Peer-to-Peer Forums

CPA Alberta’s Peer-to-Peer Forum—where upskilling and continuous learning meet. Acquire knowledge and skills at the next online Peer-to-Peer Forum on Innovation and Technology.

There are many different ways to attain new skills and knowledge, from formal learning and developments such as seminars and executive programs, to informal learning and development such as on the job-training, and of course peer learning. Industry research suggests that learning from direct experiences constitutes approximately 70% of work-relevant learning, and another 20% is attained from social relationships.

Peer-to-Peer Forums support Alberta CPAs in sharing their applied experiences with each other, and provides an avenue for building professional networks. Engaging in informal and social learning, in addition to formal education, is the best way to see results and gain immediate feedback. Join today!

Benefits of peer learning:

  • Explore relevant issues, focus on real-world situations, and tackle challenges Alberta CPAs are facing today
  • Build core communication skills such as active listening, and providing effective feedback
  • Create lasting relationships and expand your professional network for ongoing support
  • Understanding is increased and deepened, making it easier to pivot in today’s fast-pace business environment

Call for presenters: We are seeking members who would be willing to share a short presentation for one of our upcoming sessions. If you are interested in sharing your experience in one of the identified topics, please contact

Attend an upcoming Innovation and Technology Forum

CPA Alberta’s Peer-to-Peer forums are currently hosted virtually.

The theme for 2022 is Automation.

While the sessions can be taken on their own, it is recommended to participate in the entire series to get the most out of each discussion. Each session may qualify for 1.5 Continuing Professional Development hours.


2022 Innovation and Technology Forum: Automation

Led by: Darren Liviniuk CPA, CA, PMP, Daina Semotiuk CPA, and Riphay Al-Hussein

Join Darren Liviniuk CPA, CA as he and his team share strategies for how business leaders can navigate an increasingly complex technology landscape to validate, prioritize, and build support for the right strategic investments to enhance the efficiency and impact of finance.

Tuesday, March 1
Presentation: 11:30 a.m. - 12:00 noon MST
Breakout discussion: 12:00 noon - 1:00 p.m. MST

Virtual session via Zoom

Watch the recording.

Led by: Janice Kobelsky FCPA, FCMA

As automation advances, the value, importance, and competitive-edge capacity of certain human relations and other ‘soft’ skills are gaining recognition. Which skills, though? How so? Why? And ‘so what?’ What are the implications and significance for you, your teams, clients, business, or organization? Janice Kobelsky FCPA, FCMA gets us thinking critically and strategically about future-proofing what automation cannot (or is, at least, less likely to) replace: the human advantage.

Tuesday, April 12
Session: 11:30 AM - 1:00 PM MDT
Presentation and breakout discussions will occur through-out the session.

Virtual session via Zoom 

Access the Post-Session Brief and Recording

Led by: Cody Austin CPA, CMA and Adam Danyleyko

As companies wrestle with an overwhelming amount of data, the role of machine learning will not necessarily be one of job replacement but one of augmentation for accountants. How do we transition to an environment where we’re relying on a machine that is learning to do key audit, accounting and finance activities? Join Cody Austin CPA, CMA from Integrity Technology Solutions and Adam Danyleyko from Alberta Machine Intelligence Institute as they share their experiences on how machine learning technology is already being used to save time and resources. 

Access session recording


Led By:  Angela Gill CPA, CA

Even the perfect solution will fail if executives won’t pay for it and employees won’t use it. Set your automation / digital transformation project up for success by selling its value to leadership and engaging the employees impacted.  Angela Gill CPA, CA shares change management lessons learned from large and small projects, in private companies and not-for-profits. 

Watch the recording here.

Led by: Darryl Delwo CPA, CMA

Typically, businesses only look at internal needs when considering automation and process improvements. In this session, Darryl advocates for taking a broader perspective in order to provide solutions to all involved parties. Expect to learn about process improvements, and a case study of how Darryl used automation to reduce his organization's work order approval time by 75%.

Watch the recording here.

Led by: Obed Maurice CPA, CA

Your client experience is primed for automation. It's also one of the best ways to improve your competitive advantage. CPAs will take away three key lessons:

  • Mapping your client experience
  • Identifying gaps and friction in the client journey
  • Implementing the right automation to fill those gaps

This peer-to-peer forum will offer CPAs practical tips and ready-to-implement lessons to get started on automating (and improving!) their client experience.

Tuesday, September 13
Presentation: 11:30 a.m. - 12:00 noon MDT
Breakout discussion: 12:00 noon - 1:00 p.m. MDT

Virtual session via Zoom


Led by: Nav Shergill CPA, CMA and Jeff LaFrenz

Tuesday, December 13
Presentation: 11:30 a.m. - 12:00 noon MST
Breakout discussion: 12:00 noon - 1:00 p.m. MST

Virtual session via Zoom



Join the mailing list! 

Sign up to be one of the first to know about new forum topics and dates. Topics and guest facilitators will vary. 

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