Members in Business & Industry PD Day November 25, 2014

Members in Business &
Industry PD Day
November 25, 2014
PROFESSIONAL DEVELOPMENT
Members in Business & Industry PD Day
November 25, 2014 | Vancouver Convention Centre, West Building
his popular conference day is all about
providing accountants and financial
professionals with the most balanced mix
of technical and practical information that is
relevant and timely. At this November’s
conference, take some time to gather and share
ideas that you can bring back to your
organization.
Our two keynote speakers will guide you to the
forefront, with Helmut Pastrick providing his
perspective on the outlook of BC’s economy,
and Sharon Edwards sharing her insights on
effective communication for leaders.
Don’t miss out on this information-packed
conference, and on the chance to meet and
network with other members in business and
industry.
AGENDA
8:00 – 8:30AM
Registration and Continental Breakfast
8:30 – 8:40AM
Welcome and Introduction
8:40 – 10:00AM
Morning Keynote
Economic Outlook
10:00 – 10:15AM
Coffee Break
10:15AM – 12:00PM Concurrent Breakouts
- Budgeting – Review of Practices
- Living Larger: How to Maximize Your Non-Work Time
- Tax Update
12:00 – 1:10PM
Lunch
1:10 – 2:50PM
Afternoon Keynote
What Leaders Know About Effective Communication
2:50 – 3:10PM
Coffee Break
3:10 – 5:00PM
Concurrent Breakouts
- Outlook – The Killer App in Microsoft Office
- Personal Effectiveness
- Accounting & Financial Reporting Update
CONFERENCE FEE: $450 + GST
CPD HOURS: 7 Hours
PD PASSPORT: Valid – 1 Passport Day
To register, please go to our website at
pd.bccpa.ca/conferences or email us at
pdreg@bccpa.ca. We can also be reached by phone
at 604 681.3264, toll-free in BC at 1 800 663.2677.
KARINE BENZACAR, MBA, FCPA, FCMA, is a seasoned industry professional with over 20 years of solid industry
experience. After beginning her career in the finance departments of Avon Products and Kraft Foods, she held
Senior Management positions at three major Canadian Banks – Royal Bank of Canada, Bank of Nova Scotia, and
Bank of Montreal. Her career has spanned many functional areas including accounting, finance, capital markets,
project management, re-engineering, and strategic management. She has performed consulting work, developed
financial courses, and trained thousands of professionals from a wide variety of industries.
TIM DUHOLKE, FCA, TEP has practiced tax exclusively for over 35 years and is a Senior Tax Advisor at Davis LLP.
While Tim’s practice covers a broad spectrum of tax areas and industries, a great deal of his work is focused on
advising private companies and high net worth families, especially on transition and succession issues.
SHARON EDWARDS, MA, has been helping people for more than three decades to foster innovation and creativity
through great communication. Sharon is a presentation skills consultant, coach, writer, facilitator and business
translator who shares best practices that support strong communication between individuals and in small and
large group settings. As a translator, she helps different business units ‘talk to each other’ by finding common
ground between technical and non-technical audiences. As a coach, Sharon helps people overcome their anxiety
so that they can share their expertise with confidence.
HEATHER GRAY-GRANT provides business strategy, marketing plans and executive coaching. She is passionate
about helping individuals and companies to focus in on the fastest and most productive ways to achieve success.
Heather has 25 years of experience in professional services marketing and specializes in strategic planning for
professional services. She is also a certified coach with 18 years as of experience, and focuses on coaching
professionals, business executives and business owners/entrepreneurs from a wide range of industries.
DR. SHAWN IRELAND, M.SC., MA, E.Dd is the lead consultant and managing director of HRCgroup, inc. Dr. Ireland’s
areas of subject matter expertise include action-learning initiatives in support of managing change, leadership,
strategy, management of virtual teams, project leadership, fostering critical thinking, communications, and
managing human behaviour. He has worked extensively with international Fortune 500 companies. He recently
published the book “IFRAME: A Manager’s Guide to Critically Balanced Thinking” with his co-author Lorne Kelton.
DALLAS LEUNG, CA, CFA, CBV, is the Vice President of Finance and Administration at TSI Terminal Systems Inc. TSI
operates Vanterm and Deltaport on behalf of the Vancouver Port Authority. Dallas is responsible for the
accounting, financing, strategic planning, risk management and contract negotiations for the company.
Previously, Dallas was a senior manager of Deloitte in the Corporate Finance Group.
DIANE MCDONALD, CPA, CA, has been in public practice for over 30 years and is a sole practitioner providing
consulting, monitoring and professional practice services throughout British Columbia. Diane assists Canadian
public companies with initial and continuing Canadian and SEC financial reporting obligations and provides
accounting and financial reporting consultation services to management and auditors on the application of IFRS,
ASPE and U.S. GAAP. Diane also develops and presents professional development sessions for both preparers of
financial statements and practitioners auditing those statements.
HELMUT PASTRICK is Chief Economist for Central 1 Credit Union, the central financial facility and trade association
for the B.C. and Ontario credit union systems. Helmut provides economic analysis and forecast services to the
credit union system and to the public via the Economic Analysis of British Columbia and the Economic Analysis of
Ontario and other publications. Prior to joining the Central 1 Credit Union in 1997, he spent many years with the
Canada Mortgage and Housing Corporation in BC analyzing and forecasting the provincial housing market and
economy.
