Virtual Accounting Conference 2014
description
Transcript of Virtual Accounting Conference 2014
2020 Dream Practice
Virtual Accounting Conference
Virtual Conference for Accountants
October 1 and 2 2014
National virtual conferences
highlighting practice growth topics
Featuring keynote and topical
speakers all experts in their fields
16 hours of Professional
Development
Webinars
Presentations will be held on
Tuesdays and Thursdays from June 3
2014 through January 27 2015
Presentations scheduled from 1100
am MST to 100 pm MST
Schedule includes one hour for
presentation and up to one hour for
questions
Over 32 webinars with
industry experts
wwwvirtualaccountingconferencecom
Collaborate Innovate Prosper
Gold Sponsors
Silver Sponsors
Virtual Accounting Conference began with a bold question How can accounting professionals collaborate innovate and prosper in their accounting businesses The answer seemed simple enough ndash find like-minded accountants across Canada and connect them However the traditional conference model seemed too simplistic What about a virtual event that would allow partici-pants and thought leaders to interact without the need for all parties to travel
Throughout this catalog and on our website we will refer to ldquoaccounting businessesrdquo for a specific reason ndash we want to stress to our readers that accounting firms need to be treated like a business if they are to provide maximum value to their stakeholders
We welcome suggestions for speakers sponsors and topics for discussion as the Virtual Accounting Conference date approaches We will focus on tech-nology and solutions that improve the efficiency effectiveness and profitability of a modern account-ing business
The Virtual Accounting Conference builds on the conversations and work from the Accounting Prac-titioners Symposium Participants for both events will be encouraged to share ideas through our fo-rum The Virtual Accounting Conference will differ from the Accounting Practitioners Symposi-um because we will include a variety of speakers and we will combine web-technology with in-person interaction
Our speakers are industry leaders and they will share their thoughts in the following areas
Practice Management
Sales and Marketing
Social Media
Technology
Innovative Products
New Service Offerings
Key Performance Indicators
Succession Planning
Participants will be encouraged to network with local colleagues and in online forums in order to build connections with like-minded individuals We be-lieve that collaboration and innovation will lead to increased prosperity in your accounting busi-ness After all who wouldnrsquot want to work less earn more money and enjoy the work that they do
The harsh reality is that our industry is in a state of transition We are seeing an aging population and fewer accountants entering professional training programs This means that there will be a surplus of firms for sale in the near term with a reduced num-ber of potential buyers Your firm will have to truly stand out if you plan to sell it in the near term Join us and learn how to maximize the value of your firm both in terms of immediate profitability and long term sales value
Jeff Borschowa of Dream Practice will be one of our keynote speakers Please feel free to check out his website and blog at wwwdreampracticeca
After all who wouldnrsquot want to
work less earn more money
and enjoy the work that they
do
2020 Dream Practice Virtual Accounting Conference 2014
wwwvirtualaccountingconferencecom
REGISTRATION FEES
Virtual Conference
for Accountants
October 1 and 2 2014
$17900 (includes tax)
Webinars
FREE
Register Online
wwwvirtualaccountingconferencecom
Virtual Conference for Accountants
October 1 and 2 2014
National virtual conference highlighting practice
growth topics
Featuring keynote and topical speakers all ex-
perts in their fields
16 hours of Professional Development
Webinars
Presentations will be held on Tuesdays and
Thursdays from June 3 2014 through
January 27 2015
Presentations scheduled from 1100 am MST to
100 pm MST
Schedule includes one hour for presentation and
up one hour for questions
Over 32 webinars with industry experts
2020 Dream Practice Virtual Accounting Conference 2014
Conference Schedule October 1st 2014
EST Schedule MST Schedule PST Schedule
Speaker Start End Speaker Start End Speaker Start End
Local content 900 1015 Rick Solomon 830 1000 Rick Solomon 730 900
Break 1015 1030 Break 1000 1030 Break 900 930
Rick Solomon 1030 1200 Jeff Borschowa 1030 1145 Jeff Borschowa 930 1045
Break 1200 1230 Break 1145 1200 Break 1045 1100
Jeff Borschowa 1230 1345 Joel Sinkin 1200 1400 Joel Sinkin 1100 1300
Break 1345 1400 Local content 1400 1500 Local content 1300 1400
Joel Sinkin 1400 1600 Break 1500 1515 Break 1400 1415
Local content 1600 1700 Local content 1515 1700 Local content 1415 1600
wwwvirtualaccountingconferencecom
Conference Schedule October 2nd 2014
EST Schedule MST Schedule PST Schedule
Speaker Start End Speaker Start End Speaker Start End
Local content 900 1015 Rick Solomon 830 1000 Rick Solomon 730 900
Break 1015 1030 Break 1000 1030 Break 900 930
Rick Solomon 1030 1200 Paul Tyers 1030 1145 Paul Tyers 930 1045
Break 1200 1230 Break 1145 1200 Break 1045 1100
Paul Tyers 1230 1345 Chris Frederickson 1200 1400 Chris Frederickson 1100 1300
Break 1345 1400 Local content 1400 1500 Local content 1300 1400
Chris Frederickson 1400 1600 Break 1500 1515 Break 1400 1415
Local content 1600 1700 Local content 1515 1700 Local content 1415 1600
Keynote Speaker Rick Solomon
For over 20 years Rick Solomon has taught professionals around the world how to
create extraordinary results in their professional practices and lives by applying time
tested techniques and sometimes ancient wisdom in a number of ways
His past practice as a CPA and business advisor coupled with years of study at the
Sedona Institute have provided him a deep understanding of how to guide others to
be free of the self-created limitations that for many people make personal and
professional success much harder than it has to be
Rick is presently the CEO of Thriving Firm a world leader in helping professional
service providers and advisors build more profitable and rewarding practices He is
the founder and serves as the main facilitator of the Masters Program a two-year
workshop and coaching program offered exclusively to open-minded professionals
Thriving Firm (wwwthrivingfirmcom) is an interesting
site Their newly branded program is called Accountants
Reboot Essentially the idea is to step away from your
practice for a short period to re-evaluate your product
offering staffing and successes
Is your accounting firm surviving or thriving Do you dread
the Monday morning return to work How would it impact
your firm and life if you could do what you love at work and
be more profitable
The Thriving Firm team offers coaching a collaborative net-
work resources and tools to transform your practice and
life In their words ldquohaving an amazing vibrant
profitable practice amp career is much easier than you may
thinkrdquo I couldnrsquot agree more One of the best decisions that
I have made in my professional career was to participate in
the Thriving Firmrsquos Masters Program The program has
since been renamed to Accountants Reboot
Participating in the program changed my practice and my
life both drastically for the better
As a group my fellow Masterrsquos and I were led through a
series of exercises designed to help us create a compelling
vision for our firms I learned firsthand the importance in
setting goals and monitoring the results to determine how
well I was doing with my practice
I graduated from the program in 2012 but maintain close
contact with my peers from the group We have continued
to challenge one another to set and achieve new goals
The program itself was challenging We were asked
collectively and individually to explore our mindset and
past results to determine areas for improvement
My biggest challenge was to step away from a growing
practice every four months to meet with the group
However I saw significant improvements in the practice
from the beginning so it was definitely something I wanted
to commit my full attention to
There is an assessment tool on the Thriving Firm website if
you would like to learn more about where you are
currently If you do nothing else the conversations and self
-exploration that can come from the assessment are highly
worthwhile
In all honesty I cannot do justice to explaining either the
program or the positive impact it has had on my
life Friends peers staff colleagues and clients have all
commented on the noticeable changes All I can suggest is
that you check it out yourself
-Jeff Borschowa (Event Organizer Host and Speaker)
ldquoI love helping people realize how
to be completely successful on
their own terms and revealing how
much easier it is than they ever
imagined mdash Rick Solomon
Rick Solomon
wwwthrivingfirmcom
2020 Dream Practice Virtual Accounting Conference 2014
Keynote Speaker Joel Sinkin
wwwvirtualaccountingconferencecom
Mr Sinkin is an editorial advisor to the AICPArsquos newsletter Small Firm Solution and
a member of The CPA Journal Editorial Review Board Recently Mr Sinkin fulfilled
a personal goal to create a new type of consulting firm that brings a fresh ap-
proach to the succession and growth needs of accounting firms and their owners
nationally In 2004 he joined forces with Terrence E Putney CPA to form
Transition Advisors
In 2012 amp 2013 Accounting Today named Mr Sinkin one of the top 100 most
influential people in accounting
Succession planning is key to ensuring that you maximize
the value of your firm should you decide to slow down or
retire In my experience there seems to be a mystical
shroud around the topic of succession and transition plan-
ning for accounting firms I recently spoke to a group of
accountants and every single participant in the room had
the same plan ndash a younger accountant would buy their
firm Not surprisingly not a single person in the group had
identified this hypothetical younger accountant despite
most participants indicating that they intended to retire
within two to five years
I have seen many accountants assume that they can suc-
cessfully sell or transition their practice Many would ra-
ther avoid paying for advice so they adopt the do it your-
self approach I believe that it is difficult for any business
owner to anticipate and respond appropriately to many of
the issues that come into play in a transition scenario I
believe that it is even more difficult with an accounting
firm as the owner is personally attached to the business
(and clients) and may not be objective
The accountants that I have known and worked with who
sold their practices all had one primary concern ndash would
their replacement take good care of their beloved cli-
ents Too often lack of planning means that the replace-
ment is not necessarily the best candidate and the clients
ultimately suffer
I have had the pleasure of knowing Joel Sinkin
from Transition Advisors for a few years In that time he
has impressed me with his knowledge of the accounting
industry and specifically his focus with mergers acquisi-
tions and transitions of accounting firms
Joel and his team at Transition Advisors have been leading
accountants through transition since 1990 completing hun-
dreds of transactions successfully The majority of their
materials and resources discuss topics from the perspec-
tive of CPArsquos in the United States However I have heard
Joel speak many times and have always taken away some-
thing of immediate relevance to my practice in Canada I
was very happy to see them launch a Canadian office in
Toronto
Joel recently published a series of articles in the Journal of
Accountancy highlighting key issues and trends in the field
of succession I highly recommend taking the time to read
it (JOA Combined articles 2013 2014)
Joel has also co-authored an article with Terrence Putney
entitled ldquoKeeping it Togetherrdquo The article covers the im-
portance of planning your transition carefully in order to
retain key staff and your clients I canrsquot stress enough how
important key staff can be to the transition Many practi-
tioners ignore this aspect at their own peril You can read
the article here Keeping it Togeth-
er_Reporting_Patton_April09
If you foresee a transition in your future you should take a
look at the Transition Advisors website I particularly rec-
ommend the articles in their resource section
Jeff Borschowa (Event Organizer Host and Speaker)
Joel Sinkin
wwwtransitionadvisorscom
2020 Dream Practice Virtual Accounting Conference 2014
Keynote Speaker Jeff Borschowa
I first joined the accounting world in 1991 and became a Chartered Accountant in
2000 I have spent the bulk of my career working with and advising small to
medium-sized enterprises I have experience working in all sizes of accounting firms
from sole practitioners to international firms My focus in my career has been to find
new and better ways to integrate innovation and technology to enhance the
customer experience and improve efficiency in the accounting process My journey
has been unique in that I have met some very innovative accountants and mentors
in my career I have been very fortunate to be in a position to learn from them
compare their ideas and to truly choose the best of the best Personally I would like
nothing more than to free accountants from the stress created by high volume
commodity work allowing them the freedom to pursue work that is rewarding personally and professionally
My overall goal is to reduce the hours worked by accountants and increase overall profitability One of my
friendrsquos made an interesting comment recently ldquoAlmost every accountant that I know can tell me how much
his gross revenue is but very few know what their actual costs arerdquo I challenge you to learn more about your
practice so that you can bid on the right kinds of projects and earn what you are worth ndash your education
should be your most valued possession
Jeff Borshcowa
wwwdreampracticeca
wwwvirtualaccountingconferencecom
Keynote Speaker Paul Tyers
Paul Tyers is Managing Director of Wealth Stewards Inc and Vice President of
Portfolio Stewards Inc registered with the Ontario Securities Commission He and
his team provide comprehensive wealth management services to affluent
Canadians typically in conjunction with their other ldquotrusted advisorsrdquo A Chartered
Professional Accountant (CPA) Certified Financial Planner (CFP) and Chartered
Investment Manager (CIM) Paul has both the education and experience to provide
comprehensive wealth advisory services Upon completion of a business degree
Paul began his career at a major international CA firm gaining experience in a wide
variety of business sectors Moving into corporate finance with Bank of Montreal
followed by Corpfinance International experience was gained in mergers
acquisitions succession and growth financing In 1987 Paul partnered with a venture capital firm to acquire
Retirement Counsel of Canada (RCOC) and led it through substantial growth prior to selling it in 2002 Since
2002 Paul has returned to his passion of building managing and preserving the wealth of affluent private
clients His success is attributed to ensuring clientsrsquo interests always come first Paul provides advice on the
areas noted to the left and has pioneered the integration of wealth management services into Canadian
accountingtax firms
wwwwealthstewardsca
Paul Tyers
2020 Dream Practice Virtual Accounting Conference 2014
Keynote Speaker Chris Frederiksen CPA
Chris Frederiksen is one of the best-known and most highly-rated seminar
leaders in the world as well as a consultant to accountancy firms worldwide He is
also a practicing accountant in San Francisco California His experience includes
partnership positions with two international CPA firms and building several
independent practices in the San Francisco Bay Area
As a consultant for the past twenty years he has been helping small and medium
sized accountancy firms achieve their goals of greater profitability and greater
personal satisfaction for the owners He is now committed to helping CPAs and
tax professionals excel in financial services strategic planning and other new
service areas
The Cloud Exposed Many business consultants strongly advocate the adoption
of cloud computing believing this to be the future of IT
infrastructure It is generally accepted that the term ldquothe
cloudrdquo is synonymous with ldquothe internetrdquo The precise
definition of cloud computing is slightly contentious but in
this post we use the term to signify a hosted service
delivery model A hosted service allows a userrsquos programs
applications files and other data to be stored on an off-site
server usually owned and managed by a hosted service
provider The data is then accessed by the user over the
internet Here are 5 advantages that cloud computing holds
over traditional methods
Disaster recovery ndash At any given time your firm is at risk of
numerous disasters fire flooding earthquakes theft and
hardware failure and just a few examples In the event of
such a disaster you need to ensure that you have appropri-
ate recovery systems in place An important advantage of
cloud computing is that your data and programs are stored
off-site Hosted service providers generally own the servers
that store your information and go to great lengths to pro-
tect and maintain them backing up your information in
multiple servers and data centers in multiple areas of the
country
Security - Data breaches are a serious issue the costs of a
data breach to your firm could be devastating Primary
causes of data breaches include criminal activity (theft and
hacking) and staff negligence (the loss or ineffective
disposal of equipment containing sensitive information)
Cloud computing can significantly reduce the risk of a data
breach As your data is stored securely in an off-site
location it cannot be misplaced or disposed of
inadequately Moreover the security offered by hosted
service providers is generally far superior to that of an
office reducing the risk of hardware theft and data
hacking
Work from Anywhere - Because only an internet connection
is required to access your files and programs you and your
colleagues can work from any computer in any location
With the proliferation of mobile devices such as tablets and
smartphones business professionals now have even more
flexibility to access and work with their data
Collaboration ndash Traditional methods of computing see a file
stored either to a server or an individual machine with only
a single user being able to work on it at a time An
innovative aspect of cloud computing is that you and your
colleagues can work simultaneously on the same file
Cost Reduction ndash As mentioned previously hosted service
providers generally own the servers that store your data
This means that the cost of purchasing and maintaining a
server and licenses is nullified Software updates and virus
protection are also handled by the provider freeing up
your resources for other tasks Additionally you can scale
your operations more accurately when your system
requirements are managed by a hosted service provider
Instead of making a large investment in a faster or larger
server you can simply upgrade your service contract
Are you interested in getting on the cloud Give us a call
and we can help you get started on your cloud journey
- 2020 Group USA (originally appeared as a blog post on
www2020groupusacom)
Chris Frederikesn
www2020groupusacom
wwwvirtualaccountingconferencecom
Event Organizer Spotlight Dream Practice
Accountants Manifesto I first joined the
accounting world in 1991 and became a Chartered
Accountant in 2000 I have spent the bulk of my
career working with and advising small to medium-
sized enterprises I have experience working in all
sizes of accounting firms from sole practitioners to
international firms
My focus in my career has been to find new and
better ways to integrate innovation and technology
to enhance the customer experience and improve
efficiency in the accounting process
My journey has been unique in that I have
met some very innovative accountants and mentors
in my career I have been very fortunate to be in a
position to learn from them compare their ideas
and to truly choose the best of the best I share my
experiences as I saw them sometimes updated with
the benefit of hindsight My postings are candid
and generally unfiltered I do not intend to offend
but will apologize in advance if I do
The purpose of my Blog and website is to share my
discoveries in the hopes of advancing our
profession Personally I would like nothing more
than to free accountants from the stress created by
high volume commodity work allowing them the
freedom to pursue work that is rewarding
personally and professionally
I welcome you to share my journey and to offer
your thoughts and comments along the way The
information and materials that I will share are not
intended to be offered as a one-size fits all solution
but rather to offer you some thoughts that you may
wish to explore further
My site is dedicated to sharing my ldquoAccountantrsquos
Manifestordquo I cover the following general areas
Efficiency versus Effectiveness
Outsourcing
Networking and Marketing
Technology
Consulting Tools
Consulting Mindset
Innovations that impact accounting
I create tags to allow easy searching ndash no point
wasting time on a topic if it isnrsquot immediately
relevant to you
My overall goal is to reduce the hours worked by
accountants and increase overall profitability One
of my friendrsquos made an interesting comment
recently ldquoAlmost every accountant that I know can
tell me how much his gross revenue is but very few
know what their actual costs arerdquo I challenge you to
learn more about your practice so that you can bid
on the right kinds of projects and earn what you are
worth ndash your education should be your most valued
possession
Visit Us Online
wwwdreampracticeca
2020 Canada is the premier volunteer membership
group for accountants in Canada for small and medi-
um-size practitioners 2020 Canada started in 2005
our membership is coast-to-coast representing CAs
CGAs and CMAs in Public Practice 2020 Canada
appeals to those accountants who are interested in
improving their practices through improved
efficiencies expanded offerings and marketing
initiatives that result in improved bottom lines
2020 Canada is the Canadian branch of The 2020
Group Worldwide in the UK The 2020 Group was
founded in the 1990s by three of the best-known
consultants and seminar leaders in the profession
Ian Fletcher Chris Frederiksen and Gordon Gilchrist
They recognized that historical compliance services
were likely to be limited growth areas for account-
ants and that progressive firms would need to offer
their clients more value-added services For that
new tools and ideas would be needed Since the
launch the 2020 Group has organizations in UK and
Ireland USA South Africa and Canada with
world-wide members as part of 2020 International
2020 Canada offers Professional Development
courses through webinars seminars and confer-
ences focussing primarily in non-compliance areas
Practice Management Marketing and Consulting
Business Advisory Services Legal Issues Efficiency
Resources in IT Software Outsourcing Services and
others
Event Organizer Spotlight 2020 Canada
For Membership Information Visit Us Online
www2020canadaca
Benefits of 2020 Canada Membership Fantastic VALUE 25 discount on 2020 Canada Professional Development Courses Discounts on 2020 Tools Discount on 2020 Canada Conferences and Seminars Discounts on third party products and services (Please see our list of Value Added Services)
Members Newsletter You will also receive regular correspondence through our e-newsletters packed full with useful practice management and marketing ideas Members are also encouraged to pose questions in the QampA section of the website where answers and features are made within the newsletters
TelephoneEmail support We act as a resource to your practice and encourage you to call us with questions and requests Over the years the 2020 Membership Group has become highly colle-gial and members are generally more than willing to share information with each other
Access to an international affiliation of professional accountants
2020 Dream Practice Virtual Accounting Conference 2014
Gold Sponsor
