ever since David developed Client Track after he saw a real need in

the Accounting Practitioners industry for a solution to help public practice accounting

professionals to organize and control all of their deadlines efficiently Realizing that a large part

of running a successful practice was managing clients chasing down paperwork and handling all

the returns David developed Client Track into a software solution that is built based on the

unique needs of accounting professionals across Canada

Company Client Track Website httpclienttrackca

Twitter Client_Track

Webinar Speakers

2020 Dream Practice Virtual Accounting Conference 2014

Karen Reyburn

Karen Reyburn is a creative-minded individual who specialises in online marketing for

accountancy firms A former accountant (and a Certified Public Accountant in the

States) Karen now assists accountancy firms with understanding and using online

marketing to get more leads A dual British-American citizen Karens past careers

include working with a Glasgow-based accountancy firm setting up and maintaining a

separate consultancy division for this firm She instigated monthly business workshops training and facilitating

business owners in marketing strategy and profitability She has delivered online webinars and offline seminars

for the Chamber of Commerce Bank of Scotland women in business and business growth events She assisted

in the delivery of a comprehensive Business Consulting Programme to accountants for over five years For five

years Karen managed the European office of a global network of accounting firms helping both accountants and

SMEs to improve their marketing efforts This included delivering webinars providing online training website

design and improvement email marketing blogging and marketing action plans Karen is also an

internationally-recognised photographer doing wedding photography family portraits and landscape photography

in Scotland England Ireland Cyprus Australia the United States and more

Company The Profitable Firm Title Owner

Website wwwtheprofitablefirmcom Twitter ProfitableFirm

Graham Smith

Graham Smith is Vice President of Business Development for TSGI-Chartered Accountants

one of the top SRampED consultancies in western Canada He has been active in the SRampED

industry for more than 8 years and has co-taught the course on SRampED for the Institute of

Chartered Accountants of Alberta Graham has worked on wide range of claims for companies

of all sizes and in all industrial sectors

Company TSGI Charted Accountants Title Vice President - Business Development

Website wwwtsgica

wwwvirtualaccountingconferencecom

Webinar Speakers

Rick Solomon CPA CGMA - Keynote Speaker

For over 20 years Rick Solomon has taught professionals around the world how to create

extraordinary results in their professional practices and lives by applying time tested

techniques and sometimes ancient wisdom in a number of ways His past practice as a

CPA and business advisor coupled with years of study at the Sedona Institute have

provided him a deep understanding of how to guide others to be free of the self-created

limitations that for many people make personal and professional success much harder

than it has to be Rick is presently the CEO of Thriving Firm a world leader in helping

professional service providers and advisors build more profitable and rewarding practices

He is the founder and serves as the main facilitator of the Masters Program a two-year workshop and coaching

program offered exclusively to open-minded professionals The Masters Program shares a very unique way to

achieve abundance in ones personal and professional life Rick has challenged thousands of professionals world-

wide to expand their view of themselves and the value they bring to their clients in order to reach new levels of

personal and professional abundance

Company Thriving Firm Title CEO - Founder and Lead Facilitator of the Masters Program

Website wwwthrivingfirmcom Twitter ricksolomoncpa

Amy Shumate

Amy brings 13 years US tax experience to her role as Director in the US Corporate Tax

Advisory practice Amy assists her Canadian clients and their affiliates with their US

federal and state corporate income franchise sales and use tax issues from a unique

cross-border perspective She has worked with all sizes of both public and private

corporations in all types of industries in helping them manage their US federal and state

tax compliance and consulting needs Prior to joining Trowbridge in early 2014 Amy

worked for two of the Big 4 firms beginning in 2001 where she helped clients with US

corporate tax compliance federal and state tax consulting due diligence work

structuring and controversy Amy has a BA and MBA from McMaster University and

an MSc (Tax) from Golden Gate University in San Francisco She is a Canadian Chartered Professional

Accountant registered in Ontario and a Certified Public Accountant registered in Illinois

Company TROWBRIDGE PROFESSIONAL CORPORATION Title Director US Corporate Tax Services

Website wwwtrowbridgeca

Webinar Speakers

2020 Dream Practice Virtual Accounting Conference 2014

Glenn Suart

Glenn Suart is a Calgary-based Strategist Entrepreneur and Host of ldquoTodayrsquos Great Ideardquo

a nationally syndicated program aimed at helping people doing something with their great

ideas Over the past 20 years at WriteMyPlan PricewaterhouseCoopers Consulting and

Nordicity Group Ltd he has helped hundreds of people build successful businesses

Friendly and approachable Glenn and his team create strong viable businesses and craft

compelling winning business plans Glenn also teaches Building An Effective Business

Case at Mount Royal University in Calgary

Company WriteMyPlan Website wwwWriteMyPlancom

Paul Tyers

Paul Tyers is Managing Director of Wealth Stewards Inc and Vice President of Portfolio

Stewards Inc registered with the Ontario Securities Commission He and his team provide

comprehensive wealth management services to affluent Canadians typically in conjunction

with their other ldquotrusted advisorsrdquo A Chartered Professional Accountant (CPA) Certified

Financial Planner (CFP) and Chartered Investment Manager (CIM) Paul has both the

education and experience to provide comprehensive wealth advisory services Upon

completion of a business degree Paul began his career at a major international CA firm

gaining experience in a wide variety of business sectors Moving into corporate finance with

Bank of Montreal followed by Corpfinance International experience was gained in mergers acquisitions succession

and growth financing In 1987 Paul partnered with a venture capital firm to acquire Retirement Counsel of Canada

(RCOC) and led it through substantial growth prior to selling it in 2002 Since 2002 Paul has returned to his passion

of building managing and preserving the wealth of affluent private clients His success is attributed to ensuring

clientsrsquo interests always come first Paul provides advice on the areas noted to the left and has pioneered the

integration of wealth management services into Canadian accountingtax firms

Company Wealth Stewards Inc Title Managing Director

Website httpwealthstewardsca

wwwvirtualaccountingconferencecom

Webinar Speakers

Sam Vassa

Sam Vassa heads PaymentEvolution ndash Canadarsquos largest and most loved cloud payroll and

payments service Sam founded the company with a team of technology and subject

matter specialists and devised an award-winning solution that empowers organizations and

their accountants to manage their own payroll process Previously Sam led business

development for the capital markets industry at Microsoft Corporation His team worked with

leading Microsoft partners to build compelling solutions for the financial services

industry Sam was responsible for alliance relationships with Microsoftrsquos largest global

partners as well as sales and marketing execution with the community He has worked

with Microsoftrsquos US and Canadian subsidiaries and is known for his passion for forming strong partnerships Sam was

a channel manager at Digital Equipment Canada and served with the Canadian Department of Foreign Affairs and

International Trade at their foreign missions worldwide He is a board member of Telecompute ndash a leading software

development firm pioneering the use of portable database technology for vertical markets Sam is active in the

emerging business market as an advisor and mentor to firms seeking management and technology expertise Sam is

a graduate of McMaster University where he studied biochemistry

Company PaymentEvolution Website wwwpaymentevolutioncom

Twitter samvassa

Peggy Tyers BBA - Event Organizer

Peggy Tyers earned an Honours Bachelor of Business Administration from Wilfrid Laurier

University After graduating she entered the retail sector She spent over 20 years

working with National retailers in several areas consulting marketing buying and

merchandising Peggy transferred those skills to another industry sector when she

brought the 2020 Group (leading volunteer membership organization for progressive

accountants in the world) to Canada Peggy looks for products and services to help

accountants improve the efficiency of their practice and improve their bottom lines

Company 2020 Canada Title President

Website www2020canadaca

Webinar Speakers

Scott Zandbergen

Scott Zandbergen has worked in the accounting software world for over 17 years He

spent many years at Sage where he built and grew the Simply Accounting Certified

Consultant program Later as Vice President of Product Management he led the product

strategy for Simply Accounting Accpac and MAS 90500 In early 2011

Scott joined Wave Accounting a fully automated 100 free double entry accounting

software designed for small businesses with less than 10 employees Scotts mission there

is to educate the accounting and bookkeeping communities about the solution Wave

offers their small business clients In a little over 3 years on the market Wave now has over 2 million users on its

platform

Company Wave Accounting Title VP Pro Network

Website wwwwaveappscom Twitter WaveHQ

Wayne Zielke

Wayne is the founder and CEO of LedgerDocs an online document management

application that was designed around the sharing managing and collaboration needs of

bookkeepers accountants and businesses Wayne has spent his career working in the

accounting industry and understands first-hand the workflow and process involved in

providing exceptional full cycle bookkeeping and accounting services to clients From these

experiences he decided to create an application that streamlines the bookkeeping and

accounting process while promoting collaboration among bookkeepers accountants and

their amazing clients

Company LedgerDocs Title Chief Executive Officer

Website wwwledgerdocscom Twitter ledgerdocs

2020 Dream Practice Virtual Accounting Conference 2014

wwwvirtualaccountingconferencecom

2020 Dream Practice

Virtual Accounting Conference

Virtual Conference for Accountants

October 1 and 2 2014

Webinars

Presentations will be held on

Tuesdays and Thursdays from June 3

2014 through January 27 2015

Presentations scheduled from 1100

am MST to 100 pm MST

Schedule includes one hour for

presentation and up to one hour for

questions

Over 32 webinars with

industry experts

wwwvirtualaccountingconferencecom

Collaborate Innovate Prosper

Gold Sponsors

Silver Sponsors

Page 18: Virtual Accounting Conference 2014

Webinar Speakers

Adrienne Bellehumeur CA CISA PMP

Adrienne Bellehumeur lives in Calgary Alberta and works as a consultant specializing

in business analysis audit and effective documentation Her focus is on helping

companies track monitor and protect their most valuable assets information and

intellectual capital Adrienne began her career as a Chartered Accountant working with

clients on audits assessing financial controls and Sarbanes-Oxley (SOX) compliance

projects Her experience over the years includes requirements management process

modelling project communications technical writing and developing documentation

strategies and systems Adrienne continues to actively research present on and write

about effective documentation and business analysis practices

Company BELLEHUMEUR amp ASSOCIATES Website wwwleadersinbusinessanalysiscom

Jeff Borschowa - Event Organizer amp Host

I first joined the accounting world in 1991 and became a Chartered Accountant in 2000 I

have spent the bulk of my career working with and advising small to medium-sized

enterprises I have experience working in all sizes of accounting firms from sole

practitioners to international firms My focus in my career has been to find new and better

ways to integrate innovation and technology to enhance the customer experience and

improve efficiency in the accounting process My journey has been unique in that I have

met some very innovative accountants and mentors in my career I have been very

fortunate to be in a position to learn from them compare their ideas and to truly choose

the best of the best Personally I would like nothing more than to free accountants from the stress created by high

volume commodity work allowing them the freedom to pursue work that is rewarding personally and professionally My

overall goal is to reduce the hours worked by accountants and increase overall profitability One of my friendrsquos made an

interesting comment recently ldquoAlmost every accountant that I know can tell me how much his gross revenue is but

very few know what their actual costs arerdquo I challenge you to learn more about your practice so that you can bid on the

right kinds of projects and earn what you are worth ndash your education should be your most valued possession

Company Dream Practice Website wwwdreampracticeca

Twitter DreamPractices

2020 Dream Practice Virtual Accounting Conference 2014

wwwvirtualaccountingconferencecom

Webinar Speakers

Kerri Bouffard

Kerri Bouffard CPB has been a professional bookkeeper for over 20 years and has

been operating her own company Add-Vantage Bookkeeping since 2003

She has been happily working completely in the cloud since 2012 ndash with no copies of

any software loaded directly on her local computer system

Company Add-Vantage Bookkeeping Website httpaddvantagebookkeepingcom

Bonnie Buol Ruszczyk

Bonnie Buol Ruszczyk is the founder and president of bbr marketing which provides

marketing services and strategy for professional services firms Every day she and her

talented staff help accountants all over North America reach their audiences and grow

their firms by creating and implementing customized solutions that differentiate each

client in their individual market Named one of 2013rsquos Top 100 Most Influential People in

accounting by Accounting Today for the 2nd year in a row she is an active volunteer in a

number of organizations including serving as president of the Atlanta AAM Chapter and

a regular contributor to a variety of news and industry websites

Company bbr marketing Title Founder and President

Website wwwbbrmarketingcom

Webinar Speakers

2020 Dream Practice Virtual Accounting Conference 2014

Daniel Carrier

Daniel Carrier has close to 40 yearsrsquo experience in bookkeeping Hersquos worked as a

consultant since 1993 and has recommended and installed a number of bookkeeping

software Daniel founded Logicim in 2004 with his partner his son It is Pierre Alain

Carrier who has created the now famous XLGL and Daniel is proud to be participating in

this great reporting initiative

Company Logicim Inc Website wwwlogicimtechcom

John Crosser

John Crosser is the owner of Knights Financial Management an independent

insurance service company John believes it is important to ensure businesses not only

properly protect their business entity but also those that make their business run At

Knights Financial Management we focus on small to medium sized businesses looking for

help as they navigate their way through the world of business Having the right type

and the right amount of insurance will help provide financial peace of mind to owners

so they can concentrate on ldquodoingrdquo business John is actively involved in his community

As the author of ASPiRE A Financial Workbook for the Canadian Teen John routinely

presents to schools and business to help increase financial literacy By helping people understand the moving parts

of a financial game plan (goals setting cash flow and debt management asset

protect and building wealth) John feels they will be more financially

bull Fit--through wise budgeting of time and money

bull Independent--through discovering their own skills setting and accomplishing goals

bull Responsible--through focused activities and self-discipline

bull Secure--through building multiple streams of cash flow

With proper financial literacy individuals families schools businesses communities provinces and Canada at large

will be stronger In addition to growing his business John enjoys spending time with his wife Jeanelle and their two

daughters Ashley and Jayme John loves working on his golf handicap making furniture and barbecuing with family

and friends

Company Knights Financial Management and Portfolio Strategies Corporation Website httpwwwknightsfmca

wwwvirtualaccountingconferencecom

Webinar Speakers

Stephanie Descoteaux DFA-BSS

Steacutephanie Descocircteaux is president and CEO of Calculated Approach Consulting Inc and

founder of Digits amp Decimals Inc But those are not the titles she loves itrsquos her real job as

a bookkeeping systems specialist that indicates her true passion Her focus is always on

educating clients improving systems and measuring the accomplishments of those

systems This vision empowers small business owners and entrepreneurs and has

commanded an impressive client list that continues to grow Steacutephanie founded Digits amp

Decimals Inc in 2001 a professional bookkeeping company She is the lead trainer and

consultant and has grown the business to include a staff of experts In 2011 Stephanie

launched Calculated Approach Consulting Inc a company that offers mentorship controllership and consulting

services to business owners or other bookkeepers Steacutephaniersquos professional affiliations include membership in the

Canadian Payroll Association (CPA) Institute of Professional Bookkeepers of Canada (IPBC) and Association of

Certified Fraud Examiners (ACFE) She is also a QuickBooks ProAdvisor has completed the Distinguish Financial

Advisor ndash Bookkeeping System Specialist (DFABSS) a 2 years bookkeeping certification with the Knowledge

Bureau she recently became a Sale Partner with Accounting Comes Alive ndash Color Accounting and is one of few

accredited Training Partner in Canada for Accounting Comes Alive ndash Color Accounting Steacutephaniersquos presentations

are available in English or French

Company Calculated Approach Consulting Inc Website wwwdigitsdecimalscom

Twitter DigitsDecimals

Brooks Duncan

Brooks Duncan helps individuals and small businesses go paperless at Docu-

mentSnapcom where he writes about tools workflows and taking action Hes a

CPACMA and a former computer programmer and financial software support manager

Brooks lives in Vancouver BC

Company DocumentSnapcom Website wwwdocumentsnapcom

Webinar Speakers

2020 Dream Practice Virtual Accounting Conference 2014

Chris Fritsch JD

As a Business Development Intelligence Consultant Chris Fritsch works together with

professional services firms to help support their Business Development efforts and

maximize their return on investment Chris and her team at ClientsFirst help Clients

utilize information and competitive intelligence to guide their business development

decisions and strategies to enhance their client development efforts

Chris also writes and speaks nationally on topics including competitive intelligence

business development client relationship management relationship intelligence web

marketing and the use of technology to enhance profitability In her former role as a

Legal Technologist she advised top law firms and professionals about competitive intelligence and innovative uses

of Internet technology Chris has also worked in-house as a Legal Technologist for an Am Law 50 law firm based in

Atlanta and as a Technology Consultant and Webmaster for Emory Law School She was also the Managing

Partner of a consulting firm specializing in providing technology solutions Chris received her law degree from

Emory University School of Law in Atlanta GA where she served as Managing Editor of the Emory International

Law Review as well as student and faculty technology consultant In her spare time Chris blogs and designs

websites and electronic newsletters

Company Clients First Consulting Title Business Development Intelligence Consultant

Website wwwClientsFirstConsultingcom Twitter CRMSuccess

Curtis Findlay

Curtis Findlay CFP is recognized nationally in the Canadian financial industry as both a

mentor of financial advisors as well as a successful advisor After graduating college Curtis

entered the financial industry in 1978 He operates his business activities from Canmore

Alberta Curtis has extensive experience advising entrepreneurs and mid-wealth individuals

with a variety of financial business and personal planning endeavours His comments are

made to Dream Practice through his firm Compass Financial Planning Services Ltd and not

related to a securities entity

Company Compass Financial Planning Services Ltd Website httpwwwcompfinnet

wwwvirtualaccountingconferencecom

Webinar Speakers

Mike Hourigan

Mike Hourigan is the Marketing Manager for Shoeboxedcom He is a graduate of the

University of North Carolina at Chapel Hill where he studied advertising Mike oversees all

of Shoeboxeds online marketing initiatives as well as the companys integrated partner

relations When Mike isnt helping small businesses and accountants get set up with

Shoeboxed he enjoys hiking and walking 18 holes at the nearest public golf course

Company Shoeboxedcom Website wwwshoeboxedcom

Twitter michaelhourigan

Stephen Jones LL M CPA CA

Stephen graduated from Dalhousie Law School He then articled in Toronto Shortly after

he obtained his CA designation working for one of the predecessors or KPMG In 1990

he joined BMO at its head office as a taxation lawyer and accountant

He rounded out his education in 2006 graduating with his Masters of Laws (LLM) in trust

and fiduciary law at Osgoode Stephen now provides counsel for Wealth Stewards

overall tax and estate activities Stephen brings his expertise and experience to the

planning and implementation of individual client situations Stephen is registered with the

Law Society of Upper Canada in private practice and with the Ontario and Canadian

Institutes of Chartered Professional Accountants

Company Wealth Stewards Inc Title Director Tax amp Estate Planning

Website wwwwealthstewardsca

Webinar Speakers

2020 Dream Practice Virtual Accounting Conference 2014

Hamish Knox

As a licensed member of the global Sandler network Hamish works with business owners and chief

executives who are serious about creating sustainable sales cultures Hamish worked in sales across

a variety of industries including media communication services software and professional sports

before joining the Sandler network which melded his passions for sales and education Early in his

Sandler career Hamish was anointed a Sandler Rising Star for quickly building his business and

helping fellow Sandler colleagues with their businesses Hamish is a former Sandler Global Rookie of

the Year is a current member of Sandlers Franchisee Advisory Council and his book Accountability

the Sandler Way will be published in November

Company Sandler Training - Calgary Website wwwhamishsandlercom

Twitter sandlerhamish

Dan Mason

I speak about innovation related to business software and business models that help

small and medium sized businesses to transform and automate their business

processes to achieve maximum efficiency and improve customer experience

Dan Mason focuses on strategic planning and business model innovation by helping

small and medium sized businesses to automate and optimize their business processes

Drawing from his 20 years of experience working with various accounting and ERP

systems Dan has helped several small and medium sized businesses in various

verticals to build robust business software systems Dan started Business Innovation

Technologies Inc in 2008 and has successfully led the company from its inception into a market leading provider

of innovative business software solutions As CEO of Business Innovation Technologies Dan is responsible for

driving the organizationrsquos strategic agenda technology vision and business operations In addition to helping

companies deploy best-of-the-breed business software systems Dan has been working on integrating diverse

business systems through his companyrsquos industry leading software solution to import and export data from ANY

source to various accounting and business software

Company Business Innovation Technologies Inc Title President amp CEO

Website wwwbusinnovatechcom

wwwvirtualaccountingconferencecom

Webinar Speakers

Viola Olah

Viola Olah is a Hungarian born and raised in Transylvania (yes itrsquos a real placehellip) She

lives in Calgary with her hubby and her dog Nikki After she worked as a systems analyst

for a large oil and gas company for a number of years she decided in 2009 to open up her

own business VH Marketing Ltd an online marketing company She thrives on the

challenge of keeping up with the fast changing pace of the Internet world and implementing

cutting edge marketing strategies to her clientsrsquo marketing plan Seeing clients succeed

gives her great satisfaction and she is grateful for the long-term strong relationships she

forged with them Her clients are local small business owners and individual professionals

who are very good at their own craft and donrsquot have the time or the desire to market their own business VH

