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!
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
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
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
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
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