MARION WILLIAMS, a Senior Associate with K2 Enterprises Canada since 2009, provides consulting and training
services throughout Canada. With a background in the insurance industry, Marion earned the FLMI designation
with a specialty in Information Systems. As the owner of a computer consulting company in Ontario for over
twenty years, Marion develops custom databases for a variety of business sectors, using Access, Excel and VBA. In
addition, Marion specializes in training all the Microsoft Office products at an advanced level.
Members in Business & Industry PD Day
8:30 – 8:40AM
SESSION DESCRIPTIONS
WELCOME & INTRODUCTION
Welcome and introductory remarks from the conference chair.
DALLAS LEUNG
8:40 – 10:00AM
KEYNOTE
Economic Outlook
HELMUT PASTRICK
Helmut will share his perspective on the economic outlook for the year ahead, and examine the macro factors influencing BC’s economy.
Key BC industry conditions and forecasts, consumer and investment spending trends and forecasts, and some regional economic information
will also be presented.
10:00 – 10:15AM
COFFEE BREAK
10:15AM – 12:00PM
CONCURRENT BREAKOUTS
Budgeting – Review of Current and New
Emerging Practices
Tax Update
KARINE BENZACAR
Do you feel that you are
not quite up to date in the
ever changing world of
tax cases and legislation?
It seems that no matter
how much we read,
something always seems
to slip between the cracks.
This presentation will
analyze topical court
cases and government
pronouncements in an
attempt to fill in those
holes and provide you
with insights to stay on
top of the hot topics of
the day.
Budgeting ranks as one of the most stressful and hectic
tasks for controllers yet it is one of the most important
duties of a controller. As resources become more and
more constrained in companies, the financial manager
who is capable of coordinating the development of a
solid budget is a step ahead of others. Budgeting
effectively involves more than just financial acumen – it
involves inspiring department managers to provide
valuable insights and knowledge in a timely fashion. It
also involves compiling information received from
various sources in an effective manner. This session will
explore some of the common pitfalls of traditional
budgeting and best practices to make the process more
efficient for controllers as well as the business
managers they are supporting, while meeting the
objectives of the budgeting process.
12:00 – 1:10PM
LUNCH
8:40 – 10:00AM
KEYNOTE
TIM DUHOLKE
Living Larger: How to Maximize Your
Non-Work Time
HEATHER GRAY-GRANT
In the accounting and finance professions, long
hours tend to be the reality. But we contribute to
this imbalance by frequently making decisions that
sacrifice our personal life for our work life. We do
this because we don’t appreciate the real value of
balance. We also waste an enormous amount of our
“free” time on things that are not important to us.
This program teaches participants an easy,
repeatable method to determine their priorities,
assess how they are doing and build a realistic and
focused plan for improvement. Participants are taken
through an analysis and planning process that results
in a personal plan to maximize the value of their nonworking time. They will be amazed at how much
more effective they can be in virtually all aspects of
their life, and how much time they really do have to
focus on life outside of work.
What Leaders Know About Effective Communication
SHARON EDWARDS
Leaders know that sharing their vision is crucial to the success of their teams and organization. Leaders know that innovation and creativity are
necessary ingredients for the execution of excellence. Leaders know that without effective communication skills it is impossible to share a vision
that will create a strategy that can support a team to create a successful outcome. In this session you'll learn more about improving your skill
set as a master communicator: the difference between efficient and effective communication; why multi-tasking kills communication; how to
bridge generational communication differences; how to share your vision by creating effective key messages and how great communication
fosters innovation. Stop wasting time and energy talking in circles - communicate like a leader instead.
2:50 – 3:10PM
COFFEE BREAK
3:10 – 5:00PM
CONCURRENT BREAKOUT
SESSIONS
Outlook – The Killer App in Microsoft Office
MARION WILLIAMS
Microsoft Outlook is the most utilized email application
in the world today. However, Outlook is more than just
an email client; it is also a full-featured personal
information manager. You can use Outlook for managing
and organizing contacts, calendars, tasks, and notes;
keeping track of activities related to clients, customers,
and projects; and scheduling appointments and
organizing meetings. Learn how to better organize and
manage communications, calendar, and contacts.
Coverage contains how to better organize your inbox,
maintain control over calendar appointments and
meetings, and collaborate with others more effectively.
Accounting and Financial
Reporting Update
Personal Effectiveness: Self Awareness &
Balanced Thinking
DIANE MCDONALD
SHAWN IRELAND
This session will provide an
overview of the recent and
upcoming developments in
accounting standards. Brief
summaries of
developments that have
impacted financial
reporting over the last
twelve months will be
discussed.
Successful people have one thing in common – they
learn by doing and by applying their experience to
day to day activities. Through understanding
themselves, their values and motivators, and by
continuously examining their taken-for-granted
assumptions, they are able to adapt and improve
their communication and management styles, their
approach to decision-making and relationships. This
seminar identifies the links between our self
understanding, personal growth, communication
and management styles, and critical thinking, both
in our working and personal lives.