Irsquove worked with a company that fully embraces ldquobusiness process
outsourcingrdquo Anything that we could outsource to virtual workers we have and it has
greatly reduced the amount of square footage that our company needs hence greatly
reducing our carbon footprint and office expenses It also benefits the workers we
employ in the sense that they get to live where they want and be in their home work
environment If you really think about it you rsquod be surprised about exactly how many
task you can actually outsource and that can be done online It rsquos nice to be on
the forefront of a new growth industry
John B ndash Geeks On The Way
Increase productivity expand your business and save money ndash outsource your business processes with Tursa Group
We have a talented team of specialists in various fields of IT marketing administration and finance ready to look after your companyrsquos needs so
that you can concentrate on growing your company
For More Information Visit Us Online
wwwtursagroupcom
wwwvirtualaccountingconferencecom
2020 Dream Practice Virtual Accounting Conference 2014
Gold Sponsor
Zohocom offers a comprehensive suite of award-winning online business productivity amp collaboration applications Customers use Zoho Applications to run their business processes manage their information and be more productive while at the office or on the go without having to worry about expensive or outdated hardware or software To date Zohocom has launched 25+ online applications mdash from CRM to Mail Office Suite Project Management Invoicing Web conferencing and more Zoho has received numerous awards including an InfoWorld 2009 Product of the Year award a 2008 PC World 25 Most Innovative Products Award and a 2007 TechCrunch Best Enterprise Start-up Zohocom is a division of Zoho Corporation a privately-held and profitable company With offices in CA Austin Chennai Yoko-hama and Beijing Zoho Corporation serves the technology needs of more than 9 million customers worldwide
For More Information Visit Us Online
wwwzohocom
Silver Sponsors
The Accounting Practitioners Symposium is an information
resource for Accounting Professionals to examine bringing
together different technology to create a simplified and
streamlined office process to help grow your business
wwwaccountingsymposiumcom
We build tools that simply make life easier
The goal of Client Track is to help take control of your
practice and save you time by combining all of the office
management tools into one easy-to-use package
wwwclienttrackca
Online Marketing amp Web Design
VH Marketingrsquos strategy is to build an outstanding web
presence not just a website by providing clients with an
up-to-date web design mobile setup and social media
presence tied together with strong ongoing SEO
(search engine optimization) Following this proven strategy
places our clients business in front of the right target
market generating leads on consistent basis
wwwvhwebsitescom
Wealth Stewards Inc is the partner of choice for Chartered
Professional Accountants who want to provide their valued
clients with a wealth management firm that is prudent and
a true steward of their wealth Wealth Stewards Inc
partners with accountants to provide both tax effective and
sound wealth management strategies together we help
our clients achieve long-term financial goals
wwwwealthstewardsca
Wolters Kluwer enables legal tax finance and healthcare
professionals to be more effective and efficient We provide
information software and services that deliver vital in-
sights intelligent tools and the guidance of subject-matter
experts
wwwwolterskluwercom
wwwvirtualaccountingconferencecom
Webinar Schedule SpringSummer
Date Topic Speaker
Last Speaker
First
632014 Connect With Your Clients With Intent Using ASPiRE
Crosser John
6102014 Integrating Wealth Management Tyers Paul
6122014 Learn about XLGL an Excel add-in which connects to Sage 50 databases to produce customized reports
Carrier Daniel
6172014 LedgerDocs Never Lose a Receipt Zielke Wayne
6192014 Protecting Those that Run Your Business Crosser John
6242014 Drop the Struggle amp Thrive Solomon Rick
732014 Working In The Cloud A Bookkeepers Perspective Bouffard Keri
782014 Clouds Taking the First Steps Irving Graham
7102014 Importing Data into Small Business Accounting Programs
Mason Dan
7152014 Shoeboxedcom Hourigan Mike
7222014 5 Ways to Grow Your Business Borschowa Jeff
7242014 Supercharge Your Documentation Bellehumeur Adrienne
7292014 Protecting Your Business Entity Crosser John
7312014 Client Track as a Practice Management Solution Merritt David
852014 Creating and Implementing a Marketing Plan Buol Ruszczyk Bonnie
8122014 Accounting in The Cloud Zandbergen Scott
8192014 High Level Overview of Business Processes Borschowa Jeff
8262014 The Enlightened Accountant Solomon Rick
2020 Dream Practice Virtual Accounting Conference 2014
Webinar Schedule FallWinter
wwwvirtualaccountingconferencecom
Date Topic Speaker
Last Speaker
First
922014 Sandler Rules for Building Your Practice to Work Smarter Not Harder
Knox Hamish
942014 Social Media Strategies for Accountants and Bookkeepers Olah Viola
992014 Make Your Website a Business Development Tool Buol Ruszczyk Bonnie
9112014 Business Development Intelligence (BDI) Fritsch Chris
9162014 Succession Planning Tyers Paul
9182014 Turning Your Accountancy Firm Website Into a Lead Generation Machine
Reyburn Karen
9232014 Benchmarking for Success Borschowa Jeff
9252014 A Brief Tour Through Wills and Estate Planning Jones Stephan
9302014 Sales and Marketing Eden Jan
1072014 Social Media The Good Bad and Effective Buol Ruszczyk Bonnie
1092014 An Introduction to SRampED What It Is and What Can It Do For Your Clients
Smith Graham
10142014 Understanding and Utilizing Insurance Company Investment and Income Products
Findlay Curtis
10162014 Key Elements of a Lead Generating Website Olah Viola
10212014 Improving the Bottom Line Through Niche Marketing Tyers Peggy
10232014 LedgerOnline Zielke Wayne
10282014 Going Paperless Duncan Brooks
1142014 Growing Your Firm with LinkedIn Buol Ruszczyk Bonnie
1162014 Expanding Business Activities to the United States (Canadian Companies)
Shumate Amy
11132014 Business Planning For Organizations of all Sizes Findlay Curtis
11182014 The Power of Niche Marketing for Accountants Reyburn Karen
11252014 Profitable Cloud-Based Payroll for your Practice Vassa Sam
1222014 Turning Great Ideas Into Reality Suart Glenn
1292014 Colour Accounting Descoteaux Stephanie
Webinar Speakers
Adrienne Bellehumeur CA CISA PMP
Adrienne Bellehumeur lives in Calgary Alberta and works as a consultant specializing
in business analysis audit and effective documentation Her focus is on helping
companies track monitor and protect their most valuable assets information and
intellectual capital Adrienne began her career as a Chartered Accountant working with
clients on audits assessing financial controls and Sarbanes-Oxley (SOX) compliance
projects Her experience over the years includes requirements management process
modelling project communications technical writing and developing documentation
strategies and systems Adrienne continues to actively research present on and write
about effective documentation and business analysis practices
Company BELLEHUMEUR amp ASSOCIATES Website wwwleadersinbusinessanalysiscom
Jeff Borschowa - Event Organizer amp Host
I first joined the accounting world in 1991 and became a Chartered Accountant in 2000 I
have spent the bulk of my career working with and advising small to medium-sized
enterprises I have experience working in all sizes of accounting firms from sole
practitioners to international firms My focus in my career has been to find new and better
ways to integrate innovation and technology to enhance the customer experience and
improve efficiency in the accounting process My journey has been unique in that I have
met some very innovative accountants and mentors in my career I have been very
fortunate to be in a position to learn from them compare their ideas and to truly choose
the best of the best Personally I would like nothing more than to free accountants from the stress created by high
volume commodity work allowing them the freedom to pursue work that is rewarding personally and professionally My
overall goal is to reduce the hours worked by accountants and increase overall profitability One of my friendrsquos made an
interesting comment recently ldquoAlmost every accountant that I know can tell me how much his gross revenue is but
very few know what their actual costs arerdquo I challenge you to learn more about your practice so that you can bid on the
right kinds of projects and earn what you are worth ndash your education should be your most valued possession
Company Dream Practice Website wwwdreampracticeca
Twitter DreamPractices
2020 Dream Practice Virtual Accounting Conference 2014
wwwvirtualaccountingconferencecom
Webinar Speakers
Kerri Bouffard
Kerri Bouffard CPB has been a professional bookkeeper for over 20 years and has
been operating her own company Add-Vantage Bookkeeping since 2003
She has been happily working completely in the cloud since 2012 ndash with no copies of
any software loaded directly on her local computer system
Company Add-Vantage Bookkeeping Website httpaddvantagebookkeepingcom
Bonnie Buol Ruszczyk
Bonnie Buol Ruszczyk is the founder and president of bbr marketing which provides
marketing services and strategy for professional services firms Every day she and her
talented staff help accountants all over North America reach their audiences and grow
their firms by creating and implementing customized solutions that differentiate each
client in their individual market Named one of 2013rsquos Top 100 Most Influential People in
accounting by Accounting Today for the 2nd year in a row she is an active volunteer in a
number of organizations including serving as president of the Atlanta AAM Chapter and
a regular contributor to a variety of news and industry websites
Company bbr marketing Title Founder and President
Website wwwbbrmarketingcom
Webinar Speakers
2020 Dream Practice Virtual Accounting Conference 2014
Daniel Carrier
Daniel Carrier has close to 40 yearsrsquo experience in bookkeeping Hersquos worked as a
consultant since 1993 and has recommended and installed a number of bookkeeping
software Daniel founded Logicim in 2004 with his partner his son It is Pierre Alain
Carrier who has created the now famous XLGL and Daniel is proud to be participating in
this great reporting initiative
Company Logicim Inc Website wwwlogicimtechcom
John Crosser
John Crosser is the owner of Knights Financial Management an independent
insurance service company John believes it is important to ensure businesses not only
properly protect their business entity but also those that make their business run At
Knights Financial Management we focus on small to medium sized businesses looking for
help as they navigate their way through the world of business Having the right type
and the right amount of insurance will help provide financial peace of mind to owners
so they can concentrate on ldquodoingrdquo business John is actively involved in his community
As the author of ASPiRE A Financial Workbook for the Canadian Teen John routinely
presents to schools and business to help increase financial literacy By helping people understand the moving parts
of a financial game plan (goals setting cash flow and debt management asset
protect and building wealth) John feels they will be more financially
bull Fit--through wise budgeting of time and money
bull Independent--through discovering their own skills setting and accomplishing goals
bull Responsible--through focused activities and self-discipline
bull Secure--through building multiple streams of cash flow
With proper financial literacy individuals families schools businesses communities provinces and Canada at large
will be stronger In addition to growing his business John enjoys spending time with his wife Jeanelle and their two
daughters Ashley and Jayme John loves working on his golf handicap making furniture and barbecuing with family
and friends
Company Knights Financial Management and Portfolio Strategies Corporation Website httpwwwknightsfmca
wwwvirtualaccountingconferencecom
Webinar Speakers
Stephanie Descoteaux DFA-BSS
Steacutephanie Descocircteaux is president and CEO of Calculated Approach Consulting Inc and
founder of Digits amp Decimals Inc But those are not the titles she loves itrsquos her real job as
a bookkeeping systems specialist that indicates her true passion Her focus is always on
educating clients improving systems and measuring the accomplishments of those
systems This vision empowers small business owners and entrepreneurs and has
commanded an impressive client list that continues to grow Steacutephanie founded Digits amp
Decimals Inc in 2001 a professional bookkeeping company She is the lead trainer and
consultant and has grown the business to include a staff of experts In 2011 Stephanie
launched Calculated Approach Consulting Inc a company that offers mentorship controllership and consulting
services to business owners or other bookkeepers Steacutephaniersquos professional affiliations include membership in the
Canadian Payroll Association (CPA) Institute of Professional Bookkeepers of Canada (IPBC) and Association of
Certified Fraud Examiners (ACFE) She is also a QuickBooks ProAdvisor has completed the Distinguish Financial
Advisor ndash Bookkeeping System Specialist (DFABSS) a 2 years bookkeeping certification with the Knowledge
Bureau she recently became a Sale Partner with Accounting Comes Alive ndash Color Accounting and is one of few
accredited Training Partner in Canada for Accounting Comes Alive ndash Color Accounting Steacutephaniersquos presentations
are available in English or French
Company Calculated Approach Consulting Inc Website wwwdigitsdecimalscom
Twitter DigitsDecimals
Brooks Duncan
Brooks Duncan helps individuals and small businesses go paperless at Docu-
mentSnapcom where he writes about tools workflows and taking action Hes a
CPACMA and a former computer programmer and financial software support manager
Brooks lives in Vancouver BC
Company DocumentSnapcom Website wwwdocumentsnapcom
Webinar Speakers
2020 Dream Practice Virtual Accounting Conference 2014
Chris Fritsch JD
As a Business Development Intelligence Consultant Chris Fritsch works together with
professional services firms to help support their Business Development efforts and
maximize their return on investment Chris and her team at ClientsFirst help Clients
utilize information and competitive intelligence to guide their business development
decisions and strategies to enhance their client development efforts
Chris also writes and speaks nationally on topics including competitive intelligence
business development client relationship management relationship intelligence web
marketing and the use of technology to enhance profitability In her former role as a
Legal Technologist she advised top law firms and professionals about competitive intelligence and innovative uses
of Internet technology Chris has also worked in-house as a Legal Technologist for an Am Law 50 law firm based in
Atlanta and as a Technology Consultant and Webmaster for Emory Law School She was also the Managing
Partner of a consulting firm specializing in providing technology solutions Chris received her law degree from
Emory University School of Law in Atlanta GA where she served as Managing Editor of the Emory International
Law Review as well as student and faculty technology consultant In her spare time Chris blogs and designs
websites and electronic newsletters
Company Clients First Consulting Title Business Development Intelligence Consultant
Website wwwClientsFirstConsultingcom Twitter CRMSuccess
Curtis Findlay
Curtis Findlay CFP is recognized nationally in the Canadian financial industry as both a
mentor of financial advisors as well as a successful advisor After graduating college Curtis
entered the financial industry in 1978 He operates his business activities from Canmore
Alberta Curtis has extensive experience advising entrepreneurs and mid-wealth individuals
with a variety of financial business and personal planning endeavours His comments are
made to Dream Practice through his firm Compass Financial Planning Services Ltd and not
related to a securities entity
Company Compass Financial Planning Services Ltd Website httpwwwcompfinnet
wwwvirtualaccountingconferencecom
Webinar Speakers
Mike Hourigan
Mike Hourigan is the Marketing Manager for Shoeboxedcom He is a graduate of the
University of North Carolina at Chapel Hill where he studied advertising Mike oversees all
of Shoeboxeds online marketing initiatives as well as the companys integrated partner
relations When Mike isnt helping small businesses and accountants get set up with
Shoeboxed he enjoys hiking and walking 18 holes at the nearest public golf course
Company Shoeboxedcom Website wwwshoeboxedcom
Twitter michaelhourigan
Stephen Jones LL M CPA CA
Stephen graduated from Dalhousie Law School He then articled in Toronto Shortly after
he obtained his CA designation working for one of the predecessors or KPMG In 1990
he joined BMO at its head office as a taxation lawyer and accountant
He rounded out his education in 2006 graduating with his Masters of Laws (LLM) in trust
and fiduciary law at Osgoode Stephen now provides counsel for Wealth Stewards
overall tax and estate activities Stephen brings his expertise and experience to the
planning and implementation of individual client situations Stephen is registered with the
Law Society of Upper Canada in private practice and with the Ontario and Canadian
Institutes of Chartered Professional Accountants
Company Wealth Stewards Inc Title Director Tax amp Estate Planning
Website wwwwealthstewardsca
Webinar Speakers
2020 Dream Practice Virtual Accounting Conference 2014
Hamish Knox
As a licensed member of the global Sandler network Hamish works with business owners and chief
executives who are serious about creating sustainable sales cultures Hamish worked in sales across
a variety of industries including media communication services software and professional sports
before joining the Sandler network which melded his passions for sales and education Early in his
Sandler career Hamish was anointed a Sandler Rising Star for quickly building his business and
helping fellow Sandler colleagues with their businesses Hamish is a former Sandler Global Rookie of
the Year is a current member of Sandlers Franchisee Advisory Council and his book Accountability
the Sandler Way will be published in November
Company Sandler Training - Calgary Website wwwhamishsandlercom
Twitter sandlerhamish
Dan Mason
I speak about innovation related to business software and business models that help
small and medium sized businesses to transform and automate their business
processes to achieve maximum efficiency and improve customer experience
Dan Mason focuses on strategic planning and business model innovation by helping
small and medium sized businesses to automate and optimize their business processes
Drawing from his 20 years of experience working with various accounting and ERP
systems Dan has helped several small and medium sized businesses in various
verticals to build robust business software systems Dan started Business Innovation
Technologies Inc in 2008 and has successfully led the company from its inception into a market leading provider
of innovative business software solutions As CEO of Business Innovation Technologies Dan is responsible for
driving the organizationrsquos strategic agenda technology vision and business operations In addition to helping
companies deploy best-of-the-breed business software systems Dan has been working on integrating diverse
business systems through his companyrsquos industry leading software solution to import and export data from ANY
source to various accounting and business software
Company Business Innovation Technologies Inc Title President amp CEO
Website wwwbusinnovatechcom
wwwvirtualaccountingconferencecom
Webinar Speakers
Viola Olah
Viola Olah is a Hungarian born and raised in Transylvania (yes itrsquos a real placehellip) She
lives in Calgary with her hubby and her dog Nikki After she worked as a systems analyst
for a large oil and gas company for a number of years she decided in 2009 to open up her
own business VH Marketing Ltd an online marketing company She thrives on the
challenge of keeping up with the fast changing pace of the Internet world and implementing
cutting edge marketing strategies to her clientsrsquo marketing plan Seeing clients succeed
gives her great satisfaction and she is grateful for the long-term strong relationships she
forged with them Her clients are local small business owners and individual professionals
who are very good at their own craft and donrsquot have the time or the desire to market their own business VH
Marketingrsquos strategy is to build an impactful web presence not just a website by providing clients with an up to date
web design mobile setup and social media presence This is all tied together with strong ongoing SEO
(search engine optimization) placing the clientsrsquo business in front of the right target market generating leads on
consistent basis
Company VH Marketing Ltd Website wwwvhwebsitescom
David Merritt
David Merritt owner and creator of Client Track graduated with a BSc in Computing and has
been designing software ever since David developed Client Track after he saw a real need in
the Accounting Practitioners industry for a solution to help public practice accounting
professionals to organize and control all of their deadlines efficiently Realizing that a large part
of running a successful practice was managing clients chasing down paperwork and handling all
the returns David developed Client Track into a software solution that is built based on the
unique needs of accounting professionals across Canada
Company Client Track Website httpclienttrackca
Twitter Client_Track
Webinar Speakers
2020 Dream Practice Virtual Accounting Conference 2014
Karen Reyburn
Karen Reyburn is a creative-minded individual who specialises in online marketing for
accountancy firms A former accountant (and a Certified Public Accountant in the
States) Karen now assists accountancy firms with understanding and using online
marketing to get more leads A dual British-American citizen Karens past careers
include working with a Glasgow-based accountancy firm setting up and maintaining a
separate consultancy division for this firm She instigated monthly business workshops training and facilitating
business owners in marketing strategy and profitability She has delivered online webinars and offline seminars
for the Chamber of Commerce Bank of Scotland women in business and business growth events She assisted
in the delivery of a comprehensive Business Consulting Programme to accountants for over five years For five
years Karen managed the European office of a global network of accounting firms helping both accountants and
SMEs to improve their marketing efforts This included delivering webinars providing online training website
design and improvement email marketing blogging and marketing action plans Karen is also an
internationally-recognised photographer doing wedding photography family portraits and landscape photography
in Scotland England Ireland Cyprus Australia the United States and more
Company The Profitable Firm Title Owner
Website wwwtheprofitablefirmcom Twitter ProfitableFirm
Graham Smith
Graham Smith is Vice President of Business Development for TSGI-Chartered Accountants
one of the top SRampED consultancies in western Canada He has been active in the SRampED
industry for more than 8 years and has co-taught the course on SRampED for the Institute of
Chartered Accountants of Alberta Graham has worked on wide range of claims for companies
of all sizes and in all industrial sectors
Company TSGI Charted Accountants Title Vice President - Business Development
Website wwwtsgica
wwwvirtualaccountingconferencecom
Webinar Speakers
Rick Solomon CPA CGMA - Keynote Speaker
For over 20 years Rick Solomon has taught professionals around the world how to create
extraordinary results in their professional practices and lives by applying time tested
techniques and sometimes ancient wisdom in a number of ways His past practice as a
CPA and business advisor coupled with years of study at the Sedona Institute have
