1. finance
2. accounting and auditing

2014
CPA New Brunswick
Fall Professional
Development Conference
October 14th - 17th
Delta Beauséjour
Moncton, NB
PROS
IN THE
KNOW
GENERAL
SOCIAL INFORMATION
EVENTS
SessionS
HOTEL INFORMATION
MEALS
CPA New Brunswick’s conference base is the Delta
Beauséjour in Moncton. Reservations must be made
by Sunday, September 14th for a rate of $139 per night,
single or double standard room. When contacting
the hotel, please indicate that you are attending CPA
New Brunswick’s conference.
Complimentary breakfast and lunch will be provided
each day for session participants. Be sure to register
for meals that you will be attending to ensure a
seat. Breakfast will be served from 7:15 am to 8:15
am and lunch will be served from 12:00 pm to 1:00
pm. Refreshments and snacks will be provided at the
morning and afternoon breaks.
Delta Beauséjour
750 Main Street, Moncton, NB, E1C 1E6
Tel: (506) 854-4344 or toll free: 1-888-890-3222
www.deltahotels.com
Direct link: https://www.deltahotels.com/
Groups/Delta-Beausejour-Groups/CPAConference-2014
Conference Check-in Desk Hours:
Tuesday: 7:15 am – 4:30 pm
Wednesday: 7:15 am – 4:30 pm
Thursday: 7:15 am – 4:30 pm
Friday: 7:15 am – 4:30 pm
EARLY REGISTRATION INCENTIVE
Register and pay for the conference by Friday,
September 12th to receive a 20% discount. The final
date for registration is Wednesday, October 8th.
REGISTRATION SAVINGS - Conference Passport
Participants can benefit with significant savings
on standard registration fees when selecting the
Conference Passport option. This option offers you
4 full-day sessions of your choice for the price of
$1,400. (Book early as some sessions have limited
seating capacities).
HOW TO REGISTER
Participants can mail, fax or email their conference
Registration Form (located following the Presenters
section of this brochure) with payment to:
CPA New Brunswick Conference
602-860 Main Street
Moncton, NB E1C 1G2
Fax: (506) 830-3310
Email: jcormier@cpanewbrunswick.ca
1
If you have any dietary restrictions or allergies,
please be sure to indicate these when completing
your registration online or by indicating them on the
Registration Form.
CONTINUING PROFESSIONAL DEVELOPMENT
HOURS
As indicated on the session descriptions, 8 verifiable
CPD hours will be granted for a full day session and
4 verifiable CPD hours will be granted for a half day
session. CPD hours will automatically be applied
to your CPD file within two weeks following the
Conference.
SESSION SPACES
Please note that some sessions have limited
enrolments. If applicable, we have indicated the
maximum number of attendees above the session
descriptions.
OTHER USEFUL INFORMATION
Refund Policy: Refunds will be issued if cancellation
notice is received by 4:30 pm Friday, October 3rd.
A substitute can be made at any time.
Dress Code: Suggested dress code is business casual.
SOCIAL ACTIVITIES
1ST ANNUAL CONFERENCE
WELCOMING RECEPTION!
CGA CONVOCATION
Tuesday, October 14th
Sponsored by: DB Group Consulting Inc.
This is CPA New Brunswick’s first networking event.
This glamorous welcoming reception promises to
be an event to remember. Come socialize with your
peers from 5:00 pm to 7:00 pm. It will give you all
a chance to mix n’ mingle with your new peers and
have a few laughs while enjoying hors-d’oeuvre and
refreshments. Entertainment is provided by Rémi
Boudreau – Magician and Illusionist. As well, music
will be provided by Sistema NB, a 4 pieces string
quartet.
“5-7” PRO EVENT
Saturday, October 18th
Join our Congratulatory Gala event at the Delta
Beauséjour as your organization and invited
dignitaries welcome our newest CPA, CGA members
and congratulate our award recipients. Kevin Robart
will be the master of ceremonies for this event. This
formal banquet will include a succulent meal and
will be followed by a dessert buffet where you can
mingle with family and friends.
Reception (cash bar): 5:30 pm to 6:30 pm
Gala & Awards: 6:30 pm to 9:30 pm
Thursday, October 16th
CMA CONVOCATION
We are having another great social event tonight
from 5:00 pm to 7:00 pm. Come join us, for some
refreshments while mingling with your peers.
October 25, 2014 – Delta Brunswick, Saint John, NB
HOSPITALITY SUITE
After a day filled with top notch professional
development, join us for some rest and relaxation
at our Hospitality Suite. Enjoy complimentary snacks
and beverages as you renew old friendships and
make new ones. We will have prize draws throughout
the week so make sure to drop by each evening that
we are open.
We are open:
• Wednesday, October 15th from 9:00 pm to 11:00 pm
• Thursday, October 16th from 9:00 pm to 11:00 pm
• Friday, October 17th from 9:00 pm to 12:00 am
• Saturday, October 18th from 10:00 pm to 12:00 am
Presentation of Certificates: 3:00 pm to 4:00 pm
Reception (cash bar): 5:00 pm to 6:00 pm
Dinner: 6:00 pm
Further details and registration information will be
communicated later.
CA CONVOCATION
January 17, 2015 – Fredericton Convention Centre
Reception (cash bar): 6:00 pm
Dinner and presentation of certificates and
awards: 7:00 pm
Further details and registration information will be
communicated later.
2
SESSIONS AT A GLANCE SESSIONS
Tuesday, October 14th
SESSIONS
PRESENTERS
Leading Change (F)
Pierre Battah
Full
From Know-how to Know-why - Intro to ValuesOrientated Leadership (E)
Thomas Mengal
Full
Financial Statement Analysis (E)
Karine Benzacar
Full
Cloud Computing for Accountants (E)
Ward Blatch
Full
Efficient & Effective Review of Working Papers - Audit, Review &
Compilation Engagements (E)
Stella Penner
Full
HST/GST - Refresher for Professionals (E)
Pierre Cormier
AM
Taxation of Domestic Family Trusts (E)
Candace Sears
PM
Wednesday, October 15th
SESSIONS
PRESENTERS
Coaching Skills for Management & Supervisors (F)
Pierre Battah
AM
Trusts and estates - Taxation in the death and
testamentary planning (F)
André Gauvin
PM
Practical Tips for Controllers & CFOs (E)
Stephen Priddle
Full
Advanced Tax Planning & Strategies (E)
Marc Léger, Dan LeBlanc,
Armand Iratunga,
Natalie Woodbury
Full
Public Speaking - Speak with Purpose, Authority and Effect (E)
Paul Kearley
AM
Email Efficiency - Writing for a Wired World (E)
Jon Tattrie
PM
Employment Law for non-HR Professionals (E)
Clarence Bennett,
Sacha Morisset
AM
Provincial Law (E)
Self study
Basic CaseWare/CaseView (E)
Terry Isles
AM
Advanced CaseWare/CaseView (E)
Terry Isles
PM
*Session to be presented in : (E) English or (F) French
3
ELEVATE YOUR PROSPECTS
EXPAND YOUR HORIZONS
FULFILL YOUR POTENTIAL
SESSIONS
Thursday, October 16th
SESSIONS
PRESENTERS
Retirement's Current Reality (F)
Michel Noël
AM
Networking for Success (F)
Samuel Saintonge
PM
Leading Change (E)
Pierre Battah
Full
Money Belt/Lean Six Sigma (E)
Peter Robustelli
Full
Valuation in Corporate Finance (E)
Tom McCallum
Full
Insolvency & Restructuring (E)
Robert MacKeigan, Stephen
Hutchinson, Maurice Chiasson,
Hugh Cameron
AM
Advanced Navigating & Resolving Tax Issues (E)
Bruce Russell, Kaitlyn Angus
PM
Writing with Confidence for Professionals (E)
Jon Tattrie
AM
Non-Profit Organizations and Registered Charities:
Accounting, Auditing & Taxation Issues (E)
Alexis Brown
PM
Friday, October 17th
SESSIONS
PRESENTERS
Exceptional Board Governance (F)
Aldéa Landry
AM
Presentation of Financial Statements - Advanced (F)
Sophie Bureau
Full
Intro to U.S. Tax (E)
Todd King
Full
Project Management 101 (E)
Donald Moore
Full
Retirement Planning (E)
Dan Noel
AM
IFRS Update 2014 (E)
Emily Hartford
PM
Networking for Success (E)
Samuel Saintonge
AM
Social Media (E)
Heather Anne Carson
PM
Exceptional Board Governance (E)
Aldéa Landry
PM
*Session to be presented in : (E) English or (F) French
JOIN THE PROS.
4
CONTAIN-IT
368 Faulkland Street, P.O. Box 130
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B0K 1H0
Office: 485-4542 1-888-485-4542
Fax: 485-5136
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SESSIONS
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Tel: (506) 853-6200
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Dumpsters • Garbage Removal • Portable Storage Containers
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Moncton, New Brunswick E1C 8T6
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Avocate & Notaire - Barrister & Solicitor
Phone: (506) 859-2130 Facsimile: (506) 859-2132
SESSIONS
Tuesday, October 14th
lynnlaw@nb.aibn.com
Leading Change (French)
Presenter: Pierre Battah
Time: 8:30 am - 4:30 pm
CPD hours: 8
Maximum participants: 30
After completing the session, participants will be able to:
• Develop a compelling case for change
• Articulate a vision for a change initiative
• Develop a change management plan
• Build commitment to a change
• Engage and empower people to act
• Communicate effectively and relentlessly
• Identify and address resistance to change
• Implement a change management plan
• Institutionalize the change
Tuesday, October 14th
ve
lid
by
014
This session is designed to ensure that people have the knowledge and skills to
effectively lead and support change initiatives. It is based on research and best practices
that are then translated into practical and proven strategies for success in the workplace.
