Explore the future of enterprise solutions and emerging technologies The National Forum on Technology SolutionsMay 28-29, 2018 | Metro Toronto Convention Centre Toronto, ON

Optional workshop on May 30, 2018 | CPA Canada Office | Toronto, ON

AGENDA

cpacanada.ca/techforum

IN coopErATIoN wITh

who Should Attend?The Forum is a must attend for senior leaders who are responsible for technology investment decisions in organizations, and for CPAs and other professionals who are trusted advisors on technology investment decisions for clients, including:• CFOs, CIOs, vice-presidents and directors

of finance• Controllers and assistant controllers• Partners and managers in advisory

practice• Partners and managers responsible for

firm technologies• Technology consultants

what Should You Expect?The Forum brings together leaders in innovation, technology and business to shape the future of the most important technology trends and forever change your business and that of your clients.

Peers, pioneers and visionaries will connect you to a world of technology solutions and new business thinking around the most important emerging technologies.

• Benefit from a comprehensive and content-rich agenda.

• connect and collaborate with a community of developers, vendors and peers.

• Hear visionary thought leaders explain the implications of what’s on the horizon.

• Gain practical knowledge as your peers share how they successfully navigated technology investment decisions and the challenges along the way.

• Get a sneak peek into new development strategies from key developers and thought leaders in the profession to help your organization and your clients prepare for the implications of emerging technologies like Artificial Intelligence and Blockchain.

• Network with like-minded professionals and share experiences, tips, best practices and success stories.

Come away with lots of new ideas, proven strategies and valuable connections to drive your organization and your clients’ businesses forward.

Discover tailored enterprise solutions that drive sustainable growth

The business world is constantly changing. Is your organization staying ahead of the curve… or shaping the future? Come together at this all-new event and explore the top industry challenges of today and tomorrow.

The National Forum on Technology Solutions is designed to facilitate a fresh dialogue on trends across the tech landscape.

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Advocacy sessionsHear from your peers about IT investment experiences in a real-life business scenario, including lessons learned during needs assessment, negotiation, selection, implementation and ongoing support.

Solutions to today’s industry challengesSee different solutions providers demonstrate the strengths, benefits and advantages of their products using scenarios developed by independent consultants.

Emerging technologies Discover the latest developments in digital disruption and other hot topics for business tech solutions during daily panels featuring senior representatives from high profile companies and consulting firms, and during deeper-dive sessions on Blockchain, AI and IoT.

Special opening and closing keynote sessionsGet a glimpse of the future from the perspective of two of today’s renowned futurists. Jim Carroll will kick things off with valuable insights to help you transform your organization and your clients into high-velocity innovation heroes, and Paul Zikopoulos (IBM) wraps things up with important takeaways from your Forum experience.

Discover tailored enterprise solutions that drive sustainable growth

Go beyond the standard forum experience

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DAY ONE MONDAY, MAY 28

7:30 rEGISTrATIoN opENS Continental Breakfast in Vendor Exhibit Area

8:45 opENING rEmArkS Geneviève Grenier, CPA Canada and Michael Burns, 180 Systems

9:00 opENING kEYNoTE ADDrESS Jim Carroll, Futurist Sponsored by TD Insurance

10:00 SESSIoN BrEAk

10:15 Erp Advocacy Session – manufacturing and Distribution Sponsored by Microsoft Canada Inc. Speaker: Karen Redfern, Vice President of Technology, Data CM

Erp Advocacy Session – Not for profit organizations Sponsored by Sparkrock Speaker: Alain Mootoo, Vice President, Finance and Administration, Surrey Place Centre

how to Turn Around an Erp Implementation That's Going BadSpeaker: Celso Mello, Chief Information Officer, Reliance Home Comfort

cpA Firm Advocacy Session – Tax resources in the cloud Sponsored by Wolters Kluwer Speakers: David Straughan, Partner, Tax & Estate Planning; MacGillivray Chartered Accountants & Business Advisors and David Simmonds, David Simmonds CPA Professional Corporation

11:30 INFormAl luNchEoN IN VENDor ExhIBIT ArEA

1:00 EmErGING TEchNoloGIES pANEl – Featuring Experts from microsoft canada Inc., Sage Software canada ltd. and pwc canada Moderated by Maria Pollieri, Oracle Speakers: Nadeem Yusufaly, Microsoft; Rob Sinfield, Sage and Asif Qayyum, PwC

2:15 SESSIoN BrEAk

2:30 Erp Advocacy Session – manufacturing and Distribution Sponsored by Sage Software Canada Ltd. Speaker: Brandon Gabert, Guardian Chemical

Government Incentives for Erp and Industry 4.0 Speaker: Alex Barlow, Business Development Executive, Mentor Works Ltd.

Business Intelligence Advocacy Session Sponsored by Tableau SoftwareSpeaker: Sahar Nezami, Canadian Imperial Bank of Commerce (CIBC)

Audit Automation – Solutions for progressive cpA Firms Sponsored by Mindbridge Analytics Inc.Led by Dwayne Bragonier, BAIBragonier & Associates Inc.Speaker: Robin Grosset, MindBridge Analytics Inc.