provided him a deep understanding of how to guide others to be free of the self-created
limitations that for many people make personal and professional success much harder
than it has to be Rick is presently the CEO of Thriving Firm a world leader in helping
professional service providers and advisors build more profitable and rewarding practices
He is the founder and serves as the main facilitator of the Masters Program a two-year workshop and coaching
program offered exclusively to open-minded professionals The Masters Program shares a very unique way to
achieve abundance in ones personal and professional life Rick has challenged thousands of professionals world-
wide to expand their view of themselves and the value they bring to their clients in order to reach new levels of
personal and professional abundance
Company Thriving Firm Title CEO - Founder and Lead Facilitator of the Masters Program
Website wwwthrivingfirmcom Twitter ricksolomoncpa
Amy Shumate
Amy brings 13 years US tax experience to her role as Director in the US Corporate Tax
Advisory practice Amy assists her Canadian clients and their affiliates with their US
federal and state corporate income franchise sales and use tax issues from a unique
cross-border perspective She has worked with all sizes of both public and private
corporations in all types of industries in helping them manage their US federal and state
tax compliance and consulting needs Prior to joining Trowbridge in early 2014 Amy
worked for two of the Big 4 firms beginning in 2001 where she helped clients with US
corporate tax compliance federal and state tax consulting due diligence work
structuring and controversy Amy has a BA and MBA from McMaster University and
an MSc (Tax) from Golden Gate University in San Francisco She is a Canadian Chartered Professional
Accountant registered in Ontario and a Certified Public Accountant registered in Illinois
Company TROWBRIDGE PROFESSIONAL CORPORATION Title Director US Corporate Tax Services
Website wwwtrowbridgeca
Webinar Speakers
2020 Dream Practice Virtual Accounting Conference 2014
Glenn Suart
Glenn Suart is a Calgary-based Strategist Entrepreneur and Host of ldquoTodayrsquos Great Ideardquo
a nationally syndicated program aimed at helping people doing something with their great
ideas Over the past 20 years at WriteMyPlan PricewaterhouseCoopers Consulting and
Nordicity Group Ltd he has helped hundreds of people build successful businesses
Friendly and approachable Glenn and his team create strong viable businesses and craft
compelling winning business plans Glenn also teaches Building An Effective Business
Case at Mount Royal University in Calgary
Company WriteMyPlan Website wwwWriteMyPlancom
Paul Tyers
Paul Tyers is Managing Director of Wealth Stewards Inc and Vice President of Portfolio
Stewards Inc registered with the Ontario Securities Commission He and his team provide
comprehensive wealth management services to affluent Canadians typically in conjunction
with their other ldquotrusted advisorsrdquo A Chartered Professional Accountant (CPA) Certified
Financial Planner (CFP) and Chartered Investment Manager (CIM) Paul has both the
education and experience to provide comprehensive wealth advisory services Upon
completion of a business degree Paul began his career at a major international CA firm
gaining experience in a wide variety of business sectors Moving into corporate finance with
Bank of Montreal followed by Corpfinance International experience was gained in mergers acquisitions succession
and growth financing In 1987 Paul partnered with a venture capital firm to acquire Retirement Counsel of Canada
(RCOC) and led it through substantial growth prior to selling it in 2002 Since 2002 Paul has returned to his passion
of building managing and preserving the wealth of affluent private clients His success is attributed to ensuring
clientsrsquo interests always come first Paul provides advice on the areas noted to the left and has pioneered the
integration of wealth management services into Canadian accountingtax firms
Company Wealth Stewards Inc Title Managing Director
Website httpwealthstewardsca
wwwvirtualaccountingconferencecom
Webinar Speakers
Sam Vassa
Sam Vassa heads PaymentEvolution ndash Canadarsquos largest and most loved cloud payroll and
payments service Sam founded the company with a team of technology and subject
matter specialists and devised an award-winning solution that empowers organizations and
their accountants to manage their own payroll process Previously Sam led business
development for the capital markets industry at Microsoft Corporation His team worked with
leading Microsoft partners to build compelling solutions for the financial services
industry Sam was responsible for alliance relationships with Microsoftrsquos largest global
partners as well as sales and marketing execution with the community He has worked
with Microsoftrsquos US and Canadian subsidiaries and is known for his passion for forming strong partnerships Sam was
a channel manager at Digital Equipment Canada and served with the Canadian Department of Foreign Affairs and
International Trade at their foreign missions worldwide He is a board member of Telecompute ndash a leading software
development firm pioneering the use of portable database technology for vertical markets Sam is active in the
emerging business market as an advisor and mentor to firms seeking management and technology expertise Sam is
a graduate of McMaster University where he studied biochemistry
Company PaymentEvolution Website wwwpaymentevolutioncom
Twitter samvassa
Peggy Tyers BBA - Event Organizer
Peggy Tyers earned an Honours Bachelor of Business Administration from Wilfrid Laurier
University After graduating she entered the retail sector She spent over 20 years
working with National retailers in several areas consulting marketing buying and
merchandising Peggy transferred those skills to another industry sector when she
brought the 2020 Group (leading volunteer membership organization for progressive
accountants in the world) to Canada Peggy looks for products and services to help
accountants improve the efficiency of their practice and improve their bottom lines
Company 2020 Canada Title President
Website www2020canadaca
Webinar Speakers
Scott Zandbergen
Scott Zandbergen has worked in the accounting software world for over 17 years He
spent many years at Sage where he built and grew the Simply Accounting Certified
Consultant program Later as Vice President of Product Management he led the product
strategy for Simply Accounting Accpac and MAS 90500 In early 2011
Scott joined Wave Accounting a fully automated 100 free double entry accounting
software designed for small businesses with less than 10 employees Scotts mission there
is to educate the accounting and bookkeeping communities about the solution Wave
offers their small business clients In a little over 3 years on the market Wave now has over 2 million users on its
platform
Company Wave Accounting Title VP Pro Network
Website wwwwaveappscom Twitter WaveHQ
Wayne Zielke
Wayne is the founder and CEO of LedgerDocs an online document management
application that was designed around the sharing managing and collaboration needs of
bookkeepers accountants and businesses Wayne has spent his career working in the
accounting industry and understands first-hand the workflow and process involved in
providing exceptional full cycle bookkeeping and accounting services to clients From these
experiences he decided to create an application that streamlines the bookkeeping and
accounting process while promoting collaboration among bookkeepers accountants and
their amazing clients
Company LedgerDocs Title Chief Executive Officer
Website wwwledgerdocscom Twitter ledgerdocs
2020 Dream Practice Virtual Accounting Conference 2014
wwwvirtualaccountingconferencecom
2020 Dream Practice
Virtual Accounting Conference
Virtual Conference for Accountants
October 1 and 2 2014
Webinars
Presentations will be held on
Tuesdays and Thursdays from June 3
2014 through January 27 2015
Presentations scheduled from 1100
am MST to 100 pm MST
Schedule includes one hour for
presentation and up to one hour for
questions
Over 32 webinars with
industry experts
wwwvirtualaccountingconferencecom
Collaborate Innovate Prosper
Gold Sponsors
Silver Sponsors
Virtual Accounting Conference began with a bold question How can accounting professionals collaborate innovate and prosper in their accounting businesses The answer seemed simple enough ndash find like-minded accountants across Canada and connect them However the traditional conference model seemed too simplistic What about a virtual event that would allow partici-pants and thought leaders to interact without the need for all parties to travel
Throughout this catalog and on our website we will refer to ldquoaccounting businessesrdquo for a specific reason ndash we want to stress to our readers that accounting firms need to be treated like a business if they are to provide maximum value to their stakeholders
We welcome suggestions for speakers sponsors and topics for discussion as the Virtual Accounting Conference date approaches We will focus on tech-nology and solutions that improve the efficiency effectiveness and profitability of a modern account-ing business
The Virtual Accounting Conference builds on the conversations and work from the Accounting Prac-titioners Symposium Participants for both events will be encouraged to share ideas through our fo-rum The Virtual Accounting Conference will differ from the Accounting Practitioners Symposi-um because we will include a variety of speakers and we will combine web-technology with in-person interaction
Our speakers are industry leaders and they will share their thoughts in the following areas
Practice Management
Sales and Marketing
Social Media
Technology
Innovative Products
New Service Offerings
Key Performance Indicators
Succession Planning
Participants will be encouraged to network with local colleagues and in online forums in order to build connections with like-minded individuals We be-lieve that collaboration and innovation will lead to increased prosperity in your accounting busi-ness After all who wouldnrsquot want to work less earn more money and enjoy the work that they do
The harsh reality is that our industry is in a state of transition We are seeing an aging population and fewer accountants entering professional training programs This means that there will be a surplus of firms for sale in the near term with a reduced num-ber of potential buyers Your firm will have to truly stand out if you plan to sell it in the near term Join us and learn how to maximize the value of your firm both in terms of immediate profitability and long term sales value
Jeff Borschowa of Dream Practice will be one of our keynote speakers Please feel free to check out his website and blog at wwwdreampracticeca
After all who wouldnrsquot want to
work less earn more money
and enjoy the work that they
do
2020 Dream Practice Virtual Accounting Conference 2014
wwwvirtualaccountingconferencecom
REGISTRATION FEES
Virtual Conference
for Accountants
October 1 and 2 2014
$17900 (includes tax)
Webinars
FREE
Register Online
wwwvirtualaccountingconferencecom
Virtual Conference for Accountants
October 1 and 2 2014
National virtual conference highlighting practice
growth topics
Featuring keynote and topical speakers all ex-
perts in their fields
16 hours of Professional Development
Webinars
Presentations will be held on Tuesdays and
Thursdays from June 3 2014 through
January 27 2015
Presentations scheduled from 1100 am MST to
100 pm MST
Schedule includes one hour for presentation and
up one hour for questions
Over 32 webinars with industry experts
2020 Dream Practice Virtual Accounting Conference 2014
Conference Schedule October 1st 2014
EST Schedule MST Schedule PST Schedule
Speaker Start End Speaker Start End Speaker Start End
Local content 900 1015 Rick Solomon 830 1000 Rick Solomon 730 900
Break 1015 1030 Break 1000 1030 Break 900 930
Rick Solomon 1030 1200 Jeff Borschowa 1030 1145 Jeff Borschowa 930 1045
Break 1200 1230 Break 1145 1200 Break 1045 1100
Jeff Borschowa 1230 1345 Joel Sinkin 1200 1400 Joel Sinkin 1100 1300
Break 1345 1400 Local content 1400 1500 Local content 1300 1400
Joel Sinkin 1400 1600 Break 1500 1515 Break 1400 1415
Local content 1600 1700 Local content 1515 1700 Local content 1415 1600
wwwvirtualaccountingconferencecom
Conference Schedule October 2nd 2014
EST Schedule MST Schedule PST Schedule
Speaker Start End Speaker Start End Speaker Start End
Local content 900 1015 Rick Solomon 830 1000 Rick Solomon 730 900
Break 1015 1030 Break 1000 1030 Break 900 930
Rick Solomon 1030 1200 Paul Tyers 1030 1145 Paul Tyers 930 1045
Break 1200 1230 Break 1145 1200 Break 1045 1100
Paul Tyers 1230 1345 Chris Frederickson 1200 1400 Chris Frederickson 1100 1300
Break 1345 1400 Local content 1400 1500 Local content 1300 1400
Chris Frederickson 1400 1600 Break 1500 1515 Break 1400 1415
Local content 1600 1700 Local content 1515 1700 Local content 1415 1600
Keynote Speaker Rick Solomon
For over 20 years Rick Solomon has taught professionals around the world how to
create extraordinary results in their professional practices and lives by applying time
tested techniques and sometimes ancient wisdom in a number of ways
His past practice as a CPA and business advisor coupled with years of study at the
Sedona Institute have provided him a deep understanding of how to guide others to
be free of the self-created limitations that for many people make personal and
professional success much harder than it has to be
Rick is presently the CEO of Thriving Firm a world leader in helping professional
service providers and advisors build more profitable and rewarding practices He is
the founder and serves as the main facilitator of the Masters Program a two-year
workshop and coaching program offered exclusively to open-minded professionals
Thriving Firm (wwwthrivingfirmcom) is an interesting
site Their newly branded program is called Accountants
Reboot Essentially the idea is to step away from your
practice for a short period to re-evaluate your product
offering staffing and successes
Is your accounting firm surviving or thriving Do you dread
the Monday morning return to work How would it impact
your firm and life if you could do what you love at work and
be more profitable
The Thriving Firm team offers coaching a collaborative net-
work resources and tools to transform your practice and
life In their words ldquohaving an amazing vibrant
profitable practice amp career is much easier than you may
thinkrdquo I couldnrsquot agree more One of the best decisions that
I have made in my professional career was to participate in
the Thriving Firmrsquos Masters Program The program has
since been renamed to Accountants Reboot
Participating in the program changed my practice and my
life both drastically for the better
As a group my fellow Masterrsquos and I were led through a
series of exercises designed to help us create a compelling
vision for our firms I learned firsthand the importance in
setting goals and monitoring the results to determine how
well I was doing with my practice
I graduated from the program in 2012 but maintain close
contact with my peers from the group We have continued
to challenge one another to set and achieve new goals
The program itself was challenging We were asked
collectively and individually to explore our mindset and
past results to determine areas for improvement
My biggest challenge was to step away from a growing
practice every four months to meet with the group
However I saw significant improvements in the practice
from the beginning so it was definitely something I wanted
to commit my full attention to
There is an assessment tool on the Thriving Firm website if
you would like to learn more about where you are
currently If you do nothing else the conversations and self
-exploration that can come from the assessment are highly
worthwhile
In all honesty I cannot do justice to explaining either the
program or the positive impact it has had on my
life Friends peers staff colleagues and clients have all
commented on the noticeable changes All I can suggest is
that you check it out yourself
-Jeff Borschowa (Event Organizer Host and Speaker)
ldquoI love helping people realize how
to be completely successful on
their own terms and revealing how
much easier it is than they ever
imagined mdash Rick Solomon
Rick Solomon
wwwthrivingfirmcom
2020 Dream Practice Virtual Accounting Conference 2014
Keynote Speaker Joel Sinkin
wwwvirtualaccountingconferencecom
Mr Sinkin is an editorial advisor to the AICPArsquos newsletter Small Firm Solution and
a member of The CPA Journal Editorial Review Board Recently Mr Sinkin fulfilled
a personal goal to create a new type of consulting firm that brings a fresh ap-
proach to the succession and growth needs of accounting firms and their owners
nationally In 2004 he joined forces with Terrence E Putney CPA to form
Transition Advisors
In 2012 amp 2013 Accounting Today named Mr Sinkin one of the top 100 most
influential people in accounting
Succession planning is key to ensuring that you maximize
the value of your firm should you decide to slow down or
retire In my experience there seems to be a mystical
shroud around the topic of succession and transition plan-
ning for accounting firms I recently spoke to a group of
accountants and every single participant in the room had
the same plan ndash a younger accountant would buy their
firm Not surprisingly not a single person in the group had
identified this hypothetical younger accountant despite
most participants indicating that they intended to retire
within two to five years
I have seen many accountants assume that they can suc-
cessfully sell or transition their practice Many would ra-
ther avoid paying for advice so they adopt the do it your-
self approach I believe that it is difficult for any business
owner to anticipate and respond appropriately to many of
the issues that come into play in a transition scenario I
believe that it is even more difficult with an accounting
firm as the owner is personally attached to the business
(and clients) and may not be objective
The accountants that I have known and worked with who
sold their practices all had one primary concern ndash would
their replacement take good care of their beloved cli-
ents Too often lack of planning means that the replace-
ment is not necessarily the best candidate and the clients
ultimately suffer
I have had the pleasure of knowing Joel Sinkin
from Transition Advisors for a few years In that time he
has impressed me with his knowledge of the accounting
industry and specifically his focus with mergers acquisi-
tions and transitions of accounting firms
Joel and his team at Transition Advisors have been leading
accountants through transition since 1990 completing hun-
dreds of transactions successfully The majority of their
materials and resources discuss topics from the perspec-
tive of CPArsquos in the United States However I have heard
Joel speak many times and have always taken away some-
thing of immediate relevance to my practice in Canada I
was very happy to see them launch a Canadian office in
Toronto
Joel recently published a series of articles in the Journal of
Accountancy highlighting key issues and trends in the field
of succession I highly recommend taking the time to read
it (JOA Combined articles 2013 2014)
Joel has also co-authored an article with Terrence Putney
entitled ldquoKeeping it Togetherrdquo The article covers the im-
portance of planning your transition carefully in order to
retain key staff and your clients I canrsquot stress enough how
important key staff can be to the transition Many practi-
tioners ignore this aspect at their own peril You can read
the article here Keeping it Togeth-
er_Reporting_Patton_April09
If you foresee a transition in your future you should take a
look at the Transition Advisors website I particularly rec-
ommend the articles in their resource section
Jeff Borschowa (Event Organizer Host and Speaker)
Joel Sinkin
wwwtransitionadvisorscom
2020 Dream Practice Virtual Accounting Conference 2014
Keynote Speaker Jeff Borschowa
I first joined the accounting world in 1991 and became a Chartered Accountant in
2000 I have spent the bulk of my career working with and advising small to
medium-sized enterprises I have experience working in all sizes of accounting firms
from sole practitioners to international firms My focus in my career has been to find
new and better ways to integrate innovation and technology to enhance the
customer experience and improve efficiency in the accounting process My journey
has been unique in that I have met some very innovative accountants and mentors
in my career I have been very fortunate to be in a position to learn from them
compare their ideas and to truly choose the best of the best Personally I would like
nothing more than to free accountants from the stress created by high volume
commodity work allowing them the freedom to pursue work that is rewarding personally and professionally
My overall goal is to reduce the hours worked by accountants and increase overall profitability One of my
friendrsquos made an interesting comment recently ldquoAlmost every accountant that I know can tell me how much
his gross revenue is but very few know what their actual costs arerdquo I challenge you to learn more about your
practice so that you can bid on the right kinds of projects and earn what you are worth ndash your education
should be your most valued possession
Jeff Borshcowa
wwwdreampracticeca
wwwvirtualaccountingconferencecom
Keynote Speaker Paul Tyers
Paul Tyers is Managing Director of Wealth Stewards Inc and Vice President of
Portfolio Stewards Inc registered with the Ontario Securities Commission He and
his team provide comprehensive wealth management services to affluent
Canadians typically in conjunction with their other ldquotrusted advisorsrdquo A Chartered
Professional Accountant (CPA) Certified Financial Planner (CFP) and Chartered
Investment Manager (CIM) Paul has both the education and experience to provide
comprehensive wealth advisory services Upon completion of a business degree
Paul began his career at a major international CA firm gaining experience in a wide
variety of business sectors Moving into corporate finance with Bank of Montreal
followed by Corpfinance International experience was gained in mergers
acquisitions succession and growth financing In 1987 Paul partnered with a venture capital firm to acquire
Retirement Counsel of Canada (RCOC) and led it through substantial growth prior to selling it in 2002 Since
2002 Paul has returned to his passion of building managing and preserving the wealth of affluent private
clients His success is attributed to ensuring clientsrsquo interests always come first Paul provides advice on the
areas noted to the left and has pioneered the integration of wealth management services into Canadian
accountingtax firms
wwwwealthstewardsca
Paul Tyers
2020 Dream Practice Virtual Accounting Conference 2014
Keynote Speaker Chris Frederiksen CPA
Chris Frederiksen is one of the best-known and most highly-rated seminar
leaders in the world as well as a consultant to accountancy firms worldwide He is
also a practicing accountant in San Francisco California His experience includes
partnership positions with two international CPA firms and building several
independent practices in the San Francisco Bay Area
As a consultant for the past twenty years he has been helping small and medium
sized accountancy firms achieve their goals of greater profitability and greater
personal satisfaction for the owners He is now committed to helping CPAs and
tax professionals excel in financial services strategic planning and other new
service areas
The Cloud Exposed Many business consultants strongly advocate the adoption
of cloud computing believing this to be the future of IT
infrastructure It is generally accepted that the term ldquothe
cloudrdquo is synonymous with ldquothe internetrdquo The precise
definition of cloud computing is slightly contentious but in
this post we use the term to signify a hosted service
delivery model A hosted service allows a userrsquos programs
applications files and other data to be stored on an off-site
server usually owned and managed by a hosted service
provider The data is then accessed by the user over the