Particular emphasis is placed on the work of John Kotter, one of the leading authorities on
change management principles and practices.
Participants ground their learning by using their own past, present or future change
initiatives as cases throughout the course.
Leadership is about motivating one-self and others to make a meaningful difference.
This session is designed for participants who would like to be more effective in leading
themselves and others. It will introduce participants to a new leadership approach resulting
from the presenters’ research and practice. Values-oriented leadership focuses on and
requires the ability to discover meaning in what we do and to jointly create a successful
strategy for the future.
Participants will be introduced to the building blocks of effective leadership in an
engaging mix of theory and practice.
From Know-how to Knowwhy - Intro to ValuesOrientated Leadership
(English)
Presenter: Thomas Mengal
Time: 8:30 am - 4:30 pm
CPD hours: 8
In particular, the session is designed to help participants achieve the following
learning outcomes:
• Effectively integrate concepts and skills of values-oriented leadership into their
leadership repertoire
• Meaningfully address their own and others’ motivational needs
• Apply the concepts of emotional and spiritual intelligence
• Successfully set and pursue goals for their own personal and leadership
development
• Identify and implement strategies for team- and project-leadership
• Create effective approaches for organizational leadership
• Connect the concepts of values and meaning to the bottom-line and other
organizational outcomes.
6
SESSIONS
Tuesday, October 14th
Analyzing financial statements is no easy task. In a world where some companies
report results using International Financial Reporting Standards (IFRS), others report using
U.S. GAAP and still others report using Accounting Standards for Private Enterprises (ASPE),
this task is becoming more and more challenging. Financial statements are froth with
managerial judgment and it is difficult to assess the financial health of an organization or
compare companies based on numbers alone.
Financial Statement
Analysis (English)
Presenter: Karine Benzacar
Time: 8:30 am - 4:30 pm
CPD hours: 8
Maximum participants: 50
This session focuses on how to analyze financial statements, particular the lesser known
techniques which are becoming more and more important in our first year of IFRS and
ASPE reporting. It will review the right situations in which to use straightforward financial
ratio analysis and will also address adjustments which must be made to statements prior to
the use of ratios so that the financial analysis techniques are applied effectively. It will also
discuss other measures which must be taken into account to arrive at a detailed assessment
of a company’s financial health.
Tuesday, October 14th
“Cloud Computing.” You’ve heard the term, but what does it really mean and how
will it impact you both personally and professionally? In this session, you will learn the
fundamentals of cloud computing, including what cloud computing really is and how it
differs from hosted services. The course then shifts into a discussion to help you understand
if cloud computing might be right for your organization or for your clients. From there, you
will learn about the leading providers of cloud-based services and which of their solutions
might be right for your organization or for your clients. Additionally, during the session you
will learn how to migrate to cloud-based solutions and how to avoid the major pitfalls along
the way.
Cloud Computing for
Accountants (English)
Presenter: Ward Blatch
Time: 8:30 am - 4:30 pm
CPD hours: 8
Don’t miss this chance to learn about cloud computing and the potential for you to
improve information services within your organization while improving efficiency and
driving down costs!
Learning Objectives:
• Distinguish between cloud computing, virtualization, and hosted services
• Determine if cloud computing is right for your organization
• Identify the major cloud computing, hosted services, and application service provider
vendors and the key solutions provided by each of these vendors
• Develop a road map for selecting a cloud-based solution and migrating to it
• Recognize the potential pitfalls associated with cloud-based solutions – such as
security and data availability – and identifying means of avoiding these hazards
• Investigate data storage in the cloud
Course Information
• Prerequisites: Fundamental knowledge of computer operations and Internet usage
• Program level: Intermediate
7
SESSIONS
Tuesday, October 14th
This session develops a process for performing and documenting a review of working
paper files for various engagements and review levels.
Who Will Benefit: The session is directed to professionals just starting to review the working
papers of audits, reviews and compilation engagements. It will also benefit Individuals with
experience in reviewing working paper files wishing to improve their review skills.
Learning Outcomes:
Participants will be able to understand:
• The relationship between the review process and the requirements for engagement file
reviews under the Canadian Auditing Standards (CAS) and Other Canadian Standards
• The different approaches needed in the various review roles resulting from the CSQC
1 quality control requirements
• How to follow an organized structure when reviewing working paper files
• Specific file review problem areas
• The most common file deficiencies to be found
• Requirements of CAS 230 audit documentation
Efficient and Effective
Review of Working
Papers– Audit, Review and
Compilation Engagements
(English)
Presenter: Stella Penner
Time: Time: 8:30 am - 4:30 pm
Topics Include:
CPD hours: 8
• Detailed outline of file review requirements under the CAS
• Discussion of review problems encountered in practice
• How reviews are different for various levels of assurance
• How reviews differ when no assurance is given( Compilations)
• Comparison of file review requirements for various review situations (i.e. detailed vs.
general reviews)
• Review of a file for file efficiency purposes.
• How to review some key C•PEM forms
• Case study in file review
• Program level: Intermediate
Tuesday, October 14th
HST/GST Refresher for
Professionals (English)
Presenter: Pierre Cormier
Time: 8:30 am - 12:00 pm
CPD hours: 4
This session will provide an overview on a selection of important GST/HST issues a
practitioner may encounter when working with clients in various industries and identify
some important areas which are frequently sources of errors/assessments. The application
of GST/HST is often far more complex than practitioners or businesses appreciate. The
principles involved are often quite different than those applied to income tax. Failure to be
aware of these complexities can result in lost opportunities, or worse, large tax assessments.
The session will review important concepts including HST place of supply rules (which often
impact suppliers located in non-HST provinces), registration & collection requirements,
taxable supplies and deemed supplies, input tax credit entitlements and some of the more
common and important exemptions and zero-rating provisions.
Who Should Attend: General practitioners, company accountants and other advisors who
provide advice on or participate in a range of business transactions.
Topics Include:
• Fundamental concepts – including ‘commercial activity’
• Registration, collection and reporting rules – including HST place of supply rules
• Review of input tax credit entitlement rules and other rebates
• Brief review of important zero-rating provisions and exemptions including, exports,
transactions with non-residents, health care providers, and others
• Program level: Intermediate
8
SESSIONS
Tuesday, October 14th
Objectives:
This session will focus on the basic concepts of trust law and the relationship between the
parties, the design of a trust, types of trust, taxation of trusts and taxation of beneficiaries.
Practical uses of trusts for inter vivos planning will be addressed. The treatment of the
various elements of a basic T3 income tax return will be covered. The session does not deal
in depth with the taxation of estates, the preparation of terminal income tax returns or postmortem tax planning.
Taxation of Domestic
Family Trusts (English)
Presenter: Candace Sears
Time: 1:00 pm - 4:30 pm
CPD hours: 4
Who Should Attend: The session will appeal to practitioners who would like a working
knowledge of the nature of a trust and the constraints imposed by law on the use of a trust,
the various types of trusts, the rules relating to the taxation of trusts and their beneficiaries
and the practical uses of trusts.
Topics include:
• The various types of trusts and how trusts and beneficiaries are taxed
• The legal issues to be addressed in establishing, designing and operating a trust, and
the constraints these impose
• Detailed examples to illustrate concepts and practical uses of trusts
• A detailed summary of the taxation of inter vivos trusts and their beneficiaries and a
summary of the taxation of estates
• Attribution rules which apply to the beneficiaries of trusts
• Distinguishing a trust from an estate
• A review of the preparation of a T3 return for an inter vivos trust
Wednesday, October 15th
The power of efficient feedback is unlike any other in terms of motivation abilities and
potential to reinforce, develop, and correct employees’ performance and behaviors. While
carrying out their performance management functions, effective managers use a variety of
coaching techniques, which include efficient feedback. They employ some instruments from
their toolbox, namely relevant questions that allow them to provide impactful feedback.
Coaching Skills for
Management &
Supervisors (French)
Presenter: Pierre Battah
Time: 8:30 am - 12:00 pm
CPD hours: 4
Maximum Participants: 30
9
At the end of the session, participants will be able to:
• Identify three types of questions which define and offer options leading to actions
on the part of employees
• Offer positive and negative feedback while achieving the desired impact
• Increase the likelihood that the feedback will lead to major changes
• Identify and overcome defense mechanisms demonstrated by employees
receiving feedback
• Start and finish difficult conversations to bring positive changes to the employees’
performance and behaviors
SESSIONS
Wednesday, October 15th
The death of a person causes several specific tax implications.
Outline:
This session deals with the tax aspects that a CPA must master in order to intervene in a
testamentary planning or regulation of succession.
It is a good complement to training activities dealing with other considerations than
tax: Trusts and estates - establishment of a testament (other than tax considerations) and
Trusts and estates - regulation of an estate (other than tax considerations).
Trusts and estates Taxation in the death and
testamentary planning
(French)
Presenter: André Gauvin
Time: 1:00 pm - 4:30 pm
CPD hours: 4
Objectives: At the end of the session, the participants will be able to give advice on issues
concerning the establishment of a testament and in the liquidation of a succession.
Topics:
• Required information
• General tax rules applicable in the event of death
• Tax reliefs
• American inheritance rights
• Production of tax returns for the deceased
• The estate tax preparation
• Elements of estate tax planning
• Elements of planning tax post-mortem
• Clearance certificates
• Case practice (deceased and succession)
Who Should Attend: Accountants in firms, companies and advisors in public sector
Wednesday, October 15th
This session covers several hundred useful tips for accountants in financial leadership.