Marketingrsquos strategy is to build an impactful web presence not just a website by providing clients with an up to date

web design mobile setup and social media presence This is all tied together with strong ongoing SEO

(search engine optimization) placing the clientsrsquo business in front of the right target market generating leads on

consistent basis

Company VH Marketing Ltd Website wwwvhwebsitescom

David Merritt

David Merritt owner and creator of Client Track graduated with a BSc in Computing and has

been designing software ever since David developed Client Track after he saw a real need in

the Accounting Practitioners industry for a solution to help public practice accounting

professionals to organize and control all of their deadlines efficiently Realizing that a large part

of running a successful practice was managing clients chasing down paperwork and handling all

the returns David developed Client Track into a software solution that is built based on the

unique needs of accounting professionals across Canada

Company Client Track Website httpclienttrackca

Twitter Client_Track

Webinar Speakers

2020 Dream Practice Virtual Accounting Conference 2014

Karen Reyburn

Karen Reyburn is a creative-minded individual who specialises in online marketing for

accountancy firms A former accountant (and a Certified Public Accountant in the

States) Karen now assists accountancy firms with understanding and using online

marketing to get more leads A dual British-American citizen Karens past careers

include working with a Glasgow-based accountancy firm setting up and maintaining a

separate consultancy division for this firm She instigated monthly business workshops training and facilitating

business owners in marketing strategy and profitability She has delivered online webinars and offline seminars

for the Chamber of Commerce Bank of Scotland women in business and business growth events She assisted

in the delivery of a comprehensive Business Consulting Programme to accountants for over five years For five

years Karen managed the European office of a global network of accounting firms helping both accountants and

SMEs to improve their marketing efforts This included delivering webinars providing online training website

design and improvement email marketing blogging and marketing action plans Karen is also an

internationally-recognised photographer doing wedding photography family portraits and landscape photography

in Scotland England Ireland Cyprus Australia the United States and more

Company The Profitable Firm Title Owner

Website wwwtheprofitablefirmcom Twitter ProfitableFirm

Graham Smith

Graham Smith is Vice President of Business Development for TSGI-Chartered Accountants

one of the top SRampED consultancies in western Canada He has been active in the SRampED

industry for more than 8 years and has co-taught the course on SRampED for the Institute of

Chartered Accountants of Alberta Graham has worked on wide range of claims for companies

of all sizes and in all industrial sectors

Company TSGI Charted Accountants Title Vice President - Business Development

Website wwwtsgica

wwwvirtualaccountingconferencecom

Webinar Speakers

Rick Solomon CPA CGMA - Keynote Speaker

For over 20 years Rick Solomon has taught professionals around the world how to create

extraordinary results in their professional practices and lives by applying time tested

techniques and sometimes ancient wisdom in a number of ways His past practice as a

CPA and business advisor coupled with years of study at the Sedona Institute have

provided him a deep understanding of how to guide others to be free of the self-created

limitations that for many people make personal and professional success much harder

than it has to be Rick is presently the CEO of Thriving Firm a world leader in helping

professional service providers and advisors build more profitable and rewarding practices

He is the founder and serves as the main facilitator of the Masters Program a two-year workshop and coaching

program offered exclusively to open-minded professionals The Masters Program shares a very unique way to

achieve abundance in ones personal and professional life Rick has challenged thousands of professionals world-

wide to expand their view of themselves and the value they bring to their clients in order to reach new levels of

personal and professional abundance

Company Thriving Firm Title CEO - Founder and Lead Facilitator of the Masters Program

Website wwwthrivingfirmcom Twitter ricksolomoncpa

Amy Shumate

Amy brings 13 years US tax experience to her role as Director in the US Corporate Tax

Advisory practice Amy assists her Canadian clients and their affiliates with their US

federal and state corporate income franchise sales and use tax issues from a unique

cross-border perspective She has worked with all sizes of both public and private

corporations in all types of industries in helping them manage their US federal and state

tax compliance and consulting needs Prior to joining Trowbridge in early 2014 Amy

worked for two of the Big 4 firms beginning in 2001 where she helped clients with US

corporate tax compliance federal and state tax consulting due diligence work

structuring and controversy Amy has a BA and MBA from McMaster University and

an MSc (Tax) from Golden Gate University in San Francisco She is a Canadian Chartered Professional

Accountant registered in Ontario and a Certified Public Accountant registered in Illinois

Company TROWBRIDGE PROFESSIONAL CORPORATION Title Director US Corporate Tax Services

Website wwwtrowbridgeca

Webinar Speakers

2020 Dream Practice Virtual Accounting Conference 2014

Glenn Suart

Glenn Suart is a Calgary-based Strategist Entrepreneur and Host of ldquoTodayrsquos Great Ideardquo

a nationally syndicated program aimed at helping people doing something with their great

ideas Over the past 20 years at WriteMyPlan PricewaterhouseCoopers Consulting and

Nordicity Group Ltd he has helped hundreds of people build successful businesses

Friendly and approachable Glenn and his team create strong viable businesses and craft

compelling winning business plans Glenn also teaches Building An Effective Business

Case at Mount Royal University in Calgary

Company WriteMyPlan Website wwwWriteMyPlancom

Paul Tyers

Paul Tyers is Managing Director of Wealth Stewards Inc and Vice President of Portfolio

Stewards Inc registered with the Ontario Securities Commission He and his team provide

comprehensive wealth management services to affluent Canadians typically in conjunction

with their other ldquotrusted advisorsrdquo A Chartered Professional Accountant (CPA) Certified

Financial Planner (CFP) and Chartered Investment Manager (CIM) Paul has both the

education and experience to provide comprehensive wealth advisory services Upon

completion of a business degree Paul began his career at a major international CA firm

gaining experience in a wide variety of business sectors Moving into corporate finance with

Bank of Montreal followed by Corpfinance International experience was gained in mergers acquisitions succession

and growth financing In 1987 Paul partnered with a venture capital firm to acquire Retirement Counsel of Canada

(RCOC) and led it through substantial growth prior to selling it in 2002 Since 2002 Paul has returned to his passion

of building managing and preserving the wealth of affluent private clients His success is attributed to ensuring

clientsrsquo interests always come first Paul provides advice on the areas noted to the left and has pioneered the

integration of wealth management services into Canadian accountingtax firms

Company Wealth Stewards Inc Title Managing Director

Website httpwealthstewardsca

wwwvirtualaccountingconferencecom

Webinar Speakers

Sam Vassa

Sam Vassa heads PaymentEvolution ndash Canadarsquos largest and most loved cloud payroll and

payments service Sam founded the company with a team of technology and subject

matter specialists and devised an award-winning solution that empowers organizations and

their accountants to manage their own payroll process Previously Sam led business

development for the capital markets industry at Microsoft Corporation His team worked with

leading Microsoft partners to build compelling solutions for the financial services

industry Sam was responsible for alliance relationships with Microsoftrsquos largest global

partners as well as sales and marketing execution with the community He has worked

with Microsoftrsquos US and Canadian subsidiaries and is known for his passion for forming strong partnerships Sam was

a channel manager at Digital Equipment Canada and served with the Canadian Department of Foreign Affairs and

International Trade at their foreign missions worldwide He is a board member of Telecompute ndash a leading software

development firm pioneering the use of portable database technology for vertical markets Sam is active in the

emerging business market as an advisor and mentor to firms seeking management and technology expertise Sam is

a graduate of McMaster University where he studied biochemistry

Company PaymentEvolution Website wwwpaymentevolutioncom

Twitter samvassa

Peggy Tyers BBA - Event Organizer

Peggy Tyers earned an Honours Bachelor of Business Administration from Wilfrid Laurier

University After graduating she entered the retail sector She spent over 20 years

working with National retailers in several areas consulting marketing buying and

merchandising Peggy transferred those skills to another industry sector when she

brought the 2020 Group (leading volunteer membership organization for progressive

accountants in the world) to Canada Peggy looks for products and services to help

accountants improve the efficiency of their practice and improve their bottom lines

Company 2020 Canada Title President

Website www2020canadaca

Webinar Speakers

Scott Zandbergen

Scott Zandbergen has worked in the accounting software world for over 17 years He

spent many years at Sage where he built and grew the Simply Accounting Certified

Consultant program Later as Vice President of Product Management he led the product

strategy for Simply Accounting Accpac and MAS 90500 In early 2011

Scott joined Wave Accounting a fully automated 100 free double entry accounting

software designed for small businesses with less than 10 employees Scotts mission there

is to educate the accounting and bookkeeping communities about the solution Wave

offers their small business clients In a little over 3 years on the market Wave now has over 2 million users on its

platform

Company Wave Accounting Title VP Pro Network

Website wwwwaveappscom Twitter WaveHQ

Wayne Zielke

Wayne is the founder and CEO of LedgerDocs an online document management

application that was designed around the sharing managing and collaboration needs of

bookkeepers accountants and businesses Wayne has spent his career working in the

accounting industry and understands first-hand the workflow and process involved in

providing exceptional full cycle bookkeeping and accounting services to clients From these

experiences he decided to create an application that streamlines the bookkeeping and

accounting process while promoting collaboration among bookkeepers accountants and

their amazing clients

Company LedgerDocs Title Chief Executive Officer

Website wwwledgerdocscom Twitter ledgerdocs

2020 Dream Practice Virtual Accounting Conference 2014

wwwvirtualaccountingconferencecom

2020 Dream Practice

Virtual Accounting Conference

Virtual Conference for Accountants

October 1 and 2 2014

Webinars

Presentations will be held on

Tuesdays and Thursdays from June 3

2014 through January 27 2015

Presentations scheduled from 1100

am MST to 100 pm MST

Schedule includes one hour for

presentation and up to one hour for

questions

Over 32 webinars with

industry experts

wwwvirtualaccountingconferencecom

Collaborate Innovate Prosper

Gold Sponsors

Silver Sponsors

Page 19: Virtual Accounting Conference 2014

wwwvirtualaccountingconferencecom

Webinar Speakers

Kerri Bouffard

Kerri Bouffard CPB has been a professional bookkeeper for over 20 years and has

been operating her own company Add-Vantage Bookkeeping since 2003

She has been happily working completely in the cloud since 2012 ndash with no copies of

any software loaded directly on her local computer system

Company Add-Vantage Bookkeeping Website httpaddvantagebookkeepingcom

Bonnie Buol Ruszczyk

Bonnie Buol Ruszczyk is the founder and president of bbr marketing which provides

marketing services and strategy for professional services firms Every day she and her

talented staff help accountants all over North America reach their audiences and grow

their firms by creating and implementing customized solutions that differentiate each

client in their individual market Named one of 2013rsquos Top 100 Most Influential People in

accounting by Accounting Today for the 2nd year in a row she is an active volunteer in a

number of organizations including serving as president of the Atlanta AAM Chapter and

a regular contributor to a variety of news and industry websites

Company bbr marketing Title Founder and President

Website wwwbbrmarketingcom

Webinar Speakers

2020 Dream Practice Virtual Accounting Conference 2014

Daniel Carrier

Daniel Carrier has close to 40 yearsrsquo experience in bookkeeping Hersquos worked as a

consultant since 1993 and has recommended and installed a number of bookkeeping

software Daniel founded Logicim in 2004 with his partner his son It is Pierre Alain

Carrier who has created the now famous XLGL and Daniel is proud to be participating in

this great reporting initiative

Company Logicim Inc Website wwwlogicimtechcom

John Crosser

John Crosser is the owner of Knights Financial Management an independent

insurance service company John believes it is important to ensure businesses not only

properly protect their business entity but also those that make their business run At

Knights Financial Management we focus on small to medium sized businesses looking for

help as they navigate their way through the world of business Having the right type

and the right amount of insurance will help provide financial peace of mind to owners

so they can concentrate on ldquodoingrdquo business John is actively involved in his community

As the author of ASPiRE A Financial Workbook for the Canadian Teen John routinely

presents to schools and business to help increase financial literacy By helping people understand the moving parts

of a financial game plan (goals setting cash flow and debt management asset

protect and building wealth) John feels they will be more financially

bull Fit--through wise budgeting of time and money

bull Independent--through discovering their own skills setting and accomplishing goals

bull Responsible--through focused activities and self-discipline

bull Secure--through building multiple streams of cash flow

With proper financial literacy individuals families schools businesses communities provinces and Canada at large

will be stronger In addition to growing his business John enjoys spending time with his wife Jeanelle and their two

daughters Ashley and Jayme John loves working on his golf handicap making furniture and barbecuing with family

and friends

Company Knights Financial Management and Portfolio Strategies Corporation Website httpwwwknightsfmca

wwwvirtualaccountingconferencecom

Webinar Speakers

Stephanie Descoteaux DFA-BSS

Steacutephanie Descocircteaux is president and CEO of Calculated Approach Consulting Inc and

founder of Digits amp Decimals Inc But those are not the titles she loves itrsquos her real job as

a bookkeeping systems specialist that indicates her true passion Her focus is always on

educating clients improving systems and measuring the accomplishments of those

systems This vision empowers small business owners and entrepreneurs and has

commanded an impressive client list that continues to grow Steacutephanie founded Digits amp

Decimals Inc in 2001 a professional bookkeeping company She is the lead trainer and

consultant and has grown the business to include a staff of experts In 2011 Stephanie

launched Calculated Approach Consulting Inc a company that offers mentorship controllership and consulting

services to business owners or other bookkeepers Steacutephaniersquos professional affiliations include membership in the

Canadian Payroll Association (CPA) Institute of Professional Bookkeepers of Canada (IPBC) and Association of

Certified Fraud Examiners (ACFE) She is also a QuickBooks ProAdvisor has completed the Distinguish Financial

Advisor ndash Bookkeeping System Specialist (DFABSS) a 2 years bookkeeping certification with the Knowledge

Bureau she recently became a Sale Partner with Accounting Comes Alive ndash Color Accounting and is one of few

accredited Training Partner in Canada for Accounting Comes Alive ndash Color Accounting Steacutephaniersquos presentations

are available in English or French

Company Calculated Approach Consulting Inc Website wwwdigitsdecimalscom

Twitter DigitsDecimals

Brooks Duncan

Brooks Duncan helps individuals and small businesses go paperless at Docu-

mentSnapcom where he writes about tools workflows and taking action Hes a

CPACMA and a former computer programmer and financial software support manager

Brooks lives in Vancouver BC

Company DocumentSnapcom Website wwwdocumentsnapcom

Webinar Speakers

2020 Dream Practice Virtual Accounting Conference 2014

Chris Fritsch JD

As a Business Development Intelligence Consultant Chris Fritsch works together with

professional services firms to help support their Business Development efforts and

maximize their return on investment Chris and her team at ClientsFirst help Clients

utilize information and competitive intelligence to guide their business development

decisions and strategies to enhance their client development efforts

Chris also writes and speaks nationally on topics including competitive intelligence

business development client relationship management relationship intelligence web

marketing and the use of technology to enhance profitability In her former role as a

Legal Technologist she advised top law firms and professionals about competitive intelligence and innovative uses

of Internet technology Chris has also worked in-house as a Legal Technologist for an Am Law 50 law firm based in

Atlanta and as a Technology Consultant and Webmaster for Emory Law School She was also the Managing

Partner of a consulting firm specializing in providing technology solutions Chris received her law degree from

Emory University School of Law in Atlanta GA where she served as Managing Editor of the Emory International

Law Review as well as student and faculty technology consultant In her spare time Chris blogs and designs

websites and electronic newsletters

Company Clients First Consulting Title Business Development Intelligence Consultant

Website wwwClientsFirstConsultingcom Twitter CRMSuccess

Curtis Findlay

Curtis Findlay CFP is recognized nationally in the Canadian financial industry as both a

mentor of financial advisors as well as a successful advisor After graduating college Curtis

entered the financial industry in 1978 He operates his business activities from Canmore

Alberta Curtis has extensive experience advising entrepreneurs and mid-wealth individuals

with a variety of financial business and personal planning endeavours His comments are

made to Dream Practice through his firm Compass Financial Planning Services Ltd and not

related to a securities entity

Company Compass Financial Planning Services Ltd Website httpwwwcompfinnet

wwwvirtualaccountingconferencecom

Webinar Speakers

Mike Hourigan

Mike Hourigan is the Marketing Manager for Shoeboxedcom He is a graduate of the

University of North Carolina at Chapel Hill where he studied advertising Mike oversees all

of Shoeboxeds online marketing initiatives as well as the companys integrated partner

relations When Mike isnt helping small businesses and accountants get set up with

Shoeboxed he enjoys hiking and walking 18 holes at the nearest public golf course

Company Shoeboxedcom Website wwwshoeboxedcom

Twitter michaelhourigan

Stephen Jones LL M CPA CA

Stephen graduated from Dalhousie Law School He then articled in Toronto Shortly after

he obtained his CA designation working for one of the predecessors or KPMG In 1990

he joined BMO at its head office as a taxation lawyer and accountant

He rounded out his education in 2006 graduating with his Masters of Laws (LLM) in trust

and fiduciary law at Osgoode Stephen now provides counsel for Wealth Stewards

overall tax and estate activities Stephen brings his expertise and experience to the

planning and implementation of individual client situations Stephen is registered with the

Law Society of Upper Canada in private practice and with the Ontario and Canadian

Institutes of Chartered Professional Accountants

Company Wealth Stewards Inc Title Director Tax amp Estate Planning

Website wwwwealthstewardsca

Webinar Speakers

2020 Dream Practice Virtual Accounting Conference 2014

Hamish Knox

As a licensed member of the global Sandler network Hamish works with business owners and chief

executives who are serious about creating sustainable sales cultures Hamish worked in sales across

a variety of industries including media communication services software and professional sports

before joining the Sandler network which melded his passions for sales and education Early in his

Sandler career Hamish was anointed a Sandler Rising Star for quickly building his business and

helping fellow Sandler colleagues with their businesses Hamish is a former Sandler Global Rookie of

the Year is a current member of Sandlers Franchisee Advisory Council and his book Accountability

the Sandler Way will be published in November

Company Sandler Training - Calgary Website wwwhamishsandlercom

Twitter sandlerhamish

Dan Mason

I speak about innovation related to business software and business models that help

small and medium sized businesses to transform and automate their business

processes to achieve maximum efficiency and improve customer experience

Dan Mason focuses on strategic planning and business model innovation by helping

small and medium sized businesses to automate and optimize their business processes

Drawing from his 20 years of experience working with various accounting and ERP

systems Dan has helped several small and medium sized businesses in various

verticals to build robust business software systems Dan started Business Innovation

Technologies Inc in 2008 and has successfully led the company from its inception into a market leading provider

of innovative business software solutions As CEO of Business Innovation Technologies Dan is responsible for

driving the organizationrsquos strategic agenda technology vision and business operations In addition to helping

companies deploy best-of-the-breed business software systems Dan has been working on integrating diverse

business systems through his companyrsquos industry leading software solution to import and export data from ANY

source to various accounting and business software

Company Business Innovation Technologies Inc Title President amp CEO

Website wwwbusinnovatechcom

wwwvirtualaccountingconferencecom

Webinar Speakers

Viola Olah

Viola Olah is a Hungarian born and raised in Transylvania (yes itrsquos a real placehellip) She

lives in Calgary with her hubby and her dog Nikki After she worked as a systems analyst

for a large oil and gas company for a number of years she decided in 2009 to open up her

own business VH Marketing Ltd an online marketing company She thrives on the

challenge of keeping up with the fast changing pace of the Internet world and implementing

cutting edge marketing strategies to her clientsrsquo marketing plan Seeing clients succeed

gives her great satisfaction and she is grateful for the long-term strong relationships she

forged with them Her clients are local small business owners and individual professionals

who are very good at their own craft and donrsquot have the time or the desire to market their own business VH

Marketingrsquos strategy is to build an impactful web presence not just a website by providing clients with an up to date

web design mobile setup and social media presence This is all tied together with strong ongoing SEO