internet Here are 5 advantages that cloud computing holds
over traditional methods
Disaster recovery ndash At any given time your firm is at risk of
numerous disasters fire flooding earthquakes theft and
hardware failure and just a few examples In the event of
such a disaster you need to ensure that you have appropri-
ate recovery systems in place An important advantage of
cloud computing is that your data and programs are stored
off-site Hosted service providers generally own the servers
that store your information and go to great lengths to pro-
tect and maintain them backing up your information in
multiple servers and data centers in multiple areas of the
country
Security - Data breaches are a serious issue the costs of a
data breach to your firm could be devastating Primary
causes of data breaches include criminal activity (theft and
hacking) and staff negligence (the loss or ineffective
disposal of equipment containing sensitive information)
Cloud computing can significantly reduce the risk of a data
breach As your data is stored securely in an off-site
location it cannot be misplaced or disposed of
inadequately Moreover the security offered by hosted
service providers is generally far superior to that of an
office reducing the risk of hardware theft and data
hacking
Work from Anywhere - Because only an internet connection
is required to access your files and programs you and your
colleagues can work from any computer in any location
With the proliferation of mobile devices such as tablets and
smartphones business professionals now have even more
flexibility to access and work with their data
Collaboration ndash Traditional methods of computing see a file
stored either to a server or an individual machine with only
a single user being able to work on it at a time An
innovative aspect of cloud computing is that you and your
colleagues can work simultaneously on the same file
Cost Reduction ndash As mentioned previously hosted service
providers generally own the servers that store your data
This means that the cost of purchasing and maintaining a
server and licenses is nullified Software updates and virus
protection are also handled by the provider freeing up
your resources for other tasks Additionally you can scale
your operations more accurately when your system
requirements are managed by a hosted service provider
Instead of making a large investment in a faster or larger
server you can simply upgrade your service contract
Are you interested in getting on the cloud Give us a call
and we can help you get started on your cloud journey
- 2020 Group USA (originally appeared as a blog post on
www2020groupusacom)
Chris Frederikesn
www2020groupusacom
wwwvirtualaccountingconferencecom
Event Organizer Spotlight Dream Practice
Accountants Manifesto I first joined the
accounting world in 1991 and became a Chartered
Accountant in 2000 I have spent the bulk of my
career working with and advising small to medium-
sized enterprises I have experience working in all
sizes of accounting firms from sole practitioners to
international firms
My focus in my career has been to find new and
better ways to integrate innovation and technology
to enhance the customer experience and improve
efficiency in the accounting process
My journey has been unique in that I have
met some very innovative accountants and mentors
in my career I have been very fortunate to be in a
position to learn from them compare their ideas
and to truly choose the best of the best I share my
experiences as I saw them sometimes updated with
the benefit of hindsight My postings are candid
and generally unfiltered I do not intend to offend
but will apologize in advance if I do
The purpose of my Blog and website is to share my
discoveries in the hopes of advancing our
profession Personally I would like nothing more
than to free accountants from the stress created by
high volume commodity work allowing them the
freedom to pursue work that is rewarding
personally and professionally
I welcome you to share my journey and to offer
your thoughts and comments along the way The
information and materials that I will share are not
intended to be offered as a one-size fits all solution
but rather to offer you some thoughts that you may
wish to explore further
My site is dedicated to sharing my ldquoAccountantrsquos
Manifestordquo I cover the following general areas
Efficiency versus Effectiveness
Outsourcing
Networking and Marketing
Technology
Consulting Tools
Consulting Mindset
Innovations that impact accounting
I create tags to allow easy searching ndash no point
wasting time on a topic if it isnrsquot immediately
relevant to you
My overall goal is to reduce the hours worked by
accountants and increase overall profitability One
of my friendrsquos made an interesting comment
recently ldquoAlmost every accountant that I know can
tell me how much his gross revenue is but very few
know what their actual costs arerdquo I challenge you to
learn more about your practice so that you can bid
on the right kinds of projects and earn what you are
worth ndash your education should be your most valued
possession
Visit Us Online
wwwdreampracticeca
2020 Canada is the premier volunteer membership
group for accountants in Canada for small and medi-
um-size practitioners 2020 Canada started in 2005
our membership is coast-to-coast representing CAs
CGAs and CMAs in Public Practice 2020 Canada
appeals to those accountants who are interested in
improving their practices through improved
efficiencies expanded offerings and marketing
initiatives that result in improved bottom lines
2020 Canada is the Canadian branch of The 2020
Group Worldwide in the UK The 2020 Group was
founded in the 1990s by three of the best-known
consultants and seminar leaders in the profession
Ian Fletcher Chris Frederiksen and Gordon Gilchrist
They recognized that historical compliance services
were likely to be limited growth areas for account-
ants and that progressive firms would need to offer
their clients more value-added services For that
new tools and ideas would be needed Since the
launch the 2020 Group has organizations in UK and
Ireland USA South Africa and Canada with
world-wide members as part of 2020 International
2020 Canada offers Professional Development
courses through webinars seminars and confer-
ences focussing primarily in non-compliance areas
Practice Management Marketing and Consulting
Business Advisory Services Legal Issues Efficiency
Resources in IT Software Outsourcing Services and
others
Event Organizer Spotlight 2020 Canada
For Membership Information Visit Us Online
www2020canadaca
Benefits of 2020 Canada Membership Fantastic VALUE 25 discount on 2020 Canada Professional Development Courses Discounts on 2020 Tools Discount on 2020 Canada Conferences and Seminars Discounts on third party products and services (Please see our list of Value Added Services)
Members Newsletter You will also receive regular correspondence through our e-newsletters packed full with useful practice management and marketing ideas Members are also encouraged to pose questions in the QampA section of the website where answers and features are made within the newsletters
TelephoneEmail support We act as a resource to your practice and encourage you to call us with questions and requests Over the years the 2020 Membership Group has become highly colle-gial and members are generally more than willing to share information with each other
Access to an international affiliation of professional accountants
2020 Dream Practice Virtual Accounting Conference 2014
Gold Sponsor
Irsquove worked with a company that fully embraces ldquobusiness process
outsourcingrdquo Anything that we could outsource to virtual workers we have and it has
greatly reduced the amount of square footage that our company needs hence greatly
reducing our carbon footprint and office expenses It also benefits the workers we
employ in the sense that they get to live where they want and be in their home work
environment If you really think about it you rsquod be surprised about exactly how many
task you can actually outsource and that can be done online It rsquos nice to be on
the forefront of a new growth industry
John B ndash Geeks On The Way
Increase productivity expand your business and save money ndash outsource your business processes with Tursa Group
We have a talented team of specialists in various fields of IT marketing administration and finance ready to look after your companyrsquos needs so
that you can concentrate on growing your company
For More Information Visit Us Online
wwwtursagroupcom
wwwvirtualaccountingconferencecom
2020 Dream Practice Virtual Accounting Conference 2014
Gold Sponsor
Zohocom offers a comprehensive suite of award-winning online business productivity amp collaboration applications Customers use Zoho Applications to run their business processes manage their information and be more productive while at the office or on the go without having to worry about expensive or outdated hardware or software To date Zohocom has launched 25+ online applications mdash from CRM to Mail Office Suite Project Management Invoicing Web conferencing and more Zoho has received numerous awards including an InfoWorld 2009 Product of the Year award a 2008 PC World 25 Most Innovative Products Award and a 2007 TechCrunch Best Enterprise Start-up Zohocom is a division of Zoho Corporation a privately-held and profitable company With offices in CA Austin Chennai Yoko-hama and Beijing Zoho Corporation serves the technology needs of more than 9 million customers worldwide
For More Information Visit Us Online
wwwzohocom
Silver Sponsors
The Accounting Practitioners Symposium is an information
resource for Accounting Professionals to examine bringing
together different technology to create a simplified and
streamlined office process to help grow your business
wwwaccountingsymposiumcom
We build tools that simply make life easier
The goal of Client Track is to help take control of your
practice and save you time by combining all of the office
management tools into one easy-to-use package
wwwclienttrackca
Online Marketing amp Web Design
VH Marketingrsquos strategy is to build an outstanding web
presence not just a website by providing clients with an
up-to-date web design mobile setup and social media
presence tied together with strong ongoing SEO
(search engine optimization) Following this proven strategy
places our clients business in front of the right target
market generating leads on consistent basis
wwwvhwebsitescom
Wealth Stewards Inc is the partner of choice for Chartered
Professional Accountants who want to provide their valued
clients with a wealth management firm that is prudent and
a true steward of their wealth Wealth Stewards Inc
partners with accountants to provide both tax effective and
sound wealth management strategies together we help
our clients achieve long-term financial goals
wwwwealthstewardsca
Wolters Kluwer enables legal tax finance and healthcare
professionals to be more effective and efficient We provide
information software and services that deliver vital in-
sights intelligent tools and the guidance of subject-matter
experts
wwwwolterskluwercom
wwwvirtualaccountingconferencecom
Webinar Schedule SpringSummer
Date Topic Speaker
Last Speaker
First
632014 Connect With Your Clients With Intent Using ASPiRE
Crosser John
6102014 Integrating Wealth Management Tyers Paul
6122014 Learn about XLGL an Excel add-in which connects to Sage 50 databases to produce customized reports
Carrier Daniel
6172014 LedgerDocs Never Lose a Receipt Zielke Wayne
6192014 Protecting Those that Run Your Business Crosser John
6242014 Drop the Struggle amp Thrive Solomon Rick
732014 Working In The Cloud A Bookkeepers Perspective Bouffard Keri
782014 Clouds Taking the First Steps Irving Graham
7102014 Importing Data into Small Business Accounting Programs
Mason Dan
7152014 Shoeboxedcom Hourigan Mike
7222014 5 Ways to Grow Your Business Borschowa Jeff
7242014 Supercharge Your Documentation Bellehumeur Adrienne
7292014 Protecting Your Business Entity Crosser John
7312014 Client Track as a Practice Management Solution Merritt David
852014 Creating and Implementing a Marketing Plan Buol Ruszczyk Bonnie
8122014 Accounting in The Cloud Zandbergen Scott
8192014 High Level Overview of Business Processes Borschowa Jeff
8262014 The Enlightened Accountant Solomon Rick
2020 Dream Practice Virtual Accounting Conference 2014
Webinar Schedule FallWinter
wwwvirtualaccountingconferencecom
Date Topic Speaker
Last Speaker
First
922014 Sandler Rules for Building Your Practice to Work Smarter Not Harder
Knox Hamish
942014 Social Media Strategies for Accountants and Bookkeepers Olah Viola
992014 Make Your Website a Business Development Tool Buol Ruszczyk Bonnie
9112014 Business Development Intelligence (BDI) Fritsch Chris
9162014 Succession Planning Tyers Paul
9182014 Turning Your Accountancy Firm Website Into a Lead Generation Machine
Reyburn Karen
9232014 Benchmarking for Success Borschowa Jeff
9252014 A Brief Tour Through Wills and Estate Planning Jones Stephan
9302014 Sales and Marketing Eden Jan
1072014 Social Media The Good Bad and Effective Buol Ruszczyk Bonnie
1092014 An Introduction to SRampED What It Is and What Can It Do For Your Clients
Smith Graham
10142014 Understanding and Utilizing Insurance Company Investment and Income Products
Findlay Curtis
10162014 Key Elements of a Lead Generating Website Olah Viola
10212014 Improving the Bottom Line Through Niche Marketing Tyers Peggy
10232014 LedgerOnline Zielke Wayne
10282014 Going Paperless Duncan Brooks
1142014 Growing Your Firm with LinkedIn Buol Ruszczyk Bonnie
1162014 Expanding Business Activities to the United States (Canadian Companies)
Shumate Amy
11132014 Business Planning For Organizations of all Sizes Findlay Curtis
11182014 The Power of Niche Marketing for Accountants Reyburn Karen
11252014 Profitable Cloud-Based Payroll for your Practice Vassa Sam
1222014 Turning Great Ideas Into Reality Suart Glenn
1292014 Colour Accounting Descoteaux Stephanie
Webinar Speakers
Adrienne Bellehumeur CA CISA PMP
Adrienne Bellehumeur lives in Calgary Alberta and works as a consultant specializing
in business analysis audit and effective documentation Her focus is on helping
companies track monitor and protect their most valuable assets information and
intellectual capital Adrienne began her career as a Chartered Accountant working with
clients on audits assessing financial controls and Sarbanes-Oxley (SOX) compliance
projects Her experience over the years includes requirements management process
modelling project communications technical writing and developing documentation
strategies and systems Adrienne continues to actively research present on and write
about effective documentation and business analysis practices
Company BELLEHUMEUR amp ASSOCIATES Website wwwleadersinbusinessanalysiscom
Jeff Borschowa - Event Organizer amp Host
I first joined the accounting world in 1991 and became a Chartered Accountant in 2000 I
have spent the bulk of my career working with and advising small to medium-sized
enterprises I have experience working in all sizes of accounting firms from sole
practitioners to international firms My focus in my career has been to find new and better
ways to integrate innovation and technology to enhance the customer experience and
improve efficiency in the accounting process My journey has been unique in that I have
met some very innovative accountants and mentors in my career I have been very
fortunate to be in a position to learn from them compare their ideas and to truly choose
the best of the best Personally I would like nothing more than to free accountants from the stress created by high
volume commodity work allowing them the freedom to pursue work that is rewarding personally and professionally My
overall goal is to reduce the hours worked by accountants and increase overall profitability One of my friendrsquos made an
interesting comment recently ldquoAlmost every accountant that I know can tell me how much his gross revenue is but
very few know what their actual costs arerdquo I challenge you to learn more about your practice so that you can bid on the
right kinds of projects and earn what you are worth ndash your education should be your most valued possession
Company Dream Practice Website wwwdreampracticeca
Twitter DreamPractices
2020 Dream Practice Virtual Accounting Conference 2014
wwwvirtualaccountingconferencecom
Webinar Speakers
Kerri Bouffard
Kerri Bouffard CPB has been a professional bookkeeper for over 20 years and has
been operating her own company Add-Vantage Bookkeeping since 2003
She has been happily working completely in the cloud since 2012 ndash with no copies of
any software loaded directly on her local computer system
Company Add-Vantage Bookkeeping Website httpaddvantagebookkeepingcom
Bonnie Buol Ruszczyk
Bonnie Buol Ruszczyk is the founder and president of bbr marketing which provides
marketing services and strategy for professional services firms Every day she and her
talented staff help accountants all over North America reach their audiences and grow
their firms by creating and implementing customized solutions that differentiate each
client in their individual market Named one of 2013rsquos Top 100 Most Influential People in
accounting by Accounting Today for the 2nd year in a row she is an active volunteer in a
number of organizations including serving as president of the Atlanta AAM Chapter and
a regular contributor to a variety of news and industry websites
Company bbr marketing Title Founder and President
Website wwwbbrmarketingcom
Webinar Speakers
2020 Dream Practice Virtual Accounting Conference 2014
Daniel Carrier
Daniel Carrier has close to 40 yearsrsquo experience in bookkeeping Hersquos worked as a
consultant since 1993 and has recommended and installed a number of bookkeeping
software Daniel founded Logicim in 2004 with his partner his son It is Pierre Alain
Carrier who has created the now famous XLGL and Daniel is proud to be participating in
this great reporting initiative
Company Logicim Inc Website wwwlogicimtechcom
John Crosser
John Crosser is the owner of Knights Financial Management an independent
insurance service company John believes it is important to ensure businesses not only
properly protect their business entity but also those that make their business run At
Knights Financial Management we focus on small to medium sized businesses looking for
help as they navigate their way through the world of business Having the right type
and the right amount of insurance will help provide financial peace of mind to owners
so they can concentrate on ldquodoingrdquo business John is actively involved in his community
As the author of ASPiRE A Financial Workbook for the Canadian Teen John routinely
presents to schools and business to help increase financial literacy By helping people understand the moving parts
of a financial game plan (goals setting cash flow and debt management asset
protect and building wealth) John feels they will be more financially
bull Fit--through wise budgeting of time and money
bull Independent--through discovering their own skills setting and accomplishing goals
bull Responsible--through focused activities and self-discipline
bull Secure--through building multiple streams of cash flow
With proper financial literacy individuals families schools businesses communities provinces and Canada at large
will be stronger In addition to growing his business John enjoys spending time with his wife Jeanelle and their two
daughters Ashley and Jayme John loves working on his golf handicap making furniture and barbecuing with family
and friends
Company Knights Financial Management and Portfolio Strategies Corporation Website httpwwwknightsfmca
wwwvirtualaccountingconferencecom
Webinar Speakers
Stephanie Descoteaux DFA-BSS
Steacutephanie Descocircteaux is president and CEO of Calculated Approach Consulting Inc and
founder of Digits amp Decimals Inc But those are not the titles she loves itrsquos her real job as
a bookkeeping systems specialist that indicates her true passion Her focus is always on
educating clients improving systems and measuring the accomplishments of those
systems This vision empowers small business owners and entrepreneurs and has
commanded an impressive client list that continues to grow Steacutephanie founded Digits amp
Decimals Inc in 2001 a professional bookkeeping company She is the lead trainer and
consultant and has grown the business to include a staff of experts In 2011 Stephanie
launched Calculated Approach Consulting Inc a company that offers mentorship controllership and consulting
services to business owners or other bookkeepers Steacutephaniersquos professional affiliations include membership in the
Canadian Payroll Association (CPA) Institute of Professional Bookkeepers of Canada (IPBC) and Association of
Certified Fraud Examiners (ACFE) She is also a QuickBooks ProAdvisor has completed the Distinguish Financial
Advisor ndash Bookkeeping System Specialist (DFABSS) a 2 years bookkeeping certification with the Knowledge
Bureau she recently became a Sale Partner with Accounting Comes Alive ndash Color Accounting and is one of few
accredited Training Partner in Canada for Accounting Comes Alive ndash Color Accounting Steacutephaniersquos presentations
are available in English or French
Company Calculated Approach Consulting Inc Website wwwdigitsdecimalscom
Twitter DigitsDecimals
Brooks Duncan
Brooks Duncan helps individuals and small businesses go paperless at Docu-
mentSnapcom where he writes about tools workflows and taking action Hes a
CPACMA and a former computer programmer and financial software support manager
Brooks lives in Vancouver BC
Company DocumentSnapcom Website wwwdocumentsnapcom
Webinar Speakers
2020 Dream Practice Virtual Accounting Conference 2014
Chris Fritsch JD
As a Business Development Intelligence Consultant Chris Fritsch works together with
professional services firms to help support their Business Development efforts and
maximize their return on investment Chris and her team at ClientsFirst help Clients
utilize information and competitive intelligence to guide their business development
decisions and strategies to enhance their client development efforts
Chris also writes and speaks nationally on topics including competitive intelligence
business development client relationship management relationship intelligence web
marketing and the use of technology to enhance profitability In her former role as a
Legal Technologist she advised top law firms and professionals about competitive intelligence and innovative uses
of Internet technology Chris has also worked in-house as a Legal Technologist for an Am Law 50 law firm based in
Atlanta and as a Technology Consultant and Webmaster for Emory Law School She was also the Managing
Partner of a consulting firm specializing in providing technology solutions Chris received her law degree from
Emory University School of Law in Atlanta GA where she served as Managing Editor of the Emory International
Law Review as well as student and faculty technology consultant In her spare time Chris blogs and designs
websites and electronic newsletters
Company Clients First Consulting Title Business Development Intelligence Consultant
Website wwwClientsFirstConsultingcom Twitter CRMSuccess
Curtis Findlay
Curtis Findlay CFP is recognized nationally in the Canadian financial industry as both a
mentor of financial advisors as well as a successful advisor After graduating college Curtis
entered the financial industry in 1978 He operates his business activities from Canmore
Alberta Curtis has extensive experience advising entrepreneurs and mid-wealth individuals
with a variety of financial business and personal planning endeavours His comments are
made to Dream Practice through his firm Compass Financial Planning Services Ltd and not
related to a securities entity
Company Compass Financial Planning Services Ltd Website httpwwwcompfinnet
wwwvirtualaccountingconferencecom
Webinar Speakers
Mike Hourigan
Mike Hourigan is the Marketing Manager for Shoeboxedcom He is a graduate of the
University of North Carolina at Chapel Hill where he studied advertising Mike oversees all
of Shoeboxeds online marketing initiatives as well as the companys integrated partner
relations When Mike isnt helping small businesses and accountants get set up with
Shoeboxed he enjoys hiking and walking 18 holes at the nearest public golf course
