2024 Program & Speakers

This page will be updated as speakers and details are confirmed

Program

TIME SPEAKER TOPIC COMPETENCY PD HOURS
07:30/08:30 BREAKFAST & REGISTRATION
08:15/08:23 SPF Committee Committe Remarks 0.25
08:23/08:25 Sponsor Opening Remarks
Housekeeping
Company overview
08:25/08:30 Sponsor Speaker introduction
08:30/10:30 Kim Moody, Moodys Tax / Moodys Private Client Tax Update Taxation 2.0
10:30/11:00 AM BREAK
11:00/12:30 Randy Nicholls, CPA Alberta
Larry Brownoff, CPA Alberta
Brian Lenzin,
Ross McNichol, Ross B McNichol Professional Corporation
Charla Smith, Charla Smith & Company Ltd "
Ethics Round table Ethics 1.5
12:30/13:30 LUNCH
13:30/14:30 Vanessa Hennigan, Momentum HR Practice Management - HR 1.0
14:30/15:00 PM BREAK
15:00/16:30
16:30/16:45
Sandra Genereaux, CPA Alberta
Malanie Garon, CPA Alberta

Rachel Miller, CPA Alberta
Practice Review

CPA Alberta
2.0
19:00/22:30 80's Anniversary Dinner & Entertainment
TIME SPEAKER TOPIC COMPETENCY PD HOURS
07:00/08:00 BREAKFAST
08:00/10:00 Kyle Ross, Felesky Flynn

John Fuller, Felesky Flynn
Tax Cases Taxation 2.0
10:00/10:30 AM BREAK
10:30/12:00 Todd Hirsch, ToddHirsch.com Alberta Economic Update Accounting & Finance 1.5
12:00/13:00 LUNCH
13:00/14:00 Jennifer Buchanan, Jenniferbuchanan.com THE MUSIC ADVANTAGE to amplify Mood, Memory and Motivation Self Management 1.0
14:10/15:10 David Crawford, Achen Henderson Sales Tax Risk Management – a potpourri of hot topics 1.0
15:10/15:30 PM BREAK
15:30/17:30 Andrew Bateman, Miller Thompson
Bryant Frydberg, Miller Thompson
TBA Taxation 2.0
20:00/22:00 RECEPTION
TIME SPEAKER TOPIC COMPETENCY PD HOURS
07:00/08:00 BREAKFAST
08:00/10:15 Hugh Nielson, KPR/VTN Tax Update 3.0 Taxation 2.0
10:15/10:30 AM BREAK
10:30/12:30 To Be Confirmed Technology Roundtable Innovation & Technology 2.0
12:30/13:15 LUNCH
13:15/15:15 CRA Digital Services Update Taxation 1.5
15:15/15:30 SPF Committee Closing Remarks Other 0.25

2024 Speakers

KIM G C MOODY, FCPA, FCA, TEP CEO

Moodys Private Client Accounting, Moodys TaxCEO

The antithesis of the status quo, Kim is driven to innovate new and better ways to do things for the clients he serves, the advancement of the firm, and other professionals in tax. His relentless obsession with getting to know everything in the Tax Act makes him a highly sought-out resource for peers and clients. In March 2020, Kim published his first book, Making Life Less Taxing: Pay Attention To Your Taxes So You Can Pay Less Tax and Build a Strong, Smarter Canada – an Amazon bestseller in a number of categories.

Kim’s primary area of expertise is tax and estate planning for owner-managers of private corporations and executives, particularly those who have entered into the tax complexities that come with being affluent. Though admittedly not one himself, Kim works with many professional athletes (a guy has got to dream after all). Kim also has expertise in trust and estate taxation and enjoys solving the complexities that arise in developing a well-thought-out estate and succession plan and dealing with testamentary taxation matters.

Larry Brownoff CPA, CA; Director, Member Relations

CPA Alberta

Larry Brownoff is the Director, Member Relations with CPA Alberta. He has an extensive network of accounting professionals and over a decade of experience recruiting for companies across multiple industry sectors where strong financial leadership has enabled growth.