(search engine optimization) placing the clientsrsquo business in front of the right target market generating leads on

consistent basis

Company VH Marketing Ltd Website wwwvhwebsitescom

David Merritt

David Merritt owner and creator of Client Track graduated with a BSc in Computing and has

been designing software ever since David developed Client Track after he saw a real need in

the Accounting Practitioners industry for a solution to help public practice accounting

professionals to organize and control all of their deadlines efficiently Realizing that a large part

of running a successful practice was managing clients chasing down paperwork and handling all

the returns David developed Client Track into a software solution that is built based on the

unique needs of accounting professionals across Canada

Company Client Track Website httpclienttrackca

Twitter Client_Track

Webinar Speakers

2020 Dream Practice Virtual Accounting Conference 2014

Karen Reyburn

Karen Reyburn is a creative-minded individual who specialises in online marketing for

accountancy firms A former accountant (and a Certified Public Accountant in the

States) Karen now assists accountancy firms with understanding and using online

marketing to get more leads A dual British-American citizen Karens past careers

include working with a Glasgow-based accountancy firm setting up and maintaining a

separate consultancy division for this firm She instigated monthly business workshops training and facilitating

business owners in marketing strategy and profitability She has delivered online webinars and offline seminars

for the Chamber of Commerce Bank of Scotland women in business and business growth events She assisted

in the delivery of a comprehensive Business Consulting Programme to accountants for over five years For five

years Karen managed the European office of a global network of accounting firms helping both accountants and

SMEs to improve their marketing efforts This included delivering webinars providing online training website

design and improvement email marketing blogging and marketing action plans Karen is also an

internationally-recognised photographer doing wedding photography family portraits and landscape photography

in Scotland England Ireland Cyprus Australia the United States and more

Company The Profitable Firm Title Owner

Website wwwtheprofitablefirmcom Twitter ProfitableFirm

Graham Smith

Graham Smith is Vice President of Business Development for TSGI-Chartered Accountants

one of the top SRampED consultancies in western Canada He has been active in the SRampED

industry for more than 8 years and has co-taught the course on SRampED for the Institute of

Chartered Accountants of Alberta Graham has worked on wide range of claims for companies

of all sizes and in all industrial sectors

Company TSGI Charted Accountants Title Vice President - Business Development

Website wwwtsgica

wwwvirtualaccountingconferencecom

Webinar Speakers

Rick Solomon CPA CGMA - Keynote Speaker

For over 20 years Rick Solomon has taught professionals around the world how to create

extraordinary results in their professional practices and lives by applying time tested

techniques and sometimes ancient wisdom in a number of ways His past practice as a

CPA and business advisor coupled with years of study at the Sedona Institute have

provided him a deep understanding of how to guide others to be free of the self-created

limitations that for many people make personal and professional success much harder

than it has to be Rick is presently the CEO of Thriving Firm a world leader in helping

professional service providers and advisors build more profitable and rewarding practices

He is the founder and serves as the main facilitator of the Masters Program a two-year workshop and coaching

program offered exclusively to open-minded professionals The Masters Program shares a very unique way to

achieve abundance in ones personal and professional life Rick has challenged thousands of professionals world-

wide to expand their view of themselves and the value they bring to their clients in order to reach new levels of

personal and professional abundance

Company Thriving Firm Title CEO - Founder and Lead Facilitator of the Masters Program

Website wwwthrivingfirmcom Twitter ricksolomoncpa

Amy Shumate

Amy brings 13 years US tax experience to her role as Director in the US Corporate Tax

Advisory practice Amy assists her Canadian clients and their affiliates with their US

federal and state corporate income franchise sales and use tax issues from a unique

cross-border perspective She has worked with all sizes of both public and private

corporations in all types of industries in helping them manage their US federal and state

tax compliance and consulting needs Prior to joining Trowbridge in early 2014 Amy

worked for two of the Big 4 firms beginning in 2001 where she helped clients with US

corporate tax compliance federal and state tax consulting due diligence work

structuring and controversy Amy has a BA and MBA from McMaster University and

an MSc (Tax) from Golden Gate University in San Francisco She is a Canadian Chartered Professional

Accountant registered in Ontario and a Certified Public Accountant registered in Illinois

Company TROWBRIDGE PROFESSIONAL CORPORATION Title Director US Corporate Tax Services

Website wwwtrowbridgeca

Webinar Speakers

2020 Dream Practice Virtual Accounting Conference 2014

Glenn Suart

Glenn Suart is a Calgary-based Strategist Entrepreneur and Host of ldquoTodayrsquos Great Ideardquo

a nationally syndicated program aimed at helping people doing something with their great

ideas Over the past 20 years at WriteMyPlan PricewaterhouseCoopers Consulting and

Nordicity Group Ltd he has helped hundreds of people build successful businesses

Friendly and approachable Glenn and his team create strong viable businesses and craft

compelling winning business plans Glenn also teaches Building An Effective Business

Case at Mount Royal University in Calgary

Company WriteMyPlan Website wwwWriteMyPlancom

Paul Tyers

Paul Tyers is Managing Director of Wealth Stewards Inc and Vice President of Portfolio

Stewards Inc registered with the Ontario Securities Commission He and his team provide

comprehensive wealth management services to affluent Canadians typically in conjunction

with their other ldquotrusted advisorsrdquo A Chartered Professional Accountant (CPA) Certified

Financial Planner (CFP) and Chartered Investment Manager (CIM) Paul has both the

education and experience to provide comprehensive wealth advisory services Upon

completion of a business degree Paul began his career at a major international CA firm

gaining experience in a wide variety of business sectors Moving into corporate finance with

Bank of Montreal followed by Corpfinance International experience was gained in mergers acquisitions succession

and growth financing In 1987 Paul partnered with a venture capital firm to acquire Retirement Counsel of Canada

(RCOC) and led it through substantial growth prior to selling it in 2002 Since 2002 Paul has returned to his passion

of building managing and preserving the wealth of affluent private clients His success is attributed to ensuring

clientsrsquo interests always come first Paul provides advice on the areas noted to the left and has pioneered the

integration of wealth management services into Canadian accountingtax firms

Company Wealth Stewards Inc Title Managing Director

Website httpwealthstewardsca

wwwvirtualaccountingconferencecom

Webinar Speakers

Sam Vassa

Sam Vassa heads PaymentEvolution ndash Canadarsquos largest and most loved cloud payroll and

payments service Sam founded the company with a team of technology and subject

matter specialists and devised an award-winning solution that empowers organizations and

their accountants to manage their own payroll process Previously Sam led business

development for the capital markets industry at Microsoft Corporation His team worked with

leading Microsoft partners to build compelling solutions for the financial services

industry Sam was responsible for alliance relationships with Microsoftrsquos largest global

partners as well as sales and marketing execution with the community He has worked

with Microsoftrsquos US and Canadian subsidiaries and is known for his passion for forming strong partnerships Sam was

a channel manager at Digital Equipment Canada and served with the Canadian Department of Foreign Affairs and

International Trade at their foreign missions worldwide He is a board member of Telecompute ndash a leading software

development firm pioneering the use of portable database technology for vertical markets Sam is active in the

emerging business market as an advisor and mentor to firms seeking management and technology expertise Sam is

a graduate of McMaster University where he studied biochemistry

Company PaymentEvolution Website wwwpaymentevolutioncom

Twitter samvassa

Peggy Tyers BBA - Event Organizer

Peggy Tyers earned an Honours Bachelor of Business Administration from Wilfrid Laurier

University After graduating she entered the retail sector She spent over 20 years

working with National retailers in several areas consulting marketing buying and

merchandising Peggy transferred those skills to another industry sector when she

brought the 2020 Group (leading volunteer membership organization for progressive

accountants in the world) to Canada Peggy looks for products and services to help

accountants improve the efficiency of their practice and improve their bottom lines

Company 2020 Canada Title President

Website www2020canadaca

Webinar Speakers

Scott Zandbergen

Scott Zandbergen has worked in the accounting software world for over 17 years He

spent many years at Sage where he built and grew the Simply Accounting Certified

Consultant program Later as Vice President of Product Management he led the product

strategy for Simply Accounting Accpac and MAS 90500 In early 2011

Scott joined Wave Accounting a fully automated 100 free double entry accounting

software designed for small businesses with less than 10 employees Scotts mission there

is to educate the accounting and bookkeeping communities about the solution Wave

offers their small business clients In a little over 3 years on the market Wave now has over 2 million users on its

platform

Company Wave Accounting Title VP Pro Network

Website wwwwaveappscom Twitter WaveHQ

Wayne Zielke

Wayne is the founder and CEO of LedgerDocs an online document management

application that was designed around the sharing managing and collaboration needs of

bookkeepers accountants and businesses Wayne has spent his career working in the

accounting industry and understands first-hand the workflow and process involved in

providing exceptional full cycle bookkeeping and accounting services to clients From these

experiences he decided to create an application that streamlines the bookkeeping and

accounting process while promoting collaboration among bookkeepers accountants and

their amazing clients

Company LedgerDocs Title Chief Executive Officer

Website wwwledgerdocscom Twitter ledgerdocs

2020 Dream Practice Virtual Accounting Conference 2014

wwwvirtualaccountingconferencecom

2020 Dream Practice

Virtual Accounting Conference

Virtual Conference for Accountants

October 1 and 2 2014

Webinars

Presentations will be held on

Tuesdays and Thursdays from June 3

2014 through January 27 2015

Presentations scheduled from 1100

am MST to 100 pm MST

Schedule includes one hour for

presentation and up to one hour for

questions

Over 32 webinars with

industry experts

wwwvirtualaccountingconferencecom

Collaborate Innovate Prosper

Gold Sponsors

Silver Sponsors

Page 20: Virtual Accounting Conference 2014

Webinar Speakers

2020 Dream Practice Virtual Accounting Conference 2014

Daniel Carrier

Daniel Carrier has close to 40 yearsrsquo experience in bookkeeping Hersquos worked as a

consultant since 1993 and has recommended and installed a number of bookkeeping

software Daniel founded Logicim in 2004 with his partner his son It is Pierre Alain

Carrier who has created the now famous XLGL and Daniel is proud to be participating in

this great reporting initiative

Company Logicim Inc Website wwwlogicimtechcom

John Crosser

John Crosser is the owner of Knights Financial Management an independent

insurance service company John believes it is important to ensure businesses not only

properly protect their business entity but also those that make their business run At

Knights Financial Management we focus on small to medium sized businesses looking for

help as they navigate their way through the world of business Having the right type

and the right amount of insurance will help provide financial peace of mind to owners

so they can concentrate on ldquodoingrdquo business John is actively involved in his community

As the author of ASPiRE A Financial Workbook for the Canadian Teen John routinely

presents to schools and business to help increase financial literacy By helping people understand the moving parts

of a financial game plan (goals setting cash flow and debt management asset

protect and building wealth) John feels they will be more financially

bull Fit--through wise budgeting of time and money

bull Independent--through discovering their own skills setting and accomplishing goals

bull Responsible--through focused activities and self-discipline

bull Secure--through building multiple streams of cash flow

With proper financial literacy individuals families schools businesses communities provinces and Canada at large

will be stronger In addition to growing his business John enjoys spending time with his wife Jeanelle and their two

daughters Ashley and Jayme John loves working on his golf handicap making furniture and barbecuing with family

and friends

Company Knights Financial Management and Portfolio Strategies Corporation Website httpwwwknightsfmca

wwwvirtualaccountingconferencecom

Webinar Speakers

Stephanie Descoteaux DFA-BSS

Steacutephanie Descocircteaux is president and CEO of Calculated Approach Consulting Inc and

founder of Digits amp Decimals Inc But those are not the titles she loves itrsquos her real job as

a bookkeeping systems specialist that indicates her true passion Her focus is always on

educating clients improving systems and measuring the accomplishments of those

systems This vision empowers small business owners and entrepreneurs and has

commanded an impressive client list that continues to grow Steacutephanie founded Digits amp

Decimals Inc in 2001 a professional bookkeeping company She is the lead trainer and

consultant and has grown the business to include a staff of experts In 2011 Stephanie

launched Calculated Approach Consulting Inc a company that offers mentorship controllership and consulting

services to business owners or other bookkeepers Steacutephaniersquos professional affiliations include membership in the

Canadian Payroll Association (CPA) Institute of Professional Bookkeepers of Canada (IPBC) and Association of

Certified Fraud Examiners (ACFE) She is also a QuickBooks ProAdvisor has completed the Distinguish Financial

Advisor ndash Bookkeeping System Specialist (DFABSS) a 2 years bookkeeping certification with the Knowledge

Bureau she recently became a Sale Partner with Accounting Comes Alive ndash Color Accounting and is one of few

accredited Training Partner in Canada for Accounting Comes Alive ndash Color Accounting Steacutephaniersquos presentations

are available in English or French

Company Calculated Approach Consulting Inc Website wwwdigitsdecimalscom

Twitter DigitsDecimals

Brooks Duncan

Brooks Duncan helps individuals and small businesses go paperless at Docu-

mentSnapcom where he writes about tools workflows and taking action Hes a

CPACMA and a former computer programmer and financial software support manager

Brooks lives in Vancouver BC

Company DocumentSnapcom Website wwwdocumentsnapcom

Webinar Speakers

2020 Dream Practice Virtual Accounting Conference 2014

Chris Fritsch JD

As a Business Development Intelligence Consultant Chris Fritsch works together with

professional services firms to help support their Business Development efforts and

maximize their return on investment Chris and her team at ClientsFirst help Clients

utilize information and competitive intelligence to guide their business development

decisions and strategies to enhance their client development efforts

Chris also writes and speaks nationally on topics including competitive intelligence

business development client relationship management relationship intelligence web

marketing and the use of technology to enhance profitability In her former role as a

Legal Technologist she advised top law firms and professionals about competitive intelligence and innovative uses

of Internet technology Chris has also worked in-house as a Legal Technologist for an Am Law 50 law firm based in

Atlanta and as a Technology Consultant and Webmaster for Emory Law School She was also the Managing

Partner of a consulting firm specializing in providing technology solutions Chris received her law degree from

Emory University School of Law in Atlanta GA where she served as Managing Editor of the Emory International

Law Review as well as student and faculty technology consultant In her spare time Chris blogs and designs

websites and electronic newsletters

Company Clients First Consulting Title Business Development Intelligence Consultant

Website wwwClientsFirstConsultingcom Twitter CRMSuccess

Curtis Findlay

Curtis Findlay CFP is recognized nationally in the Canadian financial industry as both a

mentor of financial advisors as well as a successful advisor After graduating college Curtis

entered the financial industry in 1978 He operates his business activities from Canmore

Alberta Curtis has extensive experience advising entrepreneurs and mid-wealth individuals

with a variety of financial business and personal planning endeavours His comments are

made to Dream Practice through his firm Compass Financial Planning Services Ltd and not

related to a securities entity

Company Compass Financial Planning Services Ltd Website httpwwwcompfinnet

wwwvirtualaccountingconferencecom

Webinar Speakers

Mike Hourigan

Mike Hourigan is the Marketing Manager for Shoeboxedcom He is a graduate of the

University of North Carolina at Chapel Hill where he studied advertising Mike oversees all

of Shoeboxeds online marketing initiatives as well as the companys integrated partner

relations When Mike isnt helping small businesses and accountants get set up with

Shoeboxed he enjoys hiking and walking 18 holes at the nearest public golf course

Company Shoeboxedcom Website wwwshoeboxedcom

Twitter michaelhourigan

Stephen Jones LL M CPA CA

Stephen graduated from Dalhousie Law School He then articled in Toronto Shortly after

he obtained his CA designation working for one of the predecessors or KPMG In 1990

he joined BMO at its head office as a taxation lawyer and accountant

He rounded out his education in 2006 graduating with his Masters of Laws (LLM) in trust

and fiduciary law at Osgoode Stephen now provides counsel for Wealth Stewards

overall tax and estate activities Stephen brings his expertise and experience to the

planning and implementation of individual client situations Stephen is registered with the

Law Society of Upper Canada in private practice and with the Ontario and Canadian

Institutes of Chartered Professional Accountants

Company Wealth Stewards Inc Title Director Tax amp Estate Planning

Website wwwwealthstewardsca

Webinar Speakers

2020 Dream Practice Virtual Accounting Conference 2014

Hamish Knox

As a licensed member of the global Sandler network Hamish works with business owners and chief

executives who are serious about creating sustainable sales cultures Hamish worked in sales across

a variety of industries including media communication services software and professional sports

before joining the Sandler network which melded his passions for sales and education Early in his

Sandler career Hamish was anointed a Sandler Rising Star for quickly building his business and

helping fellow Sandler colleagues with their businesses Hamish is a former Sandler Global Rookie of

the Year is a current member of Sandlers Franchisee Advisory Council and his book Accountability

the Sandler Way will be published in November

Company Sandler Training - Calgary Website wwwhamishsandlercom

Twitter sandlerhamish

Dan Mason

I speak about innovation related to business software and business models that help

small and medium sized businesses to transform and automate their business

processes to achieve maximum efficiency and improve customer experience

Dan Mason focuses on strategic planning and business model innovation by helping

small and medium sized businesses to automate and optimize their business processes

Drawing from his 20 years of experience working with various accounting and ERP

systems Dan has helped several small and medium sized businesses in various

verticals to build robust business software systems Dan started Business Innovation

Technologies Inc in 2008 and has successfully led the company from its inception into a market leading provider

of innovative business software solutions As CEO of Business Innovation Technologies Dan is responsible for

driving the organizationrsquos strategic agenda technology vision and business operations In addition to helping

companies deploy best-of-the-breed business software systems Dan has been working on integrating diverse

business systems through his companyrsquos industry leading software solution to import and export data from ANY

source to various accounting and business software

Company Business Innovation Technologies Inc Title President amp CEO

Website wwwbusinnovatechcom

wwwvirtualaccountingconferencecom

Webinar Speakers

Viola Olah

Viola Olah is a Hungarian born and raised in Transylvania (yes itrsquos a real placehellip) She

lives in Calgary with her hubby and her dog Nikki After she worked as a systems analyst

for a large oil and gas company for a number of years she decided in 2009 to open up her

own business VH Marketing Ltd an online marketing company She thrives on the

challenge of keeping up with the fast changing pace of the Internet world and implementing

cutting edge marketing strategies to her clientsrsquo marketing plan Seeing clients succeed

gives her great satisfaction and she is grateful for the long-term strong relationships she

forged with them Her clients are local small business owners and individual professionals

who are very good at their own craft and donrsquot have the time or the desire to market their own business VH

Marketingrsquos strategy is to build an impactful web presence not just a website by providing clients with an up to date

web design mobile setup and social media presence This is all tied together with strong ongoing SEO

(search engine optimization) placing the clientsrsquo business in front of the right target market generating leads on

consistent basis

Company VH Marketing Ltd Website wwwvhwebsitescom

David Merritt

David Merritt owner and creator of Client Track graduated with a BSc in Computing and has

been designing software ever since David developed Client Track after he saw a real need in

the Accounting Practitioners industry for a solution to help public practice accounting

professionals to organize and control all of their deadlines efficiently Realizing that a large part

of running a successful practice was managing clients chasing down paperwork and handling all

the returns David developed Client Track into a software solution that is built based on the

unique needs of accounting professionals across Canada

Company Client Track Website httpclienttrackca

Twitter Client_Track

Webinar Speakers

2020 Dream Practice Virtual Accounting Conference 2014

Karen Reyburn

Karen Reyburn is a creative-minded individual who specialises in online marketing for

accountancy firms A former accountant (and a Certified Public Accountant in the

States) Karen now assists accountancy firms with understanding and using online

marketing to get more leads A dual British-American citizen Karens past careers

include working with a Glasgow-based accountancy firm setting up and maintaining a

separate consultancy division for this firm She instigated monthly business workshops training and facilitating

business owners in marketing strategy and profitability She has delivered online webinars and offline seminars

for the Chamber of Commerce Bank of Scotland women in business and business growth events She assisted

in the delivery of a comprehensive Business Consulting Programme to accountants for over five years For five

years Karen managed the European office of a global network of accounting firms helping both accountants and

SMEs to improve their marketing efforts This included delivering webinars providing online training website

design and improvement email marketing blogging and marketing action plans Karen is also an

internationally-recognised photographer doing wedding photography family portraits and landscape photography

in Scotland England Ireland Cyprus Australia the United States and more

Company The Profitable Firm Title Owner

Website wwwtheprofitablefirmcom Twitter ProfitableFirm

Graham Smith

Graham Smith is Vice President of Business Development for TSGI-Chartered Accountants

one of the top SRampED consultancies in western Canada He has been active in the SRampED

industry for more than 8 years and has co-taught the course on SRampED for the Institute of

Chartered Accountants of Alberta Graham has worked on wide range of claims for companies

of all sizes and in all industrial sectors

Company TSGI Charted Accountants Title Vice President - Business Development

Website wwwtsgica

wwwvirtualaccountingconferencecom

Webinar Speakers

Rick Solomon CPA CGMA - Keynote Speaker

For over 20 years Rick Solomon has taught professionals around the world how to create

extraordinary results in their professional practices and lives by applying time tested

techniques and sometimes ancient wisdom in a number of ways His past practice as a