The tips are illustrated through concrete examples derived from practical experience. You
won’t find these tips in courses or text books, but you’ll be able to use many of them. Value
will also be derived from the sharing of experiences and practices by the participants. This
session “grows” continuously as new tips are added from past participants. It provides
specific opportunities for bench-marking your practices with those of your peers.
Practical Tips for
Controllers & CFOs
(English)
Presenter: Stephen Priddle
Time: 8:30 am - 4:30 pm
CPD hours: 8
Who Should Attend: Accountants in leadership positions, such as Controllers, CFOs and
directors of finance, as well as those in public practice or consulting, who advise clients.
Accountants from large companies, government and not-for-profits also find the course
useful. It is also helpful for financial analysts and accountants moving toward these roles.
Topics Include:
• Great tips on key indicator reporting
• Getting the most out of your bank
• Cash flow crisis: what to do when it happens
• Cost-cutting tips
• M&A: the good, the bad and the ugly
• The fast close
• System conversion dos and don’ts
• More creative thinking for accountants
• Auditors & lawyers: minimizing costs
• More useful financial reporting
10
SESSIONS
Wednesday, October 15th
The session begins with a comprehensive review of various anti-avoidance
provisions designed to prevent or discourage aggressive tax planning. Topics
covered include the general anti-avoidance rule, shareholder benefit provisions,
arm’s length relationships, expense deductibility, inadequate consideration,
attribution provisions, stop-loss provisions, surplus stripping, association etc.
Various tax planning strategies are presented that are divided into four
main categories: restructuring asset profiles, sale of business, use of partnerships
and use of trusts. Factual scenarios are provided in the materials that address
objectives, statutory provisions, case law, results and risk analysis.
This is an in-depth session that moves along quickly due to the volume of
topics presented and discussed.
Session Outline:
• Managing tax avoidance risks
• Restructuring asset profiles – important planning strategies
• Business sale planning matters
• Tax planning using partnership business structures
• Tax planning using trust relationships
Advanced Tax Planning & Strategies
(English)
Presenters: Marc Léger, Dan LeBlanc,
Armand Iratunga, Natalie Woodbury
Time: 8:30 am - 4:30 pm
Who Will Benefit: This session is ideally suited to practitioners with strong
CPD hours: 8
Canadian tax planning backgrounds who wish to add value to existing and
potential client relationships by giving consideration to potential tax and estate
planning opportunities.
Prerequisite: Participants should have a good knowledge of personal and
corporate income tax.
Wednesday, October 15th
If you are the kind of person who likes to be in control over your surroundings and
speak up when a voice of reason or clarity is required, then this session has been designed
especially for you. Every minute of this session is aimed at coaching you to stand up, speak
out and be heard, and to deliver a talk or story with confidence. If your goal is to be more
comfortable just speaking up at a meeting, you’ll also walk away from this session with a
toolbox full of practices and principles that you can rely on to be effective in voicing your
point or idea. Join us in this session as we tackle and tame one of the biggest challenges in
business today: The fine A.R.T. of business communication.
Public Speaking - Speak
With Purpose, Authority
and Respect (English)
Presenter: Paul Kearley
Time: 8:30 am - 12:00 pm
CPD hours: 4
Maximum Participants: 40
11
SESSIONS
Wednesday, October 15th
Readers are busy people. When they are kind enough to begin reading our words,
they also begin thinking about doing something else. Alerts are flashing across the screen,
links tempt them away, and Facebook tells them someone has commented on their photo.
Writers always knew some readers would abandon them before finishing their piece, but
now we know exactly how long readers spend on our pages, what holds their attention,
and when they leave. We can improve our writing to retain readers. Online readers like short
sentences, short paragraphs, and lots of white space.
Email Efficiency - Writing
for a Wired World (English)
Presenter: Jon Tattrie
Time: 1:00 pm - 4:30 pm
CPD hours: 4
Maximum Participants: 20
Program Content:
• How to clarify the response you want from a message
• How to avoid cliché words and phrases that confuse or irritate people
• How to build a toolbox of tones so you always use the best fit
• How to assess your audience and calibrate your writing style
• When to CC and when to BCC and why you should almost never Reply All
• How to change the Subject to get quicker responses
• Avoid the F-word: when Forwarding goes wrong
Program Benefits: This course will help you…
• Improve your communication skills
• Control your email so your email doesn’t control you
• Respond to emails so the sender is satisfied
• Learn the One Mail, One Message rule
• Punctuate your emails to improve clarity
• Handle Flaming, LOLing and emoticons
Who Will Benefit: Anyone who regularly emails clients and colleagues and wants to make
a better e-impression.
Wednesday, October 15th
The presentation will be entitled the ABCs of Employment Law and will
highlight legal issues that may arise at every stage in the employment relationship.
We will discuss issues that arise from pre-hiring, hiring, and termination and
provide advice about performance management, accommodation, off-duty
conduct, and use of social media highlighting recent cases that will help the
audience learn from the bad behavior of other employers and employees.
Employment Law for non-HR
Professionals (English)
Presenters: Clarence Bennett &
Sacha Morisset
Time: 8:30 am - 12:00 pm
CPD hours: 4
12
SESSIONS
Wednesday, October 15th
This half day session is designed to show participants the basics of CaseWare and
CaseView. The session is divided between CaseWare and CaseView topics with time allotted
for general discussions and questions. The session is appropriate for various experience
levels, however the session is targeted towards the new and less experienced user.
Basic CaseWare/CaseView
(English)
Presenter: Terry Isles
Time: 8:30 am - 12:00 pm
CPD hours: 4
Topics covered include:
CaseWare
• Creating new files from client data and templates, Lead sheet and grouping options
• Import and export information
• Program options – setup
• File Documentation, Printing and year end roll forward
• Basic understanding of History and milestones, Issues
• File Maintenance and Completion
CaseView
• Basic understanding of Paragraph and section skipping
• Table formatting and options, Cell roll forward & events
• Cell calculations, Linking to working paper data, Notes to financials
• Printing and exporting reports
CaseWare Add-ons
• GAAP and IFRS Financials templates
• Audit and Review templates
• Connector
Wednesday, October 15th
This half day session will focus on refining the use of Caseware and Caseview through the
discussion of various features and options available to enhance file quality and productivity.
The session will focus on understanding advanced features of Caseware’s working trial
balance, documents and functionality and understanding the more sophisticated features
within CaseView to develop automated letters, reports and financial statements.
Advanced CaseWare/
CaseView (English)
Presenter: Terry Isles
Time: 1:00 pm - 4:30 pm
CPD hours: 4
Topics covered include:
CaseWare
• Creating files from client data and templates, Import and export information
• File Documentation, Printing and year end roll forward
• Advanced document settings and customization
• Analytical review using account and variance analysis
• File Maintenance and Completion
CaseView
• Paragraph and section skipping, Check boxes and Popup cells (with choices)
• Table formatting and options, Cell roll forward & events
• Cell calculations, Linking to working paper data, Drill-downs to working paper data
• Notes to financials - best practices, Insert and update Knowledge library links
CaseWare Add-ons
• GAAP and IFRS Financials templates
• Audit and Review templates
• Connector
* Provincial Law - Self study info This course is designed to provide information about selected New Brunswick legislation,
13
which is of relevance to accountants in carrying out their professional responsibilities.
This course is mandatory for all CA students seeking admission to the NBICA.
SESSIONS
Thursday, October 16th
Retirement’s current
reality (French)
Presenter: Michel Noël
Time: 8:30 am - 12:00 pm
CPD hours: 4
Low interest rates, stock markets at record levels, increased life
expectancy... how can we plan our retirement in such an environment?
While all these elements have an impact on retirement, the solution
consists of global wealth management and good planning.
This session is mostly aimed at helping practitioners offer good
advice to their entrepreneur and professional clients regarding
retirement. It will help participants identify potential solutions
to build the net value and maximise the life style at retirement of
their clients.
Thursday, October 16th
Networking for Success
(French)
Presenter:
Samuel Saintonge
Time: 1:00 pm - 4:30 pm
CPD hours: 4
Networking, a waste of time? For a lot of people it is! I see it
every day!
Networking is important! Networking is a process which
combines action and reflection. There are many things that you can
do in order to become a better Networker. The first thing to do is to
gain a good understanding of how Networking can work for YOU!
Forget what others are doing, let’s create a plan that works for the
“introverts” and “extraverts“ alike… different process same results!
Maximize your strengths, then adapt existing strategies and
develop new strategies for yourself. Let’s work together and explore
the pillars of effective Networking.
Thursday, October 16th
This session is designed to ensure that people have the knowledge and skills to effectively lead
and support change initiatives. It is based on research and best practices that are then translated
into practical and proven strategies for success in the workplace. Particular emphasis is placed on the
work of John Kotter, one of the leading authorities on change management principles and practices.
Participants ground their learning by using their own past, present or future change initiatives as
cases throughout the course.
After completing the session, participants will be able to:
• Develop a compelling case for change
• Articulate a vision for a change initiative
• Develop a change management plan
Leading Change
• Build commitment to a change
(English)
• Engage and empower people to act
Presenter: Pierre Battah
• Communicate effectively and relentlessly
Time: 8:30 am - 4:30 pm
• Identify and address resistance to change
CPD hours: 8
• Implement a change management plan
Maximum Participants: 30
• Institutionalize the change
14
SESSIONS
Thursday, October 16th
Finance professionals are one of the most important voices in an organization and must
be part of the Lean Six Sigma program for the organization to be successful. This session
was developed to:
• Educate the finance function on their role in a Lean Six Sigma program. The role
includes improving processes in finance and participating on project teams.
• Providing financial expertise to quantify the cost of poor performance and savings.
• Providing a signatory sign-off in cost savings of project teams.