Larry has held various leadership roles within Robert Half International where he specialized in senior finance and accounting recruitment, placement of senior project financial professionals and executive search. In addition to his decade of recruiting expertise, Larry brings 17 years of senior level industry experience to his recruitment assignments enabling him to effectively assist clients in creating high performance strategic leadership teams.

Rick photo

Randy Nicholls, Msc, BComm, CPA, CA; Director, Member Engagement and Technical Advisory

CPA Alberta

Prior to joining CPA Alberta, Randy was an Instructor at Red Deer Polytechnic where he taught various accounting courses in the Diploma and Degree programs. During his time there he played a leadership role in establishing senior accounting courses that met prerequisite requirements for CPA PREP, thereby enabling prospective Central Alberta CPA’s to remain in the region for their post-secondary education.

Randy began his professional career in Winnipeg with Arthur Andersen & Co, where he obtained his Chartered Accountant designation and was a member of the firm’s audit, assurance and business advisory services practice.

Subsequent to achieving his designation Randy moved into industry positions, eventually moving into CFO roles with both private and publicly listed companies. He has extensive leadership experience with retail, distribution and oilfield services companies.

John Fuller, CPA, CA, TEP, FEA

Felesky Flynn

With over 25 years of tax experience, John specializes in tax planning, estate planning and dispute resolution for private corporations and family farm organizations.

He holds his Bachelor of Laws, along with his Chartered Professional Accountant (CPA, CA), Family Enterprise Advisor (FEA) and Trust and Estate Practitioner (TEP) designations.

John lends his wealth of knowledge and specialized relational “soft” skills as a regular presenter at various tax related forums. He is recognized as a leading tax lawyer by Best Lawyers in Canada and made the short list of nominations of the Top 25 Most Influential Lawyers of 2020 in the Changemaker category.

Bateman

Andrew Bateman, Partner

Miller Thompson

Andrew’s practice covers a broad spectrum of taxation law, with a primary focus on private corporations, trusts, family groups, and individuals. Areas of focus include transactions and reorganizations, tax dispute resolution and litigation, trust and estate matters, First Nation taxation, and goods and services tax.

As a sought-after speaker and writer, Andrew provides insights to respected associations and publications, such as the Canadian Tax Journal, Legal Education Society of Alberta, Canadian Bar Association, Banff CA Small Practitioners Forum and the University of Calgary Faculty of Law.

Before becoming a lawyer, Andrew earned his Bachelor of Commerce and spent 10 years in the franchising industry, where he worked in a number of sales and executive roles. This hands-on experience shaped Andrew’s aptitude for negotiations, strategy, problem-solving, and conflict management.

Andrew obtained his Juris Doctor degree, from the University of Calgary, and received a number of tax and other academic awards. Prior to joining Miller Thomson, Andrew practiced for 15 years at a boutique tax law firm in Calgary.

Kyle A. Ross

Felesky Flynn

Kyle’s practice covers a wide range of taxation law matters with a focus on corporate and personal tax planning, mergers and acquisitions, corporate reorganizations, estate planning and dispute resolution with taxation authorities.

Kyle is a sessional instructor in tax law at the University of Calgary Faculty of Law and is a regular presenter on tax topics in other forums. Kyle received many academic awards in law school including the Law Society of Saskatchewan Gold Medal, the Thomas Dowrick Brown Prize for Most Distinguished Graduate and Desjardins Top Eight Academic All-Canadian. He was also the captain of the University of Saskatchewan Men’s Huskie Hockey Team during law school and won various athletic awards during his hockey career.

Hugh Neilson, KRP/VTN

Hugh Neilson FCPA FCA TEP is an independent contractor to Kingston Ross Pasnak LLP, where he is a Director, Taxation Services. He is also an independent contractor to Video News Inc., where he serves as a member of the Editorial Board of Video Tax News, and appears regularly in their monthly video and newsletter.

Hugh has over 30 years of public practice experience, focusing on income tax services for individuals and owner-managed private corporations. He provides tax consultation in many diverse areas, including business structuring and restructuring, negotiations with Canada Revenue Agency auditors and Appeals Officers, tax-effective compensation strategies, immigration and emigration planning and strategies for tax-effective personal, family and estate tax planning.

