To help demystify cryptocurrency, Regan McGarth will discuss the history of Bitcoin and blockchain technology and answer most commonly asked questions about crypto taxation.

Client onboarding

Presenter: Jennifer Bauldic, Cash Coach at Jetstream Administration Inc.

Time: 2.45pm-3.45pm

The first 100 days with your new clients plays a huge role in their long-term satisfaction with your firm.

In this session, Jennifer Bauldic will share tips on how to build a solid onboarding system that transitions your clients smoothly from the initial welcome to day-to-day collaboration.

Top technology trends in CPA firms

Presenter: Randy Johnston, Executive VP and Co-Founder at K2 Enterprises

Time: 2.45pm-3.45pm

Randy Johnston will cover top trends and technologies for CPA firms to help you discover which solutions are best for your current and future needs.

Randy will show you how you can choose software for service line and niche solutions, and identify automation opportunities.

Thursday, November 16

(Bonus flash meeting) The Karbon effect: How to futureproof your firm with Karbon

Presenter: Jake Lyman, Senior Account Executive, Karbon

Time: 9.50am-10.10am

2023 is a big year in technology—with AI and automation playing an even-more elevated role in your work life. In this Karbon live-demo session, Jake Lyman will showcase how Karbon’s practice management platform can transform your accounting firm’s productivity, workflow, and client service through automation and AI.

Mastering modern marketing strategies for independent accounting firms

Presenter: Bryton Udy, Founder at atHeart Creative

Time: 10.15am-11.15am

Bryton Udy runs atHeart Creative, a digital marketing agency dedicated to helping accounting firms market themselves more effectively. He will share how you can leverage content, social media, and email marketing to attract and retain your ideal clients.

How to prevent burnout, stress, and the Great Resignation

Presenter: Michael Levitt, author and host of the Breakfast Leadership Show podcast

Time: 11:45am-12.45pm

Michael Levitt is a sought-after speaker on burnout and workplace culture. He’ll share some techniques that employers and employees can use to detect and prevent burnout before it becomes a retention problem.

Cash flow: Strategies for helping your clients during constrained times

Presenter: Janeen Stodulski, CFO at Auvenir

Time: 1.15pm-2.15pm

Janeen Stodulski will discuss how you can help your clients identify potential cash flow problems and develop contingency plans to mitigate the risks of a cash crunch.

Learn how to:

• Conduct cash flow forecasting and budgeting to gain better visibility

• Explore cost-cutting measures without compromising core operations of the business

• Evaluate and recommend suitable financial options for cash-constrained clients

• Create contingency plans to ensure your client’s financial stability

The AI CPA: Building your AI roadmap

Presenter: Apoorv Dwivedi, President and Strategic Marketing Advisor at Fixyr

Time: 1.15pm-2.15pm

Apoorv Dwivedi will help you cut through the hype of AI and identify practical use cases that you can implement right away to serve yourself and your clients.

Hot tax issues: What accountants need to know

Presenter: Jamie Golombek, Managing Director at CIBC

Time: 2.45pm-3.45pm

There’s a lot happening in tax at the moment, and Jamie Golombek’s session is designed to break things down for you, including recent updated about:

• The new Alternative Minimum Tax and what’s coming in 2024

• 2023 tax rates and corporation integration planning for CCPCs

• Tax case law

• Registered Plan prioritization

• First Home Savings Accounts

Packed with value, information, and opportunities

This event will be action-packed with a rich menu of sessions, speakers and exhibitors. If you're interested, there's still time to register.

The Karbon team will also be at the exhibitor floor to meet and greet friends old and new. Drop by booth 521 and say hi 👋