|7:30 - 9 AM||Registration, breakfast & networking|
|9 - 10 AM||Main Stage|
|10 - 10:45 AM||Break, exhibits, networking|
|11 - 12 PM||Breakout 1|
|12 - 1 PM||Lunch, exhibits, networking|
|1 - 2 PM||Breakout 2|
|2:15 - 3:15 PM||Breakout 3|
|3:15 - 3:45 PM||Break, exhibits, networking|
|3:45 - 6 PM||Main Stage closing keynote|
|5 - 6 PM||Reception in exhibit hall|
|5 - 11 PM||Celebration event|
Co-Owner - Tool Shed Brewing Company
Graham Sherman is a self-professed “high level geek” who, together with his business partner Jeff Orr met while working throughout Afghanistan on contracts for the Canadian and US governments and military forces, installing encrypted, tactical communication networks. By day, they rolled around Afghanistan in armoured vehicles, “geeking out” in the world of satellite communications. By night, they aimed their obsessive, high-level thinking at mastering hobbies such as coffee, competitive BBQ, and eventually, perfecting the art of brewing craft beer right out of Graham's back yard Tool Shed.
Together with his partner, Graham launched Tool Shed Brewing Company in 2013 and has never looked back. Now sold in over 1000 locations throughout Western Canada, Tool Shed has its 22,000 square foot brewery in Calgary. The duo behind the brand has also been named as winners of Calgary’s 2016 “ top 40 under 40 recognition by avenue magazine as well as been nominated as Canadian Entrepreneur of the year. The moment you hear their story you'll understand that simply drinking a Tool Shed beer represents an appreciation of the grassroots struggle of quitting your job and going after your dreams AT ALL COSTS!
President - Intuit Canada
Jeff Cates is the President and CEO of Intuit Canada, a software development company that produces premier brands such as TurboTax, QuickBooks and ProFile. Under Jeff's leadership, Intuit Canada has risen to become one of the top places to work in Canada, as ranked by the Great Place to Work Institute. He is responsible for helping the company become recognized as the nation's undisputed financial solutions leader in every market it serves, by leading a team of more than 400 employees dedicated to simplifying the business of life.Cates joined Intuit in 2011, with a background that includes innovative marketing, partner management and entrepreneurship. Previously, Cates worked at Apple Canada leading their commercial business, and Hewlett Packard as vice president of their consumer division. He earned an MBA from the Schulich School of Business at York University and a bachelor of commerce degree from McMaster University.
Director of Marketing - SBSEG & PCG Canada
Martin Fecko is Intuit Canada’s Small Business and Accountant Marketing Director. Martin has over 17 years of experience in the payments and fintech space – having led marketing efforts for CIBC, Amex Bank of Canada and now Intuit Canada, he leads through a customer needs-based approach, a relentless need to re-think traditional ways of managing a business, and an expert in all things digital. Martin is an alumnus of the Annual Digital Marketing for Financial Services Summit, held in Toronto where he was a keynote speaker.
Director of Sales - Intuit Canada
As Director of Sales for Intuit Canada, Grant Picknell is passionate about combining his experience in executive sales leadership with his change management and coaching expertise to help power the prosperity of small businesses and accountants worldwide. In fact, his unwavering approach to success further extends to his teams, where he is also dedicated to their personal development and ability to realize their career aspirations.
In his current role, Grant provides strategic leadership to a team of inside and field sales professionals who are driven to help Canadian accountants and small businesses achieve their business goals. Since joining the Canadian team in late 2017, Grant has transformed the sales team’s processes – evolving them from a transactional to a value-selling model designed to ensure customers receive the full benefits from every sales touchpoint and interaction.
Previously, Grant was the Head of Inside Sales for Intuit UK from 2014-2017, where he led the development and execution of the country’s sales strategy for small businesses and accountants. During his tenure, Grant re-engineered the organization’s sales processes and built high-performing teams to effectively deliver exceptional customer experiences, while achieving revenue goals.
Prior to joining Intuit, Grant held several senior sales positions within organizations including Telefonica S.A., O2 UK Ltd., and Geopost UK.
