11 must-see sessions at Accountex Canada 2024 | Karbon Magazine
11 must-see sessions at Accountex Canada 2024
Make the most of your time at Accountex Canada 2024 with this hand-picked round-up of 11 must-see sessions.
Accountex Canada 2024 is almost here 🎉
This two-day conference—hosted at the Metro Toronto Convention Centre—is designed to provide accounting professionals with networking opportunities and informative sessions that provide updates on industry trends, taxation, practice growth, technology, advisory services, and more.
Here are 11 must-see sessions from the full program that are sure to bring you the most value in preparing your firm for a successful 2025.
Tuesday, November 5
How to work less and get more done
Presenter: Joe O'Connor, Work Time Reduction
Time: 10am
Joe O'Connor will share the latest research on attention spans and cognitive performance in relation to work hours, so you can better understand the science behind productivity and wellbeing. He’ll also provide you with top tips, best practices, and practical strategies to optimize productivity, wellbeing, and time efficiency.
Accounting & taxation for digital assets
Presenter: Regan McGrath, Metrics Chartered Professional Accounting
Time: 11am
As blockchain technology, cryptocurrencies, and other digital financial instruments become increasingly prevalent, they offer both significant opportunities and unique challenges for accountants. Regan McGrath will explore the transformative impact of digital assets on the accounting profession, including new service opportunities in the digital asset sector.
AI & the future of work
Presenter: Swish Goswami, Surf
Time: 12.45pm
Swish Goswami will dive into how AI is reshaping the landscape of work. He’ll explore the implications of AI technology on job roles, the skills that will be prioritized, and how businesses can adapt to stay ahead. He’ll also cover the evolving dynamics between humans and machines in the workplace, providing actionable insights for firms looking to thrive in this new era.
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Bridging the generational gap in the workplace: Leveraging generational strengths to optimize performance
Presenter: Kim Tabac, Kim Tabac Human Resources Inc.
Time: 2pm
Today, the workplace is like a tapestry woven with threads from four distinct time periods. For the first time, Baby Boomers, Gen Xers, Millennials, and Gen Zers are all working together. Kim Tabac will show you how to bridge these generational gaps, harness the strengths of generational diversity, and build a harmonious culture.
From transactions to transformations: Charting success with the subscription model
Presenter: Ron Baker, VeraSage Institute
Time: 2pm
The world is moving from services to subscriptions. Ron Baker will share the advantages of the subscription model for accounting firms, and explain why and how the subscription business model will be an inevitable part of the firm of the future.
Bookkeeping trends to watch in 2025: Preparing for the future of finance
Presenters: Zoe Whitman & Jo Wood, The 6 Figure Bookkeeper
Time: 3pm
Jo Wood and Zoe Whitman will explore the key trends that will impact bookkeepers in 2025 and beyond—from the rise of AI, to the growing importance of sustainability reporting. They’ll also share why data security and privacy are more critical than ever, and how bookkeepers can protect themselves and their clients from cyber threats.
Proven referral strategies for accountants
Presenter: Apoorv Dwivedi, Fixyr
Time: 3pm
In this hands-on workshop, you’ll learn how to generate referrals from clients, employees, and strategic partners with proven strategies that work in today’s competitive environment. You’ll come away with actionable worksheets to develop your own referral plan and a concrete strategy ready for implementation.
Wednesday, November 6
Setting up for success(ion)
Presenter: Mike Libbey, YBL
Time: 10am
After years of careful preparation, Mike has successfully taken over his father's accounting firm, gaining invaluable experience along the way. In this session, he will share how to create a sustainable succession plan that benefits both outgoing and incoming generations, drawing from his own journey and the many clients his firm has helped do the same. He’ll highlight the importance of clear goals, open dialogue, and robust process implementation to ensure a smooth transition, as well as addressing the emotional and practical challenges of leadership changes.
Empowering bookkeeping with AI: Enhancing services and navigating ethical waters
Presenter: Tanya Hilts, Cloud Business Services Inc
Time: 11am
Tanya Hilts will delve into how AI can revolutionize the way accounting professionals manage data, improve accuracy, and deliver insights, emphasizing AI as a tool to augment, not replace, the human element in services. She’ll share real-world examples that showcase how AI can streamline operations, enhance decision-making, and elevate the quality of service offerings. Plus, she’ll tackle the ethical considerations of integrating AI responsibly into your firm, including privacy concerns and data security.
Defense against the dark web: Keeping your money and your clients safe
Presenters:
Tom Bigos, Centra Cyber Security
Brad Andrews, ManagePoint Technologies Inc
Time: 12.30pm
This session is key for any accounting professional needing to strengthen their cybersecurity practices. You’ll learn why multi-factor authentication (MFA) is crucial to your firm’s data protection, best practices for strong passwords, and how to encrypt data.
Mental health and high performance: Navigating the performance paradox
Presenter: Kara Hardin, The Practice Lab
Time: 1.30pm
Kara Hardin will explore why high performance in financial services is particularly complicated and the tools and strategies that work with (not against) mental health. You’ll come away with resources, best practices, and tools to address perfectionism and ways to engage meaningfully in work.
Packed with value, information, and opportunities
Accountex Canada 2024 is set to be action-packed with exciting sessions, speakers, and exhibitors. The Karbon team will also be on the exhibitor floor to meet and greet friends old and new. Drop by booth 415 and say hi 👋
The first annual exploration of AI and its impact on the accounting profession. For the most recent analysis, download The State of AI in Accounting Report 2026.
Lynda Steffens explains why the accounting industry is facing its own ‘Kodak moment’. Learn why traditional practices are no longer enough and how accountants can stay relevant by embracing advisory services.
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