Agenda

Date and time

Post-conference workshops

CPD 
up to

Monday, November 24

12:30 – 4:30 p.m.

Ethics Across Generations: Leveraging Diverse Values for Better Decisions

Laura Friedrich FCPA, CIA Executive Director at friedrich & friedrich corp.

4
ethics hours

Tuesday, November 25

9:00 a.m. – 12:00 p.m.

Digital Strategy; Deciding, Not Tech-ing

Dason Wells Digital Advisory Manager at SysGen Solutions Group

Sponsored by SysGen Solutions Group

3
hours

Thursday, November 27

8:00 a.m. – 12:00 p.m.

Bridging the Gap: Intergenerational Leadership Savvy

Bill Richardson PCC, PgMPMental Fitness Coach and Learning Strategist at The Perdix Group Inc.

4
hours

Tuesday, December 2

12:30 – 4:30 p.m.

Ethics Across Generations: Leveraging Diverse Values for Better Decisions

Laura Friedrich FCPA, CIA Executive Director at friedrich & friedrich corp.

4
ethics hours

Thursday, December 4

9:00 a.m. – 12:00 p.m.

From Reflection to Action: Building Your Personalized Non-Financial Retirement Roadmap

Terry Olexyn CPA, CMA Founder and President of Peak Retirement Solutions Ltd.

3
hours

Friday, December 5

8:00 a.m. – 12:00 p.m.

Delegation as a Major Leadership Practice

Joel Shapiro PhD Principal at Advanture Consulting

4
hours

Wednesday, December 10

9:00 a.m. – 12:00 p.m.

Under Cyber Siege: Protecting the Financial Fortress in a Tabletop Simulation

Brennen Schmidt Cert PR, CUA Principal at ALEUS Consulting Group

3
hours

Monday, December 15

12:30 – 4:30 p.m.

Leading Sustainable Change

Joel Shapiro PhD Principal at Advanture Consulting

3
hours

Tuesday, December 16

8:00 a.m. – 12:00 p.m.

The Ethics of Structure

Tammy Towill FCPA, FCMA Partner at Cordura Group

4
ethics hours

Wednesday, December 17

8:30 a.m. – 12:00 p.m.

Smart Solutions: Strategic Thinking for Complex Challenges

Laura VillacrusisPartner at Kwela Leadership & Talent Management

3.5
hours

Thursday, December 18

1:00 – 4:00 p.m.

AI Adoption Playbook for Accountants

Garrett Wasny MA, CMC, CITP/FIBP Director at Wasny Digital Inc.

3
hours
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