Money Belt / Lean Six
Sigma (English)
Presenter: Peter Robustelli
Time: 8:30 am - 4:30 pm
CPD hours: 8
Maximum Participants: 30
Topics for this session include:
• The role of finance in a Lean Six Sigma program
• Understanding and creating a cost of poor quality metric
• Lean Six Sigma as it applies to the financial processes
• Participation on a Lean Six Sigma Team
• Determining the ROI of process improvement
Thursday, October 16th
Valuation in Corporate
Finance (English)
Presenter: Tom McCallum
Time: 8:30 am - 4:30 pm
CPD hours: 8
15
The valuation of a business or a business interest is not a mechanical, mathematical
exercise. It’s subjective but within an objective framework, requiring accounting and finance
skills as well as the application of logic and professional judgement using the whole range of
skill sets of an accountant.
This session will acquaint you with the basic nuts and bolts of business valuation, as
applied to a closely-held corporation. The value of a business interest might need to be
determined in a variety of situations, most notably for income tax purposes, marriage
breakdown, and shareholder disputes. The material will also be invaluable to those who
will be required to ascertain or value goodwill and/or similar intangibles under IFRS or other
accounting standards. We’ll look at both the underlying principles supporting valuation and
the practical application aspects such as valuation reports and their requirements, including
CGA-Canada’s Business Valuation Guideline. Included among the many topics is an examination of the definition of fair market
value and its determination in a notional market context, the difference between value
and price, ordinary purchasers versus special-purchasers, the going-concern approaches of
capitalizing (or discounting) earnings/cash flows, net asset value approaches, distinguishing
between commercial goodwill and personal goodwill, evaluating risk, the role of rules-ofthumb, and testing valuation conclusions. You’ll leave with an improved appreciation for
the art and science of valuation which you can immediately apply in practice.
SESSIONS
Thursday, October 16th
Four senior practitioners from Stewart McKelvey’s team of insolvency and
restructuring specialists will provide an overview on what you need to
know in the field of Insolvency and Restructuring, including the following:
Insolvency & Restructuring (English)
Presenters: Robert MacKeigan,
Stephen Hutchinson, Maurice
Chiasson, Hugh Cameron
Time: 8:30 am - 12:00 pm
CPD hours: 4
• Overview of the Bankruptcy and Insolvency Act (“BIA”)
• Comparison of the BIA proposal regime and Companies’ Creditors
Arrangement Act (“CCAA”) plan of arrangement provisions
• Distressed businesses – what to do when your banker calls the loans,
options for restructuring
• Overview of statutory priorities
• Overview of Directors liability
• Interactive case study on related party transactions
• Creditor’s Rights, options for collecting the unpaid receivable
• Secured lending, perfecting the security, common mistakes
Thursday, October 16th
This half day session will focus on tax litigation topics such as:
Advanced Navigating &
Resolving Tax Issues (English)
Presenters:
Bruce Russell, Kaitlyn Angus
Time: 1:00 pm - 4:30 pm
CPD hours: 4
• Audit
• Notice of Objection
• Tax Court process
• New Brunswick Provincial Court
• Federal Court
• New Brunswick Court of Queen’s Bench
• Federal Court of Appeal
• Supreme Court of Canada
• Evidence
• Taxpayer relief applications
• Investigation process
• Taxpayer Bill of Rights
• CRA ombudsman
• Solicitor client privilege
• Directors liability assessments
• Section 160 assessments
• SR&ED issues
• Overseas employment tax credits assessments
• “Automatic” penalties
• Mediation/arbitration
• Remission orders
• GAAR assessments
16
SESSIONS
Thursday, October 16th
Clear writing is critical for anybody at work today. Communications with clients,
colleagues, authorities and other professionals must accurately and precisely convey the
required information. Poor writing leads to miscommunications. Sloppy sentences can be
misconstrued. Emails and “remails” seeking clarification waste the time of the writer and the
reader.
This session will show you how to use plain English to avoid ambiguity. You will increase
the quality of your writing while decreasing the time you spend writing. You will learn how to
prepare your thoughts and how to compose them so the reader will understand you perfectly.
Writing With Confidence
for Professionals
(English)
Presenter: Jon Tattrie
Time: 8:30 am - 12:00 pm
CPD hours: 4
Maximum Participants: 20
People who have taken this session report that they are able to:
• Get their thoughts organized quickly to get off to a fast start
• Use openings that guide the reader to their message
• Shorten and simplify their documents using five key editing techniques
• Know why documents follow the format they do and precisely how they are used
• Understand the technical writing requirements – quick comprehension, clear
navigation, completeness and accuracy
• Use four main visual techniques to make their writing more inviting
• The time you spend on this course will soon be recuperated in improved writing
speed and clarity. As a bonus, your clients and colleagues will save time, too, as they
no longer have to re-read what you’ve written. The class is fun, interactive, and full of
practical advice.
After this session you will be able to:
• Understand the “Circle of Good Writing”
• Clarify your objectives
• Assess your audience
• Use the “Five Principles of Clarity”
• Write so clearly that your reader gets your message quickly and easily
Thursday, October 16th
This session will address accounting, auditing and income tax issues specific to
organizations carried on for not-for-profit purposes. Not-for-profit accounting, tax
and reporting rules are substantially different from those applicable to private sector
organizations. Without a solid understanding of these rules, individuals in financial
reporting positions with these organizations may encounter difficulties meeting their
reporting requirements.
Non-Profit Organizations
and Registered Charities:
Accounting, Auditing, and
Taxation Issues (English)
Presenter: Alexis Brown
Time: 1:00 pm - 4:30 pm
CPD hours: 4
17
Benefits of attending: The session will provide those involved in charities and NPOs an
introductory understanding of the accounting and tax issues facing these organizations.
Participants in public practice will gain an understanding of the accounting and tax issues
specific to non-profit entities to provide valuable services to their not-for-profit clients.
Topics include:
• Canadian gaap for charities and not-for-profit financial statements
• Differences between part iii and psab 4200 series
• Typical audit issues faced by auditors of these entities
• Tax compliance requirements for charities and not-for-profits
• Canadian tax rules with respect to loss of tax exempt status and planning techniques
to minimize this risk
• Latest proposed and enacted tax legislation affecting these entities
Program Level: Introductory to Intermediate
SESSIONS
Friday, October 17th
A strong and dedicated Board of Directors can be the backbone of a non-profit
organization. The more effectively a board is run, the more it can contribute to the success
of the organization. Board chairs, board members and executive directors/CEOs who work
with boards will all benefit from this session devoted to best practices in board governance.
Exceptional Board
Governance (French)
Presenter: Aldéa Landry
Time: 8:30 am - 12:00 pm
CPD hours: 4
Topics include:
• Clarifying the roles and responsibilities of board members and committees
• Understanding the relationship between the board and the executive director
• Recruiting and training board members
• Assessing the effectiveness of one’s own board and committees
Friday, October 17th
This session is designed for those who would like to know more about the Fundamentals
of Project Management. This session takes people through the five Process Groups and ten
Knowledge Areas outlined in the Project Management Body of Knowledge. It’s a great way
to get started on a path to Project Management, but can also be used as a refresher on these
same topics. This session is designed as an interactive learning experience and requires no
formal knowledge or experience in Project Management.
Project Management 101
(English)
Presenter: Donald Moore
Time: 8:30 am - 4:30 pm
CPD hours: 8
Topics include:
• Project Management Process Groups:
- Initiating, Planning, Executing & Closing
- Monitoring and Controlling
• Project Management Knowledge Areas:
- Integration
- Scope, Time & Cost
- Risk & Quality
- Human Resources
- Communications
- Procurement
• The Triple Constraint
• Project Management Organizational Structures
• Professional and Social Responsibility
• Resources and Tools
18
SESSIONS
Friday, October 17th
Introduction to U.S. Tax
(English)
Presenter: Todd King
Time: 8:30 am - 4:30 pm
CPD hours: 8
Objective:
As Canadian companies continue to expand their businesses into the U.S., it is becoming
increasingly important for advisors to have a general understanding of U.S. corporate tax issues.
This session will provide a general overview of the U.S. income tax system. The calculation
and treatment of income and expenses for tax purposes is examined and procedures used to
calculate corporate taxable income in common situations are presented.
This is an introductory session with an emphasis on U.S. corporate tax compliance and
participants will be exposed to the various forms required to prepare a U.S. corporate tax
return (Form 1120). Consideration will also be given to the compliance requirements of doing
business from a State perspective.
Who should attend: Members who have clients with U.S. business operations or clients
looking to expand their operations into the U.S. who would like a better understanding of U.S.
federal and state compliance issues.
Topics include:
• Introduction to U.S. Taxation
• Taxation of residents and non-residents
• Forms of doing business in the U.S.
• Computation of taxable income/common book-tax differences
• Overview of depreciation and amortization
• Estimated tax
• Filing deadlines and administration
• Introduction to consolidated returns
• Introduction to transactions between corporations and shareholders
• Overview of state and local taxation
Program Level: Introductory
Friday, October 17th
Presentation of Financial
Statement - Advanced
(French)
Presenter: Sophie Bureau
Time: 8:30 am - 4:30 pm
CPD hours: 8
19
Analyzing financial statements is no easy task. In a world where some companies
report results using International Financial Reporting Standards (IFRS), others report using
U.S. GAAP and still others report using Accounting Standards for Private Enterprises (ASPE),
this task is becoming more and more challenging. Financial statements are froth with
managerial judgment and it is difficult to assess the financial health of an organization or
compare companies based on numbers alone.