Jennifer Buchanan

Jennifer Buchanan

National Music Centre (NMC)

Jennifer Buchanan, MBA, MTA, stands as a trailblazing music therapist, keynote speaker, and best-selling author. With over three decades at the helm of JB Music Therapy, she has played a pivotal role in introducing hundreds of music therapy programs across Canada.

Jennifer Buchanan’s company, recognized thrice with nominations for the Community Impact Award by her local Chamber of Commerce, is home to a diverse team of Certified Music Therapists. These professionals cater to a wide age range across medical, educational, and community care settings.

Having served as the past president and Executive Director of the Canadian Association of Music Therapists, Jennifer Buchanan now holds a Director position at the National Music Centre (NMC). Here, she frequently presents and is celebrated as a national authority, guiding all visitors to tap into the transformative power of music.

Rachel Miller

CEO of CPA Alberta

Rachel Miller FCPA, FCA is Chief Executive Officer of CPA Alberta. Since becoming CEO of CPA Alberta (previously CPA Alberta Joint Venture) on January 1, 2015, Rachel has led the evolution of the profession under the Chartered Professional Accountants banner. She is instrumental in setting the vision and foundation for the organization.

Rachel was previously CEO and Executive Director of the Institute of Chartered Accountants of Alberta (ICAA) and CMA Alberta, and the ICAA’s Director of Practice Review from 2006 – 2013.

Bryant Frydberg, Partner

Miller Thompson

Bryant Frydberg is an experienced corporate tax and mergers and acquisitions lawyer who works mainly with owner/manager and other private corporations. Bryant also carries on a complementary business law practice.

Bryant is committed to providing excellent service. He is accessible and responsive; he takes a pragmatic approach to solving problems and helping clients achieve their goals and objectives.

Bryant’s practice includes:

Corporate tax law: Bryant advises on all matters of corporate tax law including mergers and acquisitions, succession planning, planning and implementing other corporate reorganizations, and tax-driven corporate restructurings for private corporations.

Mergers and acquisitions: Bryant acts for both purchasers and sellers in Canadian and cross-border merger and acquisition transactions, including structuring of the purchase and sale transaction.

Corporate/commercial law: Bryant assists with unanimous shareholder agreements, cost-share agreements, and general business law matters.

Bryant has considerable experience in transactions with dental support organizations (DSO) including selling dental practices to DSO’s and structuring of DSO’s.

Bryant is a frequent writer and speaker on tax and corporate/commercial matters. He is also the editor of the “Estate Freeze” chapter in Miller Thomson on Estate Planning.

Melanie Garon

CPA Alberta

Melanie is an Associate Director of Practice Review at CPA Alberta. She is responsible for assisting in the planning, execution and monitoring of the Practice Review program. Her role includes supporting the activities of the Practice Review Committee, conducting practice reviews, performing consistency reviews of completed practice reviews, and overseeing the management of the Practice Review area.

Grace McKay

Moodys Tax/ Moodys Private Client

Grace C. McKay has been an accountant for 25 years, nearly 20 of those years as a designated as a CPA, CA. She has trained and worked with “Big 4” accounting firms, and has worked in multiple industries helping companies of all sizes, ranging from local owner-managed businesses to multi-billion dollar global corporations.

She brings a breadth of experience to her clients, providing holistic financial reporting, process design, and owner-managed corporate taxes. Over the years, she has connected with a wide range of specialists in financial planning, corporate reorganizations, valuations, IT, infrastructure/ construction, and many others, and is positioned to help you grow your business.

Sandra Généreux

CPA Alberta

Sandra is a bilingual CPA (English and French) with over 20 years’ experience in public accounting (Calgary and Montréal). She is knowledgeable on multiple aspects of accounting, including IFRS for public entities, ASPE for private entities and strong financial reporting skills with exposure to US GAAP. Excellent knowledge of Canadian corporate and personal taxation with exposure to US personal taxation. She has several years of experience in producing accurate and timely financial reporting while being involved in management. Exposed to different industries, including oil & gas, mining, retail and manufacturing.

Charla Smith, LIT, CIRP, CPA (CGA)

Moodys Tax/ Moodys Private Client

After more than a decade working in insolvency, Charla founded Charla Smith & Company with a view to providing individuals with a highly personalized experience where they could work closely with a small team of experienced professionals to address their debt.

