6
7:00 - 8:30 8:30 - 8:45 8:45 - 9:45 8:45-9:00 9:00-10:00 10:00-11:00 11:00 - 12:00 11:00-12:00 12:00 - 1:00 12:00-1:00 1:00 -2:00 2:00 - 3:00 2:00-3:00 3:00 - 3:45 3:45 - 4:00 2:00 - 2:30 2:30 - 4:30 5:00 - 6:00 6:30 Lunch in Grand York Ballroom Break / CPB Exam Log-in & Prep in Thornhill Room IPBC IGNITE 2017 Conference Schedule (as of September 01-2017 - subject to change without notice) 5:30 to 8:30pm - No Host Dinner at Sheraton "Crave" Restaurant (Solarium Room) Wednesday, September 27, 7:00am - 8:30am - Conference Check-In, Grand York Foyer Move to session IPBC Annual General Meeting in Grand York Ballroom Breakfast in Grand York Ballroom / IPBC Welcome Richmond A/B - Intuit Richmond C/D - Sage (Core Sage One Product Training) CPB Exam in Thornhill Room (must be pre-registered) Platinum Sponsor Exclusive Event - Hosted by Intuit Your Firm is a Valuable Asset ( Andrew Wall) System Login Credentials and Materials (speakers for the day: Mark Hubbard & Ed Mortimer) Bank Feeds and Reconciliations Why Adding Tax to Your Repertoire is a Good Idea (Tracy Lampron, CPB) Creating Invoices and Getting Paid 9:45 - 10:45 The Top Apps for Any Bookkeeping Firm (Tammatha Denyes, CPB) Collaborating with Customers & the Basics of Setup Tuesday, September 26, 4:00pm to 8:00pm - Conference Check-In, Grand York Foyer Top 5 Tax Tips for Tax Year 2017 (Susan Watkin) Reporting and Core Financials What's New in QuickBooks Desktop Editions (Esther Friedberg Karp) Integrations Between Sage One and Sage 50 The QuickBooks Online Roadmap (Scott Zandbergen) Onboarding Your First QBO Client (Jennie Moore) 3:00-4:00 The Bells and Whistles!

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Page 1: IPBC IGNITE 2017 Conference Schedule - c.ymcdn.com · PDF fileIPBC IGNITE 2017 Conference Schedule ... CPB Exam in Thornhill Room ... & Recovery Strategies (David Debre, MCSE,

7:00 - 8:30

8:30 - 8:45

8:45 - 9:45 8:45-9:00

9:00-10:00

10:00-11:00

11:00 - 12:00 11:00-12:00

12:00 - 1:00 12:00-1:00

1:00 -2:00

2:00 - 3:00 2:00-3:00

3:00 - 3:45

3:45 - 4:00

2:00 - 2:30

2:30 - 4:30

5:00 - 6:00

6:30

Lunch in Grand York Ballroom

Break / CPB Exam Log-in & Prep in Thornhill Room

IPBC IGNITE 2017 Conference Schedule (as of September 01-2017 - subject to change without notice)

5:30 to 8:30pm - No Host Dinner at Sheraton "Crave" Restaurant (Solarium Room)

Wednesday, September 27, 7:00am - 8:30am - Conference Check-In, Grand York Foyer

Move to session

IPBC Annual General Meeting in Grand York Ballroom

Breakfast in Grand York Ballroom / IPBC Welcome

Richmond A/B - Intuit Richmond C/D - Sage (Core Sage One Product Training)

CPB Exam in Thornhill Room (must be pre-registered)

Platinum Sponsor Exclusive Event - Hosted by Intuit

Your Firm is a Valuable Asset ( Andrew Wall) System Login Credentials and Materials

(speakers for the day: Mark Hubbard & Ed Mortimer)

Bank Feeds and Reconciliations

Why Adding Tax to Your Repertoire is a Good Idea (Tracy Lampron, CPB)

Creating Invoices and Getting Paid

9:45 - 10:45The Top Apps for Any Bookkeeping Firm

(Tammatha Denyes, CPB)

Collaborating with Customers & the Basics of Setup

Tuesday, September 26, 4:00pm to 8:00pm - Conference Check-In, Grand York Foyer

Top 5 Tax Tips for Tax Year 2017 (Susan Watkin) Reporting and Core Financials

What's New in QuickBooks Desktop Editions (Esther Friedberg Karp)

Integrations Between Sage One and Sage 50

The QuickBooks Online Roadmap (Scott Zandbergen)

Onboarding Your First QBO Client (Jennie Moore)

3:00-4:00 The Bells and Whistles!