CPA and business advisor coupled with years of study at the Sedona Institute have

provided him a deep understanding of how to guide others to be free of the self-created

limitations that for many people make personal and professional success much harder

than it has to be Rick is presently the CEO of Thriving Firm a world leader in helping

professional service providers and advisors build more profitable and rewarding practices

He is the founder and serves as the main facilitator of the Masters Program a two-year workshop and coaching

program offered exclusively to open-minded professionals The Masters Program shares a very unique way to

achieve abundance in ones personal and professional life Rick has challenged thousands of professionals world-

wide to expand their view of themselves and the value they bring to their clients in order to reach new levels of

personal and professional abundance

Company Thriving Firm Title CEO - Founder and Lead Facilitator of the Masters Program

Website wwwthrivingfirmcom Twitter ricksolomoncpa

Amy Shumate

Amy brings 13 years US tax experience to her role as Director in the US Corporate Tax

Advisory practice Amy assists her Canadian clients and their affiliates with their US

federal and state corporate income franchise sales and use tax issues from a unique

cross-border perspective She has worked with all sizes of both public and private

corporations in all types of industries in helping them manage their US federal and state

tax compliance and consulting needs Prior to joining Trowbridge in early 2014 Amy

worked for two of the Big 4 firms beginning in 2001 where she helped clients with US

corporate tax compliance federal and state tax consulting due diligence work

structuring and controversy Amy has a BA and MBA from McMaster University and

an MSc (Tax) from Golden Gate University in San Francisco She is a Canadian Chartered Professional

Accountant registered in Ontario and a Certified Public Accountant registered in Illinois

Company TROWBRIDGE PROFESSIONAL CORPORATION Title Director US Corporate Tax Services

Website wwwtrowbridgeca

Webinar Speakers

2020 Dream Practice Virtual Accounting Conference 2014

Glenn Suart

Glenn Suart is a Calgary-based Strategist Entrepreneur and Host of ldquoTodayrsquos Great Ideardquo

a nationally syndicated program aimed at helping people doing something with their great

ideas Over the past 20 years at WriteMyPlan PricewaterhouseCoopers Consulting and

Nordicity Group Ltd he has helped hundreds of people build successful businesses

Friendly and approachable Glenn and his team create strong viable businesses and craft

compelling winning business plans Glenn also teaches Building An Effective Business

Case at Mount Royal University in Calgary

Company WriteMyPlan Website wwwWriteMyPlancom

Paul Tyers

Paul Tyers is Managing Director of Wealth Stewards Inc and Vice President of Portfolio

Stewards Inc registered with the Ontario Securities Commission He and his team provide

comprehensive wealth management services to affluent Canadians typically in conjunction

with their other ldquotrusted advisorsrdquo A Chartered Professional Accountant (CPA) Certified

Financial Planner (CFP) and Chartered Investment Manager (CIM) Paul has both the

education and experience to provide comprehensive wealth advisory services Upon

completion of a business degree Paul began his career at a major international CA firm

gaining experience in a wide variety of business sectors Moving into corporate finance with

Bank of Montreal followed by Corpfinance International experience was gained in mergers acquisitions succession

and growth financing In 1987 Paul partnered with a venture capital firm to acquire Retirement Counsel of Canada

(RCOC) and led it through substantial growth prior to selling it in 2002 Since 2002 Paul has returned to his passion

of building managing and preserving the wealth of affluent private clients His success is attributed to ensuring

clientsrsquo interests always come first Paul provides advice on the areas noted to the left and has pioneered the

integration of wealth management services into Canadian accountingtax firms

Company Wealth Stewards Inc Title Managing Director

Website httpwealthstewardsca

wwwvirtualaccountingconferencecom

Webinar Speakers

Sam Vassa

Sam Vassa heads PaymentEvolution ndash Canadarsquos largest and most loved cloud payroll and

payments service Sam founded the company with a team of technology and subject

matter specialists and devised an award-winning solution that empowers organizations and

their accountants to manage their own payroll process Previously Sam led business

development for the capital markets industry at Microsoft Corporation His team worked with

leading Microsoft partners to build compelling solutions for the financial services

industry Sam was responsible for alliance relationships with Microsoftrsquos largest global

partners as well as sales and marketing execution with the community He has worked

with Microsoftrsquos US and Canadian subsidiaries and is known for his passion for forming strong partnerships Sam was

a channel manager at Digital Equipment Canada and served with the Canadian Department of Foreign Affairs and

International Trade at their foreign missions worldwide He is a board member of Telecompute ndash a leading software

development firm pioneering the use of portable database technology for vertical markets Sam is active in the

emerging business market as an advisor and mentor to firms seeking management and technology expertise Sam is

a graduate of McMaster University where he studied biochemistry

Company PaymentEvolution Website wwwpaymentevolutioncom

Twitter samvassa

Peggy Tyers BBA - Event Organizer

Peggy Tyers earned an Honours Bachelor of Business Administration from Wilfrid Laurier

University After graduating she entered the retail sector She spent over 20 years

working with National retailers in several areas consulting marketing buying and

merchandising Peggy transferred those skills to another industry sector when she

brought the 2020 Group (leading volunteer membership organization for progressive

accountants in the world) to Canada Peggy looks for products and services to help

accountants improve the efficiency of their practice and improve their bottom lines

Company 2020 Canada Title President

Website www2020canadaca

Webinar Speakers

Scott Zandbergen

Scott Zandbergen has worked in the accounting software world for over 17 years He

spent many years at Sage where he built and grew the Simply Accounting Certified

Consultant program Later as Vice President of Product Management he led the product

strategy for Simply Accounting Accpac and MAS 90500 In early 2011

Scott joined Wave Accounting a fully automated 100 free double entry accounting

software designed for small businesses with less than 10 employees Scotts mission there

is to educate the accounting and bookkeeping communities about the solution Wave

offers their small business clients In a little over 3 years on the market Wave now has over 2 million users on its

platform

Company Wave Accounting Title VP Pro Network

Website wwwwaveappscom Twitter WaveHQ

Wayne Zielke

Wayne is the founder and CEO of LedgerDocs an online document management

application that was designed around the sharing managing and collaboration needs of

bookkeepers accountants and businesses Wayne has spent his career working in the

accounting industry and understands first-hand the workflow and process involved in

providing exceptional full cycle bookkeeping and accounting services to clients From these

experiences he decided to create an application that streamlines the bookkeeping and

accounting process while promoting collaboration among bookkeepers accountants and

their amazing clients

Company LedgerDocs Title Chief Executive Officer

Website wwwledgerdocscom Twitter ledgerdocs

2020 Dream Practice Virtual Accounting Conference 2014

wwwvirtualaccountingconferencecom

2020 Dream Practice

Virtual Accounting Conference

Virtual Conference for Accountants

October 1 and 2 2014

Webinars

Presentations will be held on

Tuesdays and Thursdays from June 3

2014 through January 27 2015

Presentations scheduled from 1100

am MST to 100 pm MST

Schedule includes one hour for

presentation and up to one hour for

questions

Over 32 webinars with

industry experts

wwwvirtualaccountingconferencecom

Collaborate Innovate Prosper

Gold Sponsors

Silver Sponsors

Page 21: Virtual Accounting Conference 2014

wwwvirtualaccountingconferencecom

Webinar Speakers

Stephanie Descoteaux DFA-BSS

Steacutephanie Descocircteaux is president and CEO of Calculated Approach Consulting Inc and

founder of Digits amp Decimals Inc But those are not the titles she loves itrsquos her real job as

a bookkeeping systems specialist that indicates her true passion Her focus is always on

educating clients improving systems and measuring the accomplishments of those

systems This vision empowers small business owners and entrepreneurs and has

commanded an impressive client list that continues to grow Steacutephanie founded Digits amp

Decimals Inc in 2001 a professional bookkeeping company She is the lead trainer and

consultant and has grown the business to include a staff of experts In 2011 Stephanie

launched Calculated Approach Consulting Inc a company that offers mentorship controllership and consulting

services to business owners or other bookkeepers Steacutephaniersquos professional affiliations include membership in the

Canadian Payroll Association (CPA) Institute of Professional Bookkeepers of Canada (IPBC) and Association of

Certified Fraud Examiners (ACFE) She is also a QuickBooks ProAdvisor has completed the Distinguish Financial

Advisor ndash Bookkeeping System Specialist (DFABSS) a 2 years bookkeeping certification with the Knowledge

Bureau she recently became a Sale Partner with Accounting Comes Alive ndash Color Accounting and is one of few

accredited Training Partner in Canada for Accounting Comes Alive ndash Color Accounting Steacutephaniersquos presentations

are available in English or French

Company Calculated Approach Consulting Inc Website wwwdigitsdecimalscom

Twitter DigitsDecimals

Brooks Duncan

Brooks Duncan helps individuals and small businesses go paperless at Docu-

mentSnapcom where he writes about tools workflows and taking action Hes a

CPACMA and a former computer programmer and financial software support manager

Brooks lives in Vancouver BC

Company DocumentSnapcom Website wwwdocumentsnapcom

Webinar Speakers

2020 Dream Practice Virtual Accounting Conference 2014

Chris Fritsch JD

As a Business Development Intelligence Consultant Chris Fritsch works together with

professional services firms to help support their Business Development efforts and

maximize their return on investment Chris and her team at ClientsFirst help Clients

utilize information and competitive intelligence to guide their business development

decisions and strategies to enhance their client development efforts

Chris also writes and speaks nationally on topics including competitive intelligence

business development client relationship management relationship intelligence web

marketing and the use of technology to enhance profitability In her former role as a

Legal Technologist she advised top law firms and professionals about competitive intelligence and innovative uses

of Internet technology Chris has also worked in-house as a Legal Technologist for an Am Law 50 law firm based in

Atlanta and as a Technology Consultant and Webmaster for Emory Law School She was also the Managing

Partner of a consulting firm specializing in providing technology solutions Chris received her law degree from

Emory University School of Law in Atlanta GA where she served as Managing Editor of the Emory International

Law Review as well as student and faculty technology consultant In her spare time Chris blogs and designs

websites and electronic newsletters

Company Clients First Consulting Title Business Development Intelligence Consultant

Website wwwClientsFirstConsultingcom Twitter CRMSuccess

Curtis Findlay

Curtis Findlay CFP is recognized nationally in the Canadian financial industry as both a

mentor of financial advisors as well as a successful advisor After graduating college Curtis

entered the financial industry in 1978 He operates his business activities from Canmore

Alberta Curtis has extensive experience advising entrepreneurs and mid-wealth individuals

with a variety of financial business and personal planning endeavours His comments are

made to Dream Practice through his firm Compass Financial Planning Services Ltd and not

related to a securities entity

Company Compass Financial Planning Services Ltd Website httpwwwcompfinnet

wwwvirtualaccountingconferencecom

Webinar Speakers

Mike Hourigan

Mike Hourigan is the Marketing Manager for Shoeboxedcom He is a graduate of the

University of North Carolina at Chapel Hill where he studied advertising Mike oversees all

of Shoeboxeds online marketing initiatives as well as the companys integrated partner

relations When Mike isnt helping small businesses and accountants get set up with

Shoeboxed he enjoys hiking and walking 18 holes at the nearest public golf course

Company Shoeboxedcom Website wwwshoeboxedcom

Twitter michaelhourigan

Stephen Jones LL M CPA CA

Stephen graduated from Dalhousie Law School He then articled in Toronto Shortly after

he obtained his CA designation working for one of the predecessors or KPMG In 1990

he joined BMO at its head office as a taxation lawyer and accountant

He rounded out his education in 2006 graduating with his Masters of Laws (LLM) in trust

and fiduciary law at Osgoode Stephen now provides counsel for Wealth Stewards

overall tax and estate activities Stephen brings his expertise and experience to the

planning and implementation of individual client situations Stephen is registered with the

Law Society of Upper Canada in private practice and with the Ontario and Canadian

Institutes of Chartered Professional Accountants

Company Wealth Stewards Inc Title Director Tax amp Estate Planning

Website wwwwealthstewardsca

Webinar Speakers

2020 Dream Practice Virtual Accounting Conference 2014

Hamish Knox

As a licensed member of the global Sandler network Hamish works with business owners and chief

executives who are serious about creating sustainable sales cultures Hamish worked in sales across

a variety of industries including media communication services software and professional sports

before joining the Sandler network which melded his passions for sales and education Early in his

Sandler career Hamish was anointed a Sandler Rising Star for quickly building his business and

helping fellow Sandler colleagues with their businesses Hamish is a former Sandler Global Rookie of

the Year is a current member of Sandlers Franchisee Advisory Council and his book Accountability

the Sandler Way will be published in November

Company Sandler Training - Calgary Website wwwhamishsandlercom

Twitter sandlerhamish

Dan Mason

I speak about innovation related to business software and business models that help

small and medium sized businesses to transform and automate their business

processes to achieve maximum efficiency and improve customer experience

Dan Mason focuses on strategic planning and business model innovation by helping

small and medium sized businesses to automate and optimize their business processes

Drawing from his 20 years of experience working with various accounting and ERP

systems Dan has helped several small and medium sized businesses in various

verticals to build robust business software systems Dan started Business Innovation

Technologies Inc in 2008 and has successfully led the company from its inception into a market leading provider

of innovative business software solutions As CEO of Business Innovation Technologies Dan is responsible for

driving the organizationrsquos strategic agenda technology vision and business operations In addition to helping

companies deploy best-of-the-breed business software systems Dan has been working on integrating diverse

business systems through his companyrsquos industry leading software solution to import and export data from ANY

source to various accounting and business software

Company Business Innovation Technologies Inc Title President amp CEO

Website wwwbusinnovatechcom

wwwvirtualaccountingconferencecom

Webinar Speakers

Viola Olah

Viola Olah is a Hungarian born and raised in Transylvania (yes itrsquos a real placehellip) She

lives in Calgary with her hubby and her dog Nikki After she worked as a systems analyst

for a large oil and gas company for a number of years she decided in 2009 to open up her

own business VH Marketing Ltd an online marketing company She thrives on the

challenge of keeping up with the fast changing pace of the Internet world and implementing

cutting edge marketing strategies to her clientsrsquo marketing plan Seeing clients succeed

gives her great satisfaction and she is grateful for the long-term strong relationships she

forged with them Her clients are local small business owners and individual professionals

who are very good at their own craft and donrsquot have the time or the desire to market their own business VH

Marketingrsquos strategy is to build an impactful web presence not just a website by providing clients with an up to date

web design mobile setup and social media presence This is all tied together with strong ongoing SEO

(search engine optimization) placing the clientsrsquo business in front of the right target market generating leads on

consistent basis

Company VH Marketing Ltd Website wwwvhwebsitescom

David Merritt

David Merritt owner and creator of Client Track graduated with a BSc in Computing and has

been designing software ever since David developed Client Track after he saw a real need in

the Accounting Practitioners industry for a solution to help public practice accounting

professionals to organize and control all of their deadlines efficiently Realizing that a large part

of running a successful practice was managing clients chasing down paperwork and handling all

the returns David developed Client Track into a software solution that is built based on the

unique needs of accounting professionals across Canada

Company Client Track Website httpclienttrackca

Twitter Client_Track

Webinar Speakers

2020 Dream Practice Virtual Accounting Conference 2014

Karen Reyburn

Karen Reyburn is a creative-minded individual who specialises in online marketing for

accountancy firms A former accountant (and a Certified Public Accountant in the

States) Karen now assists accountancy firms with understanding and using online

marketing to get more leads A dual British-American citizen Karens past careers

include working with a Glasgow-based accountancy firm setting up and maintaining a

separate consultancy division for this firm She instigated monthly business workshops training and facilitating

business owners in marketing strategy and profitability She has delivered online webinars and offline seminars

for the Chamber of Commerce Bank of Scotland women in business and business growth events She assisted

in the delivery of a comprehensive Business Consulting Programme to accountants for over five years For five

years Karen managed the European office of a global network of accounting firms helping both accountants and

SMEs to improve their marketing efforts This included delivering webinars providing online training website

design and improvement email marketing blogging and marketing action plans Karen is also an

internationally-recognised photographer doing wedding photography family portraits and landscape photography

in Scotland England Ireland Cyprus Australia the United States and more

Company The Profitable Firm Title Owner

Website wwwtheprofitablefirmcom Twitter ProfitableFirm

Graham Smith

Graham Smith is Vice President of Business Development for TSGI-Chartered Accountants

one of the top SRampED consultancies in western Canada He has been active in the SRampED

industry for more than 8 years and has co-taught the course on SRampED for the Institute of

Chartered Accountants of Alberta Graham has worked on wide range of claims for companies

of all sizes and in all industrial sectors

Company TSGI Charted Accountants Title Vice President - Business Development

Website wwwtsgica

wwwvirtualaccountingconferencecom

Webinar Speakers

Rick Solomon CPA CGMA - Keynote Speaker

For over 20 years Rick Solomon has taught professionals around the world how to create

extraordinary results in their professional practices and lives by applying time tested

techniques and sometimes ancient wisdom in a number of ways His past practice as a

CPA and business advisor coupled with years of study at the Sedona Institute have

provided him a deep understanding of how to guide others to be free of the self-created

limitations that for many people make personal and professional success much harder

than it has to be Rick is presently the CEO of Thriving Firm a world leader in helping

professional service providers and advisors build more profitable and rewarding practices

He is the founder and serves as the main facilitator of the Masters Program a two-year workshop and coaching

program offered exclusively to open-minded professionals The Masters Program shares a very unique way to

achieve abundance in ones personal and professional life Rick has challenged thousands of professionals world-

wide to expand their view of themselves and the value they bring to their clients in order to reach new levels of

personal and professional abundance

Company Thriving Firm Title CEO - Founder and Lead Facilitator of the Masters Program

Website wwwthrivingfirmcom Twitter ricksolomoncpa

Amy Shumate

Amy brings 13 years US tax experience to her role as Director in the US Corporate Tax

Advisory practice Amy assists her Canadian clients and their affiliates with their US

federal and state corporate income franchise sales and use tax issues from a unique

cross-border perspective She has worked with all sizes of both public and private

corporations in all types of industries in helping them manage their US federal and state

tax compliance and consulting needs Prior to joining Trowbridge in early 2014 Amy

worked for two of the Big 4 firms beginning in 2001 where she helped clients with US

corporate tax compliance federal and state tax consulting due diligence work

structuring and controversy Amy has a BA and MBA from McMaster University and

an MSc (Tax) from Golden Gate University in San Francisco She is a Canadian Chartered Professional

Accountant registered in Ontario and a Certified Public Accountant registered in Illinois

Company TROWBRIDGE PROFESSIONAL CORPORATION Title Director US Corporate Tax Services

Website wwwtrowbridgeca

Webinar Speakers

2020 Dream Practice Virtual Accounting Conference 2014

Glenn Suart

Glenn Suart is a Calgary-based Strategist Entrepreneur and Host of ldquoTodayrsquos Great Ideardquo

a nationally syndicated program aimed at helping people doing something with their great

ideas Over the past 20 years at WriteMyPlan PricewaterhouseCoopers Consulting and

Nordicity Group Ltd he has helped hundreds of people build successful businesses

Friendly and approachable Glenn and his team create strong viable businesses and craft

compelling winning business plans Glenn also teaches Building An Effective Business

Case at Mount Royal University in Calgary

Company WriteMyPlan Website wwwWriteMyPlancom

Paul Tyers

Paul Tyers is Managing Director of Wealth Stewards Inc and Vice President of Portfolio

Stewards Inc registered with the Ontario Securities Commission He and his team provide

comprehensive wealth management services to affluent Canadians typically in conjunction

with their other ldquotrusted advisorsrdquo A Chartered Professional Accountant (CPA) Certified

Financial Planner (CFP) and Chartered Investment Manager (CIM) Paul has both the

education and experience to provide comprehensive wealth advisory services Upon

completion of a business degree Paul began his career at a major international CA firm

gaining experience in a wide variety of business sectors Moving into corporate finance with

Bank of Montreal followed by Corpfinance International experience was gained in mergers acquisitions succession

and growth financing In 1987 Paul partnered with a venture capital firm to acquire Retirement Counsel of Canada

(RCOC) and led it through substantial growth prior to selling it in 2002 Since 2002 Paul has returned to his passion

of building managing and preserving the wealth of affluent private clients His success is attributed to ensuring

clientsrsquo interests always come first Paul provides advice on the areas noted to the left and has pioneered the

integration of wealth management services into Canadian accountingtax firms

Company Wealth Stewards Inc Title Managing Director

Website httpwealthstewardsca

wwwvirtualaccountingconferencecom

Webinar Speakers

Sam Vassa

Sam Vassa heads PaymentEvolution ndash Canadarsquos largest and most loved cloud payroll and

payments service Sam founded the company with a team of technology and subject

matter specialists and devised an award-winning solution that empowers organizations and

their accountants to manage their own payroll process Previously Sam led business

development for the capital markets industry at Microsoft Corporation His team worked with

leading Microsoft partners to build compelling solutions for the financial services

industry Sam was responsible for alliance relationships with Microsoftrsquos largest global

partners as well as sales and marketing execution with the community He has worked

with Microsoftrsquos US and Canadian subsidiaries and is known for his passion for forming strong partnerships Sam was

a channel manager at Digital Equipment Canada and served with the Canadian Department of Foreign Affairs and