Hailing from a small Saskatchewan town, Charla moved to Calgary for college, married a native Calgarian, and never left. After starting her career in oil and gas, she soon shifted her career route to better reflect her desire to help people.

Vanessa Hennigan

CPA Alberta

Vanessa Hennigan, CPHR, is the Founder and Senior Consultant at Momentum HR, a boutique HR services firm servicing small to medium-sized businesses in Western and Central Canada. Momentum HR’s team supports clients across diverse sectors, including accounting, food and beverage, retail, technology, medical services, oil and gas, behavioural therapy and nonprofits. With over 20 years of experience in HR and management, Vanessa has worked in various roles at Mount Royal University, The City of Calgary, ATCO Power and Grant Thornton LLP.

Vanessa delivers strategic, customized HR solutions tailored to an organization’s needs. Renowned for her collaborative and coaching approach, she excels at understanding business outcomes and aligning people and culture strategies to maximize value and elevate your business. She holds multiple certifications, such as Lumina Spark© practitioner, Emotional Intelligence EQ-i 2.0© practitioner, Transformational Coach, and Prosci© Change Management practitioner, alongside the Chartered Professional of Human Resources (CPHR) designation. Vanessa’s academic credentials include a Bachelor of Arts in Communications degree and an HR Business Management Certificate from the University of Calgary.

She is passionate about helping the future of HR by mentoring HR students, and supporting post-secondary HR programs either by sitting on advisory committees or speaking in the classrooms. You can sometimes find her chasing after her 2 kids either on their mountain bikes or on the ski hill.

Todd Hirsch

Moodys Tax/ Moodys Private Client

Todd is a leading expert on adaptability and managing the transition in a complex and unpredictable global economy. A visionary in his field, he inspires audiences around the world to re-think the modern economy, and directs leaders to re-imagine how to survive and thrive in an ever-changing world.

He demystifies today’s volatile and colliding economic factors and interprets their impact, illustrated by relevant and memorable examples valued by industry leaders. His expert assessments map global trends to deliver a fresh, insights-fuelled outlook that enables his audiences to adapt to the emerging economic forces affecting their world, industries and careers.

With three TEDx Talks, hundreds of presentations and four books, Todd delivers well-researched presentations with compelling examples, metaphors and images replacing the traditional deluge of charts and graphs. He represents a modern approach to current economic trends that take into account the past, present, and most importantly the future. Take-aways for attendees include tools to navigate their business, their team and even their personal lives through a world that is in constant flux.

David Crawford

CPA Alberta

Located in Calgary, David focuses on the real estate and energy sectors and assists clients in managing their compliance with sales, excise, carbon and fuels taxes. David has also worked with a diverse set of clients across numerous industries from NPO’s and charities through to large multi‐ national energy companies. He has the indirect tax knowledge and experience to help solve clients’ important indirect tax problems. David works closely and proactively with his clients to manage their indirect tax advisory, planning, audit support and controversy.

David is a CPA and CMA and has been a Certified Management Accountant (Alberta) since 1999 and a Chartered Professional Account (Canada) since 2015. He is also a past co‐chair of the Sales and Indirect Tax committee of Canadian Association of Petroleum Producers.

Todd Hirsch

Moodys Tax/ Moodys Private Client

Todd is a leading expert on adaptability and managing the transition in a complex and unpredictable global economy. A visionary in his field, he inspires audiences around the world to re-think the modern economy, and directs leaders to re-imagine how to survive and thrive in an ever-changing world.

He demystifies today’s volatile and colliding economic factors and interprets their impact, illustrated by relevant and memorable examples valued by industry leaders. His expert assessments map global trends to deliver a fresh, insights-fuelled outlook that enables his audiences to adapt to the emerging economic forces affecting their world, industries and careers.

With three TEDx Talks, hundreds of presentations and four books, Todd delivers well-researched presentations with compelling examples, metaphors and images replacing the traditional deluge of charts and graphs. He represents a modern approach to current economic trends that take into account the past, present, and most importantly the future. Take-aways for attendees include tools to navigate their business, their team and even their personal lives through a world that is in constant flux.