November 9 2017 Sessions

6:45AM-5:30PM

6:00AM-6:45AM

7:00AM-8:00AM

09

Thursday
7:00AM-7:50AM

AI, Machine Learning, Blockchain...with the constant evolution of technology swirling around us, we are now able to connect real time with others more than ever before in history. However - this constant level of connection doesn't necessarily mean we are more fulfilled, creative or productive. We not only need to relearn how to do our jobs, but put forth the same effort to living a more harmonious, purposeful life in this new technology age. 

- Take advantage of cloud technology and reshaping how our practice delivers work to reconnect with ourselves and reclaim the time that technology gives us back.

-Explore why the term "work-life balance" often can create stress and why work-life harmony is more realistic.

- Learn how sacrificing who you truly are in business is bad for you personally and for your career -- gain the tools to discover and align your authentic self and inner talents with the work you do.

- Discover how to utilize creative outlets that feed your soul to be more innovative in your practice and create a better workplace for your team.

7:50AM-8:00AM

09

Thursday
8:00AM-8:50AM

7. Inclusion vs. Diversity: What's the Difference?

Instructor: Deborah DeHaase
Track: SKA

09

Thursday
8:55AM-10:10AM

8. Lead Like a Legend: How to Master Your Influence

Instructor: Mary Legakis Engel
Experience Level: Beginner
Track: SKA

Based on the common characteristics of legendary leaders, “Lead Like a Legend: How to Master Your Influence” is an interactive, entertaining and humorous talk with actionable takeaways.

Learning Objectives:

  • Learn the “3 Essential Rules for Increasing Your Influence” that have been used by legendary leaders for centuries.
  • Practice improving the quality of your conversations.
  • Be able to apply the principals with immediate results back at the office.

Mary will show you how successful managers in organizations across North America have implemented these simple rules to help improve not only their business results, but their experience as leaders as well.

10:10AM-10:40AM

09

Thursday
10:40AM-11:30AM

9. Communicating in a Multicultural Environment

Instructor: Lionel LaRoche
Experience Level: Beginner
Track: EXL

Culturally different clients don’t just look different or speak a different language; they communicate and react differently because they were educated to think differently. As a result, professional accountants may provide what they consider as great service when their clients consider that the service they receive does not meet their expectations. Using insightful diagrams, powerful anecdotes and an experiential exercise, this presentation analyzes the root causes of typical misunderstandings between clients and accounting service providers to suggest practical solutions.

By the end of this session, participants will be able to:

  • Describe the extent to which cultural differences impact their professional relationships with clients and co-workers
  • Differentiate between stereotypes and generalizations
  • Adapt their approach to communicate more effectively with a wide range of people who are different from them

09

Thursday
10:40AM-11:30AM

10. Advancing your Career

Instructor: Kacee Johnson, Dorri McWhorter, Marney Reid, Leslie Shiner
Experience Level: Beginner
Track: EML

Innovation in your role within a company can be the difference between advancing your career, and being stuck in the mud. This course will deliver real-life success stories, as well as failures, from three women who have created their own career path through intraprenuership. All from very different backgrounds including SMB, Mid-Size Orgs, and Enterprise corporations; each will tell their story and give tips on what you can do to:

  1. Better Network
  2. Create your own niche within the organization
  3. Self-promotion (do’s and don’ts as well as why its so important)

The panelists will also explore the direct correlation between sponsorship and career progression, as well as the differences between a sponsor, mentor and advisor. You will learn why you need all 3 to succeed!

09

Thursday
10:40AM-11:30AM

11. The Power of Possibility Lies Within

Instructor: JD Messinger
Experience Level: Beginner
Track: SKA

Each of us has the power to do great things, but this power lies deep within. It requires us to go beyond self-imposed limitations and harness the power of focus, confidence, and courage. As Henry Ford once said, "whether you think you can or can’t, you are correct." Believe in yourself and you will succeed. Believe you have invisible power and create wonders. Every sage and master has shared this wisdom, but it requires us to go beyond fear and doubt, discover the source of inspiration, and shatter the illusions that limit the possibilities.

