EVOLVE 2025

Agendas

Conference
Workshops

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, CUAPrincipal at ALEUS Consulting Group		ERP Readiness: Avoiding Common Pitfalls Jesse Ferguson CPA, CACEO 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, PgMpMental Fitness Coach and Learning Strategist at The Perdix Group Inc.	The Ethical Compass*See note below Michelle Causton FCPA, FCGAPresident at BZMind	Authentic Communication Laura VillacrusisPartner 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

CPAs must continually enhance their knowledge and expertise to remain at the forefront of today’s competitive market. Continuing Professional Development (CPD) is learning that develops and maintains professional competence to enable members to continue to perform their professional roles. Any learning and development that is relevant and appropriate to a member’s work, professional responsibilities, and growth as a CPA will qualify for CPD. 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

Conference

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, CUAPrincipal at ALEUS Consulting Group		ERP Readiness: Avoiding Common Pitfalls Jesse Ferguson CPA, CACEO 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, PgMpMental Fitness Coach and Learning Strategist at The Perdix Group Inc.	The Ethical Compass*See note below Michelle Causton FCPA, FCGAPresident at BZMind	Authentic Communication Laura VillacrusisPartner 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

*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).

Workshops

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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CPA Alberta acknowledges that we reside on the traditional and ancestral
territories of many Indigenous, First Nations, Métis, and Inuit peoples.