In his spare time, Grant enjoys a glass of wine while honing his cooking skills. He also has a passion for fitness and can often be found working out in the gym – typically after one of his practice cooking sessions!
Group Product Manager - QuickBooks
Scott Zandbergen is a 20-year veteran of the accounting software industry. He is now head of product for QuickBooks in Canada and represents the “voice of accountants and bookkeepers” on the Canadian senior leadership team. While his experience has spanned across various organizations, Scott has always remained dedicated to accountants and bookkeepers, leveraging his knowledge of accounting technology as well as the small business market to empower these professionals. Scott lives in Georgetown, along with his wife and their two daughters.
Head of Customer Care, Small Business
A graduate of Bishop’s University, Chris Fudge is Intuit Canada’s Accountant Business Leader. Formerly the Vice President of Hewlett Packard’s Commercial and Consumer Business, his team is devoted exclusively to working with ProAdvisors and tax preparers to thrive through practice growth and time savings. Chris is among the most progressive thought leaders in the industry, having recently spoken on the Alan Salmon tour, at Knowledge Bureau’s Distinguished Advisor Workshop, at IPBC Ignite and at last year’s Thrive event in Toronto about becoming a Firm of the Future.
Business Development Manager - Intuit Canada
Jeff Borschowa is an author, educator, and curator of all things related to accounting efficiency and technology. Jeff first joined the accounting world in 1991 and has spent the bulk of his career working with and advising small to medium-sized enterprises. Jeff has experience working in all sizes of accounting firms, from sole proprietorship to international firm. The focus in Jeff's career has been to find new and better ways to integrate innovation and technology to enhance the customer experience and improve efficiency in the accounting process.
Founder - Ready Books & Consulting Ltd.
Crystal is a Certified Professional Bookkeeper and Small Business Consultant with an extensive Management, Human Resources and Finance background. She was mentored in the art of Value Pricing by Ron Baker in the 2nd graduating class sponsored by the Institute of Professional Bookkeepers making her one of the original “firms of the future.
In 2010 Crystal founded Ready Books & Consulting Ltd. which grew from a one-person operation to a team of four with no end of growth in sight. A high standard of customer service and quality is essential in our office and is at the very core of our values.
We pride ourselves in the personal relationships that we develop with our customers and take pride being a part of their business growth.
In her spare time, you will see Crystal engaged in various physical activities including fitness competitions to offset all of her chair surfing in the office.
Sr. Product Manager - Intuit Canada
Melika Hope is a passionate and dynamic member of the Canadian accounting community. She began her professional career at RSM Richter LLP where she earned her Chartered Accountant designation. She then pivoted to the software industry, gaining experience with desktop accounting products before moving to Intuit where she has been managing the QuickBooks Online and Self Employed products for the past several years. Melika is a self-employed personal trainer on the side and is a passionate advocate for the success of the small business and self-employed industries in Canada, leveraging the partnership of accounting and bookkeeping professionals and the power of cloud technology.
Founder & CEO - TenjaGo
Musician, Author, Chartered Accountant, world traveller, technology nerd, husband, and proud dad to two beautiful girls ... you could say Jason Hastie is one busy guy. If you'd ask Jason, he'd just say he's somewhat "unfocused" but all that know him understand that he is a serial entrepreneur at heart who is driven by passion, discipline, and adventure.
Jason grew up near Birsay, a small farming town of 68 people in Saskatchewan, Canada. Jason attended the University of Saskatchewan where he completed both his Bachelor of Commerce and Master of Professional Accounting degrees. He then obtained his Chartered Accountant designation and moved to Calgary in September 2002. After moving to Calgary, Jason decided to pursue another passion of his and he 'hit the stage' so to speak. Currently, Jason and his band have three Top50 hits on Canadian country radio and have had appeared on Entertainment Tonight, CMT, and Canada AM.
Jason has also remained doing small business accounting for over 15 years. When he recently saw an opportunity to combine his love of technology with helping small businesses on a large scale, he jumped at it and started TenjaGo. Today, TenjaGo is helping businesses across Canada simplify their accounting while learning how the right financial information can help them grow to levels they've never dreamed.
