When

Saturday, September 23, 2017 from 8:00 AM to 5:30 PM EDT
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WORKSHOP AGENDA

 

Registration/Breakfast & Networking:

8:00 AM to 8:45 AM

Address by the Chair (Baljeet Kaliravna)

8:45 AM to 9:00 AM   

Session: Is your internal audit team ready for the digital transformation?

9:00 AM to 10:00 AM

Session: Managing change or transition with emotional intelligence

10:00 AM to 11:00 AM

Coffee Break (11:00 AM to 11:15 AM)  

Session: The increasing cost of being a public company: does it always make sense to remain public?

11:15 AM to 12:30 PM

Lunch Break (12:30 PM to 1:30 PM)    

Session: Insolvency 101

1:30 PM to 2:30 PM

Coffee Break (2:30 PM to 3:00 PM)    

Session: Crunch Time - Finance digital disruption

3:00 PM to 4:30 PM

Closing Remarks, Networking & Refreshments

4:30 PM to 5:30 PM  

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Where

Novotel Toronto Centre (Champagne Ballroom) 
45 The Esplanade
Toronto, ON M5E 1W2
 

 
Driving Directions 

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Contact

Professional Development Team 
Toronto Chapter of ICAI 
pd@icaitoronto.com

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PROFESSIONAL DEVELOPMENT WORKSHOP

Toronto Chapter brings you a one day Professional Development Workshop covering diverse topics from digital transoformation in internal audit, managing change management, digital finance disruption to public vs. private as well as signs to watch for corporate insolvency and how accountants assist with it delivered by subject matter expert speakers.

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Is your internal audit team ready for the digital transformation?

Digital advances, such as big data analytics, mobility and smart connected devices are radically changing not just business processes, but entire operations.  Companies are racing to an automated, always-on, real- time and information-rich marketplace.  Internal audit departments therefore must consider the elevated risks this wave of digitization and automation.  The session will review digitization, the associated risks and how can the internal audit team analyze, monitor and mitigate these risks

The session will be presented by Ram Balakrishnan, Internal Audit Practice Lead at Protivti in Canada.

 

Ram has more than 20 years of experience both in industry and public practice, helping organizations maximize the value of governance processes and evaluate and understand the risks associated with their use of technology and in operations. Ram has extensive experience in all facets of the audit lifecycle including, setting up IA functions and consulting with executive management and Audit Committees on matters of governance, risk and control.

 

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Managing change or transition with emotional intelligence

Listen to Barry Pokroy, Clinical Psychologist | Organizational Behaviour and People Performance Expert at Circle & Square as he looks at redening the oxymoron that is Change Management.  

 

The presentation challenges participants to look at managing the transition that people go through during times of change, rather than managing the change itself.

Barry helps organizations make lasting and sustainable changes in the performance of their people. His extensive background in clinical psychology accelerates performance and drives lasting results. Barry’s approach focuses on factors that traditionally impede both personal and business performance. He excels in resolving deep-rooted and pervasive challenges aecting leadership and teams in an organization.


 

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The increasing cost of being a public company: does it always make sense to remain public? 

While there are many advantages for a company to operate as a public company, the focus on short-term growth (and quarterly results in particular) can inuence the direction of operating and investing decisions that may not be optimal for the company.  This session will compare the advantages and disadvantages of operating as a public company and contrast those characteristics with those of a private company.

The session will be presented by Paul Gill, Partner, Financial Advisory Services and National Practice Leader, Valuations, National Private Equity Co-Leader.at BDO Canada LLP 

 

Paul has over 15 years of experience with a specialty in corporate strategy, fairness opinions, business valuations and modeling, nancing and capital structure issues, employee share ownership plans and deal pricing for M&A or divestitures. Paul’s industry experience includes leading the nance, valuations and FP&A functions at Ontario Municipal Employees Retirement System (OMERS).  Paul is currently Vice Chair of The Canadian Institute of Chartered Business Valuators and has been a Member of the Board since 2013. 

    

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Insolvency 101

This discussion will look at the key role that accountants play in advising their clients and how they will be the first ones to detect issues that go beyond short term financial issues.  Insolvency 101 discussion will focus on the differences between planned restructuring under insolvency protection as well as forced insolvency proceedings.  We will look at the differences between Proposals under the BIA, CCAA proceedings, Bankruptcy and Receiverships, an understanding which is vital to guiding a company through dfficult financial circumstances.

The session will be presented jointly by Bobby Sachdeva, Managing Partner, Pallett Valo LLP (A Ontario Regional Law Firm) and Sheldon Title, Partner MNP LLP in the Corporate Recovery and Restructuring practice.

Bobby provides advice to court appointed Receivers, Trustees and Monitors as well as represents secured creditors, trade creditors, financial institutions, landlords and directors in proceedings and transactions under the Bankruptcy and Insolvency Act (the “BIA”), the Companies’ Creditors Arrangement Act and related provincial legislation.  Bobby is also a commercial litigator and his practice includes corporate governance, shareholders’ disputes, complex contractual disputes, injunctions, proceedings under the Independent Health Facilities Act and debt recovery. 

 


Sheldon helps owner-managed and public companies overcome complex financial difficulties by developing practical strategies that meet the needs of key stakeholders.  Designated a Chartered Accountant in 1985, Sheldon received the designations of Trustee in Bankruptcy and Chartered Insolvency and Restructuring Professional in 1994.  Sheldon serves on the Commercial List Users’ Committee and is a Past President of the Ontario Association of Insolvency and Restructuring Professionals.


 

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Crunch Time – Finance digital disruption

This interactive session will focus on new and emerging Finance digital technologies, including Cloud, Robotics, Visualization, Analytics, Cognitive, Blockchain and the Internet of Things.  Discussion will include an overview of each of these technologies and an explanation of their emerging relevance to Finance and to Finance Leaders.  

The session will be presented by Steve McCaughey, Partner at Deloitte


Steve is a Senior Consulting Partner with Deloitte.  He has 20+ years of experience working with some of the largest Finance organizations in North America.  He is a frequent speaker on a broad range of Finance related topics.  He holds MBA and MIS degrees, CPA, CMA and CFA designations.                                                                                                                                                                                                                                                                                                                                                     

      

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