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Location: Online
Start Date:

11/23/2022 9:00 AM Pacific

End Date:

11/24/2022 2:00 PM Pacific


Are you in need of PD hours? Join us for two half-days at our virtual Professional Development Conference, November 23 and 24. Gain expert insight valuable to your business as we explore how to prepare and be proactive in adapting new innovations and trends, future-proof your business with smart succession planning, protect your business from cyber-attacks, and more.

All sessions are free to attend


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

You will receive PD hours for each session you attend. To receive a certificate of completion, you must answer a series of poll questions during the presentation. After responding to all poll questions, you will receive a certificate within five business days to the email used in registration.  


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

CPDC Agenda
Below lists the available training sessions our trusted advisors will be discussing on November 23 & 24. Registration links can be found by opening each session.

Download PDF Agenda
CPDC Wednesday
Estate, Retirement and Succession Considerations for Owner Managers and Individuals

9:00 - 10:00 a.m. PT

Presenters: Robert Flux and Devon Huber

This presentation will summarize income tax and probate fee implications on death, as well as discuss strategies specific to owner managers that should be considered to ensure that retirement, succession, and estate goals are achieved.

Audience: Owner Manager Corporate Clients, Individual Clients

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Cyber-Security – Payment Fraud and AP Takeover
10:30 - 11:30 a.m. PT

Presenter: Severin Pietri

The session will share examples on how malevolent actors have covertly taken over portions of AP/AR processes, resulting in non-recoverable and non-insured payment fraud. We will analyze in detail how you become at risk due to one of your suppliers being hacked. We will also explore important steps you can take to protect yourself from AP/AR chain compromise.

Audience: Controllers, Accountants, CFOs

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How to Create Value in Your Business in Preparation for Sale
12:00 - 1:00 p.m. PT

Presenter: Daniel Sturgess and Jess Jiang

Have you ever wondered how much your business is worth, what the key drivers of its value are, and how to best position it for sale in the future? In this session, you will learn about different valuation approaches and which key factors make your business more attractive to potential buyers. Learnings will help you build value in your business whether you intend to sell it or not.

Audience: Business Owners, Company Leads, Individuals Running a Business

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CPDC Thursday
New Canadian Real Estate Tax Measures
9:00 - 10:00 a.m. PT

Presenters: Lawrence Tam and Garrett Louie

From coast to coast, the Canadian real estate market is a hot topic. Several real estate-related tax measures have been proposed and enacted over the past few years in an effort to address certain issues, such as housing affordability. Tune in to our session as we discuss recent and established tax items relating to Canadian real estate.

Audience: CPAs, Controllers, CFOs

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Financial Reporting Update for Reporting Issuers (Public Companies)

10:30 - 11:30 a.m. PT

Presenters: Pejman Mahlooji and Joe Chirkoff

This session will provide an update on international financial reporting standards, sharing details on today’s hot topics and developments.

IFRS updates:

  • Overview of new and amended standards and effective dates
  • IFRIC updates
  • Other regulatory updates

Hot topics:

  • Sustainability reporting
  • Impacts of rising inflation and interest rates on financial reporting

Audience: Management, Board of Directors, Audit Committees

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Private Company Accounting and Audit Standard Updates
1:30 - 2:15 p.m. PT

Presenter: Matt Thurber

This session will provide an overview of new standards and amendments impacting companies with reporting periods beginning January 1, 2022, and later. Learnings from the presentation will help you to prepare for the upcoming financial compliance cycle.

Topics to be discussed include:
  • Overview of amendments to ASPE 3400 Revenue
  • Overview of ASPE 3041 Agriculture
  • Overview of new Canadian Auditing Standard (CAS) 315 identifying and assessing risks of material misstatement and how it will impact your upcoming audit cycle

Audience: Financial and accounting managers for companies that report under ASPE and/or require an annual financial statement audit.

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