PD Client Conference Event Page

2023 Virtual Professional Development Conference

Location: Online
Start Date:

11/21/2023 9:00 AM

End Date:

11/23/2023 2:00 PM

PD Client Conference Event Page

Overview

Are you in need of PD hours? Join us from November 21 to 23 for Crowe MacKay's Professional Development Conference.

Gain expert insight valuable to your business as we explore commonly ask valuation questions, 2023 tax updates, cyber security, and more.

This virtual event allows you to customize your agenda, ensuring you maximize your time while working towards completing the annual PD required for your profession. 

All sessions are free to attend. 

Registering

You must register separately for each session you would like to attend. You will receive an access link one hour before the session starts to the email you registered with. 

PD sessions will be live and unavailable for future online viewing.

PD Hours

Each session you attend will provide you with PD hours. You will be required to complete a quiz to receive a certificate of completion. Participants can access the quiz at the end of the session, and a follow-up email with the quiz link will also be sent to the email used at registration*. Those who meet the pass rate will receive a certificate of completion. 

*You must be online for the entire session to receive an email with the quiz link.

Questions?

If you have any questions regarding the conference, please do not hesitate to contact us via email at [email protected].

Agenda

Below lists the available training sessions our trusted advisors will be discussing from November 21 to 23. Registration links can be found by opening each session.

Download PDF Agenda

 

Tuesday, November 21

Valuations: Commonly Asked Questions

10:00 - 11:00 a.m. PT

Presenters: Daniel Sturgess and Chad Rutquist 

Crowe MacKay's valuation leaders answer common questions asked by clients. "From what is my industry's multiple?" and "What is enterprise value and how is that different from share value?" to  "What is goodwill and what is in it?" you will leave with a deeper understanding of valuation practices and how these apply to your transaction.

Audience: Business owners and other key stakeholders and decision-makers.

Register Now

Wednesday, November 22

Navigating the Owner-Managed Business Lifecycle: Considerations from Startup to Exit 

10:00 - 11:00 a.m. PT

Presenters: Devon HuberBrandon Collette, and Brian Steeves

This presentation will guide you through the key phases of a business lifecycle, from initial setup and growth to retirement and estate planning. We will highlight essential financial management, succession, retirement, and estate considerations throughout each of these stages.

Audience: Key stakeholders and decision-makers in owner-managed businesses.

Register Now

2023 Tax Update

12:00 - 1:00 p.m. PT

Presenter: Ray Loucks 

This session will provide an overview of recent legislative and administrative developments in federal tax law. It will also include a high level overview of the 2023 federal budget.

Audience: Accounting and tax professionals, as well as owners, executives and key decision makers in Canadian businesses

Register Now

Thursday, November 23

Digital Transformation and Automation

10:00 - 11:00 a.m. PT

Presenter: Emily Chee 

The ever-changing landscape of technology and software has evolved beyond imagination.  Connectivity, the ability to work remotely, and reliance on various software “in the cloud” has forever altered the way we live our day-to-day lives, the way we work, and the way we conduct business.  This presentation will introduce individuals to the basic technology layers and technology stack, delve into examples of typical business processes that could benefit from automation/efficiencies, and the types of solutions that exist on the market. 

Audience:  Key stakeholders and decision-makers with respect to IT within their organizations.  Businesses that currently have very manual processes and are looking for efficiencies and ways to automate/improve current business processes.

Level of technology knowledge:  Basic to Intermediate

Register Now

Cyber Security 2023 Highlights - Latest Trends & Prevention Techniques

12:00 - 1:00 p.m. PT

Presenter: Michael Hubber

As we near the end of 2023, this session will reflect on major cyber security events and highlights along with future trends.  The presentation will also provide potential preventative measures that businesses and individuals should consider in order to protect themselves from cyber security threats.

Audience:  Key stakeholders and decision-makers with respect to IT within their organizations.  Businesses that rely heavily on technology for the operations and to provide services/goods to their clients.

Level of technology knowledge:  Basic to Intermediate

Register Now

Meet Our Presenters

Brandon Collette
Brandon Collette
Senior Manager
Calgary
Brian Steeves
Brian Steeves
Partner, Incorporated, Tax
Kelowna
Chad Rutquist
Chad Rutquist
Partner
Vancouver
Daniel Sturgess
Daniel Sturgess
Partner, Incorporated
Vancouver
Devon Huber
Devon Huber
Partner
Vancouver
Emily Chee
Emily Chee
Director, Risk and Forensic Services
Vancouver
Michael Hubber
Michael  Hubber
Director, IT Operations
Kelowna
Raymond Loucks
Ray  Loucks 
Director, Tax
Vancouver