Company Shoeboxedcom Website wwwshoeboxedcom
Twitter michaelhourigan
Stephen Jones LL M CPA CA
Stephen graduated from Dalhousie Law School He then articled in Toronto Shortly after
he obtained his CA designation working for one of the predecessors or KPMG In 1990
he joined BMO at its head office as a taxation lawyer and accountant
He rounded out his education in 2006 graduating with his Masters of Laws (LLM) in trust
and fiduciary law at Osgoode Stephen now provides counsel for Wealth Stewards
overall tax and estate activities Stephen brings his expertise and experience to the
planning and implementation of individual client situations Stephen is registered with the
Law Society of Upper Canada in private practice and with the Ontario and Canadian
Institutes of Chartered Professional Accountants
Company Wealth Stewards Inc Title Director Tax amp Estate Planning
Website wwwwealthstewardsca
Webinar Speakers
2020 Dream Practice Virtual Accounting Conference 2014
Hamish Knox
As a licensed member of the global Sandler network Hamish works with business owners and chief
executives who are serious about creating sustainable sales cultures Hamish worked in sales across
a variety of industries including media communication services software and professional sports
before joining the Sandler network which melded his passions for sales and education Early in his
Sandler career Hamish was anointed a Sandler Rising Star for quickly building his business and
helping fellow Sandler colleagues with their businesses Hamish is a former Sandler Global Rookie of
the Year is a current member of Sandlers Franchisee Advisory Council and his book Accountability
the Sandler Way will be published in November
Company Sandler Training - Calgary Website wwwhamishsandlercom
Twitter sandlerhamish
Dan Mason
I speak about innovation related to business software and business models that help
small and medium sized businesses to transform and automate their business
processes to achieve maximum efficiency and improve customer experience
Dan Mason focuses on strategic planning and business model innovation by helping
small and medium sized businesses to automate and optimize their business processes
Drawing from his 20 years of experience working with various accounting and ERP
systems Dan has helped several small and medium sized businesses in various
verticals to build robust business software systems Dan started Business Innovation
Technologies Inc in 2008 and has successfully led the company from its inception into a market leading provider
of innovative business software solutions As CEO of Business Innovation Technologies Dan is responsible for
driving the organizationrsquos strategic agenda technology vision and business operations In addition to helping
companies deploy best-of-the-breed business software systems Dan has been working on integrating diverse
business systems through his companyrsquos industry leading software solution to import and export data from ANY
source to various accounting and business software
Company Business Innovation Technologies Inc Title President amp CEO
Website wwwbusinnovatechcom
wwwvirtualaccountingconferencecom
Webinar Speakers
Viola Olah
Viola Olah is a Hungarian born and raised in Transylvania (yes itrsquos a real placehellip) She
lives in Calgary with her hubby and her dog Nikki After she worked as a systems analyst
for a large oil and gas company for a number of years she decided in 2009 to open up her
own business VH Marketing Ltd an online marketing company She thrives on the
challenge of keeping up with the fast changing pace of the Internet world and implementing
cutting edge marketing strategies to her clientsrsquo marketing plan Seeing clients succeed
gives her great satisfaction and she is grateful for the long-term strong relationships she
forged with them Her clients are local small business owners and individual professionals
who are very good at their own craft and donrsquot have the time or the desire to market their own business VH
Marketingrsquos strategy is to build an impactful web presence not just a website by providing clients with an up to date
web design mobile setup and social media presence This is all tied together with strong ongoing SEO
(search engine optimization) placing the clientsrsquo business in front of the right target market generating leads on
consistent basis
Company VH Marketing Ltd Website wwwvhwebsitescom
David Merritt
David Merritt owner and creator of Client Track graduated with a BSc in Computing and has
been designing software ever since David developed Client Track after he saw a real need in
the Accounting Practitioners industry for a solution to help public practice accounting
professionals to organize and control all of their deadlines efficiently Realizing that a large part
of running a successful practice was managing clients chasing down paperwork and handling all
the returns David developed Client Track into a software solution that is built based on the
unique needs of accounting professionals across Canada
Company Client Track Website httpclienttrackca
Twitter Client_Track
Webinar Speakers
2020 Dream Practice Virtual Accounting Conference 2014
Karen Reyburn
Karen Reyburn is a creative-minded individual who specialises in online marketing for
accountancy firms A former accountant (and a Certified Public Accountant in the
States) Karen now assists accountancy firms with understanding and using online
marketing to get more leads A dual British-American citizen Karens past careers
include working with a Glasgow-based accountancy firm setting up and maintaining a
separate consultancy division for this firm She instigated monthly business workshops training and facilitating
business owners in marketing strategy and profitability She has delivered online webinars and offline seminars
for the Chamber of Commerce Bank of Scotland women in business and business growth events She assisted
in the delivery of a comprehensive Business Consulting Programme to accountants for over five years For five
years Karen managed the European office of a global network of accounting firms helping both accountants and
SMEs to improve their marketing efforts This included delivering webinars providing online training website
design and improvement email marketing blogging and marketing action plans Karen is also an
internationally-recognised photographer doing wedding photography family portraits and landscape photography
in Scotland England Ireland Cyprus Australia the United States and more
Company The Profitable Firm Title Owner
Website wwwtheprofitablefirmcom Twitter ProfitableFirm
Graham Smith
Graham Smith is Vice President of Business Development for TSGI-Chartered Accountants
one of the top SRampED consultancies in western Canada He has been active in the SRampED
industry for more than 8 years and has co-taught the course on SRampED for the Institute of
Chartered Accountants of Alberta Graham has worked on wide range of claims for companies
of all sizes and in all industrial sectors
Company TSGI Charted Accountants Title Vice President - Business Development
Website wwwtsgica
wwwvirtualaccountingconferencecom
Webinar Speakers
Rick Solomon CPA CGMA - Keynote Speaker
For over 20 years Rick Solomon has taught professionals around the world how to create
extraordinary results in their professional practices and lives by applying time tested
techniques and sometimes ancient wisdom in a number of ways His past practice as a
CPA and business advisor coupled with years of study at the Sedona Institute have
provided him a deep understanding of how to guide others to be free of the self-created
limitations that for many people make personal and professional success much harder
than it has to be Rick is presently the CEO of Thriving Firm a world leader in helping
professional service providers and advisors build more profitable and rewarding practices
He is the founder and serves as the main facilitator of the Masters Program a two-year workshop and coaching
program offered exclusively to open-minded professionals The Masters Program shares a very unique way to
achieve abundance in ones personal and professional life Rick has challenged thousands of professionals world-
wide to expand their view of themselves and the value they bring to their clients in order to reach new levels of
personal and professional abundance
Company Thriving Firm Title CEO - Founder and Lead Facilitator of the Masters Program
Website wwwthrivingfirmcom Twitter ricksolomoncpa
Amy Shumate
Amy brings 13 years US tax experience to her role as Director in the US Corporate Tax
Advisory practice Amy assists her Canadian clients and their affiliates with their US
federal and state corporate income franchise sales and use tax issues from a unique
cross-border perspective She has worked with all sizes of both public and private
corporations in all types of industries in helping them manage their US federal and state
tax compliance and consulting needs Prior to joining Trowbridge in early 2014 Amy
worked for two of the Big 4 firms beginning in 2001 where she helped clients with US
corporate tax compliance federal and state tax consulting due diligence work
structuring and controversy Amy has a BA and MBA from McMaster University and
an MSc (Tax) from Golden Gate University in San Francisco She is a Canadian Chartered Professional
Accountant registered in Ontario and a Certified Public Accountant registered in Illinois
Company TROWBRIDGE PROFESSIONAL CORPORATION Title Director US Corporate Tax Services
Website wwwtrowbridgeca
Webinar Speakers
2020 Dream Practice Virtual Accounting Conference 2014
Glenn Suart
Glenn Suart is a Calgary-based Strategist Entrepreneur and Host of ldquoTodayrsquos Great Ideardquo
a nationally syndicated program aimed at helping people doing something with their great
ideas Over the past 20 years at WriteMyPlan PricewaterhouseCoopers Consulting and
Nordicity Group Ltd he has helped hundreds of people build successful businesses
Friendly and approachable Glenn and his team create strong viable businesses and craft
compelling winning business plans Glenn also teaches Building An Effective Business
Case at Mount Royal University in Calgary
Company WriteMyPlan Website wwwWriteMyPlancom
Paul Tyers
Paul Tyers is Managing Director of Wealth Stewards Inc and Vice President of Portfolio
Stewards Inc registered with the Ontario Securities Commission He and his team provide
comprehensive wealth management services to affluent Canadians typically in conjunction
with their other ldquotrusted advisorsrdquo A Chartered Professional Accountant (CPA) Certified
Financial Planner (CFP) and Chartered Investment Manager (CIM) Paul has both the
education and experience to provide comprehensive wealth advisory services Upon
completion of a business degree Paul began his career at a major international CA firm
gaining experience in a wide variety of business sectors Moving into corporate finance with
Bank of Montreal followed by Corpfinance International experience was gained in mergers acquisitions succession
and growth financing In 1987 Paul partnered with a venture capital firm to acquire Retirement Counsel of Canada
(RCOC) and led it through substantial growth prior to selling it in 2002 Since 2002 Paul has returned to his passion
of building managing and preserving the wealth of affluent private clients His success is attributed to ensuring
clientsrsquo interests always come first Paul provides advice on the areas noted to the left and has pioneered the
integration of wealth management services into Canadian accountingtax firms
Company Wealth Stewards Inc Title Managing Director
Website httpwealthstewardsca
wwwvirtualaccountingconferencecom
Webinar Speakers
Sam Vassa
Sam Vassa heads PaymentEvolution ndash Canadarsquos largest and most loved cloud payroll and
payments service Sam founded the company with a team of technology and subject
matter specialists and devised an award-winning solution that empowers organizations and
their accountants to manage their own payroll process Previously Sam led business
development for the capital markets industry at Microsoft Corporation His team worked with
leading Microsoft partners to build compelling solutions for the financial services
industry Sam was responsible for alliance relationships with Microsoftrsquos largest global
partners as well as sales and marketing execution with the community He has worked
with Microsoftrsquos US and Canadian subsidiaries and is known for his passion for forming strong partnerships Sam was
a channel manager at Digital Equipment Canada and served with the Canadian Department of Foreign Affairs and
International Trade at their foreign missions worldwide He is a board member of Telecompute ndash a leading software
development firm pioneering the use of portable database technology for vertical markets Sam is active in the
emerging business market as an advisor and mentor to firms seeking management and technology expertise Sam is
a graduate of McMaster University where he studied biochemistry
Company PaymentEvolution Website wwwpaymentevolutioncom
Twitter samvassa
Peggy Tyers BBA - Event Organizer
Peggy Tyers earned an Honours Bachelor of Business Administration from Wilfrid Laurier
University After graduating she entered the retail sector She spent over 20 years
working with National retailers in several areas consulting marketing buying and
merchandising Peggy transferred those skills to another industry sector when she
brought the 2020 Group (leading volunteer membership organization for progressive
accountants in the world) to Canada Peggy looks for products and services to help
accountants improve the efficiency of their practice and improve their bottom lines
Company 2020 Canada Title President
Website www2020canadaca
Webinar Speakers
Scott Zandbergen
Scott Zandbergen has worked in the accounting software world for over 17 years He
spent many years at Sage where he built and grew the Simply Accounting Certified
Consultant program Later as Vice President of Product Management he led the product
strategy for Simply Accounting Accpac and MAS 90500 In early 2011
Scott joined Wave Accounting a fully automated 100 free double entry accounting
software designed for small businesses with less than 10 employees Scotts mission there
is to educate the accounting and bookkeeping communities about the solution Wave
offers their small business clients In a little over 3 years on the market Wave now has over 2 million users on its
platform
Company Wave Accounting Title VP Pro Network
Website wwwwaveappscom Twitter WaveHQ
Wayne Zielke
Wayne is the founder and CEO of LedgerDocs an online document management
application that was designed around the sharing managing and collaboration needs of
bookkeepers accountants and businesses Wayne has spent his career working in the
accounting industry and understands first-hand the workflow and process involved in
providing exceptional full cycle bookkeeping and accounting services to clients From these
experiences he decided to create an application that streamlines the bookkeeping and
accounting process while promoting collaboration among bookkeepers accountants and
their amazing clients
Company LedgerDocs Title Chief Executive Officer
Website wwwledgerdocscom Twitter ledgerdocs
2020 Dream Practice Virtual Accounting Conference 2014
wwwvirtualaccountingconferencecom
2020 Dream Practice
Virtual Accounting Conference
Virtual Conference for Accountants
October 1 and 2 2014
Webinars
Presentations will be held on
Tuesdays and Thursdays from June 3
2014 through January 27 2015
Presentations scheduled from 1100
am MST to 100 pm MST
Schedule includes one hour for
presentation and up to one hour for
questions
Over 32 webinars with
industry experts
wwwvirtualaccountingconferencecom
Collaborate Innovate Prosper
Gold Sponsors
Silver Sponsors
wwwvirtualaccountingconferencecom
REGISTRATION FEES
Virtual Conference
for Accountants
October 1 and 2 2014
$17900 (includes tax)
Webinars
FREE
Register Online
wwwvirtualaccountingconferencecom
Virtual Conference for Accountants
October 1 and 2 2014
National virtual conference highlighting practice
growth topics
Featuring keynote and topical speakers all ex-
perts in their fields
16 hours of Professional Development
Webinars
Presentations will be held on Tuesdays and
Thursdays from June 3 2014 through
January 27 2015
Presentations scheduled from 1100 am MST to
100 pm MST
Schedule includes one hour for presentation and
up one hour for questions
Over 32 webinars with industry experts
2020 Dream Practice Virtual Accounting Conference 2014
Conference Schedule October 1st 2014
EST Schedule MST Schedule PST Schedule
Speaker Start End Speaker Start End Speaker Start End
Local content 900 1015 Rick Solomon 830 1000 Rick Solomon 730 900
Break 1015 1030 Break 1000 1030 Break 900 930
Rick Solomon 1030 1200 Jeff Borschowa 1030 1145 Jeff Borschowa 930 1045
Break 1200 1230 Break 1145 1200 Break 1045 1100
Jeff Borschowa 1230 1345 Joel Sinkin 1200 1400 Joel Sinkin 1100 1300
Break 1345 1400 Local content 1400 1500 Local content 1300 1400
Joel Sinkin 1400 1600 Break 1500 1515 Break 1400 1415
Local content 1600 1700 Local content 1515 1700 Local content 1415 1600
wwwvirtualaccountingconferencecom
Conference Schedule October 2nd 2014
EST Schedule MST Schedule PST Schedule
Speaker Start End Speaker Start End Speaker Start End
Local content 900 1015 Rick Solomon 830 1000 Rick Solomon 730 900
Break 1015 1030 Break 1000 1030 Break 900 930
Rick Solomon 1030 1200 Paul Tyers 1030 1145 Paul Tyers 930 1045
Break 1200 1230 Break 1145 1200 Break 1045 1100
Paul Tyers 1230 1345 Chris Frederickson 1200 1400 Chris Frederickson 1100 1300
Break 1345 1400 Local content 1400 1500 Local content 1300 1400
Chris Frederickson 1400 1600 Break 1500 1515 Break 1400 1415
Local content 1600 1700 Local content 1515 1700 Local content 1415 1600
Keynote Speaker Rick Solomon
For over 20 years Rick Solomon has taught professionals around the world how to
create extraordinary results in their professional practices and lives by applying time
tested techniques and sometimes ancient wisdom in a number of ways
His past practice as a CPA and business advisor coupled with years of study at the
Sedona Institute have provided him a deep understanding of how to guide others to
be free of the self-created limitations that for many people make personal and
professional success much harder than it has to be
Rick is presently the CEO of Thriving Firm a world leader in helping professional
service providers and advisors build more profitable and rewarding practices He is
the founder and serves as the main facilitator of the Masters Program a two-year
workshop and coaching program offered exclusively to open-minded professionals
Thriving Firm (wwwthrivingfirmcom) is an interesting
site Their newly branded program is called Accountants
Reboot Essentially the idea is to step away from your
practice for a short period to re-evaluate your product
offering staffing and successes
Is your accounting firm surviving or thriving Do you dread
the Monday morning return to work How would it impact
your firm and life if you could do what you love at work and
be more profitable
The Thriving Firm team offers coaching a collaborative net-
work resources and tools to transform your practice and
life In their words ldquohaving an amazing vibrant
profitable practice amp career is much easier than you may
thinkrdquo I couldnrsquot agree more One of the best decisions that
I have made in my professional career was to participate in
the Thriving Firmrsquos Masters Program The program has
since been renamed to Accountants Reboot
Participating in the program changed my practice and my
life both drastically for the better
As a group my fellow Masterrsquos and I were led through a
series of exercises designed to help us create a compelling
vision for our firms I learned firsthand the importance in
setting goals and monitoring the results to determine how
well I was doing with my practice
I graduated from the program in 2012 but maintain close
contact with my peers from the group We have continued
to challenge one another to set and achieve new goals
The program itself was challenging We were asked
collectively and individually to explore our mindset and
past results to determine areas for improvement
My biggest challenge was to step away from a growing
practice every four months to meet with the group
However I saw significant improvements in the practice
from the beginning so it was definitely something I wanted
to commit my full attention to
There is an assessment tool on the Thriving Firm website if
you would like to learn more about where you are
currently If you do nothing else the conversations and self
-exploration that can come from the assessment are highly
worthwhile
In all honesty I cannot do justice to explaining either the
program or the positive impact it has had on my
life Friends peers staff colleagues and clients have all
commented on the noticeable changes All I can suggest is
that you check it out yourself
-Jeff Borschowa (Event Organizer Host and Speaker)
ldquoI love helping people realize how
to be completely successful on
their own terms and revealing how
much easier it is than they ever
imagined mdash Rick Solomon
Rick Solomon
wwwthrivingfirmcom
2020 Dream Practice Virtual Accounting Conference 2014
Keynote Speaker Joel Sinkin
wwwvirtualaccountingconferencecom
Mr Sinkin is an editorial advisor to the AICPArsquos newsletter Small Firm Solution and
a member of The CPA Journal Editorial Review Board Recently Mr Sinkin fulfilled
a personal goal to create a new type of consulting firm that brings a fresh ap-
proach to the succession and growth needs of accounting firms and their owners
nationally In 2004 he joined forces with Terrence E Putney CPA to form
Transition Advisors
In 2012 amp 2013 Accounting Today named Mr Sinkin one of the top 100 most
influential people in accounting
Succession planning is key to ensuring that you maximize
the value of your firm should you decide to slow down or
retire In my experience there seems to be a mystical
shroud around the topic of succession and transition plan-
ning for accounting firms I recently spoke to a group of
accountants and every single participant in the room had
the same plan ndash a younger accountant would buy their
firm Not surprisingly not a single person in the group had
identified this hypothetical younger accountant despite
most participants indicating that they intended to retire
within two to five years
I have seen many accountants assume that they can suc-
cessfully sell or transition their practice Many would ra-
ther avoid paying for advice so they adopt the do it your-
self approach I believe that it is difficult for any business
owner to anticipate and respond appropriately to many of
the issues that come into play in a transition scenario I
believe that it is even more difficult with an accounting
firm as the owner is personally attached to the business
(and clients) and may not be objective
The accountants that I have known and worked with who
sold their practices all had one primary concern ndash would
their replacement take good care of their beloved cli-
ents Too often lack of planning means that the replace-
ment is not necessarily the best candidate and the clients
ultimately suffer
I have had the pleasure of knowing Joel Sinkin
from Transition Advisors for a few years In that time he
has impressed me with his knowledge of the accounting
industry and specifically his focus with mergers acquisi-
tions and transitions of accounting firms
Joel and his team at Transition Advisors have been leading
accountants through transition since 1990 completing hun-
dreds of transactions successfully The majority of their
materials and resources discuss topics from the perspec-
tive of CPArsquos in the United States However I have heard
Joel speak many times and have always taken away some-
thing of immediate relevance to my practice in Canada I
was very happy to see them launch a Canadian office in
Toronto
Joel recently published a series of articles in the Journal of
Accountancy highlighting key issues and trends in the field
of succession I highly recommend taking the time to read
it (JOA Combined articles 2013 2014)
Joel has also co-authored an article with Terrence Putney
entitled ldquoKeeping it Togetherrdquo The article covers the im-