This session focuses on how to analyze financial statements, particular the lesser known
techniques which are becoming more and more important in our first year of IFRS and
ASPE reporting. It will review the right situations in which to use straightforward financial
ratio analysis and will also address adjustments which must be made to statements prior to
the use of ratios so that the financial analysis techniques are applied effectively. It will also
discuss other measures which must be taken into account to arrive at a detailed assessment
of a company’s financial health.
SESSIONS
Friday, October 17th
This session will help participants understand the new retirement realities facing
Canadians today. It is aimed to help attendees better relate to the their clients unique life
circumstances since the financial meltdown of 2008-09, shifting demographics and the
impact to family retirement income planning.
Retirement Planning
(English)
Presenter: Dan Noël
Time: 8:30 am - 12:00 pm
CPD hours: 4
Session topics to be covered:
• Impact of retiring in a low interest environment
• Redefinition of Risk
• Financial impact of increased life expectancy
• Demographic shifts - blended families and estate planning
• Most asked retirement income planning questions
• Potential solutions for investing in a low interest rate environment
Friday, October 17th
IFRS standards continue to change and it is important to keep abreast of recent
developments. This course provides participants with a review of new and revised IFRSs
and an up-to-date snapshot of other projects being considered by IFRS standard setters.
The content covers new and revised standards approved from July 2013 to June 2014.
Updates are provided to summarize changes after June 2014.
IFRS – Update 2014
(English)
Presenter: Emily Hartford
Time: 1:00 pm - 4:30 pm
CPD hours: 4
Who Will Benefit:
All professionals who want to be informed of the recent developments in IFRS
standards, including: public accountants, preparers and readers of financial statements
using IFRS. CFOs and VPs, Directors, Senior managers, Controllers and other financial
reporting staff, auditors, and audit committee members will find this course useful.
Learning Outcomes:
After completing this course, the participants will have an understanding of the IFRSs
approved or revised during the past year and an overview of projects on the IASB’s agenda.
Topics Include:
• Overview of IFRSs – issued, revised and in progress
• Review of new and revised standards
• Revenue
• Financial Instruments including Hedging, Classification and Measurement and
Impairment
• Interim standard for rate-regulated entities
• Annual Improvements
• Review of feedback from regulators
• Review of Exposure Drafts and Other Projects in Progress – IASB’s work plan
including Leases
Program Level: Intermediate
20
SESSIONS
Friday, October 17th
Networking, a waste of time? For a lot of people it is! I see it every day!
Networking is important! Networking is a process which combines action and reflection.
There are many things that you can do in order to become a better Networker. The first thing to
do is to gain a good understanding of how Networking can work for YOU! Forget what others are
doing, let’s create a plan that works for the “introverts” and “extraverts“ alike…different process
same results!
Maximize your strengths, then adapt existing strategies and develop new strategies for
yourself. Let’s work together and explore the pillars of effective Networking.
Networking for Success (English)
Presenter: Samuel Saintonge
Time: 8:30 am - 12:00 pm
CPD hours: 4
Friday, October 17th
In today’s world, an understanding of social media isn’t ‘nice to have’, it’s a necessity. This ½
day session will be a practical course on how social media applies to business today. We’ll discuss:
• A Brief Social Media History Lesson
• How it Applies to Business Today
• Social Media is a Necessity, not a Luxury
• Practical Strategies for Getting Started
• Advanced Class: Using LinkedIn and Twitter for Business
• Case Studies
Social Media (English)
Presenter: Heather Anne Carson
Time: 1:00 pm - 4:30 pm
CPD hours: 4
Friday, October 17th
A strong and dedicated Board of Directors can be the backbone of a non-profit
organization. The more effectively a board is run, the more it can contribute to the success
of the organization. Board chairs, board members and executive directors/CEOs who work
with boards will all benefit from this session devoted to best practices in board governance.
Exceptional Board
Governance (English)
Presenter: Aldéa Landry
Time: 1:00 pm - 4:30 pm
CPD hours: 4
21
Topics include:
• Clarifying the roles and responsibilities of board members and committees
• Understanding the relationship between the board and the executive director
• Recruiting and training board members
• Assessing the effectiveness of one’s own board and committees
PRESENTERS
Aldéa Landry, CM, PC, QC
Aldéa Landry is a lawyer and business woman who has
been a civil servant with the New Brunswick Department
of Justice, a legal practitioner in a law firm that she cofounded, and a Cabinet Minister and Deputy Premier
of New Brunswick in the government of Premier Frank
McKenna. She is president of Landal Inc., a consulting firm
based in Moncton, New Brunswick offering integrated
services in organizational and business development and
in International Cooperation. She is also vice-president of
Diversis Inc, a consulting firm specializing in immigration
and diversity and a partner in Boutique ProWeb, a
specialist in e-commerce and e-marketing.
She holds a Bachelor of Arts degree from the
Université de Moncton and a Bachelor of Laws from the
University of New Brunswick. She is a graduate of the
Directors Education Program offered by the ICD Corporate
Governance College and the Rotman’s School of Business,
as well as of the Governance Essentials for Directors of
Non-Profit Organizations and of the Financial Literacy
Program for Directors and Executives. Over the years she
has given over 100 workshops in the area of governance.
Alexis Brown, CA
Alexis is a senior manager in Deloitte’s Saint John
Office and is a member of the Assurance and Advisory
Services Group in Atlantic Canada and a member of
the Global IFRS & Offering Services Group. She has over
12 years of public accounting experience providing
assurance and advisory services to primarily public
and publically accountable companies in a variety of
industries, including the manufacturing, energy and oil
and gas sectors.
Alexis also has extensive experience delivering
training on complex accounting and reporting matters,
including IFRS, PSAS and NPO, both internally to Deloitte
professionals and externally to clients and for various
professional organizations.
Dan LeBlanc, CA, TEP
Dan is the Atlantic Tax Leader for Ernst & Young LLP
and has over 25 years of experience advising high net
worth individuals and corporations on tax and estate
planning matters. He has extensive experience in the tax
area providing tax planning advice related to corporate
reorganizations, business succession plans, trust
structures, business acquisitions and divestitures. Dan
has provided tax advice to businesses in a broad range of
sectors including construction, retail, manufacturing, real
estate, natural resources and professional service firms.
Dan graduated from the Université de Moncton
with a major in Accounting in 1983 and is a Chartered
Accountant.
He also holds the Trust and Estate
Practitioners designation (TEP). Dan has delivered
frequent speaking engagements throughout New
Brunswick on tax and business succession matters
affecting private corporations and their shareholders.
André Gauvin, CA
André Gauvin, CA, graduated from McGill University
and obtained his CA while working in Montreal. For over
30 years he specialized in tax with the national firm, KPMG.
As a Senior Partner with KPMG, André was in charge of the
New Brunswick tax practice. Since 2011, André is president
of André Gauvin & Associates. André has extensive
experience with owner-managed business, including
business successions, estate plans, tax minimization,
structuring of wills, life insurance and shareholders
agreements, as well as assisting all family members with
the transition to the next generation.
André has spoken widely on taxation matters,
including numerous presentations to the Canadian Bar
Association, the New Brunswick Institute of Chartered
Accountants and KPMG National Tax Conferences. In
addition, he has lectured at Université de Moncton
and Mount Allison University, on taxation matters and
was a regular tax commentator on CBC Radio. André
has served on several Boards of Directors (Chamber of
Commerce, Capital Winter Club, Moncton Golf Club)
NBICA committees, United Way Campaign Cabinet, the
Gala committee for the Atlantic Ballet Theater of Canada
and the Conseil Économique Entrepreneur Committee.
Armand Iratunga, CA
Armand is an experienced tax manager in Business Tax
Advisory Services with EY LLP. He holds a bachelor degree
with major in Computer Science and Accounting from the
Université de Moncton and is a Chartered Accountant.
Armand specializes in Canadian corporate income tax
planning. He works with clients in a variety of industries on
corporate reorganizations, business succession planning
and trust planning. Armand is also involved in various
areas such as owner-manager remuneration planning and
real estate/creditor proofing strategies.
Armand was a part-time lecturer at Université de
Moncton teaching tax and accounting and is involved
in training aspiring chartered accountants through the
Atlantic School of Chartered Accountants and Densmore.
22
PRESENTERS
SEMINARS
Bruce Russell, QC
Candace Sears, BBA, CA, MBA, DipUT
Bruce is a partner with McInnes Cooper in Halifax.
Bruce is a member and former head of the firm’s Tax
Service Group. He leads the firm’s tax dispute and litigation
practice. A tax litigator with the Federal Department
of Justice, in 1999 he moved to McInnes Cooper where
his practice is focused on representing taxpayers in all
manner of tax disputes (predominantly income tax and
HST/GST) against Canada Revenue Agency. He has been
a successful lead counsel in numerous Tax Court and
Federal Court cases, including Canada’s first income tax
GAAR case, and also in the Supreme Court of Canada. For
the last 20 years he has been a regular speaker and author
on tax litigation issues, regionally and nationally, for
Canadian Tax Foundation, STEP Canada and Canadian Bar
Association – N.S. Bruce is a past Canadian Tax Foundation
governor and member of Nova Scotia Bar Council. His
Queen’s Counsel appointment was in 2002.
Bruce is one of three Atlantic Canada lawyers that
Lexpert® Canada named in listing “Canada’s Leading 2013
Ranked Litigation Lawyers.” Lexpert also recognizes him
as a “leading tax practitioner”. As well, in each of the last
few years he has been listed by Best Lawyers® (Canada).
In addition to professional activities, Bruce is a former
chair of Halifax Chamber of Commerce’s Board of Directors
and now is a lifetime governor of the Chamber. He has
served on the Boards of Governors of both Dalhousie
University and Halifax Grammar School, and is currently a
governor of Atlantic School of Theology.