CEO - AIS Solutions
Juliet Aurora is the CEO of AIS Solutions and Co-Founder of Kninja Knetwork. Through both of these businesses she fulfills her mission to Educate and Empower those around her. In 2017, her firm was named Intuit's Global Firm of the Future, the first time the title has ever been awarded to any firm outside of the US. She has also has been named one of the Top 50 Women in Accounting, as well as one of the Top 50 Cloud Accountants. Her passion for education is channeled through the Intuit Trainer Writer Network, hosting Kninja Knowledge Webinars and most recently, developing a Cloud Accounting Course for the next generation of accounting professionals.
Owner - Brad Celmainis Accounting Solutions
Brad Celmainis doesn't "fit the mold" of what a Chartered Accountant usually entails. I don't do year-ends or taxes. I don't wear a suit, instead preferring jeans and a hoodie. I network like crazy and am much more savvy with technologies like Social Media than most accountants. I'm personable. I'm a connector. I ride a Vespa 12 months of the year. I'm different. I'm also a HUGE fan of all things QuickBooks and am spreading the love as fast as I can over here in Calgary.
Director General - Business Returns Directorate (BRD)
Canada Revenue Agency
Heather commenced her public service career in 1991 at the GST Interim Processing Centre with Customs, Excise and Taxation. Since that time, she has held various positions in the Canada Revenue Agency (CRA) with increasing levels of responsibility within the International Tax Services Office, Compliance Programs Branch and the Assessment, Benefit and Service Branch (ABSB).
Between 2011 and 2016 Heather held executive positions in Business Transformation, Individual Tax Returns Processing and Corporation and Specialty Returns Processing.
Heather is currently the Director General of BRD where she proudly leads the directorate towards providing exceptional service, protecting Canada’s revenue base, and delivering timely and accurate information to our business community.
Owner - Freelife Accounting + Bookkeeping
Dawne started her journey over 25 years ago after discovering her love of numbers and business in high school. She has worked in many different industries and various sized accounting departments: from a department of one to a staff of 20. She currently has her own bookkeeping practice in Wasaga Beach, Ontario where she lives with her husband and three kids, and is one of the administrators of the QB-HQ Facebook group. She is passionate about helping bookkeepers build their businesses and shattering the myth that bookkeepers are boring.
Owner - TD Accounting
Tammatha is the owner of TD Accounting Services, located in beautiful downtown Stirling, Ontario, which provides services to all Canadian provinces (excluding Quebec). Tammatha opened her firm in the fall of 2012, after many years of work experience in other firms. Her vision was to motivate and inspire SMB's to invest their resources into cloud-based accounting and advisory eco-systems. Through the use of cloud-based applications in her own firm, they have been able to grow and expand using this vision as their mission statement.
President, CEO, Big Kahuna - Leading Ledgers Incorporated
Christian Madarasz is a CPA, CMA located in Parksville, British Columbia. Christian began his accounting journey in 1988 working in a progressive Chartered Accounting firm. In addition to being a CPA, Christian also possesses a Bachelor of Education degree and is currently teaching online business courses through North Island College.
Christian possesses a drive for knowledge and considers himself a “life long learner”. Because of this, Christian was a very early adopter of cloud technology in his business and was quick to join up when Quickbooks Online began providing services to Canada. He has experience with other online accounting platforms, but he considers the QBO platform to be the foundation of his accounting and bookkeeping practice.
During his career and as a member of the Intuit Trainer-Writers Network, Christian has been asked to speak in front of different groups including entrepreneurs through Start-Up Canada, small business owners through local Chambers of Commerce, accountants through fireside chat settings with Intuit, and a variety of other business owners through various mentoring and education programs.
Proprietor - Balsam Way Bookkeeping
Sherri-Lee Mathers - this CPB leverages her two+ decades of business experience and marketing background to boldly go in areas not travelled by the average bookkeeper...with a quirky sense of humor, she’s a self professed early adopter who embraces technology tending to ‘cannonball” right in the ‘deep end of cloud tech pool’... dog paddling her way to ‘work smarter - not harder’.