Page 2: IPBC IGNITE 2017 Conference Schedule - c.ymcdn.com · PDF fileIPBC IGNITE 2017 Conference Schedule ... CPB Exam in Thornhill Room ... & Recovery Strategies (David Debre, MCSE,

6:25 - 7:00

7:00 - 8:30

8:30 - 8:45

Rooms: Richmond A/B Richmond C/D Thornhill Buttonville Markham A

8:45 - 9:45

The Paperless Office - Reality,

Fantasy, or

Proven Possibility? (Tracy Lampron, CPB,

Lampron Bookkeeping)

4 Things to Know About

Perfect Workflow (OfficeTools -

Jarred J. Frieberg)

TSheets Certification 2.0:

What's New in TSheets & How

to Use Your PRO Membership to

Become a Firm of the Future

(TSheets - Jessica Knuth

& Misty Megia)

The Value of

Business Insurance (John Ross Insurance -

Brenda Jennett & Tony Ng)

9:45 - 10:00

10:00 - 11:00

What are the Apps You need

Every Client to Use? (Intuit -

Marnie Stretch, CPB)

EI / CPP / Old Age

Security Benefits (Stacey Morning,

Service Canada)

Lessons from the

Black Swans V (Ron Baker,

VeraSage Institute)

Accelerate Your Practice with

the Cloud-based Power of the

CCH iFirm Ecosystem & CCH

iFirm Tax! (Wolters Kluwer -

Shannon Paret, CPA, BACS)

11:00 - 11:15

11:15 - 12:15

How to Grow Profitably While

Not Losing Control of Your

Bookkeeping Business (Pure

Bookkeeping -

Lynne Moore, CPB)

Service Canada Overview (Stacey Morning,

Service Canada)

New Thinking -

New IPBC Tiers! (IPBC Accreditation & Compliance

Committee)

The Connected Practice:

4 Software Mistakes

to Avoid (Xero - Will Buckley)

12:15 - 1:30 Lunch in Grand York Ballroom / Keynote: "The Changing Role of the Bookkeeper" (Intuit - Scott Zandbergen)

Thursday morning, September 28

Break / Move to next session

Optional Fitness Program with Kellie Parks, CPB

Breakfast in Grand York Ballroom / Keynote: "A Real World Approach to Technology Evolution" ( Sage-Jennifer Warawa & Rachel Fisch)

Break / Move to next session

Move to session

Page 3: IPBC IGNITE 2017 Conference Schedule - c.ymcdn.com · PDF fileIPBC IGNITE 2017 Conference Schedule ... CPB Exam in Thornhill Room ... & Recovery Strategies (David Debre, MCSE,

Rooms Richmond A/B Richmond C/D Thornhill Buttonville Markham A

1:30 - 1:45

1:45 - 2:45

Excel Magic - Alan's

Favorite Tips & Tricks (Alan Salmon, ASc, FCPB,

PHF, K2E Enterprises)

Current & Emerging

Payroll Issues (Canadian Payroll Association,

Tina Beauchamp, CPM)

Canada's Evolving Payment

Needs & Building a

More Efficient Payment

System for Industry (Telpay - John Zajic &

Marilyn Benninger, CPA, CGA)

A Financial Look at the

Small Business Client (FreshBooks -

Shouvik Roy, CPA, CA)

2:45 - 3:00

3:00 - 4:00

Automating Bank

Reconciliations (Hubdoc - Yoseph West)

Taxable Benefits (Canadian Payroll Association,

Tina Beauchamp, CPM)

Cloud Accounting

and Bookkeeping -

The Road Ahead(Sage - Rachel Fisch)

Productivity Tips for

the Digital Office (Dave Greene, CPB, MCSE, MCT,

Edge Info Systems Ltd.)

4:00 - 6:00

6:30

Tradeshow

Thursday afternoon, September 28

Platinum Sponsor Exclusive Event - Hosted by Sage

Break / Move to next session

Break / Move to next session

Page 4: IPBC IGNITE 2017 Conference Schedule - c.ymcdn.com · PDF fileIPBC IGNITE 2017 Conference Schedule ... CPB Exam in Thornhill Room ... & Recovery Strategies (David Debre, MCSE,

6:25 - 7:00

7:00 - 8:30

8:30 - 8:45

Rooms Richmond A/B Richmond C/D Thornhill Buttonville Markham A

8:45 - 9:45

Business Pain Points,

Reputation & Workflow -

Here's What I Know … (Carrie

Mulrooney, CPB, CB, Mulrooney &

Associates)

Tax Implications on the

Purchase & Sale of a

Bookkeeping Practice (Jamie Herman, MTax, CPA,

CA, Hennick Herman LLP

Chartered Accountants)

Game Changers in ProFile (Intuit - Michael Ford)

Sage One - Cloud

Accounting Made Simple (Sage - Ed Mortimer

& Mark Hubbard)

9:45 - 10:00

10:00 - 11:00

Building a Great Team - Tried

& True Insights! (IPBC-CPB business owners panel

facilitated by

Marge Wegren-Debre, FCPB)