Learning Objectives:

  • Understand the Science of our Conscious, Subconscious, and Unconscious Mind
  • Recognize & Overcome Self Imposed Limitations
  • Harnessing Invisible Power
  • Energy in Action: Audience Interaction

11:30AM-11:40AM

09

Thursday
11:40AM-12:30PM

12. Career Turning Points

Instructor: Kathleen Grace
Experience Level: Beginner
Track: EXL

We know that women have been graduating from accounting and other professional education faculties such as law, and medicine at rates comparable to men for decades. However, career advancement rates for women remain curtailed. A reality illustrated most vividly by the fact that only 13-19% of North American C-suite roles are occupied by women today.

The reasons for this are complex involving biological, cultural and societal factors. What is clear is that there are key turning points in each woman’s career that require skilful navigation of issues and stressors that play out in ways that are unique to or particularly acute for women.

Come to this session to hear what we learned over the past thirty years with respect to career navigation for women in the professions. There are specific ways in which we can support women leaders through three critical career stages of launch, sustaining momentum in mid-career, and the transition into executive leadership.

Given the challenges we face globally, we cannot afford to wait the 100+ years experts say it will take to achieve gender parity at our current rates of progress. We owe it to individual women to be able to fulfill their full potential both personally and professionally. We owe it to our organizations and our societies that will benefit from having the perspectives of women leaders to help shape economic and social policy for the next generation.

Learning Objectives:

  • Learn what research and practice has revealed about challenges women face with respect to career progression in the professions.
  • Learn specific strategies for each of three career stages: launch, mid-career and executive leadership

09

Thursday
11:40AM-12:30PM

13. Planning for Self Care 2018

Instructor: April Day
Experience Level: Beginner
Track: EML

The self-care seminar is focused on how managers, leaders, and business owners incorporate taking care of their mental, physical, and financial health to ensure optimum performance in addition to ensuring employees are as well. This session will provide techniques and programs to incorporate at work to reduce stress, increase productivity & profitability, and reduce employee presentism.

09

Thursday
11:40AM-12:30PM

14. Mom, Manager, Mentor… Maniac

Instructor: Lindsay Stevenson
Experience Level: Beginner
Track: SKA

Have you ever struggled with making it all work? This session will provide strategies to maximize your “mom-ness” while developing a stellar career as a CPA, participating in profession-related extra-curriculars and not ending up in the insane asylum!

Learning Objectives:

  • Identifying strengths uniquely developed by being a mother and how those can be utilized to maximize your professional impact.
  • Interactive discussions about what can be leveraged as a competitive advantage in the CPA profession for mothers and mothers-to-be.
  • Strategies to finding work/life integration specific to mothers

12:30PM-1:30PM

09

Thursday
1:30PM-2:20PM

15. Talent Identification and Performance: Building a Championship Team

Instructor: Jennifer Shirkani
Experience Level: Beginner
Track: EXL

Exceptional performance is the perfect alignment of skills, rewards, feedback, management style, measurement and culture. Keeping employees engaged today requires staying in-tune with what is most important to them, finding ways to creatively match performance measures with their motivation factors. This session is designed to help leaders learn about staff performance drivers and easy to apply techniques for engaging, motivating, and developing their employees. Recent studies show the engagement levers that leaders must be aware of and actively pursue to attract and retain top talent. This session gives audience members practical strategies to build into their leadership practices.

Learning Objectives:

  1. Learn startling statistics on how employees think about topics such as performance management, motivation, and leadership involvement.
  2. Discover the missing key to unlocking the maximum potential within each employee.
  3. How to shift from assuming and expecting to create the performance you desire.

09

Thursday
1:30PM-2:20PM

16. Rubber Band Resilience: How to Snap Back After Disruptive Events

Instructor: Kathy Parry
Experience Level: Beginner
Track: EML

With quotes from financial services leaders like, "transform or die" or "disruption is king" it is pertinent that changes, especially those from technology, staffing and economic shifts, be embraced. The ability to apply a disruption-friendly mindset to industry transitions will be necessary to move forward, grow revenue and retain personnel. Acquiring with the skill set to move through shifts while continuing to produce is imperative in the next decade. Road blocks and unforeseen adversity, both personal and professional, stretch us every day. In this powerful session Ms. Parry will share how devastating news led her on a journey to discovering the keys to thriving in the face of challenging circumstances. Kathy will inspire and encourage you to stretch, not snap when faced with disruption. Learn the secrets, tips and tactics to becoming Rubber Band Resilient. Known for her candid stories and optimistic approach, Kathy is an expert in creating energetic teams and engaged professionals.