Sherri-Lee founded Balsam Way Bookkeeping in 2009. As a business owner herself, she understands bookkeeping is about more than just the nuts and bolts; it’s about keeping lifelong dreams well-funded and running smoothly. Her combined love of teaching, tech & taprooms certainly is a benefit to her clients in the craft brewery industry which is where she is quickly developing a ‘niche’ for automating back offices.
Sherri-Lee has a Business Administration Diploma in Accounting, Advanced Certified in QuickBooks Online as well, she’s certified & proficient with a number of business and accounting apps. Recently, Sherri-Lee had the honor of joining Intuit's Writer Trainer Network, where she’ll give back to the bookkeeping community. Her recipe for success is liberal doses of passion, touch of humor and sprinkles of non-stop energy to present accounting technology to the next generation of bookkeepers & accountants.
Partner - KH Burnaby Chartered Professional Accountants Inc
What do the words “coach,” “counselor,” and “accountant” have in common? They are all synonyms for Melanie Schroeder! As both a Registered Professional Counsellor and a Chartered Professional Accountant (CPA, CGA), Melanie has discovered that her personal and professional passion lies in helping others embrace theirs. She’s harnessed her one-of-a-kind sass and unstoppable energy to support her clients no matter what path they’re struggling down.
As a partner at KH Burnaby Chartered Professional Accountants Inc, her experience includes over 15 years in public practice, where she specializes in tax, business planning, systems, coaching, and controllership.
Melanie embraces the philosophy that life is about more than hard work and number crunching; it’s about embracing your full potential and living to the fullest. She believes without a shadow of a doubt that each of us deserves a life that we love, both personally and professionally. With her unique skillset, she’s here to help her clients answer the question: what are you here to do?
Owner - Tiffany J Stewart, CPA
Tiffany Stewart began her foray into public accounting in Carriacou, Grenada, West Indies. While being an accountant to a wide range of clients in the Caribbean, she was, personally, offered a position with the Accountant Generals office by Grenadian Prime Minister Keith Mitchell. Although tempting, she realized that she could make more of a difference in her community working with local businesses rather than working for the government. This belief continues to be a guiding principle for Tiffany as she continues to be an active community member and volunteer.
Owner - Wall CPA
Andrew Wall is a Chartered Professional Accountant and Certified Management Accountant with over 17 years in accounting and IT development. He is the founder of Wallcpa.ca a cloud based accounting firm focused on helping small businesses. WallCPA.ca has been recognized by Intuit Canada as a "firm of the future" and featured on the website firmofthefuture.ca.
President and CEO - Legacy Advantage
Bob Wang is the founder and President of Legacy Advantage. Bob went into business for himself in 2015 with a goal of creating a bookkeeping brand people can trust. In two years, they grew to 15 staff, over 1m$ in revenue and just opened up a second office.
Owner - Maven Bookkeeping Inc
Tanis Young is the founder of Maven Bookkeeping Inc located in Okotoks, AB where she journeys alongside her clients to bring life to their finances. Her credentials include Certified Professional Bookkeeper (CPB), Certified Financial Planner (CFP) and Pro Advisor for both QuickBooks Desktop and QuickBooks Online.
Tanis has a passion for education, proudly wearing the “trainer” hat for Quickbooks Online and coaches accountants, bookkeepers and small business owners across the country on the power of clouding accounting.
Work / life balance is of top priority so if she’s not in her tourquoise office, Tanis can be found on her road bike, hiking in the mountains or walking her fur-baby Skoki.
Manager of Programming for the Bookkeeping Services Specialist - Knowledge Bureau
Marcia Elaschuk earned her DFA-Bookkeeping Services Specialist from the Knowledge Bureau in 2008 and is currently working towards her second designation. She is currently the Manager, Programming for the Bookkeeping Services Specialist and Business Services Designations for the Knowledge Bureau, which entails updating courses, assisting with student support and business development in Alberta.
Marcia Elaschuk received her CMA designation in 2001. She has held various controller positions for both private and public companies over the past 20 years. She is proficient with Microsoft Office and Dynamics, Sage Accounting, QuickBooks and Taxcycle.
Marcia earned her Business Administration (accounting) and Business Education degrees from Concordia College in Moorhead, MN.