Candace is a Senior Manager in KPMG LLP’s tax
practice in Fredericton, specializing in tax for owner
managed businesses including tax compliance and tax
planning strategies for corporations, individuals and
trusts.
She is a lecturer at the University of New Brunswick
(UNB) teaching courses in taxation, has been an instructor
for the CPA PREP Program and has facilitated at the CPA
In-Depth Tax Course Parts I and II
Candace is active in her community through
organizations such as Rotary, Junior Achievement, Active
Fredericton and the Fredericton Chamber of Commerce.
She received the Community Leader Award from KPMG
LLP and the Rotarian of the Year Award in 2012 for her
professional and philanthropic accomplishments and in
2014 received UNB’s Young Alumni Achievement Award.
She is currently a member of the NBICA Council.
Clarence Bennett, LL.M.
Clarence is a partner in the Labour and Employment
group with the Fredericton office of Stewart McKelvey.
Clarence has a Master of Laws with a specialization in
Labour and Employment law from Osgoode Hall (LL.M.).
Clarence’s practice has focused on counselling
employers over a wide spectrum of labour and employment
issues. Clarence has been a commentator on CBC radio
and in The Lawyers Weekly and is the Editor of Atlantic
Employers Counsel, a quarterly Labour and Employment
journal published by Stewart McKelvey. Clarence has also taught Employment Law in the
Management Development Program at the University of
New Brunswick College of Extended Learning.
Clarence is a member of the Canadian Association of
Counsel to Employers and has appeared before numerous
administrative and arbitration tribunals, boards, and all
levels of Court including multiple appearances at the
Supreme Court of Canada.
23
Dan Noel, CFP, CIM
Dan has been providing financial planning advice
since 1987. He has achieved one of the most recognized
designations in the industry, that of Certified Financial
Planner (CFP) and with the growing focus on discretionary
money management has achieved the Chartered
Investment Manager (CIM) designation to be able to
provide discretionary portfolio management in Canada.
He is currently President and Senior Financial Advisor with
Wyverstone Capital.
His past experience includes offshore investment
management including corporate and trust structures
and all aspects of personal financial planning, including
retirement, estate and investment planning. Dan’s
expertise is tailored to the professional and high net worth
individual. For over 8 years Dan has been the Business and
Finance watcher with CBC Information Morning Moncton,
Saint John and Fredericton along with appearances on
CBC Maritime Noon and the CBC Evening news covering
all things money!
PRESENTERS
Donald Moore, PMP
Hugh Cameron, LLB
Donald is a certified Project Management Professional
(PMP) with seventeen years’ experience as an Information
Technology consultant working as a Project Manager,
Release Manager, and Network Analyst. Don currently
works as a Project Manager in the IT Division of JD Irving
Ltd in Moncton. He has a Bachelor of Science degree in
Mathematics from the University of New Brunswick,
a Bachelor of Education degree from Mount Allison
University, and an MBA from the Université de Moncton.
Don has been involved with the New Brunswick chapter of
the Project Management Institute, PMI-NB, for the past 5
years in various roles. Don also teaches courses in Project
Management and Organizational Communications for
various groups including Crandall University in Moncton
and PMI-NB.
Hugh has over 20 years’ experience in collections,
commercial litigation and insolvency matters. He
has appeared in the Court of Queen’s Bench in New
Brunswick, the Court of Appeal in New Brunswick and the
Ontario Court, Commercial Division, in proceedings under
both the Companies’ Creditors Arrangement Act and the
Bankruptcy and Insolvency Act.
Emily Hartford, CA
Emily is a manager in the Deloitte Saint John assurance
and advisory practice. She has over 7 years of public
accounting experience, providing services to a variety
of private, public and publically accountable clients in a
variety of sectors, including energy, manufacturing and
municipal government. She also has experience providing
accounting assistance and advice to clients, including IFRS
and PSAS conversion services. Emily also has experience
delivering training on assurance, accounting and reporting
matters, both internally to Deloitte professionals and
externally to clients and various organizations.
Heather Anne Carson
Heather is the President and Co-Founder of
Onboardly. The ultimate ‘people person’ and feisty
redhead, Heather’s focus is on cultivating relationships
between brands and influencers and translating client
goals into actionable campaigns through PR and influencer
marketing. Dedicated to client success, Heather pours
passion and insight into every client project, inspiring
her team to deliver exceptional results. Her leadership
philosophy is simple: inspire the people around you and
anything becomes possible. She believes that results
are all about hard work and genuine relationships. As a
result, she’s helped Onboardly’s clients secure coverage
in publications like Inc, Entrepreneur, New York Times
Magazine, Forbes, The NextWeb, TechCrunch, PandoDaily,
TechCocktail, Mashable and many more.
Examples of his representative work include:
• Acting as counsel to a major secured creditor in a multiparty application for a Court Appointed Receiver
and subsequent related CCAA and Bankruptcy and
Insolvency matters;
• Acting as counsel to a major secured creditor,
Receiver and Trustee in Bankruptcy, with respect to
a multi-million dollar fraud and recovery of assets in
Canada and the United States;
• Acting as counsel in many matters in prosecuting
applications for Receiving Orders under the
Bankruptcy and Insolvency Act;
• Acting as counsel to Trustees in Bankruptcy in several
contested matters; and
• Acting as counsel in New Brunswick and Ontario for
a secured creditor in the insolvency of a nationwide
sales agency.
Thomas McCallum, FCGA, CBV
Thomas has practised in the tax discipline since 1967.
He is currently based in Ontario and restricts his practice
to business valuation and income tax consulting. He
has conducted approximately fifteen hundred seminars
throughout Canada, Barbados, and the United States.
Tom was the coordinator of CGA Magazine’s monthly
“Tax Strategy” column since its inception in 1989, has
authored several online courses and articles which can be
found on the CGA PD Net, and was the principal author of
CGA-Canada’s Business Valuation Guideline. Active in the
Certified General Accountants Association, Tom is a past
president of CGA Ontario.
24
PRESENTERS
SEMINARS
Jon Tattrie
Karine Benzacar, MBA, CMA, FCMA, CPA
Jon is an award-winning journalist and author with
a wide range of writing experience. He has won three
Atlantic Journalism Awards (silver) for feature writing.
He writes for Reader’s Digest, Canadian Geographic,
Saltscapes, the Chronicle Herald, Progress Magazine
and many others. He has worked as an editor for the
Edinburgh Evening News, the Scotsman, the Halifax Daily
News, Transcontinental Media and CBC.ca.
As an author, Jon has written two best-selling Atlantic
Canadian books: Black Snow and The Hermit of Africville.
His latest book, Cornwallis: The Violent Birth of Halifax, was
released in May 2013. His writing has seen him sweating
in a Mi’kmaq lodge, sailing a Tall Ship, caving, skydiving,
exploring nuclear bunkers and spending Christmas at the
airport in a live art project. Jon’s writing has been covered
by the Globe & Mail, CBC News Network, CBC Radio, CTV,
the Chronicle Herald and Metro. He is expert in what it
takes to gather information from several sources and
write concise, accurate pieces to meet tight deadlines.
Jon has an honours degree in social anthropology
from Dalhousie University and a diploma in journalism
from Telford College, Edinburgh, U.K.
Karine is Managing Director of Knowledge Plus Corp.,
an organization which specializes both in business training
and in providing financial, accounting, and management
information services. As a professional accountant,
certified both in Canada and in the U.S., Karine’s practice
has involved organizations all across North America. Her
clients include many companies - large companies, such
as the Bank of Nova Scotia, Magna, and IBM, start-up firms
and the public sector, such as various departments of the
Government of Canada.
Karine is a seasoned industry professional with
over 20 years’ experience. Her career has spanned many
areas including budgeting, accounting, finance, project
management, re-engineering, and strategic management.
She is fluently bilingual in English and French. In addition
to her industry experience, Karine has been teaching
undergraduate, MBA, and Masters of Finance courses at
several leading universities which include University of
Toronto, Queens University, Concordia University, and
Ryerson University. She is a highly acclaimed industry
expert, has presented at national industry conferences,
and has been facilitating Strategic Leadership seminars
for the Society of Management Accountants for the past
15 years.
Kaitlyn Angus, LLB
Kaitlyn is an Associate in the McInnes Cooper
Charlottetown office. As a member of the McInnes Cooper
Tax Group, she works closely with the tax members
across Atlantic Canada. To advance her knowledge in tax,
Kaitlyn is in the process of completing the In-Depth Tax
Course through the Chartered Professional Accountants. Kaitlyn also practices in the general areas of property and
real estate transactions, wills and estates planning and
corporate and business law.
Kaitlyn received her law degree from the University
of New Brunswick (2011). She also holds a Bachelor of
Business degree from the University of New Brunswick
(2008) majoring in Accounting with a minor in Economics. During her years at the University of New Brunswick
she received several scholarships and an outstanding
achievement award from the Economics Department.
25
Marc Léger, M.Fisc
Marc is an experienced tax manager in Business
Tax Advisory Services with Ernst & Young LLP. He holds
an undergraduate degree in business administration
(BBA) from the Université de Moncton and a Masters in
Taxation (M.Fisc.) from the Université de Sherbrooke. Marc
specializes in Canadian corporate income tax planning. He
works with clients in a variety of industries on corporate
reorganizations, business succession planning and trust
planning. Marc is also involved in various areas such as
owner-manager remuneration planning and real estate/
creditor proofing strategies.
Marc has offered seminars to various organizations
including the NBICA, Moncton CGA chapter, the
Registered Public Accountants Association (Atlantic
Chapter) and the annual Canadian Tax Foundation’s
Atlantic Tax Seminar at Saint Mary’s University. Marc
contributed various tax related articles to the Tax for the
Owner-Manager newsletter published by the Canadian
Tax Foundation and to the Greater Moncton Chamber
of Commerce’s Chamber Vision magazine. He is a part
time lecturer at the Business Faculty of the Université
de Moncton, having taught various undergraduate and
graduate level courses in the field of taxation over the
past ten years.
