Agendas

 
11/18/2025 8:00:00 AM
EVOLVE 2025 November 18, 2025
Register now
Time Conference sessions
8:00 – 8:05 a.m.

Introduction

Harriet Tinka CPA, CMA(Emcee)Founder of Empowered Me 

8:05 – 8:10 a.m.

Welcome remarks

Maureen Moneta CPA, CA, ICD.DCPA Alberta Board Chair and Founder and CEO of Shine Advisory

8:10 – 9:10 a.m.

Unleashing Excellence: Inspire Greatness in Yourself and Others

Sarah WellsOlympian, Expert on Individual and Organizational Excellence at Sarah Wells Enterprises

Sponsored by the CPA Education Foundation

9:10 – 9:20 a.m. Short break

9:20 – 10:20 a.m.

From Ledger to Leverage: How AI is Rewriting the CPA Playbook

Ramy NassarFounder and Managing Partner at 1000 Days Out

10:20 – 10:30 a.m. Short break

10:30 – 11:30 a.m.

Retirement Readiness: Beyond the Dollars and Cents

Terry Olexyn CPA, CMAFounder and President at Peak Retirement Solutions Ltd.

Perfectly Stressed:
How Perfectionism Fuels Overload

Dr. Laura Hambley LovettOrganizational Psychologist, Speaker, and Author at Dr. Laura

Sponsored by CPA Assist

The Accommodation Equation: Balancing Legal Duties and Workplace Realities

Maddison CrodenAssociate at Reynolds Mirth Richards & Farmer LLP


Sponsored by RMRF

11:30 a.m. – 12:00 p.m. Lunch

12:00 – 12:30 p.m.

An Update on the Profession

Rachel Miller FCPA, FCACEO of CPA Alberta

12:30 – 1:20 p.m.

Economic Update

Mark ParsonsVice President and Chief Economist at ATB Financial

1:20 – 1:30 p.m. Short break

1:30 – 2:20 p.m.

Copilot for CPAs:
From Curiosity to Capability


Brennen Schmidt Cert. PR, CUA
Principal at ALEUS Consulting Group

ERP Readiness:
Avoiding Common Pitfalls


Jesse Ferguson CPA, CA
CEO of Amplify Advisors

Sponsored by Amplify Advisors

2:20 – 2:30 p.m. Short break

2:30 – 3:20 p.m.

From Crisis to Clarity: Strategic Execution When it Matters Most


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

The Ethical Compass*See note below

Michelle Causton FCPA, FCGA
President at BZMind

Authentic Communication



Laura Villacrusis
Partner at Kwela Leadership and Talent Management

3:20 – 3:30 p.m. Short break

3:30 – 4:30 p.m.

The Exponential Power of Recognition

Sarah McVanelChief Recognition Officer and Founder at Greatness Magnified

 

Disclaimer

CPA Alberta does not predetermine how much Continuing Professional Development (CPD) is gained at an activity, nor does the organization predetermine what qualifies as CPD for each individual attendee.

*Please note: To earn up to 1 hour of ethics CPD, you must attend the live ethics session on the day of the EVOLVE Conference (November 18, 2025).

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

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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