International Trade at their foreign missions worldwide He is a board member of Telecompute ndash a leading software

development firm pioneering the use of portable database technology for vertical markets Sam is active in the

emerging business market as an advisor and mentor to firms seeking management and technology expertise Sam is

a graduate of McMaster University where he studied biochemistry

Company PaymentEvolution Website wwwpaymentevolutioncom

Twitter samvassa

Peggy Tyers BBA - Event Organizer

Peggy Tyers earned an Honours Bachelor of Business Administration from Wilfrid Laurier

University After graduating she entered the retail sector She spent over 20 years

working with National retailers in several areas consulting marketing buying and

merchandising Peggy transferred those skills to another industry sector when she

brought the 2020 Group (leading volunteer membership organization for progressive

accountants in the world) to Canada Peggy looks for products and services to help

accountants improve the efficiency of their practice and improve their bottom lines

Company 2020 Canada Title President

Website www2020canadaca

Webinar Speakers

Scott Zandbergen

Scott Zandbergen has worked in the accounting software world for over 17 years He

spent many years at Sage where he built and grew the Simply Accounting Certified

Consultant program Later as Vice President of Product Management he led the product

strategy for Simply Accounting Accpac and MAS 90500 In early 2011

Scott joined Wave Accounting a fully automated 100 free double entry accounting

software designed for small businesses with less than 10 employees Scotts mission there

is to educate the accounting and bookkeeping communities about the solution Wave

offers their small business clients In a little over 3 years on the market Wave now has over 2 million users on its

platform

Company Wave Accounting Title VP Pro Network

Website wwwwaveappscom Twitter WaveHQ

Wayne Zielke

Wayne is the founder and CEO of LedgerDocs an online document management

application that was designed around the sharing managing and collaboration needs of

bookkeepers accountants and businesses Wayne has spent his career working in the

accounting industry and understands first-hand the workflow and process involved in

providing exceptional full cycle bookkeeping and accounting services to clients From these

experiences he decided to create an application that streamlines the bookkeeping and

accounting process while promoting collaboration among bookkeepers accountants and

their amazing clients

Company LedgerDocs Title Chief Executive Officer

Website wwwledgerdocscom Twitter ledgerdocs

2020 Dream Practice Virtual Accounting Conference 2014

wwwvirtualaccountingconferencecom

2020 Dream Practice

Virtual Accounting Conference

Virtual Conference for Accountants

October 1 and 2 2014

Webinars

Presentations will be held on

Tuesdays and Thursdays from June 3

2014 through January 27 2015

Presentations scheduled from 1100

am MST to 100 pm MST

Schedule includes one hour for

presentation and up to one hour for

questions

Over 32 webinars with

industry experts

wwwvirtualaccountingconferencecom

Collaborate Innovate Prosper

Gold Sponsors

Silver Sponsors

Page 22: Virtual Accounting Conference 2014

Webinar Speakers

2020 Dream Practice Virtual Accounting Conference 2014

Chris Fritsch JD

As a Business Development Intelligence Consultant Chris Fritsch works together with

professional services firms to help support their Business Development efforts and

maximize their return on investment Chris and her team at ClientsFirst help Clients

utilize information and competitive intelligence to guide their business development

decisions and strategies to enhance their client development efforts

Chris also writes and speaks nationally on topics including competitive intelligence

business development client relationship management relationship intelligence web

marketing and the use of technology to enhance profitability In her former role as a

Legal Technologist she advised top law firms and professionals about competitive intelligence and innovative uses

of Internet technology Chris has also worked in-house as a Legal Technologist for an Am Law 50 law firm based in

Atlanta and as a Technology Consultant and Webmaster for Emory Law School She was also the Managing

Partner of a consulting firm specializing in providing technology solutions Chris received her law degree from

Emory University School of Law in Atlanta GA where she served as Managing Editor of the Emory International

Law Review as well as student and faculty technology consultant In her spare time Chris blogs and designs

websites and electronic newsletters

Company Clients First Consulting Title Business Development Intelligence Consultant

Website wwwClientsFirstConsultingcom Twitter CRMSuccess

Curtis Findlay

Curtis Findlay CFP is recognized nationally in the Canadian financial industry as both a

mentor of financial advisors as well as a successful advisor After graduating college Curtis

entered the financial industry in 1978 He operates his business activities from Canmore

Alberta Curtis has extensive experience advising entrepreneurs and mid-wealth individuals

with a variety of financial business and personal planning endeavours His comments are

made to Dream Practice through his firm Compass Financial Planning Services Ltd and not

related to a securities entity

Company Compass Financial Planning Services Ltd Website httpwwwcompfinnet

wwwvirtualaccountingconferencecom

Webinar Speakers

Mike Hourigan

Mike Hourigan is the Marketing Manager for Shoeboxedcom He is a graduate of the

University of North Carolina at Chapel Hill where he studied advertising Mike oversees all

of Shoeboxeds online marketing initiatives as well as the companys integrated partner

relations When Mike isnt helping small businesses and accountants get set up with

Shoeboxed he enjoys hiking and walking 18 holes at the nearest public golf course

Company Shoeboxedcom Website wwwshoeboxedcom

Twitter michaelhourigan

Stephen Jones LL M CPA CA

Stephen graduated from Dalhousie Law School He then articled in Toronto Shortly after

he obtained his CA designation working for one of the predecessors or KPMG In 1990

he joined BMO at its head office as a taxation lawyer and accountant

He rounded out his education in 2006 graduating with his Masters of Laws (LLM) in trust

and fiduciary law at Osgoode Stephen now provides counsel for Wealth Stewards

overall tax and estate activities Stephen brings his expertise and experience to the

planning and implementation of individual client situations Stephen is registered with the

Law Society of Upper Canada in private practice and with the Ontario and Canadian

Institutes of Chartered Professional Accountants

Company Wealth Stewards Inc Title Director Tax amp Estate Planning

Website wwwwealthstewardsca

Webinar Speakers

2020 Dream Practice Virtual Accounting Conference 2014

Hamish Knox

As a licensed member of the global Sandler network Hamish works with business owners and chief

executives who are serious about creating sustainable sales cultures Hamish worked in sales across

a variety of industries including media communication services software and professional sports

before joining the Sandler network which melded his passions for sales and education Early in his

Sandler career Hamish was anointed a Sandler Rising Star for quickly building his business and

helping fellow Sandler colleagues with their businesses Hamish is a former Sandler Global Rookie of

the Year is a current member of Sandlers Franchisee Advisory Council and his book Accountability

the Sandler Way will be published in November

Company Sandler Training - Calgary Website wwwhamishsandlercom

Twitter sandlerhamish

Dan Mason

I speak about innovation related to business software and business models that help

small and medium sized businesses to transform and automate their business

processes to achieve maximum efficiency and improve customer experience

Dan Mason focuses on strategic planning and business model innovation by helping

small and medium sized businesses to automate and optimize their business processes

Drawing from his 20 years of experience working with various accounting and ERP

systems Dan has helped several small and medium sized businesses in various

verticals to build robust business software systems Dan started Business Innovation

Technologies Inc in 2008 and has successfully led the company from its inception into a market leading provider

of innovative business software solutions As CEO of Business Innovation Technologies Dan is responsible for

driving the organizationrsquos strategic agenda technology vision and business operations In addition to helping

companies deploy best-of-the-breed business software systems Dan has been working on integrating diverse

business systems through his companyrsquos industry leading software solution to import and export data from ANY

source to various accounting and business software

Company Business Innovation Technologies Inc Title President amp CEO

Website wwwbusinnovatechcom

wwwvirtualaccountingconferencecom

Webinar Speakers

Viola Olah

Viola Olah is a Hungarian born and raised in Transylvania (yes itrsquos a real placehellip) She

lives in Calgary with her hubby and her dog Nikki After she worked as a systems analyst

for a large oil and gas company for a number of years she decided in 2009 to open up her

own business VH Marketing Ltd an online marketing company She thrives on the

challenge of keeping up with the fast changing pace of the Internet world and implementing

cutting edge marketing strategies to her clientsrsquo marketing plan Seeing clients succeed

gives her great satisfaction and she is grateful for the long-term strong relationships she

forged with them Her clients are local small business owners and individual professionals

who are very good at their own craft and donrsquot have the time or the desire to market their own business VH

Marketingrsquos strategy is to build an impactful web presence not just a website by providing clients with an up to date

web design mobile setup and social media presence This is all tied together with strong ongoing SEO

(search engine optimization) placing the clientsrsquo business in front of the right target market generating leads on

consistent basis

Company VH Marketing Ltd Website wwwvhwebsitescom

David Merritt

David Merritt owner and creator of Client Track graduated with a BSc in Computing and has

been designing software ever since David developed Client Track after he saw a real need in

the Accounting Practitioners industry for a solution to help public practice accounting

professionals to organize and control all of their deadlines efficiently Realizing that a large part

of running a successful practice was managing clients chasing down paperwork and handling all

the returns David developed Client Track into a software solution that is built based on the

unique needs of accounting professionals across Canada

Company Client Track Website httpclienttrackca

Twitter Client_Track

Webinar Speakers

2020 Dream Practice Virtual Accounting Conference 2014

Karen Reyburn

Karen Reyburn is a creative-minded individual who specialises in online marketing for

accountancy firms A former accountant (and a Certified Public Accountant in the

States) Karen now assists accountancy firms with understanding and using online

marketing to get more leads A dual British-American citizen Karens past careers

include working with a Glasgow-based accountancy firm setting up and maintaining a

separate consultancy division for this firm She instigated monthly business workshops training and facilitating

business owners in marketing strategy and profitability She has delivered online webinars and offline seminars

for the Chamber of Commerce Bank of Scotland women in business and business growth events She assisted

in the delivery of a comprehensive Business Consulting Programme to accountants for over five years For five

years Karen managed the European office of a global network of accounting firms helping both accountants and

SMEs to improve their marketing efforts This included delivering webinars providing online training website

design and improvement email marketing blogging and marketing action plans Karen is also an

internationally-recognised photographer doing wedding photography family portraits and landscape photography

in Scotland England Ireland Cyprus Australia the United States and more

Company The Profitable Firm Title Owner

Website wwwtheprofitablefirmcom Twitter ProfitableFirm

Graham Smith

Graham Smith is Vice President of Business Development for TSGI-Chartered Accountants

one of the top SRampED consultancies in western Canada He has been active in the SRampED

industry for more than 8 years and has co-taught the course on SRampED for the Institute of

Chartered Accountants of Alberta Graham has worked on wide range of claims for companies

of all sizes and in all industrial sectors

Company TSGI Charted Accountants Title Vice President - Business Development

Website wwwtsgica

wwwvirtualaccountingconferencecom

Webinar Speakers

Rick Solomon CPA CGMA - Keynote Speaker

For over 20 years Rick Solomon has taught professionals around the world how to create

extraordinary results in their professional practices and lives by applying time tested

techniques and sometimes ancient wisdom in a number of ways His past practice as a

CPA and business advisor coupled with years of study at the Sedona Institute have

provided him a deep understanding of how to guide others to be free of the self-created

limitations that for many people make personal and professional success much harder

than it has to be Rick is presently the CEO of Thriving Firm a world leader in helping

professional service providers and advisors build more profitable and rewarding practices

He is the founder and serves as the main facilitator of the Masters Program a two-year workshop and coaching

program offered exclusively to open-minded professionals The Masters Program shares a very unique way to

achieve abundance in ones personal and professional life Rick has challenged thousands of professionals world-

wide to expand their view of themselves and the value they bring to their clients in order to reach new levels of

personal and professional abundance

Company Thriving Firm Title CEO - Founder and Lead Facilitator of the Masters Program

Website wwwthrivingfirmcom Twitter ricksolomoncpa

Amy Shumate

Amy brings 13 years US tax experience to her role as Director in the US Corporate Tax

Advisory practice Amy assists her Canadian clients and their affiliates with their US

federal and state corporate income franchise sales and use tax issues from a unique

cross-border perspective She has worked with all sizes of both public and private

corporations in all types of industries in helping them manage their US federal and state

tax compliance and consulting needs Prior to joining Trowbridge in early 2014 Amy

worked for two of the Big 4 firms beginning in 2001 where she helped clients with US

corporate tax compliance federal and state tax consulting due diligence work

structuring and controversy Amy has a BA and MBA from McMaster University and

an MSc (Tax) from Golden Gate University in San Francisco She is a Canadian Chartered Professional

Accountant registered in Ontario and a Certified Public Accountant registered in Illinois

Company TROWBRIDGE PROFESSIONAL CORPORATION Title Director US Corporate Tax Services

Website wwwtrowbridgeca

Webinar Speakers

2020 Dream Practice Virtual Accounting Conference 2014

Glenn Suart

Glenn Suart is a Calgary-based Strategist Entrepreneur and Host of ldquoTodayrsquos Great Ideardquo

a nationally syndicated program aimed at helping people doing something with their great

ideas Over the past 20 years at WriteMyPlan PricewaterhouseCoopers Consulting and

Nordicity Group Ltd he has helped hundreds of people build successful businesses

Friendly and approachable Glenn and his team create strong viable businesses and craft

compelling winning business plans Glenn also teaches Building An Effective Business

Case at Mount Royal University in Calgary

Company WriteMyPlan Website wwwWriteMyPlancom

Paul Tyers

Paul Tyers is Managing Director of Wealth Stewards Inc and Vice President of Portfolio

Stewards Inc registered with the Ontario Securities Commission He and his team provide

comprehensive wealth management services to affluent Canadians typically in conjunction

with their other ldquotrusted advisorsrdquo A Chartered Professional Accountant (CPA) Certified

Financial Planner (CFP) and Chartered Investment Manager (CIM) Paul has both the

education and experience to provide comprehensive wealth advisory services Upon

completion of a business degree Paul began his career at a major international CA firm

gaining experience in a wide variety of business sectors Moving into corporate finance with

Bank of Montreal followed by Corpfinance International experience was gained in mergers acquisitions succession

and growth financing In 1987 Paul partnered with a venture capital firm to acquire Retirement Counsel of Canada

(RCOC) and led it through substantial growth prior to selling it in 2002 Since 2002 Paul has returned to his passion

of building managing and preserving the wealth of affluent private clients His success is attributed to ensuring

clientsrsquo interests always come first Paul provides advice on the areas noted to the left and has pioneered the

integration of wealth management services into Canadian accountingtax firms

Company Wealth Stewards Inc Title Managing Director

Website httpwealthstewardsca

wwwvirtualaccountingconferencecom

Webinar Speakers

Sam Vassa

Sam Vassa heads PaymentEvolution ndash Canadarsquos largest and most loved cloud payroll and

payments service Sam founded the company with a team of technology and subject

matter specialists and devised an award-winning solution that empowers organizations and

their accountants to manage their own payroll process Previously Sam led business

development for the capital markets industry at Microsoft Corporation His team worked with

leading Microsoft partners to build compelling solutions for the financial services

industry Sam was responsible for alliance relationships with Microsoftrsquos largest global

partners as well as sales and marketing execution with the community He has worked

with Microsoftrsquos US and Canadian subsidiaries and is known for his passion for forming strong partnerships Sam was

a channel manager at Digital Equipment Canada and served with the Canadian Department of Foreign Affairs and

International Trade at their foreign missions worldwide He is a board member of Telecompute ndash a leading software

development firm pioneering the use of portable database technology for vertical markets Sam is active in the

emerging business market as an advisor and mentor to firms seeking management and technology expertise Sam is

a graduate of McMaster University where he studied biochemistry

Company PaymentEvolution Website wwwpaymentevolutioncom

Twitter samvassa

Peggy Tyers BBA - Event Organizer

Peggy Tyers earned an Honours Bachelor of Business Administration from Wilfrid Laurier

University After graduating she entered the retail sector She spent over 20 years

working with National retailers in several areas consulting marketing buying and

merchandising Peggy transferred those skills to another industry sector when she

brought the 2020 Group (leading volunteer membership organization for progressive

accountants in the world) to Canada Peggy looks for products and services to help

accountants improve the efficiency of their practice and improve their bottom lines

Company 2020 Canada Title President

Website www2020canadaca

Webinar Speakers

Scott Zandbergen

Scott Zandbergen has worked in the accounting software world for over 17 years He

spent many years at Sage where he built and grew the Simply Accounting Certified

Consultant program Later as Vice President of Product Management he led the product

strategy for Simply Accounting Accpac and MAS 90500 In early 2011

Scott joined Wave Accounting a fully automated 100 free double entry accounting

software designed for small businesses with less than 10 employees Scotts mission there

is to educate the accounting and bookkeeping communities about the solution Wave

offers their small business clients In a little over 3 years on the market Wave now has over 2 million users on its

platform

Company Wave Accounting Title VP Pro Network

Website wwwwaveappscom Twitter WaveHQ

Wayne Zielke

Wayne is the founder and CEO of LedgerDocs an online document management

application that was designed around the sharing managing and collaboration needs of

bookkeepers accountants and businesses Wayne has spent his career working in the

accounting industry and understands first-hand the workflow and process involved in

providing exceptional full cycle bookkeeping and accounting services to clients From these

experiences he decided to create an application that streamlines the bookkeeping and

accounting process while promoting collaboration among bookkeepers accountants and

their amazing clients

Company LedgerDocs Title Chief Executive Officer

Website wwwledgerdocscom Twitter ledgerdocs

2020 Dream Practice Virtual Accounting Conference 2014

wwwvirtualaccountingconferencecom

2020 Dream Practice

Virtual Accounting Conference

Virtual Conference for Accountants

October 1 and 2 2014

Webinars

Presentations will be held on

Tuesdays and Thursdays from June 3

2014 through January 27 2015

Presentations scheduled from 1100

am MST to 100 pm MST

Schedule includes one hour for

presentation and up to one hour for

questions

Over 32 webinars with

industry experts

wwwvirtualaccountingconferencecom

Collaborate Innovate Prosper

Gold Sponsors

Silver Sponsors

Page 23: Virtual Accounting Conference 2014

wwwvirtualaccountingconferencecom

Webinar Speakers

Mike Hourigan

Mike Hourigan is the Marketing Manager for Shoeboxedcom He is a graduate of the

University of North Carolina at Chapel Hill where he studied advertising Mike oversees all

of Shoeboxeds online marketing initiatives as well as the companys integrated partner

relations When Mike isnt helping small businesses and accountants get set up with

Shoeboxed he enjoys hiking and walking 18 holes at the nearest public golf course

Company Shoeboxedcom Website wwwshoeboxedcom

Twitter michaelhourigan

Stephen Jones LL M CPA CA

Stephen graduated from Dalhousie Law School He then articled in Toronto Shortly after

he obtained his CA designation working for one of the predecessors or KPMG In 1990

he joined BMO at its head office as a taxation lawyer and accountant

He rounded out his education in 2006 graduating with his Masters of Laws (LLM) in trust

and fiduciary law at Osgoode Stephen now provides counsel for Wealth Stewards

overall tax and estate activities Stephen brings his expertise and experience to the

planning and implementation of individual client situations Stephen is registered with the

Law Society of Upper Canada in private practice and with the Ontario and Canadian

Institutes of Chartered Professional Accountants

Company Wealth Stewards Inc Title Director Tax amp Estate Planning

Website wwwwealthstewardsca

Webinar Speakers

2020 Dream Practice Virtual Accounting Conference 2014

Hamish Knox

As a licensed member of the global Sandler network Hamish works with business owners and chief

executives who are serious about creating sustainable sales cultures Hamish worked in sales across

a variety of industries including media communication services software and professional sports

before joining the Sandler network which melded his passions for sales and education Early in his

Sandler career Hamish was anointed a Sandler Rising Star for quickly building his business and

helping fellow Sandler colleagues with their businesses Hamish is a former Sandler Global Rookie of

the Year is a current member of Sandlers Franchisee Advisory Council and his book Accountability

the Sandler Way will be published in November

Company Sandler Training - Calgary Website wwwhamishsandlercom

Twitter sandlerhamish

Dan Mason

I speak about innovation related to business software and business models that help

small and medium sized businesses to transform and automate their business

processes to achieve maximum efficiency and improve customer experience

Dan Mason focuses on strategic planning and business model innovation by helping

small and medium sized businesses to automate and optimize their business processes