PRESENTERS
Maurice Chiasson, QC
Paul Kearley
Maurice is a partner in the Halifax office of Stewart
McKelvey. His practice focuses on corporate transactions,
corporate financing, insolvency and commodity taxes.
Maurice is a member of the Nova Scotia Barristers’
Society (member of the Society’s Finance Committee),
the Canadian Bar Association (former chair of the Nova
Scotia Bankruptcy and Insolvency Section), the Canadian
Tax Foundation, the GST-HST Leaders’ Forum and the
Canadian Insolvency Foundation.
Maurice is a member of the Board of Directors of the
Halifax Comedy Festival Society, the Dianna Thornton
Education Fund Incorporated and the Dalhousie Alumni
Association. He is listed in Best Lawyers in Canada
for Banking and Finance, Insolvency and Financial
Restructuring and Tax Law and in Lexpert for Corporate
Mid-market.
Paul Kearley is a successful salesperson, speaker
and manager, author of over 350 articles and 3 e-books.
Paul Kearley has coached many thousands of people
since his start in the personal and business development
business in 1985. From premiers of provinces to CEO’s, or
from salespeople to students, Paul has assisted them all
to create alignment, build confidence, improve human
relations, deal effectively with stress, amplify sales and
strengthen attitudes.
Paul is a Business coach for Dale Carnegie Business
Group. He has worked with numerous companies and
organizations from developing greater sales effectiveness
with Jacques Whitford Engineering (now Stantec) to
creating an environment where everyone sells, as he did
with PEI Credit Unions, to making change stick with The
Municipality for the County of Richmond and coaching
JD Irving’s I.T. team to present more convincingly and
with power.
Michel Noël, CA, CFP
Michel joined Owens MacFadyen Group, a wealth
management firm, in October 2012 after a career of more
than 20 years in the accounting industry, 14 of which
were spent as a tax specialist. He provided tax advice
primarily to professionals and business owner-managers
on various topics, including purchase/sale of business,
estate planning, corporate reorganization, compensation
strategy, family trust, etc.
He is a member of the Canadian Tax Foundation.
He serves on the Board of Directors of the Conseil
Économique du Nouveau-Brunswick.
Michel holds a Bachelor in Business Administration
from the Université de Moncton and a license in
accounting from the Université Laval.
Natalie Woodbury, LLB, TEP
Natalie is the Nova Scotia Private Market Leader-Tax
Services at Ernst & Young LLP. She provides corporate and
personal tax advice primarily to owner managers, private
companies and their shareholders, including advice in
the areas of corporate reorganizations, asset protection,
business succession planning and estate planning. Prior
to joining Ernst & Young, she practised in the areas of tax
law, corporate/commercial law and estate planning at a
mid-sized Halifax law firm.
Natalie graduated from Saint Mary’s University in 1993
with a BComm, Major in Accounting, and from Dalhousie
Law School with an LLB in 1996. She was called to the NS
Bar in 1997.
Peter Robustelli
Peter Robustelli is an Executive Coach of Juran Global.
Mr. Robustelli possesses over 25 years of diverse experience
as a Key Executive in Process and Business Improvement,
Consulting, Project Management, Client Management
and Business Development. He is an effective, seasoned,
hands-on executive who solves business problems and
improves operating performance and profitability by
integrating organizations, driving process improvement
through statistical variation control, and restructuring
organizations. His expertise crosses various industries,
including, manufacturing, utilities, government services
and transactional settings. He specializes in large complex
deployments in a variety of private and public sectors. His
primary areas of experience are Executive Leadership,
Engagement Management, Change Management, Six
Sigma, Lean, Business Process Management, Business
Development, Evaluation and Assessment and Service
Operations Management.
With a proven track record in senior managementlevel positions, Mr. Robustelli has coached executives
and consulted deployment champions. He has a long and
successful record in delivering measurable results within
growth-oriented organizations. He has a strong ability to
think strategically and translate thoughts into clear and
actionable plans.
26
PRESENTERS
SEMINARS
Pierre Battah, BBA, MBA, CHRP, CMC
Robert MacKeigan, QC
Pierre is a management consultant specializing
in leadership, management and human resource
management. He is a seasoned presenter and trainer
having presented to countless groups on themes related
to leadership, human resources and management; as well,
as a host of other workplace related themes. He currently
trains and facilitates on behalf of Learnsphere Canada, the
Atlantic Leadership Development Institute, l’Université
de Moncton’s Education Permanente, UNB’s College of
Extended Learning and a host of public and private sector
employers. He has been advising organizations large and
small since 1996 and since that time has acted as a trusted
advisor to business, government, not for profits and
individuals. He was recently chosen to attend “The Art
and Practice of Leadership Development”, an executive
development event at Harvard University’s Kennedy
School, with a select group of participants from around
the world.
Fluently bilingual and an accomplished public
speaker, he can be heard at various national, regional
and local conferences and on both CBC Radio One and
on Radio Canada Acadie, as a columnist on business and
workplace issues. He is a committed community volunteer
and also leads Trio Carte Blanche, a light jazz ensemble
heard and seen at various community, fund raising and
private functions and events.
Robert is an experienced corporate and commercial
lawyer with an emphasis on banking, insolvency law and
financial restructuring. Robert balances a busy practice
with a healthy dose of volunteer work. He is Chair of the
Law Foundation of Nova Scotia, past president of the Nova
Scotia Barristers’ Society, past chair of the Canadian Bar
Association (NS) and a Fellow of the Insolvency Institute of
Canada. Robert was the 2011 recipient of the Nova Scotia
Barristers’ Society Distinguished Service Award.
Robert has appeared in the courts of Nova Scotia,
Ontario and Quebec on insolvency and restructuring cases.
He has acted for secured creditors, trustees, monitors and
debtors on a number of major receiverships, proposals
and CCAA arrangements throughout Atlantic Canada.
Robert has organized programs, written, lectured and
participated on panels for various organizations including
the Canadian Association of Insolvency and Restructuring
Professionals (CAIRP), Canadian Bar Association, Nova
Scotia Continuing Legal Education and the Law Society
of New Brunswick, as well as Dalhousie, St. Mary’s and
Queen’s Universities. Robert is recognized as a leading
practitioner by Lexpert and Best Lawyers in Canada in a
number of areas including banking and finance, corporate
law, and insolvency and financial restructuring.
Pierre Cormier, CA, CFP
Sacha D. Morisset is a partner with the law firm
of Stewart McKelvey. He holds Bachelor’s degrees in
Psychology and in Law, both from the Université de
Moncton and was called to the New Brunswick Bar in
2001. Since that time, his practice has been primarily
focused on advising and representing employers in all
labour and employment matters including, discipline
and terminations, workplace health and safety issues and
human rights issues. Mr. Morisset teaches employment
law courses as part of the Human Resources Management
Program at the Dieppe Community college and has
taught labour law at the Law Faculty of the Université de
Moncton.
Fluently bilingual, Mr. Morisset speaks regularly on
labour, employment and administrative law issues at
various conferences and regularly contributes to his firm’s
newsletter on labour and employment legal issues for
employers, the Atlantic Employers’ Counsel. Mr. Morisset
is a Provincial Director of the Canadian Association
of Counsel to Employers and is the past President of
l’Association des juristes d’expression française du
Nouveau-Brunswick.
Pierre is an associate partner with the Dieppe office
of Ernst & Young. He has over 30 years’ experience as a
Chartered Accountant providing business, income tax
and commodity tax advice to corporations, non-profit
organizations, municipalities, charities and individuals. He
is a past council member of the New Brunswick Institute of
Chartered Accountants and a past President of the Dieppe
Rotary Club.
27
Sacha Morisset, LLB
PRESENTERS
Samuel Saintonge
Stella Penner, CA, MBA, FCGA
Samuel is a dynamic public speaker and trusted
advisor to some of the hottest start-ups and well
established companies in North America. Samuel helps
industry leaders formulate successful management
and communication strategies. He became a founding
employee and shareholder for what would become one of
Canada’s fastest growing companies. At an early stage in
his executive career Samuel was charged with team goal
setting, internal communication strategies, forecasting
futures sales, profit/loss of department, recruitment and
supervisory responsibility within his department. Through
the positions he has held, both for private and publicly
traded companies, he has amassed extensive knowledge
and hands on experience in coaching and mentoring
a work force. He has literally mentored, coached and/or
trained thousands of individuals in Canada and the US.
He is the founder of Xehqt Knowledge Inc, (pronounced
Execute), founder and major shareholder of a number of
App based ‘business to client’ software companies. In
2012, Xehqt Knowledge formed a partnership agreement
with VidCruiter which is now one of North America’s
fastest growing HR Tech firms. Success for Samuel is based
on getting immediate results, because senior executives
know the bottom-line value of top-performing workers.
Samuel brings proactive approaches to Networking—all
of which are crucial to reaching the key decision makers
and getting to a “yes.” He is able to provide networking
strategies that create measurable results. Samuel is fluent
in English, Spanish and French.
Stella is a partner with the accounting firm of Calvista
LLP. She has a strong background in accounting and
auditing, having previously spent many years in public
practice with a national firm of chartered accountants
and its predecessor firms. Most of Stella’s practice has
focussed on assurance services for not for profits and
private enterprises. Stella is a former Director of Practice
Review for CGA-Alberta, currently serves on their Practice
Review Committee, and has taught accounting, audit and
finance courses at colleges and Universities in Alberta.