portance of planning your transition carefully in order to
retain key staff and your clients I canrsquot stress enough how
important key staff can be to the transition Many practi-
tioners ignore this aspect at their own peril You can read
the article here Keeping it Togeth-
er_Reporting_Patton_April09
If you foresee a transition in your future you should take a
look at the Transition Advisors website I particularly rec-
ommend the articles in their resource section
Jeff Borschowa (Event Organizer Host and Speaker)
Joel Sinkin
wwwtransitionadvisorscom
2020 Dream Practice Virtual Accounting Conference 2014
Keynote Speaker Jeff Borschowa
I first joined the accounting world in 1991 and became a Chartered Accountant in
2000 I have spent the bulk of my career working with and advising small to
medium-sized enterprises I have experience working in all sizes of accounting firms
from sole practitioners to international firms My focus in my career has been to find
new and better ways to integrate innovation and technology to enhance the
customer experience and improve efficiency in the accounting process My journey
has been unique in that I have met some very innovative accountants and mentors
in my career I have been very fortunate to be in a position to learn from them
compare their ideas and to truly choose the best of the best Personally I would like
nothing more than to free accountants from the stress created by high volume
commodity work allowing them the freedom to pursue work that is rewarding personally and professionally
My overall goal is to reduce the hours worked by accountants and increase overall profitability One of my
friendrsquos made an interesting comment recently ldquoAlmost every accountant that I know can tell me how much
his gross revenue is but very few know what their actual costs arerdquo I challenge you to learn more about your
practice so that you can bid on the right kinds of projects and earn what you are worth ndash your education
should be your most valued possession
Jeff Borshcowa
wwwdreampracticeca
wwwvirtualaccountingconferencecom
Keynote Speaker Paul Tyers
Paul Tyers is Managing Director of Wealth Stewards Inc and Vice President of
Portfolio Stewards Inc registered with the Ontario Securities Commission He and
his team provide comprehensive wealth management services to affluent
Canadians typically in conjunction with their other ldquotrusted advisorsrdquo A Chartered
Professional Accountant (CPA) Certified Financial Planner (CFP) and Chartered
Investment Manager (CIM) Paul has both the education and experience to provide
comprehensive wealth advisory services Upon completion of a business degree
Paul began his career at a major international CA firm gaining experience in a wide
variety of business sectors Moving into corporate finance with Bank of Montreal
followed by Corpfinance International experience was gained in mergers
acquisitions succession and growth financing In 1987 Paul partnered with a venture capital firm to acquire
Retirement Counsel of Canada (RCOC) and led it through substantial growth prior to selling it in 2002 Since
2002 Paul has returned to his passion of building managing and preserving the wealth of affluent private
clients His success is attributed to ensuring clientsrsquo interests always come first Paul provides advice on the
areas noted to the left and has pioneered the integration of wealth management services into Canadian
accountingtax firms
wwwwealthstewardsca
Paul Tyers
2020 Dream Practice Virtual Accounting Conference 2014
Keynote Speaker Chris Frederiksen CPA
Chris Frederiksen is one of the best-known and most highly-rated seminar
leaders in the world as well as a consultant to accountancy firms worldwide He is
also a practicing accountant in San Francisco California His experience includes
partnership positions with two international CPA firms and building several
independent practices in the San Francisco Bay Area
As a consultant for the past twenty years he has been helping small and medium
sized accountancy firms achieve their goals of greater profitability and greater
personal satisfaction for the owners He is now committed to helping CPAs and
tax professionals excel in financial services strategic planning and other new
service areas
The Cloud Exposed Many business consultants strongly advocate the adoption
of cloud computing believing this to be the future of IT
infrastructure It is generally accepted that the term ldquothe
cloudrdquo is synonymous with ldquothe internetrdquo The precise
definition of cloud computing is slightly contentious but in
this post we use the term to signify a hosted service
delivery model A hosted service allows a userrsquos programs
applications files and other data to be stored on an off-site
server usually owned and managed by a hosted service
provider The data is then accessed by the user over the
internet Here are 5 advantages that cloud computing holds
over traditional methods
Disaster recovery ndash At any given time your firm is at risk of
numerous disasters fire flooding earthquakes theft and
hardware failure and just a few examples In the event of
such a disaster you need to ensure that you have appropri-
ate recovery systems in place An important advantage of
cloud computing is that your data and programs are stored
off-site Hosted service providers generally own the servers
that store your information and go to great lengths to pro-
tect and maintain them backing up your information in
multiple servers and data centers in multiple areas of the
country
Security - Data breaches are a serious issue the costs of a
data breach to your firm could be devastating Primary
causes of data breaches include criminal activity (theft and
hacking) and staff negligence (the loss or ineffective
disposal of equipment containing sensitive information)
Cloud computing can significantly reduce the risk of a data
breach As your data is stored securely in an off-site
location it cannot be misplaced or disposed of
inadequately Moreover the security offered by hosted
service providers is generally far superior to that of an
office reducing the risk of hardware theft and data
hacking
Work from Anywhere - Because only an internet connection
is required to access your files and programs you and your
colleagues can work from any computer in any location
With the proliferation of mobile devices such as tablets and
smartphones business professionals now have even more
flexibility to access and work with their data
Collaboration ndash Traditional methods of computing see a file
stored either to a server or an individual machine with only
a single user being able to work on it at a time An
innovative aspect of cloud computing is that you and your
colleagues can work simultaneously on the same file
Cost Reduction ndash As mentioned previously hosted service
providers generally own the servers that store your data
This means that the cost of purchasing and maintaining a
server and licenses is nullified Software updates and virus
protection are also handled by the provider freeing up
your resources for other tasks Additionally you can scale
your operations more accurately when your system
requirements are managed by a hosted service provider
Instead of making a large investment in a faster or larger
server you can simply upgrade your service contract
Are you interested in getting on the cloud Give us a call
and we can help you get started on your cloud journey
- 2020 Group USA (originally appeared as a blog post on
www2020groupusacom)
Chris Frederikesn
www2020groupusacom
wwwvirtualaccountingconferencecom
Event Organizer Spotlight Dream Practice
Accountants Manifesto I first joined the
accounting world in 1991 and became a Chartered
Accountant in 2000 I have spent the bulk of my
career working with and advising small to medium-
sized enterprises I have experience working in all
sizes of accounting firms from sole practitioners to
international firms
My focus in my career has been to find new and
better ways to integrate innovation and technology
to enhance the customer experience and improve
efficiency in the accounting process
My journey has been unique in that I have
met some very innovative accountants and mentors
in my career I have been very fortunate to be in a
position to learn from them compare their ideas
and to truly choose the best of the best I share my
experiences as I saw them sometimes updated with
the benefit of hindsight My postings are candid
and generally unfiltered I do not intend to offend
but will apologize in advance if I do
The purpose of my Blog and website is to share my
discoveries in the hopes of advancing our
profession Personally I would like nothing more
than to free accountants from the stress created by
high volume commodity work allowing them the
freedom to pursue work that is rewarding
personally and professionally
I welcome you to share my journey and to offer
your thoughts and comments along the way The
information and materials that I will share are not
intended to be offered as a one-size fits all solution
but rather to offer you some thoughts that you may
wish to explore further
My site is dedicated to sharing my ldquoAccountantrsquos
Manifestordquo I cover the following general areas
Efficiency versus Effectiveness
Outsourcing
Networking and Marketing
Technology
Consulting Tools
Consulting Mindset
Innovations that impact accounting
I create tags to allow easy searching ndash no point
wasting time on a topic if it isnrsquot immediately
relevant to you
My overall goal is to reduce the hours worked by
accountants and increase overall profitability One
of my friendrsquos made an interesting comment
recently ldquoAlmost every accountant that I know can
tell me how much his gross revenue is but very few
know what their actual costs arerdquo I challenge you to
learn more about your practice so that you can bid
on the right kinds of projects and earn what you are
worth ndash your education should be your most valued
possession
Visit Us Online
wwwdreampracticeca
2020 Canada is the premier volunteer membership
group for accountants in Canada for small and medi-
um-size practitioners 2020 Canada started in 2005
our membership is coast-to-coast representing CAs
CGAs and CMAs in Public Practice 2020 Canada
appeals to those accountants who are interested in
improving their practices through improved
efficiencies expanded offerings and marketing
initiatives that result in improved bottom lines
2020 Canada is the Canadian branch of The 2020
Group Worldwide in the UK The 2020 Group was
founded in the 1990s by three of the best-known
consultants and seminar leaders in the profession
Ian Fletcher Chris Frederiksen and Gordon Gilchrist
They recognized that historical compliance services
were likely to be limited growth areas for account-
ants and that progressive firms would need to offer
their clients more value-added services For that
new tools and ideas would be needed Since the
launch the 2020 Group has organizations in UK and
Ireland USA South Africa and Canada with
world-wide members as part of 2020 International
2020 Canada offers Professional Development
courses through webinars seminars and confer-
ences focussing primarily in non-compliance areas
Practice Management Marketing and Consulting
Business Advisory Services Legal Issues Efficiency
Resources in IT Software Outsourcing Services and
others
Event Organizer Spotlight 2020 Canada
For Membership Information Visit Us Online
www2020canadaca
Benefits of 2020 Canada Membership Fantastic VALUE 25 discount on 2020 Canada Professional Development Courses Discounts on 2020 Tools Discount on 2020 Canada Conferences and Seminars Discounts on third party products and services (Please see our list of Value Added Services)
Members Newsletter You will also receive regular correspondence through our e-newsletters packed full with useful practice management and marketing ideas Members are also encouraged to pose questions in the QampA section of the website where answers and features are made within the newsletters
TelephoneEmail support We act as a resource to your practice and encourage you to call us with questions and requests Over the years the 2020 Membership Group has become highly colle-gial and members are generally more than willing to share information with each other
Access to an international affiliation of professional accountants
2020 Dream Practice Virtual Accounting Conference 2014
Gold Sponsor
Irsquove worked with a company that fully embraces ldquobusiness process
outsourcingrdquo Anything that we could outsource to virtual workers we have and it has
greatly reduced the amount of square footage that our company needs hence greatly
reducing our carbon footprint and office expenses It also benefits the workers we
employ in the sense that they get to live where they want and be in their home work
environment If you really think about it you rsquod be surprised about exactly how many
task you can actually outsource and that can be done online It rsquos nice to be on
the forefront of a new growth industry
John B ndash Geeks On The Way
Increase productivity expand your business and save money ndash outsource your business processes with Tursa Group
We have a talented team of specialists in various fields of IT marketing administration and finance ready to look after your companyrsquos needs so
that you can concentrate on growing your company
For More Information Visit Us Online
wwwtursagroupcom
wwwvirtualaccountingconferencecom
2020 Dream Practice Virtual Accounting Conference 2014
Gold Sponsor
Zohocom offers a comprehensive suite of award-winning online business productivity amp collaboration applications Customers use Zoho Applications to run their business processes manage their information and be more productive while at the office or on the go without having to worry about expensive or outdated hardware or software To date Zohocom has launched 25+ online applications mdash from CRM to Mail Office Suite Project Management Invoicing Web conferencing and more Zoho has received numerous awards including an InfoWorld 2009 Product of the Year award a 2008 PC World 25 Most Innovative Products Award and a 2007 TechCrunch Best Enterprise Start-up Zohocom is a division of Zoho Corporation a privately-held and profitable company With offices in CA Austin Chennai Yoko-hama and Beijing Zoho Corporation serves the technology needs of more than 9 million customers worldwide
For More Information Visit Us Online
wwwzohocom
Silver Sponsors
The Accounting Practitioners Symposium is an information
resource for Accounting Professionals to examine bringing
together different technology to create a simplified and
streamlined office process to help grow your business
wwwaccountingsymposiumcom
We build tools that simply make life easier
The goal of Client Track is to help take control of your
practice and save you time by combining all of the office
management tools into one easy-to-use package
wwwclienttrackca
Online Marketing amp Web Design
VH Marketingrsquos strategy is to build an outstanding web
presence not just a website by providing clients with an
up-to-date web design mobile setup and social media
presence tied together with strong ongoing SEO
(search engine optimization) Following this proven strategy
places our clients business in front of the right target
market generating leads on consistent basis
wwwvhwebsitescom
Wealth Stewards Inc is the partner of choice for Chartered
Professional Accountants who want to provide their valued
clients with a wealth management firm that is prudent and
a true steward of their wealth Wealth Stewards Inc
partners with accountants to provide both tax effective and
sound wealth management strategies together we help
our clients achieve long-term financial goals
wwwwealthstewardsca
Wolters Kluwer enables legal tax finance and healthcare
professionals to be more effective and efficient We provide
information software and services that deliver vital in-
sights intelligent tools and the guidance of subject-matter
experts
wwwwolterskluwercom
wwwvirtualaccountingconferencecom
Webinar Schedule SpringSummer
Date Topic Speaker
Last Speaker
First
632014 Connect With Your Clients With Intent Using ASPiRE
Crosser John
6102014 Integrating Wealth Management Tyers Paul
6122014 Learn about XLGL an Excel add-in which connects to Sage 50 databases to produce customized reports
Carrier Daniel
6172014 LedgerDocs Never Lose a Receipt Zielke Wayne
6192014 Protecting Those that Run Your Business Crosser John
6242014 Drop the Struggle amp Thrive Solomon Rick
732014 Working In The Cloud A Bookkeepers Perspective Bouffard Keri
782014 Clouds Taking the First Steps Irving Graham
7102014 Importing Data into Small Business Accounting Programs
Mason Dan
7152014 Shoeboxedcom Hourigan Mike
7222014 5 Ways to Grow Your Business Borschowa Jeff
7242014 Supercharge Your Documentation Bellehumeur Adrienne
7292014 Protecting Your Business Entity Crosser John
7312014 Client Track as a Practice Management Solution Merritt David
852014 Creating and Implementing a Marketing Plan Buol Ruszczyk Bonnie
8122014 Accounting in The Cloud Zandbergen Scott
8192014 High Level Overview of Business Processes Borschowa Jeff
8262014 The Enlightened Accountant Solomon Rick
2020 Dream Practice Virtual Accounting Conference 2014
Webinar Schedule FallWinter
wwwvirtualaccountingconferencecom
Date Topic Speaker
Last Speaker
First
922014 Sandler Rules for Building Your Practice to Work Smarter Not Harder
Knox Hamish
942014 Social Media Strategies for Accountants and Bookkeepers Olah Viola
992014 Make Your Website a Business Development Tool Buol Ruszczyk Bonnie
9112014 Business Development Intelligence (BDI) Fritsch Chris
9162014 Succession Planning Tyers Paul
9182014 Turning Your Accountancy Firm Website Into a Lead Generation Machine
Reyburn Karen
9232014 Benchmarking for Success Borschowa Jeff
9252014 A Brief Tour Through Wills and Estate Planning Jones Stephan
9302014 Sales and Marketing Eden Jan
1072014 Social Media The Good Bad and Effective Buol Ruszczyk Bonnie
1092014 An Introduction to SRampED What It Is and What Can It Do For Your Clients
Smith Graham
10142014 Understanding and Utilizing Insurance Company Investment and Income Products
Findlay Curtis
10162014 Key Elements of a Lead Generating Website Olah Viola
10212014 Improving the Bottom Line Through Niche Marketing Tyers Peggy
10232014 LedgerOnline Zielke Wayne
10282014 Going Paperless Duncan Brooks
1142014 Growing Your Firm with LinkedIn Buol Ruszczyk Bonnie
1162014 Expanding Business Activities to the United States (Canadian Companies)
Shumate Amy
11132014 Business Planning For Organizations of all Sizes Findlay Curtis
11182014 The Power of Niche Marketing for Accountants Reyburn Karen
11252014 Profitable Cloud-Based Payroll for your Practice Vassa Sam
1222014 Turning Great Ideas Into Reality Suart Glenn
1292014 Colour Accounting Descoteaux Stephanie
Webinar Speakers
Adrienne Bellehumeur CA CISA PMP
Adrienne Bellehumeur lives in Calgary Alberta and works as a consultant specializing
in business analysis audit and effective documentation Her focus is on helping
companies track monitor and protect their most valuable assets information and
intellectual capital Adrienne began her career as a Chartered Accountant working with
clients on audits assessing financial controls and Sarbanes-Oxley (SOX) compliance
projects Her experience over the years includes requirements management process
modelling project communications technical writing and developing documentation
strategies and systems Adrienne continues to actively research present on and write
about effective documentation and business analysis practices
Company BELLEHUMEUR amp ASSOCIATES Website wwwleadersinbusinessanalysiscom
Jeff Borschowa - Event Organizer amp Host
I first joined the accounting world in 1991 and became a Chartered Accountant in 2000 I
have spent the bulk of my career working with and advising small to medium-sized
enterprises I have experience working in all sizes of accounting firms from sole
practitioners to international firms My focus in my career has been to find new and better
ways to integrate innovation and technology to enhance the customer experience and
improve efficiency in the accounting process My journey has been unique in that I have
met some very innovative accountants and mentors in my career I have been very
fortunate to be in a position to learn from them compare their ideas and to truly choose
the best of the best Personally I would like nothing more than to free accountants from the stress created by high
volume commodity work allowing them the freedom to pursue work that is rewarding personally and professionally My
overall goal is to reduce the hours worked by accountants and increase overall profitability One of my friendrsquos made an
interesting comment recently ldquoAlmost every accountant that I know can tell me how much his gross revenue is but
very few know what their actual costs arerdquo I challenge you to learn more about your practice so that you can bid on the
right kinds of projects and earn what you are worth ndash your education should be your most valued possession
Company Dream Practice Website wwwdreampracticeca
Twitter DreamPractices
2020 Dream Practice Virtual Accounting Conference 2014
wwwvirtualaccountingconferencecom
Webinar Speakers
Kerri Bouffard
Kerri Bouffard CPB has been a professional bookkeeper for over 20 years and has
been operating her own company Add-Vantage Bookkeeping since 2003
She has been happily working completely in the cloud since 2012 ndash with no copies of
any software loaded directly on her local computer system
Company Add-Vantage Bookkeeping Website httpaddvantagebookkeepingcom
Bonnie Buol Ruszczyk
Bonnie Buol Ruszczyk is the founder and president of bbr marketing which provides
marketing services and strategy for professional services firms Every day she and her
talented staff help accountants all over North America reach their audiences and grow
their firms by creating and implementing customized solutions that differentiate each
client in their individual market Named one of 2013rsquos Top 100 Most Influential People in
accounting by Accounting Today for the 2nd year in a row she is an active volunteer in a
number of organizations including serving as president of the Atlanta AAM Chapter and
a regular contributor to a variety of news and industry websites
Company bbr marketing Title Founder and President
Website wwwbbrmarketingcom
Webinar Speakers
2020 Dream Practice Virtual Accounting Conference 2014
Daniel Carrier
Daniel Carrier has close to 40 yearsrsquo experience in bookkeeping Hersquos worked as a
consultant since 1993 and has recommended and installed a number of bookkeeping
software Daniel founded Logicim in 2004 with his partner his son It is Pierre Alain
Carrier who has created the now famous XLGL and Daniel is proud to be participating in
this great reporting initiative
Company Logicim Inc Website wwwlogicimtechcom
John Crosser
John Crosser is the owner of Knights Financial Management an independent
insurance service company John believes it is important to ensure businesses not only
properly protect their business entity but also those that make their business run At
Knights Financial Management we focus on small to medium sized businesses looking for
help as they navigate their way through the world of business Having the right type
and the right amount of insurance will help provide financial peace of mind to owners
so they can concentrate on ldquodoingrdquo business John is actively involved in his community
As the author of ASPiRE A Financial Workbook for the Canadian Teen John routinely
presents to schools and business to help increase financial literacy By helping people understand the moving parts
of a financial game plan (goals setting cash flow and debt management asset
protect and building wealth) John feels they will be more financially
bull Fit--through wise budgeting of time and money
bull Independent--through discovering their own skills setting and accomplishing goals
bull Responsible--through focused activities and self-discipline
bull Secure--through building multiple streams of cash flow
With proper financial literacy individuals families schools businesses communities provinces and Canada at large
will be stronger In addition to growing his business John enjoys spending time with his wife Jeanelle and their two