Drawing from his 20 years of experience working with various accounting and ERP

systems Dan has helped several small and medium sized businesses in various

verticals to build robust business software systems Dan started Business Innovation

Technologies Inc in 2008 and has successfully led the company from its inception into a market leading provider

of innovative business software solutions As CEO of Business Innovation Technologies Dan is responsible for

driving the organizationrsquos strategic agenda technology vision and business operations In addition to helping

companies deploy best-of-the-breed business software systems Dan has been working on integrating diverse

business systems through his companyrsquos industry leading software solution to import and export data from ANY

source to various accounting and business software

Company Business Innovation Technologies Inc Title President amp CEO

Website wwwbusinnovatechcom

wwwvirtualaccountingconferencecom

Webinar Speakers

Viola Olah

Viola Olah is a Hungarian born and raised in Transylvania (yes itrsquos a real placehellip) She

lives in Calgary with her hubby and her dog Nikki After she worked as a systems analyst

for a large oil and gas company for a number of years she decided in 2009 to open up her

own business VH Marketing Ltd an online marketing company She thrives on the

challenge of keeping up with the fast changing pace of the Internet world and implementing

cutting edge marketing strategies to her clientsrsquo marketing plan Seeing clients succeed

gives her great satisfaction and she is grateful for the long-term strong relationships she

forged with them Her clients are local small business owners and individual professionals

who are very good at their own craft and donrsquot have the time or the desire to market their own business VH

Marketingrsquos strategy is to build an impactful web presence not just a website by providing clients with an up to date

web design mobile setup and social media presence This is all tied together with strong ongoing SEO

(search engine optimization) placing the clientsrsquo business in front of the right target market generating leads on

consistent basis

Company VH Marketing Ltd Website wwwvhwebsitescom

David Merritt

David Merritt owner and creator of Client Track graduated with a BSc in Computing and has

been designing software ever since David developed Client Track after he saw a real need in

the Accounting Practitioners industry for a solution to help public practice accounting

professionals to organize and control all of their deadlines efficiently Realizing that a large part

of running a successful practice was managing clients chasing down paperwork and handling all

the returns David developed Client Track into a software solution that is built based on the

unique needs of accounting professionals across Canada

Company Client Track Website httpclienttrackca

Twitter Client_Track

Webinar Speakers

2020 Dream Practice Virtual Accounting Conference 2014

Karen Reyburn

Karen Reyburn is a creative-minded individual who specialises in online marketing for

accountancy firms A former accountant (and a Certified Public Accountant in the

States) Karen now assists accountancy firms with understanding and using online

marketing to get more leads A dual British-American citizen Karens past careers

include working with a Glasgow-based accountancy firm setting up and maintaining a

separate consultancy division for this firm She instigated monthly business workshops training and facilitating

business owners in marketing strategy and profitability She has delivered online webinars and offline seminars

for the Chamber of Commerce Bank of Scotland women in business and business growth events She assisted

in the delivery of a comprehensive Business Consulting Programme to accountants for over five years For five

years Karen managed the European office of a global network of accounting firms helping both accountants and

SMEs to improve their marketing efforts This included delivering webinars providing online training website

design and improvement email marketing blogging and marketing action plans Karen is also an

internationally-recognised photographer doing wedding photography family portraits and landscape photography

in Scotland England Ireland Cyprus Australia the United States and more

Company The Profitable Firm Title Owner

Website wwwtheprofitablefirmcom Twitter ProfitableFirm

Graham Smith

Graham Smith is Vice President of Business Development for TSGI-Chartered Accountants

one of the top SRampED consultancies in western Canada He has been active in the SRampED

industry for more than 8 years and has co-taught the course on SRampED for the Institute of

Chartered Accountants of Alberta Graham has worked on wide range of claims for companies

of all sizes and in all industrial sectors

Company TSGI Charted Accountants Title Vice President - Business Development

Website wwwtsgica

wwwvirtualaccountingconferencecom

Webinar Speakers

Rick Solomon CPA CGMA - Keynote Speaker

For over 20 years Rick Solomon has taught professionals around the world how to create

extraordinary results in their professional practices and lives by applying time tested

techniques and sometimes ancient wisdom in a number of ways His past practice as a

CPA and business advisor coupled with years of study at the Sedona Institute have

provided him a deep understanding of how to guide others to be free of the self-created

limitations that for many people make personal and professional success much harder

than it has to be Rick is presently the CEO of Thriving Firm a world leader in helping

professional service providers and advisors build more profitable and rewarding practices

He is the founder and serves as the main facilitator of the Masters Program a two-year workshop and coaching

program offered exclusively to open-minded professionals The Masters Program shares a very unique way to

achieve abundance in ones personal and professional life Rick has challenged thousands of professionals world-

wide to expand their view of themselves and the value they bring to their clients in order to reach new levels of

personal and professional abundance

Company Thriving Firm Title CEO - Founder and Lead Facilitator of the Masters Program

Website wwwthrivingfirmcom Twitter ricksolomoncpa

Amy Shumate

Amy brings 13 years US tax experience to her role as Director in the US Corporate Tax

Advisory practice Amy assists her Canadian clients and their affiliates with their US

federal and state corporate income franchise sales and use tax issues from a unique

cross-border perspective She has worked with all sizes of both public and private

corporations in all types of industries in helping them manage their US federal and state

tax compliance and consulting needs Prior to joining Trowbridge in early 2014 Amy

worked for two of the Big 4 firms beginning in 2001 where she helped clients with US

corporate tax compliance federal and state tax consulting due diligence work

structuring and controversy Amy has a BA and MBA from McMaster University and

an MSc (Tax) from Golden Gate University in San Francisco She is a Canadian Chartered Professional

Accountant registered in Ontario and a Certified Public Accountant registered in Illinois

Company TROWBRIDGE PROFESSIONAL CORPORATION Title Director US Corporate Tax Services

Website wwwtrowbridgeca

Webinar Speakers

2020 Dream Practice Virtual Accounting Conference 2014

Glenn Suart

Glenn Suart is a Calgary-based Strategist Entrepreneur and Host of ldquoTodayrsquos Great Ideardquo

a nationally syndicated program aimed at helping people doing something with their great

ideas Over the past 20 years at WriteMyPlan PricewaterhouseCoopers Consulting and

Nordicity Group Ltd he has helped hundreds of people build successful businesses

Friendly and approachable Glenn and his team create strong viable businesses and craft

compelling winning business plans Glenn also teaches Building An Effective Business

Case at Mount Royal University in Calgary

Company WriteMyPlan Website wwwWriteMyPlancom

Paul Tyers

Paul Tyers is Managing Director of Wealth Stewards Inc and Vice President of Portfolio

Stewards Inc registered with the Ontario Securities Commission He and his team provide

comprehensive wealth management services to affluent Canadians typically in conjunction

with their other ldquotrusted advisorsrdquo A Chartered Professional Accountant (CPA) Certified

Financial Planner (CFP) and Chartered Investment Manager (CIM) Paul has both the

education and experience to provide comprehensive wealth advisory services Upon

completion of a business degree Paul began his career at a major international CA firm

gaining experience in a wide variety of business sectors Moving into corporate finance with

Bank of Montreal followed by Corpfinance International experience was gained in mergers acquisitions succession

and growth financing In 1987 Paul partnered with a venture capital firm to acquire Retirement Counsel of Canada

(RCOC) and led it through substantial growth prior to selling it in 2002 Since 2002 Paul has returned to his passion

of building managing and preserving the wealth of affluent private clients His success is attributed to ensuring

clientsrsquo interests always come first Paul provides advice on the areas noted to the left and has pioneered the

integration of wealth management services into Canadian accountingtax firms

Company Wealth Stewards Inc Title Managing Director

Website httpwealthstewardsca

wwwvirtualaccountingconferencecom

Webinar Speakers

Sam Vassa

Sam Vassa heads PaymentEvolution ndash Canadarsquos largest and most loved cloud payroll and

payments service Sam founded the company with a team of technology and subject

matter specialists and devised an award-winning solution that empowers organizations and

their accountants to manage their own payroll process Previously Sam led business

development for the capital markets industry at Microsoft Corporation His team worked with

leading Microsoft partners to build compelling solutions for the financial services

industry Sam was responsible for alliance relationships with Microsoftrsquos largest global

partners as well as sales and marketing execution with the community He has worked

with Microsoftrsquos US and Canadian subsidiaries and is known for his passion for forming strong partnerships Sam was

a channel manager at Digital Equipment Canada and served with the Canadian Department of Foreign Affairs and

International Trade at their foreign missions worldwide He is a board member of Telecompute ndash a leading software

development firm pioneering the use of portable database technology for vertical markets Sam is active in the

emerging business market as an advisor and mentor to firms seeking management and technology expertise Sam is

a graduate of McMaster University where he studied biochemistry

Company PaymentEvolution Website wwwpaymentevolutioncom

Twitter samvassa

Peggy Tyers BBA - Event Organizer

Peggy Tyers earned an Honours Bachelor of Business Administration from Wilfrid Laurier

University After graduating she entered the retail sector She spent over 20 years

working with National retailers in several areas consulting marketing buying and

merchandising Peggy transferred those skills to another industry sector when she

brought the 2020 Group (leading volunteer membership organization for progressive

accountants in the world) to Canada Peggy looks for products and services to help

accountants improve the efficiency of their practice and improve their bottom lines

Company 2020 Canada Title President

Website www2020canadaca

Webinar Speakers

Scott Zandbergen

Scott Zandbergen has worked in the accounting software world for over 17 years He

spent many years at Sage where he built and grew the Simply Accounting Certified

Consultant program Later as Vice President of Product Management he led the product

strategy for Simply Accounting Accpac and MAS 90500 In early 2011

Scott joined Wave Accounting a fully automated 100 free double entry accounting

software designed for small businesses with less than 10 employees Scotts mission there

is to educate the accounting and bookkeeping communities about the solution Wave

offers their small business clients In a little over 3 years on the market Wave now has over 2 million users on its

platform

Company Wave Accounting Title VP Pro Network

Website wwwwaveappscom Twitter WaveHQ

Wayne Zielke

Wayne is the founder and CEO of LedgerDocs an online document management

application that was designed around the sharing managing and collaboration needs of

bookkeepers accountants and businesses Wayne has spent his career working in the

accounting industry and understands first-hand the workflow and process involved in

providing exceptional full cycle bookkeeping and accounting services to clients From these

experiences he decided to create an application that streamlines the bookkeeping and

accounting process while promoting collaboration among bookkeepers accountants and

their amazing clients

Company LedgerDocs Title Chief Executive Officer

Website wwwledgerdocscom Twitter ledgerdocs

2020 Dream Practice Virtual Accounting Conference 2014

wwwvirtualaccountingconferencecom

2020 Dream Practice

Virtual Accounting Conference

Virtual Conference for Accountants

October 1 and 2 2014

Webinars

Presentations will be held on

Tuesdays and Thursdays from June 3

2014 through January 27 2015

Presentations scheduled from 1100

am MST to 100 pm MST

Schedule includes one hour for

presentation and up to one hour for

questions

Over 32 webinars with

industry experts

wwwvirtualaccountingconferencecom

Collaborate Innovate Prosper

Gold Sponsors

Silver Sponsors

Page 24: Virtual Accounting Conference 2014

Webinar Speakers

2020 Dream Practice Virtual Accounting Conference 2014

Hamish Knox

As a licensed member of the global Sandler network Hamish works with business owners and chief

executives who are serious about creating sustainable sales cultures Hamish worked in sales across

a variety of industries including media communication services software and professional sports

before joining the Sandler network which melded his passions for sales and education Early in his

Sandler career Hamish was anointed a Sandler Rising Star for quickly building his business and

helping fellow Sandler colleagues with their businesses Hamish is a former Sandler Global Rookie of

the Year is a current member of Sandlers Franchisee Advisory Council and his book Accountability

the Sandler Way will be published in November

Company Sandler Training - Calgary Website wwwhamishsandlercom

Twitter sandlerhamish

Dan Mason

I speak about innovation related to business software and business models that help

small and medium sized businesses to transform and automate their business

processes to achieve maximum efficiency and improve customer experience

Dan Mason focuses on strategic planning and business model innovation by helping

small and medium sized businesses to automate and optimize their business processes

Drawing from his 20 years of experience working with various accounting and ERP

systems Dan has helped several small and medium sized businesses in various

verticals to build robust business software systems Dan started Business Innovation

Technologies Inc in 2008 and has successfully led the company from its inception into a market leading provider

of innovative business software solutions As CEO of Business Innovation Technologies Dan is responsible for

driving the organizationrsquos strategic agenda technology vision and business operations In addition to helping

companies deploy best-of-the-breed business software systems Dan has been working on integrating diverse

business systems through his companyrsquos industry leading software solution to import and export data from ANY

source to various accounting and business software

Company Business Innovation Technologies Inc Title President amp CEO

Website wwwbusinnovatechcom

wwwvirtualaccountingconferencecom

Webinar Speakers

Viola Olah

Viola Olah is a Hungarian born and raised in Transylvania (yes itrsquos a real placehellip) She

lives in Calgary with her hubby and her dog Nikki After she worked as a systems analyst

for a large oil and gas company for a number of years she decided in 2009 to open up her

own business VH Marketing Ltd an online marketing company She thrives on the

challenge of keeping up with the fast changing pace of the Internet world and implementing

cutting edge marketing strategies to her clientsrsquo marketing plan Seeing clients succeed

gives her great satisfaction and she is grateful for the long-term strong relationships she

forged with them Her clients are local small business owners and individual professionals

who are very good at their own craft and donrsquot have the time or the desire to market their own business VH

Marketingrsquos strategy is to build an impactful web presence not just a website by providing clients with an up to date

web design mobile setup and social media presence This is all tied together with strong ongoing SEO

(search engine optimization) placing the clientsrsquo business in front of the right target market generating leads on

consistent basis

Company VH Marketing Ltd Website wwwvhwebsitescom

David Merritt

David Merritt owner and creator of Client Track graduated with a BSc in Computing and has

been designing software ever since David developed Client Track after he saw a real need in

the Accounting Practitioners industry for a solution to help public practice accounting

professionals to organize and control all of their deadlines efficiently Realizing that a large part

of running a successful practice was managing clients chasing down paperwork and handling all

the returns David developed Client Track into a software solution that is built based on the

unique needs of accounting professionals across Canada

Company Client Track Website httpclienttrackca

Twitter Client_Track

Webinar Speakers

2020 Dream Practice Virtual Accounting Conference 2014

Karen Reyburn

Karen Reyburn is a creative-minded individual who specialises in online marketing for

accountancy firms A former accountant (and a Certified Public Accountant in the

States) Karen now assists accountancy firms with understanding and using online

marketing to get more leads A dual British-American citizen Karens past careers

include working with a Glasgow-based accountancy firm setting up and maintaining a

separate consultancy division for this firm She instigated monthly business workshops training and facilitating

business owners in marketing strategy and profitability She has delivered online webinars and offline seminars

for the Chamber of Commerce Bank of Scotland women in business and business growth events She assisted

in the delivery of a comprehensive Business Consulting Programme to accountants for over five years For five

years Karen managed the European office of a global network of accounting firms helping both accountants and

SMEs to improve their marketing efforts This included delivering webinars providing online training website

design and improvement email marketing blogging and marketing action plans Karen is also an

internationally-recognised photographer doing wedding photography family portraits and landscape photography

in Scotland England Ireland Cyprus Australia the United States and more

Company The Profitable Firm Title Owner

Website wwwtheprofitablefirmcom Twitter ProfitableFirm

Graham Smith

Graham Smith is Vice President of Business Development for TSGI-Chartered Accountants

one of the top SRampED consultancies in western Canada He has been active in the SRampED

industry for more than 8 years and has co-taught the course on SRampED for the Institute of

Chartered Accountants of Alberta Graham has worked on wide range of claims for companies

of all sizes and in all industrial sectors

Company TSGI Charted Accountants Title Vice President - Business Development

Website wwwtsgica

wwwvirtualaccountingconferencecom

Webinar Speakers

Rick Solomon CPA CGMA - Keynote Speaker

For over 20 years Rick Solomon has taught professionals around the world how to create

extraordinary results in their professional practices and lives by applying time tested

techniques and sometimes ancient wisdom in a number of ways His past practice as a

CPA and business advisor coupled with years of study at the Sedona Institute have

provided him a deep understanding of how to guide others to be free of the self-created

limitations that for many people make personal and professional success much harder

than it has to be Rick is presently the CEO of Thriving Firm a world leader in helping

professional service providers and advisors build more profitable and rewarding practices

He is the founder and serves as the main facilitator of the Masters Program a two-year workshop and coaching

program offered exclusively to open-minded professionals The Masters Program shares a very unique way to

achieve abundance in ones personal and professional life Rick has challenged thousands of professionals world-

wide to expand their view of themselves and the value they bring to their clients in order to reach new levels of

personal and professional abundance

Company Thriving Firm Title CEO - Founder and Lead Facilitator of the Masters Program

Website wwwthrivingfirmcom Twitter ricksolomoncpa

Amy Shumate

Amy brings 13 years US tax experience to her role as Director in the US Corporate Tax

Advisory practice Amy assists her Canadian clients and their affiliates with their US

federal and state corporate income franchise sales and use tax issues from a unique

cross-border perspective She has worked with all sizes of both public and private

corporations in all types of industries in helping them manage their US federal and state

tax compliance and consulting needs Prior to joining Trowbridge in early 2014 Amy

worked for two of the Big 4 firms beginning in 2001 where she helped clients with US

corporate tax compliance federal and state tax consulting due diligence work

structuring and controversy Amy has a BA and MBA from McMaster University and

an MSc (Tax) from Golden Gate University in San Francisco She is a Canadian Chartered Professional

Accountant registered in Ontario and a Certified Public Accountant registered in Illinois

Company TROWBRIDGE PROFESSIONAL CORPORATION Title Director US Corporate Tax Services

Website wwwtrowbridgeca

Webinar Speakers

2020 Dream Practice Virtual Accounting Conference 2014

Glenn Suart

Glenn Suart is a Calgary-based Strategist Entrepreneur and Host of ldquoTodayrsquos Great Ideardquo

a nationally syndicated program aimed at helping people doing something with their great

ideas Over the past 20 years at WriteMyPlan PricewaterhouseCoopers Consulting and

Nordicity Group Ltd he has helped hundreds of people build successful businesses

Friendly and approachable Glenn and his team create strong viable businesses and craft

compelling winning business plans Glenn also teaches Building An Effective Business

Case at Mount Royal University in Calgary

Company WriteMyPlan Website wwwWriteMyPlancom

Paul Tyers

Paul Tyers is Managing Director of Wealth Stewards Inc and Vice President of Portfolio

Stewards Inc registered with the Ontario Securities Commission He and his team provide

comprehensive wealth management services to affluent Canadians typically in conjunction

with their other ldquotrusted advisorsrdquo A Chartered Professional Accountant (CPA) Certified

Financial Planner (CFP) and Chartered Investment Manager (CIM) Paul has both the

education and experience to provide comprehensive wealth advisory services Upon

completion of a business degree Paul began his career at a major international CA firm

gaining experience in a wide variety of business sectors Moving into corporate finance with

Bank of Montreal followed by Corpfinance International experience was gained in mergers acquisitions succession

and growth financing In 1987 Paul partnered with a venture capital firm to acquire Retirement Counsel of Canada

(RCOC) and led it through substantial growth prior to selling it in 2002 Since 2002 Paul has returned to his passion

of building managing and preserving the wealth of affluent private clients His success is attributed to ensuring

clientsrsquo interests always come first Paul provides advice on the areas noted to the left and has pioneered the

integration of wealth management services into Canadian accountingtax firms

Company Wealth Stewards Inc Title Managing Director

Website httpwealthstewardsca

wwwvirtualaccountingconferencecom

Webinar Speakers

Sam Vassa

Sam Vassa heads PaymentEvolution ndash Canadarsquos largest and most loved cloud payroll and

payments service Sam founded the company with a team of technology and subject

matter specialists and devised an award-winning solution that empowers organizations and

their accountants to manage their own payroll process Previously Sam led business

development for the capital markets industry at Microsoft Corporation His team worked with

leading Microsoft partners to build compelling solutions for the financial services

industry Sam was responsible for alliance relationships with Microsoftrsquos largest global

partners as well as sales and marketing execution with the community He has worked

with Microsoftrsquos US and Canadian subsidiaries and is known for his passion for forming strong partnerships Sam was

a channel manager at Digital Equipment Canada and served with the Canadian Department of Foreign Affairs and