3:45 SESSIoN BrEAk

4:00 Erp Advocacy Session – manufacturing and Distribution Sponsored by SAP Speaker: Elliott VanderMeulen, CFO, Sunspace Modular Enclosures

human resource management Advocacy Session Sponsored by Avanti Software Speaker: Eresha Fernando, CFO, The Sawridge Group of Companies

corporate performance measurement Advocacy Session Sponsored by Prophix Software Inc. Speaker: Paul Vickers, Chief Financial Officer, MaxSold Incorporated

rpA (robotic process Automation) – Solutions for progressive cpAsSpeaker: Jon Hwang, PwC

5:15 – 7:00 rEcEpTIoN IN VENDor ExhIBIT ArEA

TopIc lEGEND

Enterprise Solutions Emerging Technologies Cybersecurity Solutions for CPA Firms

▶ Room 105

▶ Room 105

▶ Room 105

▶ Room 104AB▶ Room 105 ▶ Room 104CD ▶ Room 205

▶ Room 105

▶ Room 104AB▶ Room 105 ▶ Room 104CD ▶ Room 205

▶ Room 104AB▶ Room 105 ▶ Room 104CD ▶ Room 205

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The National Forum on Technology Solutions

DAY TWO TuEsDAY, MAY 29

8:00 – 9:00 coNTINENTAl BrEAkFAST IN VENDor ExhIBIT ArEA

9:00 Erp Solutions for Today’s Industry challenges inmanufacturing and Distribution Sponsored by Microsoft Canada Inc., Sage Canada Ltd., Epicor, SAP andJonar Systems Inc.Led by Michael Burns, 180 SystemsSpeakers: Ahmed El Sharkawi, Microsoft Canada Inc.; Kerry Mann, Mantralogix for Sage; Brendan Dorney, Channel Sales Director for Epicor; Steve Pasquill, Illumiti’s Delivery Vice President for SAP and Jon Ruby, Jonar

Erp Solutions for Today’s Industry challenges inNot for profit organizations Sponsored by Sage Software Canada Ltd. and SparkrockLed by Pat Wade, 180 Systems Speakers: Zainab Salihi, BAASS for Sage and James Faw, VP of Product & Innovation and Founding Partner, Sparkrock

Tax Tech Solutions for Today’s progressive cpA Firms Sponsored by Wolters Kluwer Moderator: Jay Goodis, CEO, Tax Templates Inc.Speakers: Shannon Paret, Solution Architect, Wolters Kluwer and Alexandre Bouchard, Director, Product Management, Wolters Kluwer

Demystifying Blockchain – with Solutions comparisonSpeaker: Behram Faroogh, PwC

10:00 SESSIoN BrEAk

10:15 Erp Solutions for Today’s Industry challenges inmanufacturing and Distribution cont’d

Erp Solutions for Today’s Industry challenges in Not for profit organizations cont’d

Erp Solutions for Today’s Industry challenges in SmB and mid market Sponsored by Microsoft Canada Inc.Led by Lawrence Young, 180 SystemsSpeaker: Trevor Moore, Microsoft

Demystifying AI – with Solutions comparisonSpeaker: Biren Agnihotri, EY

11:30 EmErGING TEchNoloGIES pANEl – Featuring Experts from microsoft canada Inc., EY canada and SAp Moderated by Maura O'Shea, Bell Canada Speakers: Kimberly Connors, EY; Faraz Rasheed, Microsoft and Glenn Sawyer, SAP

12:45 INFormAl luNchEoN IN VENDor ExhIBIT ArEA

2:00 Solutions for Today’s reporting and Analysis challenges Sponsored by Tableau SoftwareLed by Michael Burns, 180 Systems Speaker: Derek Nogiec, Tableau Software

Solutions for Today’s human resources management challengesSponsored by Avanti SoftwareLed by 180 Systems

pre-empting a cybersecurity Attack Speaker: Bryson Tan, EY

Demystifying IoT – with Solutions comparison Speaker: Dr. Ajay Marwaha, PwC

3:15 SESSIoN BrEAk

3:30 cloSING kEYNoTE ADDrESS Paul Zikopoulos, Future Trends Expert, VP Big Data and Cognitive Systems, IBMModerated by Kimberly Connors, EY

4:45 cloSING rEmArkSGeneviève Grenier, CPA Canada and Michael Burns, 180 Systems

WEDNEsDAY, MAY 30 | CPA CANADA OffiCE, TOrONTO, ON

OPTiONAL 9:00 – 5:00

post-conference workshop: The hitchhikers Guide to Technology SolutionsWorkshop Leader: Michael Burns, 180 Systems Prepare for your organization’s investment or your upcoming client technology investment engagement by adding on a full-day, interactive session. Benefit from valuable insights and a team of leading experts. They will deliver proven guidance and approaches gleaned over decades of combined experience and real-life engagements. Learn today’s best practices; what works well and what doesn’t.

▶ Room 104AB▶ Room 105 ▶ Room 104CD ▶ Room 205

▶ Room 104AB▶ Room 105 ▶ Room 104CD ▶ Room 205

▶ Room 104AB▶ Room 105 ▶ Room 104CD ▶ Room 205

▶ Room 105

▶ Room 105

▶ Room 105

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ADvisOrY COMMiTTEE Dwayne Bragonier President BAI Bragonier & Associates Inc.

Michael Burns Principal Consultant 180 Systems

frank Colantonio Principal Consultant FC Associates

Behram faroogh Partner PwC

Daniel Hlavacek Partner through a professional corporation BDO Canada LLP

Maria Pollieri Director, Financial Management Product Strategy Oracle

John shamash Consultant

Geneviève Grenier Director, Professional Programs CPA Canada

Anne-Marie Laderoute Principal, Partner Programs and Specialty Area Credentials CPA Canada

kEYNoTE SpEAkErS

Jim carroll Leading Global FuturistTrends and Innovation Expert

paul Zikopoulos Future Trends Expert, VP Big Dataand Cognitive Systems, IBM

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