Learning Objectives:

  • Understand the different reactions to adversity and how to use them to develop a positive outcome 
  • Increase awareness of growth mindset to keep teams engaged and productive during transitional events 
  • Learn to escalate both personal and organizational energy levels to decrease absenteeism and increase retention and productivity

09

Thursday
1:30PM-2:20PM

17. The Wealthy Woman

Instructor: Robin Taub, Lesley Scorgie
Experience Level: Beginner
Track: SKA

Robin and Lesley-Anne will introduce you to the Wealth Wellness Wheel (WWW), a unique and balanced approach to building and maintaining wealth for the long term. They will explain the five pillars of the Wealth Wellness Wheel (Money, Career, Relationships, Health, and Philanthropy) and share personal and relatable stories of how they have successfully applied it to their own lives, and how you can too.

Learning Objectives:

  • Discover the five pillars of the Wealth Wellness Wheel (Money, Career, Relationships, Health, and Philanthropy)
  • Learn how to apply this tool successfully in your own life

2:20PM-2:30PM

09

Thursday
2:30PM-3:20PM

18. Engaging Male Leaders

Instructor: Ted Dickman, Rich Caturano, John Herber, Felicia Malter, Mark Koziel, Wendy Henry, Tracey Walker
Experience Level: Beginner
Track: EXL

09

Thursday
2:30PM-3:20PM

19. An Actors Guide To Public Speaking

Instructor: Misty Megia
Experience Level: Beginner
Track: EML

Being on stage is not just about what you say but about your body language, pacing, intentions behind your words, and the subtext to what you are communicating. The ebb and flow of your presentation can make or break you as a public speaker or presenter. As someone that has been on stage since I was five and has directed and choreographed for almost 25 years, working with thousands of performers from Broadway to local talent, I LOVE helping people take a script and bring honesty to it in order to bring audiences into their story.

This is not the stuffy approach to being on camera or being in front of an audience. There are tactical steps that are easy to implement and will help give you the edge you need to be a selected speaker for a top conference, start your coaching business, or present your pitch in a believable manner. This is also not the hippie, touchy-feely way that some people associate with theater. I will help you find your voice by giving you the step by step tools to communicate exactly how you want to be heard. Then, like any great actor, you will feel at home on stage.

Learning Objectives:

  • Understand how to break down a script
  • Speech Analysis
  • Vocal Variety and delivery

09

Thursday
2:30PM-3:20PM

20. When Did Feminism Become a Bad Word?

Instructor: Rebecca Chopp
Experience Level: Beginner
Track: SKA

This session will focus on changing historical realities for women and the family in the 20th and 21st century. The session will conclude with a focus women’s narratives and leadership.

Learning Objectives:

  • Understand “feminism” within the context of historical changes.
  • Take a deep dive into two transformative realities for women in the 21st century: how we write women’s narratives and how we design women’s leadership.

09

Thursday
3:50PM-5:30PM

21. Engaging Male Leaders

Instructor: Rich Caturano, Ted Dickman, Tracey Walker, John Herber, Felicia Malter, Wendy Henry, Mark Koziel, Yasmine El Ramly, Mary Bennett
Experience Level: Beginner
Track: EXL
Type: Round Table

09

Thursday
3:50PM-5:30PM

22. Sponsorship & Career Progression

Instructor: Karen McCardle, Dorri McWhorter, Marney Reid, Leslie Shiner, Kacee Johnson, Melissa Hooley, Janine Rogan
Type: Round Table

09

Thursday
3:50PM-5:30PM

23. Career Life Reality/Balance

Instructor: Jacquelyn Tracy, April Day, Lindsay Stevenson, Danielle Supkis-Cheek, Monica Murray, Katrina Basic, Tracey Golden
Experience Level: Beginner
Track: SKA
Type: Round Table

5:30PM-6:30PM