International Trade at their foreign missions worldwide He is a board member of Telecompute ndash a leading software

development firm pioneering the use of portable database technology for vertical markets Sam is active in the

emerging business market as an advisor and mentor to firms seeking management and technology expertise Sam is

a graduate of McMaster University where he studied biochemistry

Company PaymentEvolution Website wwwpaymentevolutioncom

Twitter samvassa

Peggy Tyers BBA - Event Organizer

Peggy Tyers earned an Honours Bachelor of Business Administration from Wilfrid Laurier

University After graduating she entered the retail sector She spent over 20 years

working with National retailers in several areas consulting marketing buying and

merchandising Peggy transferred those skills to another industry sector when she

brought the 2020 Group (leading volunteer membership organization for progressive

accountants in the world) to Canada Peggy looks for products and services to help

accountants improve the efficiency of their practice and improve their bottom lines

Company 2020 Canada Title President

Website www2020canadaca

Webinar Speakers

Scott Zandbergen

Scott Zandbergen has worked in the accounting software world for over 17 years He

spent many years at Sage where he built and grew the Simply Accounting Certified

Consultant program Later as Vice President of Product Management he led the product

strategy for Simply Accounting Accpac and MAS 90500 In early 2011

Scott joined Wave Accounting a fully automated 100 free double entry accounting

software designed for small businesses with less than 10 employees Scotts mission there

is to educate the accounting and bookkeeping communities about the solution Wave

offers their small business clients In a little over 3 years on the market Wave now has over 2 million users on its

platform

Company Wave Accounting Title VP Pro Network

Website wwwwaveappscom Twitter WaveHQ

Wayne Zielke

Wayne is the founder and CEO of LedgerDocs an online document management

application that was designed around the sharing managing and collaboration needs of

bookkeepers accountants and businesses Wayne has spent his career working in the

accounting industry and understands first-hand the workflow and process involved in

providing exceptional full cycle bookkeeping and accounting services to clients From these

experiences he decided to create an application that streamlines the bookkeeping and

accounting process while promoting collaboration among bookkeepers accountants and

their amazing clients

Company LedgerDocs Title Chief Executive Officer

Website wwwledgerdocscom Twitter ledgerdocs

2020 Dream Practice Virtual Accounting Conference 2014

wwwvirtualaccountingconferencecom

2020 Dream Practice

Virtual Accounting Conference

Virtual Conference for Accountants

October 1 and 2 2014

Webinars

Presentations will be held on

Tuesdays and Thursdays from June 3

2014 through January 27 2015

Presentations scheduled from 1100

am MST to 100 pm MST

Schedule includes one hour for

presentation and up to one hour for

questions

Over 32 webinars with

industry experts

wwwvirtualaccountingconferencecom

Collaborate Innovate Prosper

Gold Sponsors

Silver Sponsors

Page 25: Virtual Accounting Conference 2014

wwwvirtualaccountingconferencecom

Webinar Speakers

Viola Olah

Viola Olah is a Hungarian born and raised in Transylvania (yes itrsquos a real placehellip) She

lives in Calgary with her hubby and her dog Nikki After she worked as a systems analyst

for a large oil and gas company for a number of years she decided in 2009 to open up her

own business VH Marketing Ltd an online marketing company She thrives on the

challenge of keeping up with the fast changing pace of the Internet world and implementing

cutting edge marketing strategies to her clientsrsquo marketing plan Seeing clients succeed

gives her great satisfaction and she is grateful for the long-term strong relationships she

forged with them Her clients are local small business owners and individual professionals

who are very good at their own craft and donrsquot have the time or the desire to market their own business VH

Marketingrsquos strategy is to build an impactful web presence not just a website by providing clients with an up to date

web design mobile setup and social media presence This is all tied together with strong ongoing SEO

(search engine optimization) placing the clientsrsquo business in front of the right target market generating leads on

consistent basis

Company VH Marketing Ltd Website wwwvhwebsitescom

David Merritt

David Merritt owner and creator of Client Track graduated with a BSc in Computing and has

been designing software ever since David developed Client Track after he saw a real need in

the Accounting Practitioners industry for a solution to help public practice accounting

professionals to organize and control all of their deadlines efficiently Realizing that a large part

of running a successful practice was managing clients chasing down paperwork and handling all

the returns David developed Client Track into a software solution that is built based on the

unique needs of accounting professionals across Canada

Company Client Track Website httpclienttrackca

Twitter Client_Track

Webinar Speakers

2020 Dream Practice Virtual Accounting Conference 2014

Karen Reyburn

Karen Reyburn is a creative-minded individual who specialises in online marketing for

accountancy firms A former accountant (and a Certified Public Accountant in the

States) Karen now assists accountancy firms with understanding and using online

marketing to get more leads A dual British-American citizen Karens past careers

include working with a Glasgow-based accountancy firm setting up and maintaining a

separate consultancy division for this firm She instigated monthly business workshops training and facilitating

business owners in marketing strategy and profitability She has delivered online webinars and offline seminars

for the Chamber of Commerce Bank of Scotland women in business and business growth events She assisted

in the delivery of a comprehensive Business Consulting Programme to accountants for over five years For five

years Karen managed the European office of a global network of accounting firms helping both accountants and

SMEs to improve their marketing efforts This included delivering webinars providing online training website

design and improvement email marketing blogging and marketing action plans Karen is also an

internationally-recognised photographer doing wedding photography family portraits and landscape photography

in Scotland England Ireland Cyprus Australia the United States and more

Company The Profitable Firm Title Owner

Website wwwtheprofitablefirmcom Twitter ProfitableFirm

Graham Smith

Graham Smith is Vice President of Business Development for TSGI-Chartered Accountants

one of the top SRampED consultancies in western Canada He has been active in the SRampED

industry for more than 8 years and has co-taught the course on SRampED for the Institute of

Chartered Accountants of Alberta Graham has worked on wide range of claims for companies

of all sizes and in all industrial sectors

Company TSGI Charted Accountants Title Vice President - Business Development

Website wwwtsgica

wwwvirtualaccountingconferencecom

Webinar Speakers

Rick Solomon CPA CGMA - Keynote Speaker

For over 20 years Rick Solomon has taught professionals around the world how to create

extraordinary results in their professional practices and lives by applying time tested

techniques and sometimes ancient wisdom in a number of ways His past practice as a

CPA and business advisor coupled with years of study at the Sedona Institute have

provided him a deep understanding of how to guide others to be free of the self-created

limitations that for many people make personal and professional success much harder

than it has to be Rick is presently the CEO of Thriving Firm a world leader in helping

professional service providers and advisors build more profitable and rewarding practices

He is the founder and serves as the main facilitator of the Masters Program a two-year workshop and coaching

program offered exclusively to open-minded professionals The Masters Program shares a very unique way to

achieve abundance in ones personal and professional life Rick has challenged thousands of professionals world-

wide to expand their view of themselves and the value they bring to their clients in order to reach new levels of

personal and professional abundance

Company Thriving Firm Title CEO - Founder and Lead Facilitator of the Masters Program

Website wwwthrivingfirmcom Twitter ricksolomoncpa

Amy Shumate

Amy brings 13 years US tax experience to her role as Director in the US Corporate Tax

Advisory practice Amy assists her Canadian clients and their affiliates with their US

federal and state corporate income franchise sales and use tax issues from a unique

cross-border perspective She has worked with all sizes of both public and private

corporations in all types of industries in helping them manage their US federal and state

tax compliance and consulting needs Prior to joining Trowbridge in early 2014 Amy

worked for two of the Big 4 firms beginning in 2001 where she helped clients with US

corporate tax compliance federal and state tax consulting due diligence work

structuring and controversy Amy has a BA and MBA from McMaster University and

an MSc (Tax) from Golden Gate University in San Francisco She is a Canadian Chartered Professional

Accountant registered in Ontario and a Certified Public Accountant registered in Illinois

Company TROWBRIDGE PROFESSIONAL CORPORATION Title Director US Corporate Tax Services

Website wwwtrowbridgeca

Webinar Speakers

2020 Dream Practice Virtual Accounting Conference 2014

Glenn Suart

Glenn Suart is a Calgary-based Strategist Entrepreneur and Host of ldquoTodayrsquos Great Ideardquo

a nationally syndicated program aimed at helping people doing something with their great

ideas Over the past 20 years at WriteMyPlan PricewaterhouseCoopers Consulting and

Nordicity Group Ltd he has helped hundreds of people build successful businesses

Friendly and approachable Glenn and his team create strong viable businesses and craft

compelling winning business plans Glenn also teaches Building An Effective Business

Case at Mount Royal University in Calgary

Company WriteMyPlan Website wwwWriteMyPlancom

Paul Tyers

Paul Tyers is Managing Director of Wealth Stewards Inc and Vice President of Portfolio

Stewards Inc registered with the Ontario Securities Commission He and his team provide

comprehensive wealth management services to affluent Canadians typically in conjunction

with their other ldquotrusted advisorsrdquo A Chartered Professional Accountant (CPA) Certified

Financial Planner (CFP) and Chartered Investment Manager (CIM) Paul has both the

education and experience to provide comprehensive wealth advisory services Upon

completion of a business degree Paul began his career at a major international CA firm

gaining experience in a wide variety of business sectors Moving into corporate finance with

Bank of Montreal followed by Corpfinance International experience was gained in mergers acquisitions succession

and growth financing In 1987 Paul partnered with a venture capital firm to acquire Retirement Counsel of Canada

(RCOC) and led it through substantial growth prior to selling it in 2002 Since 2002 Paul has returned to his passion

of building managing and preserving the wealth of affluent private clients His success is attributed to ensuring

clientsrsquo interests always come first Paul provides advice on the areas noted to the left and has pioneered the

integration of wealth management services into Canadian accountingtax firms

Company Wealth Stewards Inc Title Managing Director

Website httpwealthstewardsca

wwwvirtualaccountingconferencecom

Webinar Speakers

Sam Vassa

Sam Vassa heads PaymentEvolution ndash Canadarsquos largest and most loved cloud payroll and

payments service Sam founded the company with a team of technology and subject

matter specialists and devised an award-winning solution that empowers organizations and

their accountants to manage their own payroll process Previously Sam led business

development for the capital markets industry at Microsoft Corporation His team worked with

leading Microsoft partners to build compelling solutions for the financial services

industry Sam was responsible for alliance relationships with Microsoftrsquos largest global

partners as well as sales and marketing execution with the community He has worked

with Microsoftrsquos US and Canadian subsidiaries and is known for his passion for forming strong partnerships Sam was

a channel manager at Digital Equipment Canada and served with the Canadian Department of Foreign Affairs and

International Trade at their foreign missions worldwide He is a board member of Telecompute ndash a leading software

development firm pioneering the use of portable database technology for vertical markets Sam is active in the

emerging business market as an advisor and mentor to firms seeking management and technology expertise Sam is

a graduate of McMaster University where he studied biochemistry

Company PaymentEvolution Website wwwpaymentevolutioncom

Twitter samvassa

Peggy Tyers BBA - Event Organizer

Peggy Tyers earned an Honours Bachelor of Business Administration from Wilfrid Laurier

University After graduating she entered the retail sector She spent over 20 years

working with National retailers in several areas consulting marketing buying and

merchandising Peggy transferred those skills to another industry sector when she

brought the 2020 Group (leading volunteer membership organization for progressive

accountants in the world) to Canada Peggy looks for products and services to help

accountants improve the efficiency of their practice and improve their bottom lines

Company 2020 Canada Title President

Website www2020canadaca

Webinar Speakers

Scott Zandbergen

Scott Zandbergen has worked in the accounting software world for over 17 years He

spent many years at Sage where he built and grew the Simply Accounting Certified

Consultant program Later as Vice President of Product Management he led the product

strategy for Simply Accounting Accpac and MAS 90500 In early 2011

Scott joined Wave Accounting a fully automated 100 free double entry accounting

software designed for small businesses with less than 10 employees Scotts mission there

is to educate the accounting and bookkeeping communities about the solution Wave

offers their small business clients In a little over 3 years on the market Wave now has over 2 million users on its

platform

Company Wave Accounting Title VP Pro Network

Website wwwwaveappscom Twitter WaveHQ

Wayne Zielke

Wayne is the founder and CEO of LedgerDocs an online document management

application that was designed around the sharing managing and collaboration needs of

bookkeepers accountants and businesses Wayne has spent his career working in the

accounting industry and understands first-hand the workflow and process involved in

providing exceptional full cycle bookkeeping and accounting services to clients From these

experiences he decided to create an application that streamlines the bookkeeping and

accounting process while promoting collaboration among bookkeepers accountants and

their amazing clients

Company LedgerDocs Title Chief Executive Officer

Website wwwledgerdocscom Twitter ledgerdocs

2020 Dream Practice Virtual Accounting Conference 2014

wwwvirtualaccountingconferencecom

2020 Dream Practice

Virtual Accounting Conference

Virtual Conference for Accountants

October 1 and 2 2014

Webinars

Presentations will be held on

Tuesdays and Thursdays from June 3

2014 through January 27 2015

Presentations scheduled from 1100

am MST to 100 pm MST

Schedule includes one hour for

presentation and up to one hour for

questions

Over 32 webinars with

industry experts

wwwvirtualaccountingconferencecom

Collaborate Innovate Prosper

Gold Sponsors

Silver Sponsors

Page 26: Virtual Accounting Conference 2014

Webinar Speakers

2020 Dream Practice Virtual Accounting Conference 2014

Karen Reyburn

Karen Reyburn is a creative-minded individual who specialises in online marketing for

accountancy firms A former accountant (and a Certified Public Accountant in the

States) Karen now assists accountancy firms with understanding and using online

marketing to get more leads A dual British-American citizen Karens past careers

include working with a Glasgow-based accountancy firm setting up and maintaining a

separate consultancy division for this firm She instigated monthly business workshops training and facilitating

business owners in marketing strategy and profitability She has delivered online webinars and offline seminars

for the Chamber of Commerce Bank of Scotland women in business and business growth events She assisted

in the delivery of a comprehensive Business Consulting Programme to accountants for over five years For five

years Karen managed the European office of a global network of accounting firms helping both accountants and

SMEs to improve their marketing efforts This included delivering webinars providing online training website

design and improvement email marketing blogging and marketing action plans Karen is also an

internationally-recognised photographer doing wedding photography family portraits and landscape photography

in Scotland England Ireland Cyprus Australia the United States and more

Company The Profitable Firm Title Owner

Website wwwtheprofitablefirmcom Twitter ProfitableFirm

Graham Smith

Graham Smith is Vice President of Business Development for TSGI-Chartered Accountants

one of the top SRampED consultancies in western Canada He has been active in the SRampED

industry for more than 8 years and has co-taught the course on SRampED for the Institute of

Chartered Accountants of Alberta Graham has worked on wide range of claims for companies

of all sizes and in all industrial sectors

Company TSGI Charted Accountants Title Vice President - Business Development

Website wwwtsgica

wwwvirtualaccountingconferencecom

Webinar Speakers

Rick Solomon CPA CGMA - Keynote Speaker

For over 20 years Rick Solomon has taught professionals around the world how to create

extraordinary results in their professional practices and lives by applying time tested

techniques and sometimes ancient wisdom in a number of ways His past practice as a

CPA and business advisor coupled with years of study at the Sedona Institute have

provided him a deep understanding of how to guide others to be free of the self-created

limitations that for many people make personal and professional success much harder

than it has to be Rick is presently the CEO of Thriving Firm a world leader in helping

professional service providers and advisors build more profitable and rewarding practices

He is the founder and serves as the main facilitator of the Masters Program a two-year workshop and coaching

program offered exclusively to open-minded professionals The Masters Program shares a very unique way to

achieve abundance in ones personal and professional life Rick has challenged thousands of professionals world-

wide to expand their view of themselves and the value they bring to their clients in order to reach new levels of

personal and professional abundance

Company Thriving Firm Title CEO - Founder and Lead Facilitator of the Masters Program

Website wwwthrivingfirmcom Twitter ricksolomoncpa

Amy Shumate

Amy brings 13 years US tax experience to her role as Director in the US Corporate Tax

Advisory practice Amy assists her Canadian clients and their affiliates with their US

federal and state corporate income franchise sales and use tax issues from a unique

cross-border perspective She has worked with all sizes of both public and private

corporations in all types of industries in helping them manage their US federal and state

tax compliance and consulting needs Prior to joining Trowbridge in early 2014 Amy

worked for two of the Big 4 firms beginning in 2001 where she helped clients with US

corporate tax compliance federal and state tax consulting due diligence work

structuring and controversy Amy has a BA and MBA from McMaster University and

an MSc (Tax) from Golden Gate University in San Francisco She is a Canadian Chartered Professional

Accountant registered in Ontario and a Certified Public Accountant registered in Illinois

Company TROWBRIDGE PROFESSIONAL CORPORATION Title Director US Corporate Tax Services

Website wwwtrowbridgeca

Webinar Speakers

2020 Dream Practice Virtual Accounting Conference 2014

Glenn Suart

Glenn Suart is a Calgary-based Strategist Entrepreneur and Host of ldquoTodayrsquos Great Ideardquo

a nationally syndicated program aimed at helping people doing something with their great

ideas Over the past 20 years at WriteMyPlan PricewaterhouseCoopers Consulting and

Nordicity Group Ltd he has helped hundreds of people build successful businesses

Friendly and approachable Glenn and his team create strong viable businesses and craft

compelling winning business plans Glenn also teaches Building An Effective Business

Case at Mount Royal University in Calgary

Company WriteMyPlan Website wwwWriteMyPlancom

Paul Tyers

Paul Tyers is Managing Director of Wealth Stewards Inc and Vice President of Portfolio

Stewards Inc registered with the Ontario Securities Commission He and his team provide

comprehensive wealth management services to affluent Canadians typically in conjunction

with their other ldquotrusted advisorsrdquo A Chartered Professional Accountant (CPA) Certified

Financial Planner (CFP) and Chartered Investment Manager (CIM) Paul has both the

education and experience to provide comprehensive wealth advisory services Upon

completion of a business degree Paul began his career at a major international CA firm

gaining experience in a wide variety of business sectors Moving into corporate finance with

Bank of Montreal followed by Corpfinance International experience was gained in mergers acquisitions succession

and growth financing In 1987 Paul partnered with a venture capital firm to acquire Retirement Counsel of Canada

(RCOC) and led it through substantial growth prior to selling it in 2002 Since 2002 Paul has returned to his passion

of building managing and preserving the wealth of affluent private clients His success is attributed to ensuring

clientsrsquo interests always come first Paul provides advice on the areas noted to the left and has pioneered the

integration of wealth management services into Canadian accountingtax firms

Company Wealth Stewards Inc Title Managing Director

Website httpwealthstewardsca

wwwvirtualaccountingconferencecom

Webinar Speakers

Sam Vassa

Sam Vassa heads PaymentEvolution ndash Canadarsquos largest and most loved cloud payroll and

payments service Sam founded the company with a team of technology and subject

matter specialists and devised an award-winning solution that empowers organizations and

their accountants to manage their own payroll process Previously Sam led business

development for the capital markets industry at Microsoft Corporation His team worked with

leading Microsoft partners to build compelling solutions for the financial services

industry Sam was responsible for alliance relationships with Microsoftrsquos largest global

partners as well as sales and marketing execution with the community He has worked

with Microsoftrsquos US and Canadian subsidiaries and is known for his passion for forming strong partnerships Sam was

a channel manager at Digital Equipment Canada and served with the Canadian Department of Foreign Affairs and

International Trade at their foreign missions worldwide He is a board member of Telecompute ndash a leading software

development firm pioneering the use of portable database technology for vertical markets Sam is active in the

emerging business market as an advisor and mentor to firms seeking management and technology expertise Sam is

a graduate of McMaster University where he studied biochemistry

Company PaymentEvolution Website wwwpaymentevolutioncom

Twitter samvassa

Peggy Tyers BBA - Event Organizer

Peggy Tyers earned an Honours Bachelor of Business Administration from Wilfrid Laurier

University After graduating she entered the retail sector She spent over 20 years

working with National retailers in several areas consulting marketing buying and

merchandising Peggy transferred those skills to another industry sector when she

brought the 2020 Group (leading volunteer membership organization for progressive

accountants in the world) to Canada Peggy looks for products and services to help

accountants improve the efficiency of their practice and improve their bottom lines