daughters Ashley and Jayme John loves working on his golf handicap making furniture and barbecuing with family
and friends
Company Knights Financial Management and Portfolio Strategies Corporation Website httpwwwknightsfmca
wwwvirtualaccountingconferencecom
Webinar Speakers
Stephanie Descoteaux DFA-BSS
Steacutephanie Descocircteaux is president and CEO of Calculated Approach Consulting Inc and
founder of Digits amp Decimals Inc But those are not the titles she loves itrsquos her real job as
a bookkeeping systems specialist that indicates her true passion Her focus is always on
educating clients improving systems and measuring the accomplishments of those
systems This vision empowers small business owners and entrepreneurs and has
commanded an impressive client list that continues to grow Steacutephanie founded Digits amp
Decimals Inc in 2001 a professional bookkeeping company She is the lead trainer and
consultant and has grown the business to include a staff of experts In 2011 Stephanie
launched Calculated Approach Consulting Inc a company that offers mentorship controllership and consulting
services to business owners or other bookkeepers Steacutephaniersquos professional affiliations include membership in the
Canadian Payroll Association (CPA) Institute of Professional Bookkeepers of Canada (IPBC) and Association of
Certified Fraud Examiners (ACFE) She is also a QuickBooks ProAdvisor has completed the Distinguish Financial
Advisor ndash Bookkeeping System Specialist (DFABSS) a 2 years bookkeeping certification with the Knowledge
Bureau she recently became a Sale Partner with Accounting Comes Alive ndash Color Accounting and is one of few
accredited Training Partner in Canada for Accounting Comes Alive ndash Color Accounting Steacutephaniersquos presentations
are available in English or French
Company Calculated Approach Consulting Inc Website wwwdigitsdecimalscom
Twitter DigitsDecimals
Brooks Duncan
Brooks Duncan helps individuals and small businesses go paperless at Docu-
mentSnapcom where he writes about tools workflows and taking action Hes a
CPACMA and a former computer programmer and financial software support manager
Brooks lives in Vancouver BC
Company DocumentSnapcom Website wwwdocumentsnapcom
Webinar Speakers
2020 Dream Practice Virtual Accounting Conference 2014
Chris Fritsch JD
As a Business Development Intelligence Consultant Chris Fritsch works together with
professional services firms to help support their Business Development efforts and
maximize their return on investment Chris and her team at ClientsFirst help Clients
utilize information and competitive intelligence to guide their business development
decisions and strategies to enhance their client development efforts
Chris also writes and speaks nationally on topics including competitive intelligence
business development client relationship management relationship intelligence web
marketing and the use of technology to enhance profitability In her former role as a
Legal Technologist she advised top law firms and professionals about competitive intelligence and innovative uses
of Internet technology Chris has also worked in-house as a Legal Technologist for an Am Law 50 law firm based in
Atlanta and as a Technology Consultant and Webmaster for Emory Law School She was also the Managing
Partner of a consulting firm specializing in providing technology solutions Chris received her law degree from
Emory University School of Law in Atlanta GA where she served as Managing Editor of the Emory International
Law Review as well as student and faculty technology consultant In her spare time Chris blogs and designs
websites and electronic newsletters
Company Clients First Consulting Title Business Development Intelligence Consultant
Website wwwClientsFirstConsultingcom Twitter CRMSuccess
Curtis Findlay
Curtis Findlay CFP is recognized nationally in the Canadian financial industry as both a
mentor of financial advisors as well as a successful advisor After graduating college Curtis
entered the financial industry in 1978 He operates his business activities from Canmore
Alberta Curtis has extensive experience advising entrepreneurs and mid-wealth individuals
with a variety of financial business and personal planning endeavours His comments are
made to Dream Practice through his firm Compass Financial Planning Services Ltd and not
related to a securities entity
Company Compass Financial Planning Services Ltd Website httpwwwcompfinnet
wwwvirtualaccountingconferencecom
Webinar Speakers
Mike Hourigan
Mike Hourigan is the Marketing Manager for Shoeboxedcom He is a graduate of the
University of North Carolina at Chapel Hill where he studied advertising Mike oversees all
of Shoeboxeds online marketing initiatives as well as the companys integrated partner
relations When Mike isnt helping small businesses and accountants get set up with
Shoeboxed he enjoys hiking and walking 18 holes at the nearest public golf course
Company Shoeboxedcom Website wwwshoeboxedcom
Twitter michaelhourigan
Stephen Jones LL M CPA CA
Stephen graduated from Dalhousie Law School He then articled in Toronto Shortly after
he obtained his CA designation working for one of the predecessors or KPMG In 1990
he joined BMO at its head office as a taxation lawyer and accountant
He rounded out his education in 2006 graduating with his Masters of Laws (LLM) in trust
and fiduciary law at Osgoode Stephen now provides counsel for Wealth Stewards
overall tax and estate activities Stephen brings his expertise and experience to the
planning and implementation of individual client situations Stephen is registered with the
Law Society of Upper Canada in private practice and with the Ontario and Canadian
Institutes of Chartered Professional Accountants
Company Wealth Stewards Inc Title Director Tax amp Estate Planning
Website wwwwealthstewardsca
Webinar Speakers
2020 Dream Practice Virtual Accounting Conference 2014
Hamish Knox
As a licensed member of the global Sandler network Hamish works with business owners and chief
executives who are serious about creating sustainable sales cultures Hamish worked in sales across
a variety of industries including media communication services software and professional sports
before joining the Sandler network which melded his passions for sales and education Early in his
Sandler career Hamish was anointed a Sandler Rising Star for quickly building his business and
helping fellow Sandler colleagues with their businesses Hamish is a former Sandler Global Rookie of
the Year is a current member of Sandlers Franchisee Advisory Council and his book Accountability
the Sandler Way will be published in November
Company Sandler Training - Calgary Website wwwhamishsandlercom
Twitter sandlerhamish
Dan Mason
I speak about innovation related to business software and business models that help
small and medium sized businesses to transform and automate their business
processes to achieve maximum efficiency and improve customer experience
Dan Mason focuses on strategic planning and business model innovation by helping
small and medium sized businesses to automate and optimize their business processes
Drawing from his 20 years of experience working with various accounting and ERP
systems Dan has helped several small and medium sized businesses in various
verticals to build robust business software systems Dan started Business Innovation
Technologies Inc in 2008 and has successfully led the company from its inception into a market leading provider
of innovative business software solutions As CEO of Business Innovation Technologies Dan is responsible for
driving the organizationrsquos strategic agenda technology vision and business operations In addition to helping
companies deploy best-of-the-breed business software systems Dan has been working on integrating diverse
business systems through his companyrsquos industry leading software solution to import and export data from ANY
source to various accounting and business software
Company Business Innovation Technologies Inc Title President amp CEO
Website wwwbusinnovatechcom
wwwvirtualaccountingconferencecom
Webinar Speakers
Viola Olah
Viola Olah is a Hungarian born and raised in Transylvania (yes itrsquos a real placehellip) She
lives in Calgary with her hubby and her dog Nikki After she worked as a systems analyst
for a large oil and gas company for a number of years she decided in 2009 to open up her
own business VH Marketing Ltd an online marketing company She thrives on the
challenge of keeping up with the fast changing pace of the Internet world and implementing
cutting edge marketing strategies to her clientsrsquo marketing plan Seeing clients succeed
gives her great satisfaction and she is grateful for the long-term strong relationships she
forged with them Her clients are local small business owners and individual professionals
who are very good at their own craft and donrsquot have the time or the desire to market their own business VH
Marketingrsquos strategy is to build an impactful web presence not just a website by providing clients with an up to date
web design mobile setup and social media presence This is all tied together with strong ongoing SEO
(search engine optimization) placing the clientsrsquo business in front of the right target market generating leads on
consistent basis
Company VH Marketing Ltd Website wwwvhwebsitescom
David Merritt
David Merritt owner and creator of Client Track graduated with a BSc in Computing and has
been designing software ever since David developed Client Track after he saw a real need in
the Accounting Practitioners industry for a solution to help public practice accounting
professionals to organize and control all of their deadlines efficiently Realizing that a large part
of running a successful practice was managing clients chasing down paperwork and handling all
the returns David developed Client Track into a software solution that is built based on the
unique needs of accounting professionals across Canada
Company Client Track Website httpclienttrackca
Twitter Client_Track
Webinar Speakers
2020 Dream Practice Virtual Accounting Conference 2014
Karen Reyburn
Karen Reyburn is a creative-minded individual who specialises in online marketing for
accountancy firms A former accountant (and a Certified Public Accountant in the
States) Karen now assists accountancy firms with understanding and using online
marketing to get more leads A dual British-American citizen Karens past careers
include working with a Glasgow-based accountancy firm setting up and maintaining a
separate consultancy division for this firm She instigated monthly business workshops training and facilitating
business owners in marketing strategy and profitability She has delivered online webinars and offline seminars
for the Chamber of Commerce Bank of Scotland women in business and business growth events She assisted
in the delivery of a comprehensive Business Consulting Programme to accountants for over five years For five
years Karen managed the European office of a global network of accounting firms helping both accountants and
SMEs to improve their marketing efforts This included delivering webinars providing online training website
design and improvement email marketing blogging and marketing action plans Karen is also an
internationally-recognised photographer doing wedding photography family portraits and landscape photography
in Scotland England Ireland Cyprus Australia the United States and more
Company The Profitable Firm Title Owner
Website wwwtheprofitablefirmcom Twitter ProfitableFirm
Graham Smith
Graham Smith is Vice President of Business Development for TSGI-Chartered Accountants
one of the top SRampED consultancies in western Canada He has been active in the SRampED
industry for more than 8 years and has co-taught the course on SRampED for the Institute of
Chartered Accountants of Alberta Graham has worked on wide range of claims for companies
of all sizes and in all industrial sectors
Company TSGI Charted Accountants Title Vice President - Business Development
Website wwwtsgica
wwwvirtualaccountingconferencecom
Webinar Speakers
Rick Solomon CPA CGMA - Keynote Speaker
For over 20 years Rick Solomon has taught professionals around the world how to create
extraordinary results in their professional practices and lives by applying time tested
techniques and sometimes ancient wisdom in a number of ways His past practice as a
CPA and business advisor coupled with years of study at the Sedona Institute have
provided him a deep understanding of how to guide others to be free of the self-created
limitations that for many people make personal and professional success much harder
than it has to be Rick is presently the CEO of Thriving Firm a world leader in helping
professional service providers and advisors build more profitable and rewarding practices
He is the founder and serves as the main facilitator of the Masters Program a two-year workshop and coaching
program offered exclusively to open-minded professionals The Masters Program shares a very unique way to
achieve abundance in ones personal and professional life Rick has challenged thousands of professionals world-
wide to expand their view of themselves and the value they bring to their clients in order to reach new levels of
personal and professional abundance
Company Thriving Firm Title CEO - Founder and Lead Facilitator of the Masters Program
Website wwwthrivingfirmcom Twitter ricksolomoncpa
Amy Shumate
Amy brings 13 years US tax experience to her role as Director in the US Corporate Tax
Advisory practice Amy assists her Canadian clients and their affiliates with their US
federal and state corporate income franchise sales and use tax issues from a unique
cross-border perspective She has worked with all sizes of both public and private
corporations in all types of industries in helping them manage their US federal and state
tax compliance and consulting needs Prior to joining Trowbridge in early 2014 Amy
worked for two of the Big 4 firms beginning in 2001 where she helped clients with US
corporate tax compliance federal and state tax consulting due diligence work
structuring and controversy Amy has a BA and MBA from McMaster University and
an MSc (Tax) from Golden Gate University in San Francisco She is a Canadian Chartered Professional
Accountant registered in Ontario and a Certified Public Accountant registered in Illinois
Company TROWBRIDGE PROFESSIONAL CORPORATION Title Director US Corporate Tax Services
Website wwwtrowbridgeca
Webinar Speakers
2020 Dream Practice Virtual Accounting Conference 2014
Glenn Suart
Glenn Suart is a Calgary-based Strategist Entrepreneur and Host of ldquoTodayrsquos Great Ideardquo
a nationally syndicated program aimed at helping people doing something with their great
ideas Over the past 20 years at WriteMyPlan PricewaterhouseCoopers Consulting and
Nordicity Group Ltd he has helped hundreds of people build successful businesses
Friendly and approachable Glenn and his team create strong viable businesses and craft
compelling winning business plans Glenn also teaches Building An Effective Business
Case at Mount Royal University in Calgary
Company WriteMyPlan Website wwwWriteMyPlancom
Paul Tyers
Paul Tyers is Managing Director of Wealth Stewards Inc and Vice President of Portfolio
Stewards Inc registered with the Ontario Securities Commission He and his team provide
comprehensive wealth management services to affluent Canadians typically in conjunction
with their other ldquotrusted advisorsrdquo A Chartered Professional Accountant (CPA) Certified
Financial Planner (CFP) and Chartered Investment Manager (CIM) Paul has both the
education and experience to provide comprehensive wealth advisory services Upon
completion of a business degree Paul began his career at a major international CA firm
gaining experience in a wide variety of business sectors Moving into corporate finance with
Bank of Montreal followed by Corpfinance International experience was gained in mergers acquisitions succession
and growth financing In 1987 Paul partnered with a venture capital firm to acquire Retirement Counsel of Canada
(RCOC) and led it through substantial growth prior to selling it in 2002 Since 2002 Paul has returned to his passion
of building managing and preserving the wealth of affluent private clients His success is attributed to ensuring
clientsrsquo interests always come first Paul provides advice on the areas noted to the left and has pioneered the
integration of wealth management services into Canadian accountingtax firms
Company Wealth Stewards Inc Title Managing Director
Website httpwealthstewardsca
wwwvirtualaccountingconferencecom
Webinar Speakers
Sam Vassa
Sam Vassa heads PaymentEvolution ndash Canadarsquos largest and most loved cloud payroll and
payments service Sam founded the company with a team of technology and subject
matter specialists and devised an award-winning solution that empowers organizations and
their accountants to manage their own payroll process Previously Sam led business
development for the capital markets industry at Microsoft Corporation His team worked with
leading Microsoft partners to build compelling solutions for the financial services
industry Sam was responsible for alliance relationships with Microsoftrsquos largest global
partners as well as sales and marketing execution with the community He has worked
with Microsoftrsquos US and Canadian subsidiaries and is known for his passion for forming strong partnerships Sam was
a channel manager at Digital Equipment Canada and served with the Canadian Department of Foreign Affairs and
International Trade at their foreign missions worldwide He is a board member of Telecompute ndash a leading software
development firm pioneering the use of portable database technology for vertical markets Sam is active in the
emerging business market as an advisor and mentor to firms seeking management and technology expertise Sam is
a graduate of McMaster University where he studied biochemistry
Company PaymentEvolution Website wwwpaymentevolutioncom
Twitter samvassa
Peggy Tyers BBA - Event Organizer
Peggy Tyers earned an Honours Bachelor of Business Administration from Wilfrid Laurier
University After graduating she entered the retail sector She spent over 20 years
working with National retailers in several areas consulting marketing buying and
merchandising Peggy transferred those skills to another industry sector when she
brought the 2020 Group (leading volunteer membership organization for progressive
accountants in the world) to Canada Peggy looks for products and services to help
accountants improve the efficiency of their practice and improve their bottom lines
Company 2020 Canada Title President
Website www2020canadaca
Webinar Speakers
Scott Zandbergen
Scott Zandbergen has worked in the accounting software world for over 17 years He
spent many years at Sage where he built and grew the Simply Accounting Certified
Consultant program Later as Vice President of Product Management he led the product
strategy for Simply Accounting Accpac and MAS 90500 In early 2011
Scott joined Wave Accounting a fully automated 100 free double entry accounting
software designed for small businesses with less than 10 employees Scotts mission there
is to educate the accounting and bookkeeping communities about the solution Wave
offers their small business clients In a little over 3 years on the market Wave now has over 2 million users on its
platform
Company Wave Accounting Title VP Pro Network
Website wwwwaveappscom Twitter WaveHQ
Wayne Zielke
Wayne is the founder and CEO of LedgerDocs an online document management
application that was designed around the sharing managing and collaboration needs of
bookkeepers accountants and businesses Wayne has spent his career working in the
accounting industry and understands first-hand the workflow and process involved in
providing exceptional full cycle bookkeeping and accounting services to clients From these
experiences he decided to create an application that streamlines the bookkeeping and
accounting process while promoting collaboration among bookkeepers accountants and
their amazing clients
Company LedgerDocs Title Chief Executive Officer
Website wwwledgerdocscom Twitter ledgerdocs
2020 Dream Practice Virtual Accounting Conference 2014
wwwvirtualaccountingconferencecom
2020 Dream Practice
Virtual Accounting Conference
Virtual Conference for Accountants
October 1 and 2 2014
Webinars
Presentations will be held on
Tuesdays and Thursdays from June 3
2014 through January 27 2015
Presentations scheduled from 1100
am MST to 100 pm MST
Schedule includes one hour for
presentation and up to one hour for
questions
Over 32 webinars with
industry experts
wwwvirtualaccountingconferencecom
Collaborate Innovate Prosper
Gold Sponsors
Silver Sponsors
2020 Dream Practice Virtual Accounting Conference 2014
Conference Schedule October 1st 2014
EST Schedule MST Schedule PST Schedule
Speaker Start End Speaker Start End Speaker Start End
Local content 900 1015 Rick Solomon 830 1000 Rick Solomon 730 900
Break 1015 1030 Break 1000 1030 Break 900 930
Rick Solomon 1030 1200 Jeff Borschowa 1030 1145 Jeff Borschowa 930 1045
Break 1200 1230 Break 1145 1200 Break 1045 1100
Jeff Borschowa 1230 1345 Joel Sinkin 1200 1400 Joel Sinkin 1100 1300
Break 1345 1400 Local content 1400 1500 Local content 1300 1400
Joel Sinkin 1400 1600 Break 1500 1515 Break 1400 1415
Local content 1600 1700 Local content 1515 1700 Local content 1415 1600
wwwvirtualaccountingconferencecom
Conference Schedule October 2nd 2014
EST Schedule MST Schedule PST Schedule
Speaker Start End Speaker Start End Speaker Start End
Local content 900 1015 Rick Solomon 830 1000 Rick Solomon 730 900
Break 1015 1030 Break 1000 1030 Break 900 930
Rick Solomon 1030 1200 Paul Tyers 1030 1145 Paul Tyers 930 1045
Break 1200 1230 Break 1145 1200 Break 1045 1100
Paul Tyers 1230 1345 Chris Frederickson 1200 1400 Chris Frederickson 1100 1300
Break 1345 1400 Local content 1400 1500 Local content 1300 1400
Chris Frederickson 1400 1600 Break 1500 1515 Break 1400 1415
Local content 1600 1700 Local content 1515 1700 Local content 1415 1600
Keynote Speaker Rick Solomon
For over 20 years Rick Solomon has taught professionals around the world how to
create extraordinary results in their professional practices and lives by applying time
tested techniques and sometimes ancient wisdom in a number of ways
His past practice as a CPA and business advisor coupled with years of study at the
Sedona Institute have provided him a deep understanding of how to guide others to
be free of the self-created limitations that for many people make personal and
professional success much harder than it has to be
Rick is presently the CEO of Thriving Firm a world leader in helping professional
service providers and advisors build more profitable and rewarding practices He is
the founder and serves as the main facilitator of the Masters Program a two-year
workshop and coaching program offered exclusively to open-minded professionals
Thriving Firm (wwwthrivingfirmcom) is an interesting
site Their newly branded program is called Accountants
Reboot Essentially the idea is to step away from your
practice for a short period to re-evaluate your product
offering staffing and successes
Is your accounting firm surviving or thriving Do you dread
the Monday morning return to work How would it impact
your firm and life if you could do what you love at work and
be more profitable
The Thriving Firm team offers coaching a collaborative net-
work resources and tools to transform your practice and
life In their words ldquohaving an amazing vibrant
profitable practice amp career is much easier than you may
thinkrdquo I couldnrsquot agree more One of the best decisions that
I have made in my professional career was to participate in
the Thriving Firmrsquos Masters Program The program has
since been renamed to Accountants Reboot
Participating in the program changed my practice and my
life both drastically for the better
As a group my fellow Masterrsquos and I were led through a
series of exercises designed to help us create a compelling
vision for our firms I learned firsthand the importance in
setting goals and monitoring the results to determine how
well I was doing with my practice
I graduated from the program in 2012 but maintain close
contact with my peers from the group We have continued
to challenge one another to set and achieve new goals
The program itself was challenging We were asked
collectively and individually to explore our mindset and
