Get the most out of Accountex Canada 2023 with these 10 essential sessions

Accountex Canada is returning to the Metro Toronto Convention Centre for its second year.

On November 15 and 16, attendees will have the choice between 30+ sessions from a diverse group of industry leaders on a wide range of topics—from automation and technology, to accounting firm growth strategies, pricing models, and the client experience.

With so many great sessions happening, here are 10 hand-picked, must-see sessions that will bring you the most value in preparing your firm for a successful 2024.

Wednesday, November 15

Client experience matters in succession planning

Presenter: Katie Tolin, CPA, and Founder at Growth Guides

Time: 10.15am-11.15am

Clients are not always involved in your succession plan, but they should be.

In this session, Katie Tolin will share practical strategies to help you build a client-centric succession plan as you transition out of your practice.

The four pillars of strategic growth

Presenter: Rachel Fisch, CPA and CEO at RealtyTax

Time: 11.45am-12.45pm

Rachel Fisch is a Canadian entrepreneur and early adopter of cloud accounting. Under her leadership, RealtyTax smashed its growth targets and during this session, she’ll share how she did it.

Crypto taxation

Presenter: Regan McGarth, Founder and CEO at Metrics Chartered Professional Accounting

Time: 1.15pm-2.15pm

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.