HEADLINES VS REALITY: UNDERSTANDING THE MARKET RALLY

Amber Kanwar, Prominent Financial and Business Journalist | Host, In the Money with Amber Kanwar

The headlines are full of reasons to be downbeat on the economy, yet global markets continue to soar. Veteran financial journalist Amber Kanwar explains the disconnect.

SCALING SMART: HOW FEWER CLIENTS, BETTER SYSTEMS & STRONGER PROCESSES TRANSFORMED MY FIRM

Rachel Harris, Founder, Accountant She Ltd

In the rush to grow an accounting practice, it’s easy to chase “more”: more clients, more hours, more complexity. But sustainable success often comes from the opposite approach. In this session, Rachel Harris will share how she redefined growth by focusing on quality over quantity, streamlining her firm through intentional systems and processes.

PRACTICE SAFE TAX

Manu Kakkar, President, Kakkar CPA Professional Corporation

Nadia Rusak, President, Cragmore

The purpose of this course is to understand how to prevent an accountant from being sued by a client for an income tax planning mandate. There has been both an increase in the number and dollar amount of lawsuits against accountants for income tax planning matters over the last couple of years because of the increasingly complex realm of income tax (Income Tax was already the most litigated area in the accounting field).

WHAT THE TOP 50 MODERN FIRMS DO DIFFERENTLY

Ryan Lazanis, CEO, Future Firm

This presentation unpacks insights from the Top 50 Modern Accounting Firms of 2025 survey, spotlighting the strategies that set these firms apart from the rest of the industry. Rather than chasing revenue for its own sake, modern firms focus on higher-value pricing, reduced workloads, and strong boundaries supported by effective delegation. Attendees will walk away with a data-backed understanding of what the best firms are doing differently and how to apply those lessons to build a more profitable, systematized, and balanced practice.

SHAPING CANADA’S TAX SYSTEM FOR THE 21ST CENTURY

Jay Goodis, CEO, Tax Templates

This keynote will explore the foundational principles of an effective tax system and critically assess Canada’s current tax policies in this context.

A crucial aspect of this discussion will be the role of collaborative policy development. We’ll explore how engaging stakeholders, including policymakers, businesses, and the public in the tax reform process ensures that policies are well-informed, practical, and broadly supported.