Stella qualified as a CGA in 1984, as a CA in 1988,
was awarded a Fellowship by CGA Canada in 2002 and
a life membership by CGA Alberta in 2012. Stella has
contributed to the community by serving on a number
of non-profit boards including, among others, a term as
president of the John Howard Society of Alberta, treasurer
of Edmonton Big Sisters and Big Brothers, board member
and appeal board chair with the federal Farm Debt
Review Board, and as a volunteer governance instructor
with the Alberta Board Development Program. Stella has
instructed seminars and workshops in the subject areas
of practice management, audit, accounting, review and
compilations, and working paper preparation for CGA
Alberta since 1991.
Sophie Bureau
Sophie is an associate partner with Fauteux Bruno
Bussière Lee Warden. She is an experienced and skilful
team leader, with significant strengths in managing
people under demanding professional circumstances
and has extensive accounting standards expertise, in
particular regarding International Financial Reporting
Standards (IFRS) and Accounting Standards for Private
Enterprises (ASPE).
Sophie is an active member of the Ordre des
comptables professionnels agréés du Québec (OCPAQ)’s
Technical Working Group on ASPE and Technical Working
Group on IFRS. She provides expert advice in consultations
with assurance practitioners and clients operating in
a variety of industries regarding the application of
accounting standards in specific contexts (financial
instruments, business combinations, depreciation, etc.). Stephen Priddle, CPA, CA, CMA
Stephen is the President and founder of Practical
PD, Seminars for Accountants, as well as Vice-President
Finance and Corporate Secretary of the SureWx group
of companies. An engaging and experienced speaker,
Stephen weaves practical tips together with stories from
his work and input from participants. Seasoning the mix
with a dose of accounting humour, he serves up useful
and dynamic seminars, based on years of corporate
experience.
Stephen has worked in business for nearly 30 years.
After working with KPMG for five years, he moved into
industry. He has held financial leadership positions in
both public and private companies, some larger, some
smaller, both very successful and less successful, in
several different industries. He has gained a wide range of
experience in financial reporting, treasury management,
merger & acquisition and other business matters.
Stephen is also a prolific author. His published
business, accounting and finance cases are used by
organizations across Canada. Stephen sits on the Board
of Advisors of Valydate Inc. and advises a number of
businesses and not for profit organizations.
28
PRESENTERS
SEMINARS
Stephen Hutchison
Thomas Mengel, PhD, PMP
“The surest way not to fail is to determine to succeed.” –
Richard Brinsley Sheridan
With over 25 years’ experience as a commercial
litigation and insolvency specialist, Steve follows a
consistent and successful approach to every case: be
totally prepared and deliver results. Known for intense
preparation and exceptional courtroom skills, Steve has
built his reputation on consistent wins in difficult and
complex cases.
Steve has acted as legal counsel to various
stakeholders in numerous insolvency proceedings under
both the Companies’ Creditors Arrangement Act and the
Bankruptcy and Insolvency Act. He has worked with a
diverse group of clients in finding solutions to challenging
situations and when required, delivering successful
results in Court. Some examples of the services Steve has
performed for his clients include:
• Acting as counsel to CCAA applicants in the food
services industry in the leading case confirming that
proceedings under Part III of the BIA may be taken up
and continued under the CCAA.
• Acting as counsel to a global leader in the manufacture
and supply of equipment in appointing an Interim
Receiver under the BIA over a multi-province dealer
network.
• Acted as counsel to a Canadian mining company
and successfully defending their interest in mining
properties in CCAA proceedings, negotiating the sale
of such interest and obtaining a vesting order from
the CCAA Court.
Thomas has been teaching in the field of leadership
for more than 30 years. He holds academic degrees in
theology, adult education (minor in psychology), history,
and computer science (minor in education and business
administration). Before joining academia full-time in
2005, Thomas has held various project management and
leadership positions and worked as an entrepreneur and
consultant in different European and North American
organizational contexts. His major focus in research,
teaching and his professional and entrepreneurial practice
is on the significance of motivation, values, and meaning
in the context of project management, leadership, and
leadership education. He is particularly interested in
understanding and supporting personal and professional
growth as well as leadership development.
Terry Isles, CGA
Terry Isles, is a principal of WBLI in the Dartmouth
office. He practices in assurance and advisory services
at WBLI with a wide variety of owner-managed clients.
With an information technology background, Terry
has significant experience helping clients resolve their
accounting and reporting needs. He was worked with a
variety of industries including manufacturers, wholesalers,
retailers, construction, professionals, and not-for-profit
organization. He is actively involved with the firm's IT
management and marketing committees.
Terry is the only authorized trainer of CaseWare
products in Atlantic Canada, our industry’s leading
assurance and financial reporting solution.
29
Todd King, CA, CPA
Todd graduated from St. Mary’s University in 1994
and received his Chartered Accountant designation in
1996 while working with a national firm in Halifax, Nova
Scotia. Since 2001, he has held the U.S. Certified Public
Accountant (CPA) designation. During his 18 years at a
national firm, Todd held a number of leadership positions
locally, regionally and nationally. Todd is a tax partner with
Collins Barrow Nova Scotia. Todd specializes in Canadian
and US tax and estate planning and is a frequent lecturer
on these topics.
Ward Blatch, CA
Ward is a partner with K2 Enterprises Canada.
Since joining K2 Enterprises in 2005, Ward has provided
consulting and training services throughout the United
States and Canada. Ward also has his own practice in Nova
Scotia which focuses on the issues of small accounting
firms and professional businesses in Canada, providing
training, support, and network evaluations.
Co
rece
REGISTRATION FORM
Name: CPA Student, ID # ___________________ Other
Method of Payment:
Cheque: (Please make payable to: CPA New Brunswick Conference)
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Address: Name on card: Card N°: Postal Code: Expiry Date: Email (required): Signature: A - SESSIONS *presented in : (E) English or (F) French
Tuesday, October 14
Time
Credit
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Price
Breakfast
Leading Change (F)
From Know-how to Know-why - Intro to Values- Orientated Leadership (E)
Financial Statement Analysis (E)
Cloud Computing for Accountants (E)
7:15 am — 8:15 am
8:30 am — 4:30 pm
8:30 am — 4:30 pm
8:30 am — 4:30 pm
8:30 am — 4:30 pm
8
8
8
8
Free
$400
$400
$400
$400
Efficient & Effective Review of Working Papers - Audit, Review
& Compilation Engagements (E)
8:30 am — 4:30 pm
8
$400
HST/GST - Refresher for Professionals (E)
Taxation of Family Trust (E)
Lunch
8:30 am — 12:00 pm
1:00 pm – 4:30 pm
12:00 pm – 1:00 pm
4
4
$200
$200
Free
Wednesday, October 15th
Breakfast
Coaching Skills for Management & Supervisors (F)
Trusts and Estates - Taxation in the Death and Testament Planning (F)
Practical Tips for Controllers & CFOs (E)
Advanced Tax Planning & Strategies (E)
Public Speaking - Speaking with Purpose, Authority and Effect (E)
Email Efficiency - Writing for a Wired World (E)
Employment Law for Non-HR Professionals (E)
Provincial Law (E)
Basic CaseWare/CaseView (E)
Advanced CaseWare/CaseView (E)
Lunch
Thursday, October 16th
Breakfast
Retirement's Current Reality (F)
Networking for Success (F)
Leading Change (E)
Money Belt/Lean Six Sigma (E) Excludes Registration Savings
Valuation in Corporate Finance (E)
Insolvency & Restructuring (E)
Advanced Navigating & Resolving Tax Issues (E)
Writing with Confidence for Professionals (E)
Non-Profit Organizations and Registered Charities: Accounting,
Auditing & Taxation Issues (E)
Lunch
Friday, October 17th
B - Social Events
th
Breakfast
Exceptional Board Governance (F)
Presentation of Financial Statements - Advanced (F)
Intro to U.S. Tax (E)
Project Management 101 (E)
Retirement Planning (E)
IFRS Update 2014 (E)
Networking for Success (E)
Social Media (E)
Exceptional Board Governance (E)
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12:00 pm – 1:00 pm
4
4
8
8
4
4
4
4
4
Free
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$400
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$200
$200
$200
$200
$200
$200
Free
7:15 am — 8:15 am
8:30 am — 12:00 pm
1:00 pm — 4:30 pm
8:30 am — 4:30 pm
8:30 am — 4:30 pm
8:30 am — 4:30 pm
8:30 am — 12:00 pm
1:00 am — 4:30 pm
8:30 am — 12:00 pm
4
4
8
8
8
4
4
4
Free
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$200
$200
1:00 pm — 4:30 pm
4
$200
12:00 pm – 1:00 pm
7:15 am — 8:15 am
8:30 am — 12:00 pm
8:30 am — 4:30 pm
8:30 am — 4:30 pm
8:30 am — 4:30 pm
8:30 am — 12:00 pm
1:00 pm — 4:30 pm
8:30 am — 12:00 pm
1:00 pm — 4:30 pm
1:00 pm — 4:30 pm
12:00 pm – 1:00 pm
Free
4
8
8
8
4
4
4
4
4
Free
$200
$400
$400
$400
$200
$200
$200
$200
$200
Free
Completed registration form(s) and payment should be forwarded to CPA New Brunswick office for
receipt on or before October 8, 2014. Mail to: CPA New Brunswick Conference, 602-860 Main Street,
Moncton, NB E1C 1G2 Fax: (506) 830-3310 Email: jcormier@cpanewbrunswick.ca
1st Annual Conference
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CGA Convocation Gala
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of your choice for the price of $1,400.
(Book early as some sessions have
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and pay for the conference by Friday,
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fee for the Money Belt/Lean Six
Sigma session exclusively is $500 and
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