Company 2020 Canada Title President

Website www2020canadaca

Webinar Speakers

Scott Zandbergen

Scott Zandbergen has worked in the accounting software world for over 17 years He

spent many years at Sage where he built and grew the Simply Accounting Certified

Consultant program Later as Vice President of Product Management he led the product

strategy for Simply Accounting Accpac and MAS 90500 In early 2011

Scott joined Wave Accounting a fully automated 100 free double entry accounting

software designed for small businesses with less than 10 employees Scotts mission there

is to educate the accounting and bookkeeping communities about the solution Wave

offers their small business clients In a little over 3 years on the market Wave now has over 2 million users on its

platform

Company Wave Accounting Title VP Pro Network

Website wwwwaveappscom Twitter WaveHQ

Wayne Zielke

Wayne is the founder and CEO of LedgerDocs an online document management

application that was designed around the sharing managing and collaboration needs of

bookkeepers accountants and businesses Wayne has spent his career working in the

accounting industry and understands first-hand the workflow and process involved in

providing exceptional full cycle bookkeeping and accounting services to clients From these

experiences he decided to create an application that streamlines the bookkeeping and

accounting process while promoting collaboration among bookkeepers accountants and

their amazing clients

Company LedgerDocs Title Chief Executive Officer

Website wwwledgerdocscom Twitter ledgerdocs

2020 Dream Practice Virtual Accounting Conference 2014

wwwvirtualaccountingconferencecom

2020 Dream Practice

Virtual Accounting Conference

Virtual Conference for Accountants

October 1 and 2 2014

Webinars

Presentations will be held on

Tuesdays and Thursdays from June 3

2014 through January 27 2015

Presentations scheduled from 1100

am MST to 100 pm MST

Schedule includes one hour for

presentation and up to one hour for

questions

Over 32 webinars with

industry experts

wwwvirtualaccountingconferencecom

Collaborate Innovate Prosper

Gold Sponsors

Silver Sponsors

Page 27: Virtual Accounting Conference 2014

wwwvirtualaccountingconferencecom

Webinar Speakers

Rick Solomon CPA CGMA - Keynote Speaker

For over 20 years Rick Solomon has taught professionals around the world how to create

extraordinary results in their professional practices and lives by applying time tested

techniques and sometimes ancient wisdom in a number of ways His past practice as a

CPA and business advisor coupled with years of study at the Sedona Institute have

provided him a deep understanding of how to guide others to be free of the self-created

limitations that for many people make personal and professional success much harder

than it has to be Rick is presently the CEO of Thriving Firm a world leader in helping

professional service providers and advisors build more profitable and rewarding practices

He is the founder and serves as the main facilitator of the Masters Program a two-year workshop and coaching

program offered exclusively to open-minded professionals The Masters Program shares a very unique way to

achieve abundance in ones personal and professional life Rick has challenged thousands of professionals world-

wide to expand their view of themselves and the value they bring to their clients in order to reach new levels of

personal and professional abundance

Company Thriving Firm Title CEO - Founder and Lead Facilitator of the Masters Program

Website wwwthrivingfirmcom Twitter ricksolomoncpa

Amy Shumate

Amy brings 13 years US tax experience to her role as Director in the US Corporate Tax

Advisory practice Amy assists her Canadian clients and their affiliates with their US

federal and state corporate income franchise sales and use tax issues from a unique

cross-border perspective She has worked with all sizes of both public and private

corporations in all types of industries in helping them manage their US federal and state

tax compliance and consulting needs Prior to joining Trowbridge in early 2014 Amy

worked for two of the Big 4 firms beginning in 2001 where she helped clients with US

corporate tax compliance federal and state tax consulting due diligence work

structuring and controversy Amy has a BA and MBA from McMaster University and

an MSc (Tax) from Golden Gate University in San Francisco She is a Canadian Chartered Professional

Accountant registered in Ontario and a Certified Public Accountant registered in Illinois

Company TROWBRIDGE PROFESSIONAL CORPORATION Title Director US Corporate Tax Services

Website wwwtrowbridgeca

Webinar Speakers

2020 Dream Practice Virtual Accounting Conference 2014

Glenn Suart

Glenn Suart is a Calgary-based Strategist Entrepreneur and Host of ldquoTodayrsquos Great Ideardquo

a nationally syndicated program aimed at helping people doing something with their great

ideas Over the past 20 years at WriteMyPlan PricewaterhouseCoopers Consulting and

Nordicity Group Ltd he has helped hundreds of people build successful businesses

Friendly and approachable Glenn and his team create strong viable businesses and craft

compelling winning business plans Glenn also teaches Building An Effective Business

Case at Mount Royal University in Calgary

Company WriteMyPlan Website wwwWriteMyPlancom

Paul Tyers

Paul Tyers is Managing Director of Wealth Stewards Inc and Vice President of Portfolio

Stewards Inc registered with the Ontario Securities Commission He and his team provide

comprehensive wealth management services to affluent Canadians typically in conjunction

with their other ldquotrusted advisorsrdquo A Chartered Professional Accountant (CPA) Certified

Financial Planner (CFP) and Chartered Investment Manager (CIM) Paul has both the

education and experience to provide comprehensive wealth advisory services Upon

completion of a business degree Paul began his career at a major international CA firm

gaining experience in a wide variety of business sectors Moving into corporate finance with

Bank of Montreal followed by Corpfinance International experience was gained in mergers acquisitions succession

and growth financing In 1987 Paul partnered with a venture capital firm to acquire Retirement Counsel of Canada

(RCOC) and led it through substantial growth prior to selling it in 2002 Since 2002 Paul has returned to his passion

of building managing and preserving the wealth of affluent private clients His success is attributed to ensuring

clientsrsquo interests always come first Paul provides advice on the areas noted to the left and has pioneered the

integration of wealth management services into Canadian accountingtax firms

Company Wealth Stewards Inc Title Managing Director

Website httpwealthstewardsca

wwwvirtualaccountingconferencecom

Webinar Speakers

Sam Vassa

Sam Vassa heads PaymentEvolution ndash Canadarsquos largest and most loved cloud payroll and

payments service Sam founded the company with a team of technology and subject

matter specialists and devised an award-winning solution that empowers organizations and

their accountants to manage their own payroll process Previously Sam led business

development for the capital markets industry at Microsoft Corporation His team worked with

leading Microsoft partners to build compelling solutions for the financial services

industry Sam was responsible for alliance relationships with Microsoftrsquos largest global

partners as well as sales and marketing execution with the community He has worked

with Microsoftrsquos US and Canadian subsidiaries and is known for his passion for forming strong partnerships Sam was

a channel manager at Digital Equipment Canada and served with the Canadian Department of Foreign Affairs and

International Trade at their foreign missions worldwide He is a board member of Telecompute ndash a leading software

development firm pioneering the use of portable database technology for vertical markets Sam is active in the

emerging business market as an advisor and mentor to firms seeking management and technology expertise Sam is

a graduate of McMaster University where he studied biochemistry

Company PaymentEvolution Website wwwpaymentevolutioncom

Twitter samvassa

Peggy Tyers BBA - Event Organizer

Peggy Tyers earned an Honours Bachelor of Business Administration from Wilfrid Laurier

University After graduating she entered the retail sector She spent over 20 years

working with National retailers in several areas consulting marketing buying and

merchandising Peggy transferred those skills to another industry sector when she

brought the 2020 Group (leading volunteer membership organization for progressive

accountants in the world) to Canada Peggy looks for products and services to help

accountants improve the efficiency of their practice and improve their bottom lines

Company 2020 Canada Title President

Website www2020canadaca

Webinar Speakers

Scott Zandbergen

Scott Zandbergen has worked in the accounting software world for over 17 years He

spent many years at Sage where he built and grew the Simply Accounting Certified

Consultant program Later as Vice President of Product Management he led the product

strategy for Simply Accounting Accpac and MAS 90500 In early 2011

Scott joined Wave Accounting a fully automated 100 free double entry accounting

software designed for small businesses with less than 10 employees Scotts mission there

is to educate the accounting and bookkeeping communities about the solution Wave

offers their small business clients In a little over 3 years on the market Wave now has over 2 million users on its

platform

Company Wave Accounting Title VP Pro Network

Website wwwwaveappscom Twitter WaveHQ

Wayne Zielke

Wayne is the founder and CEO of LedgerDocs an online document management

application that was designed around the sharing managing and collaboration needs of

bookkeepers accountants and businesses Wayne has spent his career working in the

accounting industry and understands first-hand the workflow and process involved in

providing exceptional full cycle bookkeeping and accounting services to clients From these

experiences he decided to create an application that streamlines the bookkeeping and

accounting process while promoting collaboration among bookkeepers accountants and

their amazing clients

Company LedgerDocs Title Chief Executive Officer

Website wwwledgerdocscom Twitter ledgerdocs

2020 Dream Practice Virtual Accounting Conference 2014

wwwvirtualaccountingconferencecom

2020 Dream Practice

Virtual Accounting Conference

Virtual Conference for Accountants

October 1 and 2 2014

Webinars

Presentations will be held on

Tuesdays and Thursdays from June 3

2014 through January 27 2015

Presentations scheduled from 1100

am MST to 100 pm MST

Schedule includes one hour for

presentation and up to one hour for

questions

Over 32 webinars with

industry experts

wwwvirtualaccountingconferencecom

Collaborate Innovate Prosper

Gold Sponsors

Silver Sponsors

Page 28: Virtual Accounting Conference 2014

Webinar Speakers

2020 Dream Practice Virtual Accounting Conference 2014

Glenn Suart

Glenn Suart is a Calgary-based Strategist Entrepreneur and Host of ldquoTodayrsquos Great Ideardquo

a nationally syndicated program aimed at helping people doing something with their great

ideas Over the past 20 years at WriteMyPlan PricewaterhouseCoopers Consulting and

Nordicity Group Ltd he has helped hundreds of people build successful businesses

Friendly and approachable Glenn and his team create strong viable businesses and craft

compelling winning business plans Glenn also teaches Building An Effective Business

Case at Mount Royal University in Calgary

Company WriteMyPlan Website wwwWriteMyPlancom

Paul Tyers

Paul Tyers is Managing Director of Wealth Stewards Inc and Vice President of Portfolio

Stewards Inc registered with the Ontario Securities Commission He and his team provide

comprehensive wealth management services to affluent Canadians typically in conjunction

with their other ldquotrusted advisorsrdquo A Chartered Professional Accountant (CPA) Certified

Financial Planner (CFP) and Chartered Investment Manager (CIM) Paul has both the

education and experience to provide comprehensive wealth advisory services Upon

completion of a business degree Paul began his career at a major international CA firm

gaining experience in a wide variety of business sectors Moving into corporate finance with

Bank of Montreal followed by Corpfinance International experience was gained in mergers acquisitions succession

and growth financing In 1987 Paul partnered with a venture capital firm to acquire Retirement Counsel of Canada

(RCOC) and led it through substantial growth prior to selling it in 2002 Since 2002 Paul has returned to his passion

of building managing and preserving the wealth of affluent private clients His success is attributed to ensuring

clientsrsquo interests always come first Paul provides advice on the areas noted to the left and has pioneered the

integration of wealth management services into Canadian accountingtax firms

Company Wealth Stewards Inc Title Managing Director

Website httpwealthstewardsca

wwwvirtualaccountingconferencecom

Webinar Speakers

Sam Vassa

Sam Vassa heads PaymentEvolution ndash Canadarsquos largest and most loved cloud payroll and

payments service Sam founded the company with a team of technology and subject

matter specialists and devised an award-winning solution that empowers organizations and

their accountants to manage their own payroll process Previously Sam led business

development for the capital markets industry at Microsoft Corporation His team worked with

leading Microsoft partners to build compelling solutions for the financial services

industry Sam was responsible for alliance relationships with Microsoftrsquos largest global

partners as well as sales and marketing execution with the community He has worked

with Microsoftrsquos US and Canadian subsidiaries and is known for his passion for forming strong partnerships Sam was

a channel manager at Digital Equipment Canada and served with the Canadian Department of Foreign Affairs and

International Trade at their foreign missions worldwide He is a board member of Telecompute ndash a leading software

development firm pioneering the use of portable database technology for vertical markets Sam is active in the

emerging business market as an advisor and mentor to firms seeking management and technology expertise Sam is

a graduate of McMaster University where he studied biochemistry

Company PaymentEvolution Website wwwpaymentevolutioncom

Twitter samvassa

Peggy Tyers BBA - Event Organizer

Peggy Tyers earned an Honours Bachelor of Business Administration from Wilfrid Laurier

University After graduating she entered the retail sector She spent over 20 years

working with National retailers in several areas consulting marketing buying and

merchandising Peggy transferred those skills to another industry sector when she

brought the 2020 Group (leading volunteer membership organization for progressive

accountants in the world) to Canada Peggy looks for products and services to help

accountants improve the efficiency of their practice and improve their bottom lines

Company 2020 Canada Title President

Website www2020canadaca

Webinar Speakers

Scott Zandbergen

Scott Zandbergen has worked in the accounting software world for over 17 years He

spent many years at Sage where he built and grew the Simply Accounting Certified

Consultant program Later as Vice President of Product Management he led the product

strategy for Simply Accounting Accpac and MAS 90500 In early 2011

Scott joined Wave Accounting a fully automated 100 free double entry accounting

software designed for small businesses with less than 10 employees Scotts mission there

is to educate the accounting and bookkeeping communities about the solution Wave

offers their small business clients In a little over 3 years on the market Wave now has over 2 million users on its

platform

Company Wave Accounting Title VP Pro Network

Website wwwwaveappscom Twitter WaveHQ

Wayne Zielke

Wayne is the founder and CEO of LedgerDocs an online document management

application that was designed around the sharing managing and collaboration needs of

bookkeepers accountants and businesses Wayne has spent his career working in the

accounting industry and understands first-hand the workflow and process involved in

providing exceptional full cycle bookkeeping and accounting services to clients From these

experiences he decided to create an application that streamlines the bookkeeping and

accounting process while promoting collaboration among bookkeepers accountants and

their amazing clients

Company LedgerDocs Title Chief Executive Officer

Website wwwledgerdocscom Twitter ledgerdocs

2020 Dream Practice Virtual Accounting Conference 2014

wwwvirtualaccountingconferencecom

2020 Dream Practice

Virtual Accounting Conference

Virtual Conference for Accountants

October 1 and 2 2014

Webinars

Presentations will be held on

Tuesdays and Thursdays from June 3

2014 through January 27 2015

Presentations scheduled from 1100

am MST to 100 pm MST

Schedule includes one hour for

presentation and up to one hour for

questions

Over 32 webinars with

industry experts

wwwvirtualaccountingconferencecom

Collaborate Innovate Prosper

Gold Sponsors

Silver Sponsors

Page 29: Virtual Accounting Conference 2014

wwwvirtualaccountingconferencecom

Webinar Speakers

Sam Vassa

Sam Vassa heads PaymentEvolution ndash Canadarsquos largest and most loved cloud payroll and

payments service Sam founded the company with a team of technology and subject

matter specialists and devised an award-winning solution that empowers organizations and

their accountants to manage their own payroll process Previously Sam led business

development for the capital markets industry at Microsoft Corporation His team worked with

leading Microsoft partners to build compelling solutions for the financial services

industry Sam was responsible for alliance relationships with Microsoftrsquos largest global

partners as well as sales and marketing execution with the community He has worked

with Microsoftrsquos US and Canadian subsidiaries and is known for his passion for forming strong partnerships Sam was

a channel manager at Digital Equipment Canada and served with the Canadian Department of Foreign Affairs and

International Trade at their foreign missions worldwide He is a board member of Telecompute ndash a leading software

development firm pioneering the use of portable database technology for vertical markets Sam is active in the

emerging business market as an advisor and mentor to firms seeking management and technology expertise Sam is

a graduate of McMaster University where he studied biochemistry

Company PaymentEvolution Website wwwpaymentevolutioncom

Twitter samvassa

Peggy Tyers BBA - Event Organizer

Peggy Tyers earned an Honours Bachelor of Business Administration from Wilfrid Laurier

University After graduating she entered the retail sector She spent over 20 years

working with National retailers in several areas consulting marketing buying and

merchandising Peggy transferred those skills to another industry sector when she

brought the 2020 Group (leading volunteer membership organization for progressive

accountants in the world) to Canada Peggy looks for products and services to help

accountants improve the efficiency of their practice and improve their bottom lines

Company 2020 Canada Title President

Website www2020canadaca

Webinar Speakers

Scott Zandbergen

Scott Zandbergen has worked in the accounting software world for over 17 years He

spent many years at Sage where he built and grew the Simply Accounting Certified

Consultant program Later as Vice President of Product Management he led the product

strategy for Simply Accounting Accpac and MAS 90500 In early 2011

Scott joined Wave Accounting a fully automated 100 free double entry accounting

software designed for small businesses with less than 10 employees Scotts mission there

is to educate the accounting and bookkeeping communities about the solution Wave

offers their small business clients In a little over 3 years on the market Wave now has over 2 million users on its

platform

Company Wave Accounting Title VP Pro Network

Website wwwwaveappscom Twitter WaveHQ

Wayne Zielke

Wayne is the founder and CEO of LedgerDocs an online document management

application that was designed around the sharing managing and collaboration needs of

bookkeepers accountants and businesses Wayne has spent his career working in the

accounting industry and understands first-hand the workflow and process involved in

providing exceptional full cycle bookkeeping and accounting services to clients From these

experiences he decided to create an application that streamlines the bookkeeping and

accounting process while promoting collaboration among bookkeepers accountants and

their amazing clients

Company LedgerDocs Title Chief Executive Officer

Website wwwledgerdocscom Twitter ledgerdocs

2020 Dream Practice Virtual Accounting Conference 2014

wwwvirtualaccountingconferencecom

2020 Dream Practice

Virtual Accounting Conference

Virtual Conference for Accountants

October 1 and 2 2014

Webinars

Presentations will be held on

Tuesdays and Thursdays from June 3

2014 through January 27 2015

Presentations scheduled from 1100

am MST to 100 pm MST

Schedule includes one hour for

presentation and up to one hour for

questions

Over 32 webinars with

industry experts

wwwvirtualaccountingconferencecom

Collaborate Innovate Prosper

Gold Sponsors

Silver Sponsors

Page 30: Virtual Accounting Conference 2014

Webinar Speakers

Scott Zandbergen

Scott Zandbergen has worked in the accounting software world for over 17 years He

spent many years at Sage where he built and grew the Simply Accounting Certified

Consultant program Later as Vice President of Product Management he led the product

strategy for Simply Accounting Accpac and MAS 90500 In early 2011

Scott joined Wave Accounting a fully automated 100 free double entry accounting

software designed for small businesses with less than 10 employees Scotts mission there

is to educate the accounting and bookkeeping communities about the solution Wave

offers their small business clients In a little over 3 years on the market Wave now has over 2 million users on its

platform

Company Wave Accounting Title VP Pro Network

Website wwwwaveappscom Twitter WaveHQ

Wayne Zielke

Wayne is the founder and CEO of LedgerDocs an online document management

application that was designed around the sharing managing and collaboration needs of

bookkeepers accountants and businesses Wayne has spent his career working in the

accounting industry and understands first-hand the workflow and process involved in

providing exceptional full cycle bookkeeping and accounting services to clients From these

experiences he decided to create an application that streamlines the bookkeeping and

accounting process while promoting collaboration among bookkeepers accountants and

their amazing clients

Company LedgerDocs Title Chief Executive Officer

Website wwwledgerdocscom Twitter ledgerdocs

2020 Dream Practice Virtual Accounting Conference 2014

wwwvirtualaccountingconferencecom

2020 Dream Practice

Virtual Accounting Conference

Virtual Conference for Accountants

October 1 and 2 2014

Webinars

Presentations will be held on

Tuesdays and Thursdays from June 3

2014 through January 27 2015

Presentations scheduled from 1100

am MST to 100 pm MST

Schedule includes one hour for

presentation and up to one hour for

questions

Over 32 webinars with

industry experts

wwwvirtualaccountingconferencecom

Collaborate Innovate Prosper

Gold Sponsors

Silver Sponsors

Page 31: Virtual Accounting Conference 2014

wwwvirtualaccountingconferencecom

2020 Dream Practice

Virtual Accounting Conference

Virtual Conference for Accountants

October 1 and 2 2014

Webinars

Presentations will be held on

Tuesdays and Thursdays from June 3

2014 through January 27 2015

Presentations scheduled from 1100

am MST to 100 pm MST

Schedule includes one hour for

presentation and up to one hour for

questions

Over 32 webinars with

industry experts

wwwvirtualaccountingconferencecom

Collaborate Innovate Prosper

Gold Sponsors

Silver Sponsors

Page 32: Virtual Accounting Conference 2014

2020 Dream Practice

Virtual Accounting Conference

Virtual Conference for Accountants

October 1 and 2 2014

Webinars

Presentations will be held on

Tuesdays and Thursdays from June 3

2014 through January 27 2015

Presentations scheduled from 1100

am MST to 100 pm MST

Schedule includes one hour for

presentation and up to one hour for

questions

Over 32 webinars with

industry experts

wwwvirtualaccountingconferencecom

Collaborate Innovate Prosper

Gold Sponsors

Silver Sponsors