Marcia is the owner of TRT Accounting services which provides bookkeeping/accounting, payroll, income tax and Commissioner of Oaths services to a variety of businesses.
Owner - Books By Marjory
Marjory is a Certified Professional Bookkeeper and Pro Advisor for both QuickBooks Desktop and QuickBooks Online. With over 25 years bookkeeping experience, she is also a certified PCP with the Canadian Payroll Association.
She lives in Ladner, BC and is the mother of 4. She loves working with small business owners to come up with a business model that works for their needs. Her passion is getting them excited about knowing their numbers.
Continuing to learn and collaborate with other bookkeepers and accountants has been key to building and growing the business. Cloud-based applications are changing almost daily and make bookkeeping an incredibly exciting industry - as long as there is wifi!
CEO and Co-founder - Beanworks
Catherine Dahl is the CEO and co-founder of Beanworks, an accounting automation company whose innovative platform connects mid-sized enterprises from invoice to payment. Catherine is passionate about business process improvement and leads with a vision of making accounting easier and more enjoyable while increasing efficiency and reducing costs. As a CPA and CMA professional, she knows first-hand the challenges of financial management and is dedicated to driving change through innovation.
Vice-President, Education - The Canadian Payroll Association
Steven is the Vice-President, Education for the Canadian Payroll Association and is considered one of Canada's foremost subject matter experts in Canadian payroll legislation, training and education.
As VP, Education, Steven currently oversees the Association’s Certification, Compliance Services and Programs and Events and Regional Programs teams. The education programs include over 12,000 certification course enrolments per year, 400 professional development seminars annually, as well as the Certification Recognition Events, National Conference and Trade Show and National Payroll Week. In addition, the CPA’s most valued education member service, InfoLine, fields over 42,000 inquiries annually.
He received his undergraduate degree in Political Science and History from Wilfrid Laurier University, holds the Canadian Payroll Association’s CPM certification, and the Certified Association Executive certification from the Canadian Society of Association Executives.
Associate - Hein & Associates, CPA
Michael is a CPA, CMA with a strong background in training and technology. Over the years Michael has written dozens of training materials and has taught QuickBooks, ProFile, Microsoft Office and other software applications to thousands of individuals. When not teaching or writing you'll often find Michael in various coffee shops, in both Ottawa and Montreal, discussing business and technology with clients, entrepreneurs and, even, perfect strangers.
Accounting Professional Business Manager - QB Training Services
Matthew Peterson manages the QuickBooks training programs for accountants and bookkeepers across Canada. Matthew has been delivering QuickBooks training since his time at Intuit in 2001. He has trained over 15K accounting professionals over this time. He has a passion for helping accountants and bookkeepers get the most out of QuickBooks for their clients. If you see him around ask him anything about QuickBooks and he'll gladly help you solve your problem.
Owner - Accounting Loft
Marnie is an Advanced Certified ProAdvisor, TWN member, and all-around QuickBooks geek. She collaborated on the desktop to QBO conversion guide, and Intuit has her on speed dial for product feedback and input. Students and customerslove Marnie's energetic teaching style, impressive QuickBooks knowledge, and modern approach to bookkeeping.
CEO - Entreflow Consulting Group
Helina Patience is CEO and Management Consultant at Entreflow Consulting Group. She has long-term international experience in finance, training, and HR management. Helina managed HR and compensation for multi-national corporations before working as a Financial Analyst at Lululemon. She's worked in Australia, India, the UK and Ireland over the years. She joined Entreflow two years ago and quickly rolled out Financial, HR and Systems consulting services to add to the existing Marketing services. She runs a team of 15 remote consultants dedicated to innovative, tech-focused and goal-crushing consulting. She enjoys all aspects of financial management and analysis, business decision support, and the compensation and motivation aspects of human resources management. Helina holds a B.A. (hons), B.Ed and a CPA, CMA accounting designation.
Owner - Moore Details Bookkeeping
Jennie Moore is the founder of Moore Details, a fast-growing, forward-thinking business that has helped numerous clients evolve and fine-tune their financial operations for more than 10 years. She lives with her husband and three kids in Foxboro, Ontario, Canada.