Tax & Estate Planning 101 (Tony Rossi, CPA, CA,

Hennick Herman LLP

Chartered Accountants)

Getting Paid What You are

Worth as The Premier

Bookkeeping Service (Universal Accounting Center -

Scott McKinley)

What Replaces

Timesheets? (Ron Baker,

VeraSage Institute)

11:00 - 11:15

11:15 - 12:15

Optimizing Google Chrome

- Your Cloud Accounting

Best Friend (Kellie Parks, CPB,

Calmwaters Cloud Accounting)

Insights & Survival of

a CRA Tax Audit (Tracy Wu, CPA, CA, MMPA,

Hennick Herman LLP

Chartered Accountants)

Creating Confidence

& Trust (Murray Smith,

The Achievement Centre)

Misperceptions of Alternative

Financing Options (FundThrough -

Steven Uster)

12:15 - 1:30

Friday morning, September 29

Optional Fitness Program with Kellie Parks, CPB

Move to session

Break / Move to next session

Breakfast in Grand York Ballroom / Keynote: "How to move Your Own Practice to the Cloud" (Intuit - Martin Fecko)

Break / Move to next session

Lunch in Grand York Ballroom

Page 5: IPBC IGNITE 2017 Conference Schedule - c.ymcdn.com · PDF fileIPBC IGNITE 2017 Conference Schedule ... CPB Exam in Thornhill Room ... & Recovery Strategies (David Debre, MCSE,

Rooms Richmond A/B Richmond C/D Thornhill Buttonville Markham A

1:30 - 1:45

1:45 - 2:45

Understanding Key Metrics in

Financial Statements (Geng

Dai, CPA, CA & Natalia

Nesterenko, CPA, CGA,

Stern Cohen Accountants)

Protect Your Data,

Protect Your Business,

Protect Your Clients! (Dave Greene, CPB, MCSE, MCT,

Edge Info Systems Ltd.)

Sales Skills for

Non-Sales People (Murray Smith,

The Achievement Centre)

The Complete Paperless

Tax Suite (TaxCycle - Marc Labrecque)

2:45 - 3:00

3:00 - 4:00

The Million Dollar Bookkeeper -

Building a Profitable &

Scalable Practice Today (Melanie Power & Steve Major,

The Revolutionary Firm)

Ransomware & Viruses - Risks

& Recovery Strategies (David

Debre, MCSE,

P51 Computing Strategies)

6 Steps to $100K with Receipt

Bank (James Salsbury)

Sage 50c with Microsoft Office

365 Integration(Sage - Alistair Ellis)

4:00 - 5:30

5:30 - 7:00

7:00 - 10:00

Move to next session

Tradeshow

Break / Move to next session

Friday afternoon, September 29

Awards Banquet & Entertainment by Mike D-Urzo from Mega Magic, International Award Winning Magician

Cocktails in Grand York Foyer

Page 6: IPBC IGNITE 2017 Conference Schedule - c.ymcdn.com · PDF fileIPBC IGNITE 2017 Conference Schedule ... CPB Exam in Thornhill Room ... & Recovery Strategies (David Debre, MCSE,

6:25 - 7:00

7:00 - 8:30

8:30 - 8:45

Rooms Richmond A/B Richmond C/D Thornhill Buttonville Markham A

8:45 - 9:45

What's New in QuickBooks

Online - Part 1 (Intuit - Juliet Aurora, CPB)

Guiding your Small

Business Clients Through Their

Capital Options (Lendified -

Kevin Clark)

Endorsement for Marketing (Jean-Guy Talbot, FCPA, FCGA,

Talbot & Associates)

Dashboard in an Hour! (Craig Juta,

FreshBI Reporting Inc.)

9:45 - 10:00

10:00 - 11:00

What's New in QuickBooks

Online - Part 2 (Intuit - Tammatha Denyes, CPB)

The Badass Guide

to Social Media (Jaime Rein, CPB ,

Rein Business Services)

Monthly Recurring Revenue:

The One Metric You Need for

Your Cloud Practice (Practice

Ignition - Brendan Allen)

Payroll: Helping You Make

Your Practice More Efficient (PaymentEvolution -

Andrea Morgan)

11:00 - 11:45

11:45 - 12:00

12:00 - 12:45

12:45 - 1:00

Software Success Tax Insights Tapping Technology Business Savvy

Optional Fitness Program with Kellie Parks, CPB

Move to session

Track Legend:

IPBC Closing Comments

Closing Keynote in Grand York Ballroom: "The Endless Road" by Alan Salmon

Move to Keynote

Sponsor Prize Draws / Snacks

Saturday morning, September 30

Break / Move to next session

Breakfast in Grand York Ballroom