Owner - Complete Bookkeeping Solutions
Alberta born and raised, Connie is an Advanced Certified ProAdvisor for Online, Certified ProAdvisor for QuickBooks Desktop. She is a Certified Professional Bookkeeper with IPBC and has sat on the Board of Directors for IPBC for the past several years as well as Regional Developer for the Edmonton Area.
Connie grew up in a business family and owned her first business at the age of 22. This real life experience makes Connie’s perspective unique and has been a benefit to hundreds of business owners and bookkeepers over her 21 years in this business. She is a natural trouble-shooter and is always looking for the quicker easier way to do almost everything. She is happy to share her knowledge and experience to save others the pain whenever she can.
CEO/ Founder - Schwan & Associates
Jeffrey Schwan is a resourceful accountant and entrepreneur who is driven to connect people and businesses with technology. Jeff assists Edmonton businesses with their financial planning, tax, and accounting needs.
Jeff received his BCom from Grant MacEwan University in 2012, and earned his CPA, CGA designation from CPA Alberta in 2014. He has spent over a decade of his career in finance, management, and accounting in the private sector.
In 2016, Jeff established Schwan & Associates CPA to bring unique “cloud-based” accounting services to small and medium-sized Edmonton businesses. Inspired by the quality time spent with his family, Jeff wants to put more time back in the hands of busy entrepreneurs. In his spare time, Jeff enjoys hiking with his children, volunteering, and running marathons.
Partner - Kenway Mack Slusarchuk Stewart
Ray is one of the four founding members of Kenway Mack Slusarchuk Stewart LLP. Ray earned his Bachelor of Commerce from the University of British Columbia in 1973, his CA designation in 1975 and FCA in 2000.
Ray was a member on the Board of Evaluators of the Canadian Institute of Chartered Accountants (CICA) from 2002 – 2005, served as President of the Institute of Chartered Accountants of Alberta (ICAA) 2000 - 2001, and was managing partner of KMSS from 1986 to 1999. He was the President of DFK International 2005 – 2008 and served as President of DFK Canada 1995 - 1998. Ray is on the Board of Raging River Exploration Inc., a publicly traded oil and gas company and on the Board of Covenant Health, responsible for 26 Catholic health care facilities in Alberta.
Ray has presented on IT and practice management issues for many years at the CA Small Practioners’ Forum, CA Forum North, and DFK International conferences. He has spoken at the Institute of Chartered Accountants of Ireland’s annual conference on IT issues. He is currently serves on the DFK International IT Committee.
In 2011, he received the DFK International Meritorious Service award for his many years of leadership to the organization.
He semi-retired from Kenway Mack in January 2011. When not at the office, he is actively pursuing his passions for skiing, biking, photography and travel.
President and CEO - Complete Bookkeeping Solutions
Kim Deep is a successful entrepreneur, author, world class trainer, and professional accountant. She has over 30 years experience in the accounting industry, and is a Financial Empowerment Advocate for individuals and business owners. As the founder of Business By Numbers Ltd and The Family Wealth Academy, Kim advocates the use of cloud accounting and the innovative Pain-Free Accounting System to assist small business owners in getting access to timely and accurate financial information to grow their businesses.
Partner - Avail CPA
Obed Maurice is a Virtual Partner with Avail CPA. Last month, Maxim Management, which Obed founded, merged with Avail CPA, one of Southern Alberta's oldest accounting firms. This new partnership highlights the enormous opportunity for the profession when innovative approaches are blended with traditional strengths.
Recently, Obed was awarded the overall Top 40 under 40 by the Lethbridge Chamber of Commerce. He holds a Bachelor’s Degree in Management from the University of Lethbridge, a CPA designation, and a US CPA designation. His years of practical, real-world experience working in both Controller and COO positions have provided him with invaluable business experience that he loves to pass on to entrepreneurs.
Obed is passionate about innovation, advancement, and breaking down barriers to prosperity. He firmly believes that building ecosystems around small business helps to create more productive and healthier entrepreneurs. He also believes there is a clear economic advantage when businesses adopt modern technology and work to build collaborative relationships.