past results to determine areas for improvement
My biggest challenge was to step away from a growing
practice every four months to meet with the group
However I saw significant improvements in the practice
from the beginning so it was definitely something I wanted
to commit my full attention to
There is an assessment tool on the Thriving Firm website if
you would like to learn more about where you are
currently If you do nothing else the conversations and self
-exploration that can come from the assessment are highly
worthwhile
In all honesty I cannot do justice to explaining either the
program or the positive impact it has had on my
life Friends peers staff colleagues and clients have all
commented on the noticeable changes All I can suggest is
that you check it out yourself
-Jeff Borschowa (Event Organizer Host and Speaker)
ldquoI love helping people realize how
to be completely successful on
their own terms and revealing how
much easier it is than they ever
imagined mdash Rick Solomon
Rick Solomon
wwwthrivingfirmcom
2020 Dream Practice Virtual Accounting Conference 2014
Keynote Speaker Joel Sinkin
wwwvirtualaccountingconferencecom
Mr Sinkin is an editorial advisor to the AICPArsquos newsletter Small Firm Solution and
a member of The CPA Journal Editorial Review Board Recently Mr Sinkin fulfilled
a personal goal to create a new type of consulting firm that brings a fresh ap-
proach to the succession and growth needs of accounting firms and their owners
nationally In 2004 he joined forces with Terrence E Putney CPA to form
Transition Advisors
In 2012 amp 2013 Accounting Today named Mr Sinkin one of the top 100 most
influential people in accounting
Succession planning is key to ensuring that you maximize
the value of your firm should you decide to slow down or
retire In my experience there seems to be a mystical
shroud around the topic of succession and transition plan-
ning for accounting firms I recently spoke to a group of
accountants and every single participant in the room had
the same plan ndash a younger accountant would buy their
firm Not surprisingly not a single person in the group had
identified this hypothetical younger accountant despite
most participants indicating that they intended to retire
within two to five years
I have seen many accountants assume that they can suc-
cessfully sell or transition their practice Many would ra-
ther avoid paying for advice so they adopt the do it your-
self approach I believe that it is difficult for any business
owner to anticipate and respond appropriately to many of
the issues that come into play in a transition scenario I
believe that it is even more difficult with an accounting
firm as the owner is personally attached to the business
(and clients) and may not be objective
The accountants that I have known and worked with who
sold their practices all had one primary concern ndash would
their replacement take good care of their beloved cli-
ents Too often lack of planning means that the replace-
ment is not necessarily the best candidate and the clients
ultimately suffer
I have had the pleasure of knowing Joel Sinkin
from Transition Advisors for a few years In that time he
has impressed me with his knowledge of the accounting
industry and specifically his focus with mergers acquisi-
tions and transitions of accounting firms
Joel and his team at Transition Advisors have been leading
accountants through transition since 1990 completing hun-
dreds of transactions successfully The majority of their
materials and resources discuss topics from the perspec-
tive of CPArsquos in the United States However I have heard
Joel speak many times and have always taken away some-
thing of immediate relevance to my practice in Canada I
was very happy to see them launch a Canadian office in
Toronto
Joel recently published a series of articles in the Journal of
Accountancy highlighting key issues and trends in the field
of succession I highly recommend taking the time to read
it (JOA Combined articles 2013 2014)
Joel has also co-authored an article with Terrence Putney
entitled ldquoKeeping it Togetherrdquo The article covers the im-
portance of planning your transition carefully in order to
retain key staff and your clients I canrsquot stress enough how
important key staff can be to the transition Many practi-
tioners ignore this aspect at their own peril You can read
the article here Keeping it Togeth-
er_Reporting_Patton_April09
If you foresee a transition in your future you should take a
look at the Transition Advisors website I particularly rec-
ommend the articles in their resource section
Jeff Borschowa (Event Organizer Host and Speaker)
Joel Sinkin
wwwtransitionadvisorscom
2020 Dream Practice Virtual Accounting Conference 2014
Keynote Speaker Jeff Borschowa
I first joined the accounting world in 1991 and became a Chartered Accountant in
2000 I have spent the bulk of my career working with and advising small to
medium-sized enterprises I have experience working in all sizes of accounting firms
from sole practitioners to international firms My focus in my career has been to find
new and better ways to integrate innovation and technology to enhance the
customer experience and improve efficiency in the accounting process My journey
has been unique in that I have met some very innovative accountants and mentors
in my career I have been very fortunate to be in a position to learn from them
compare their ideas and to truly choose the best of the best Personally I would like
nothing more than to free accountants from the stress created by high volume
commodity work allowing them the freedom to pursue work that is rewarding personally and professionally
My overall goal is to reduce the hours worked by accountants and increase overall profitability One of my
friendrsquos made an interesting comment recently ldquoAlmost every accountant that I know can tell me how much
his gross revenue is but very few know what their actual costs arerdquo I challenge you to learn more about your
practice so that you can bid on the right kinds of projects and earn what you are worth ndash your education
should be your most valued possession
Jeff Borshcowa
wwwdreampracticeca
wwwvirtualaccountingconferencecom
Keynote Speaker Paul Tyers
Paul Tyers is Managing Director of Wealth Stewards Inc and Vice President of
Portfolio Stewards Inc registered with the Ontario Securities Commission He and
his team provide comprehensive wealth management services to affluent
Canadians typically in conjunction with their other ldquotrusted advisorsrdquo A Chartered
Professional Accountant (CPA) Certified Financial Planner (CFP) and Chartered
Investment Manager (CIM) Paul has both the education and experience to provide
comprehensive wealth advisory services Upon completion of a business degree
Paul began his career at a major international CA firm gaining experience in a wide
variety of business sectors Moving into corporate finance with Bank of Montreal
followed by Corpfinance International experience was gained in mergers
acquisitions succession and growth financing In 1987 Paul partnered with a venture capital firm to acquire
Retirement Counsel of Canada (RCOC) and led it through substantial growth prior to selling it in 2002 Since
2002 Paul has returned to his passion of building managing and preserving the wealth of affluent private
clients His success is attributed to ensuring clientsrsquo interests always come first Paul provides advice on the
areas noted to the left and has pioneered the integration of wealth management services into Canadian
accountingtax firms
wwwwealthstewardsca
Paul Tyers
2020 Dream Practice Virtual Accounting Conference 2014
Keynote Speaker Chris Frederiksen CPA
Chris Frederiksen is one of the best-known and most highly-rated seminar
leaders in the world as well as a consultant to accountancy firms worldwide He is
also a practicing accountant in San Francisco California His experience includes
partnership positions with two international CPA firms and building several
independent practices in the San Francisco Bay Area
As a consultant for the past twenty years he has been helping small and medium
sized accountancy firms achieve their goals of greater profitability and greater
personal satisfaction for the owners He is now committed to helping CPAs and
tax professionals excel in financial services strategic planning and other new
service areas
The Cloud Exposed Many business consultants strongly advocate the adoption
of cloud computing believing this to be the future of IT
infrastructure It is generally accepted that the term ldquothe
cloudrdquo is synonymous with ldquothe internetrdquo The precise
definition of cloud computing is slightly contentious but in
this post we use the term to signify a hosted service
delivery model A hosted service allows a userrsquos programs
applications files and other data to be stored on an off-site
server usually owned and managed by a hosted service
provider The data is then accessed by the user over the
internet Here are 5 advantages that cloud computing holds
over traditional methods
Disaster recovery ndash At any given time your firm is at risk of
numerous disasters fire flooding earthquakes theft and
hardware failure and just a few examples In the event of
such a disaster you need to ensure that you have appropri-
ate recovery systems in place An important advantage of
cloud computing is that your data and programs are stored
off-site Hosted service providers generally own the servers
that store your information and go to great lengths to pro-
tect and maintain them backing up your information in
multiple servers and data centers in multiple areas of the
country
Security - Data breaches are a serious issue the costs of a
data breach to your firm could be devastating Primary
causes of data breaches include criminal activity (theft and
hacking) and staff negligence (the loss or ineffective
disposal of equipment containing sensitive information)
Cloud computing can significantly reduce the risk of a data
breach As your data is stored securely in an off-site
location it cannot be misplaced or disposed of
inadequately Moreover the security offered by hosted
service providers is generally far superior to that of an
office reducing the risk of hardware theft and data
hacking
Work from Anywhere - Because only an internet connection
is required to access your files and programs you and your
colleagues can work from any computer in any location
With the proliferation of mobile devices such as tablets and
smartphones business professionals now have even more
flexibility to access and work with their data
Collaboration ndash Traditional methods of computing see a file
stored either to a server or an individual machine with only
a single user being able to work on it at a time An
innovative aspect of cloud computing is that you and your
colleagues can work simultaneously on the same file
Cost Reduction ndash As mentioned previously hosted service
providers generally own the servers that store your data
This means that the cost of purchasing and maintaining a
server and licenses is nullified Software updates and virus
protection are also handled by the provider freeing up
your resources for other tasks Additionally you can scale
your operations more accurately when your system
requirements are managed by a hosted service provider
Instead of making a large investment in a faster or larger
server you can simply upgrade your service contract
Are you interested in getting on the cloud Give us a call
and we can help you get started on your cloud journey
- 2020 Group USA (originally appeared as a blog post on
www2020groupusacom)
Chris Frederikesn
www2020groupusacom
wwwvirtualaccountingconferencecom
Event Organizer Spotlight Dream Practice
Accountants Manifesto I first joined the
accounting world in 1991 and became a Chartered
Accountant in 2000 I have spent the bulk of my
career working with and advising small to medium-
sized enterprises I have experience working in all
sizes of accounting firms from sole practitioners to
international firms
My focus in my career has been to find new and
better ways to integrate innovation and technology
to enhance the customer experience and improve
efficiency in the accounting process
My journey has been unique in that I have
met some very innovative accountants and mentors
in my career I have been very fortunate to be in a
position to learn from them compare their ideas
and to truly choose the best of the best I share my
experiences as I saw them sometimes updated with
the benefit of hindsight My postings are candid
and generally unfiltered I do not intend to offend
but will apologize in advance if I do
The purpose of my Blog and website is to share my
discoveries in the hopes of advancing our
profession Personally I would like nothing more
than to free accountants from the stress created by
high volume commodity work allowing them the
freedom to pursue work that is rewarding
personally and professionally
I welcome you to share my journey and to offer
your thoughts and comments along the way The
information and materials that I will share are not
intended to be offered as a one-size fits all solution
but rather to offer you some thoughts that you may
wish to explore further
My site is dedicated to sharing my ldquoAccountantrsquos
Manifestordquo I cover the following general areas
Efficiency versus Effectiveness
Outsourcing
Networking and Marketing
Technology
Consulting Tools
Consulting Mindset
Innovations that impact accounting
I create tags to allow easy searching ndash no point
wasting time on a topic if it isnrsquot immediately
relevant to you
My overall goal is to reduce the hours worked by
accountants and increase overall profitability One
of my friendrsquos made an interesting comment
recently ldquoAlmost every accountant that I know can
tell me how much his gross revenue is but very few
know what their actual costs arerdquo I challenge you to
learn more about your practice so that you can bid
on the right kinds of projects and earn what you are
worth ndash your education should be your most valued
possession
Visit Us Online
wwwdreampracticeca
2020 Canada is the premier volunteer membership
group for accountants in Canada for small and medi-
um-size practitioners 2020 Canada started in 2005
our membership is coast-to-coast representing CAs
CGAs and CMAs in Public Practice 2020 Canada
appeals to those accountants who are interested in
improving their practices through improved
efficiencies expanded offerings and marketing
initiatives that result in improved bottom lines
2020 Canada is the Canadian branch of The 2020
Group Worldwide in the UK The 2020 Group was
founded in the 1990s by three of the best-known
consultants and seminar leaders in the profession
Ian Fletcher Chris Frederiksen and Gordon Gilchrist
They recognized that historical compliance services
were likely to be limited growth areas for account-
ants and that progressive firms would need to offer
their clients more value-added services For that
new tools and ideas would be needed Since the
launch the 2020 Group has organizations in UK and
Ireland USA South Africa and Canada with
world-wide members as part of 2020 International
2020 Canada offers Professional Development
courses through webinars seminars and confer-
ences focussing primarily in non-compliance areas
Practice Management Marketing and Consulting
Business Advisory Services Legal Issues Efficiency
Resources in IT Software Outsourcing Services and
others
Event Organizer Spotlight 2020 Canada
For Membership Information Visit Us Online
www2020canadaca
Benefits of 2020 Canada Membership Fantastic VALUE 25 discount on 2020 Canada Professional Development Courses Discounts on 2020 Tools Discount on 2020 Canada Conferences and Seminars Discounts on third party products and services (Please see our list of Value Added Services)
Members Newsletter You will also receive regular correspondence through our e-newsletters packed full with useful practice management and marketing ideas Members are also encouraged to pose questions in the QampA section of the website where answers and features are made within the newsletters
TelephoneEmail support We act as a resource to your practice and encourage you to call us with questions and requests Over the years the 2020 Membership Group has become highly colle-gial and members are generally more than willing to share information with each other
Access to an international affiliation of professional accountants
2020 Dream Practice Virtual Accounting Conference 2014
Gold Sponsor
Irsquove worked with a company that fully embraces ldquobusiness process
outsourcingrdquo Anything that we could outsource to virtual workers we have and it has
greatly reduced the amount of square footage that our company needs hence greatly
reducing our carbon footprint and office expenses It also benefits the workers we
employ in the sense that they get to live where they want and be in their home work
environment If you really think about it you rsquod be surprised about exactly how many
task you can actually outsource and that can be done online It rsquos nice to be on
the forefront of a new growth industry
John B ndash Geeks On The Way
Increase productivity expand your business and save money ndash outsource your business processes with Tursa Group
We have a talented team of specialists in various fields of IT marketing administration and finance ready to look after your companyrsquos needs so
that you can concentrate on growing your company
For More Information Visit Us Online
wwwtursagroupcom
wwwvirtualaccountingconferencecom
2020 Dream Practice Virtual Accounting Conference 2014
Gold Sponsor
Zohocom offers a comprehensive suite of award-winning online business productivity amp collaboration applications Customers use Zoho Applications to run their business processes manage their information and be more productive while at the office or on the go without having to worry about expensive or outdated hardware or software To date Zohocom has launched 25+ online applications mdash from CRM to Mail Office Suite Project Management Invoicing Web conferencing and more Zoho has received numerous awards including an InfoWorld 2009 Product of the Year award a 2008 PC World 25 Most Innovative Products Award and a 2007 TechCrunch Best Enterprise Start-up Zohocom is a division of Zoho Corporation a privately-held and profitable company With offices in CA Austin Chennai Yoko-hama and Beijing Zoho Corporation serves the technology needs of more than 9 million customers worldwide
For More Information Visit Us Online
wwwzohocom
Silver Sponsors
The Accounting Practitioners Symposium is an information
resource for Accounting Professionals to examine bringing
together different technology to create a simplified and
streamlined office process to help grow your business
wwwaccountingsymposiumcom
We build tools that simply make life easier
The goal of Client Track is to help take control of your
practice and save you time by combining all of the office
management tools into one easy-to-use package
wwwclienttrackca
Online Marketing amp Web Design
VH Marketingrsquos strategy is to build an outstanding web
presence not just a website by providing clients with an
up-to-date web design mobile setup and social media
presence tied together with strong ongoing SEO
(search engine optimization) Following this proven strategy
places our clients business in front of the right target
market generating leads on consistent basis
wwwvhwebsitescom
Wealth Stewards Inc is the partner of choice for Chartered
Professional Accountants who want to provide their valued
clients with a wealth management firm that is prudent and
a true steward of their wealth Wealth Stewards Inc
partners with accountants to provide both tax effective and
sound wealth management strategies together we help
our clients achieve long-term financial goals
wwwwealthstewardsca
Wolters Kluwer enables legal tax finance and healthcare
professionals to be more effective and efficient We provide
information software and services that deliver vital in-
sights intelligent tools and the guidance of subject-matter
experts
wwwwolterskluwercom
wwwvirtualaccountingconferencecom
Webinar Schedule SpringSummer
Date Topic Speaker
Last Speaker
First
632014 Connect With Your Clients With Intent Using ASPiRE
Crosser John
6102014 Integrating Wealth Management Tyers Paul
6122014 Learn about XLGL an Excel add-in which connects to Sage 50 databases to produce customized reports
Carrier Daniel
6172014 LedgerDocs Never Lose a Receipt Zielke Wayne
6192014 Protecting Those that Run Your Business Crosser John
6242014 Drop the Struggle amp Thrive Solomon Rick
732014 Working In The Cloud A Bookkeepers Perspective Bouffard Keri
782014 Clouds Taking the First Steps Irving Graham
7102014 Importing Data into Small Business Accounting Programs
Mason Dan
7152014 Shoeboxedcom Hourigan Mike
7222014 5 Ways to Grow Your Business Borschowa Jeff
7242014 Supercharge Your Documentation Bellehumeur Adrienne
7292014 Protecting Your Business Entity Crosser John
7312014 Client Track as a Practice Management Solution Merritt David
852014 Creating and Implementing a Marketing Plan Buol Ruszczyk Bonnie
8122014 Accounting in The Cloud Zandbergen Scott
8192014 High Level Overview of Business Processes Borschowa Jeff
8262014 The Enlightened Accountant Solomon Rick
2020 Dream Practice Virtual Accounting Conference 2014
Webinar Schedule FallWinter
wwwvirtualaccountingconferencecom
Date Topic Speaker
Last Speaker
First
922014 Sandler Rules for Building Your Practice to Work Smarter Not Harder
Knox Hamish
942014 Social Media Strategies for Accountants and Bookkeepers Olah Viola
992014 Make Your Website a Business Development Tool Buol Ruszczyk Bonnie
9112014 Business Development Intelligence (BDI) Fritsch Chris
9162014 Succession Planning Tyers Paul
9182014 Turning Your Accountancy Firm Website Into a Lead Generation Machine
Reyburn Karen
9232014 Benchmarking for Success Borschowa Jeff
9252014 A Brief Tour Through Wills and Estate Planning Jones Stephan
9302014 Sales and Marketing Eden Jan
1072014 Social Media The Good Bad and Effective Buol Ruszczyk Bonnie
1092014 An Introduction to SRampED What It Is and What Can It Do For Your Clients
Smith Graham
10142014 Understanding and Utilizing Insurance Company Investment and Income Products
Findlay Curtis
10162014 Key Elements of a Lead Generating Website Olah Viola
10212014 Improving the Bottom Line Through Niche Marketing Tyers Peggy
10232014 LedgerOnline Zielke Wayne
10282014 Going Paperless Duncan Brooks
1142014 Growing Your Firm with LinkedIn Buol Ruszczyk Bonnie
1162014 Expanding Business Activities to the United States (Canadian Companies)
Shumate Amy
11132014 Business Planning For Organizations of all Sizes Findlay Curtis
11182014 The Power of Niche Marketing for Accountants Reyburn Karen
11252014 Profitable Cloud-Based Payroll for your Practice Vassa Sam
1222014 Turning Great Ideas Into Reality Suart Glenn
1292014 Colour Accounting Descoteaux Stephanie
Webinar Speakers
Adrienne Bellehumeur CA CISA PMP
Adrienne Bellehumeur lives in Calgary Alberta and works as a consultant specializing
in business analysis audit and effective documentation Her focus is on helping
companies track monitor and protect their most valuable assets information and
intellectual capital Adrienne began her career as a Chartered Accountant working with
clients on audits assessing financial controls and Sarbanes-Oxley (SOX) compliance
projects Her experience over the years includes requirements management process
modelling project communications technical writing and developing documentation
strategies and systems Adrienne continues to actively research present on and write
about effective documentation and business analysis practices
Company BELLEHUMEUR amp ASSOCIATES Website wwwleadersinbusinessanalysiscom
Jeff Borschowa - Event Organizer amp Host
I first joined the accounting world in 1991 and became a Chartered Accountant in 2000 I
have spent the bulk of my career working with and advising small to medium-sized
enterprises I have experience working in all sizes of accounting firms from sole
practitioners to international firms My focus in my career has been to find new and better
ways to integrate innovation and technology to enhance the customer experience and
improve efficiency in the accounting process My journey has been unique in that I have
met some very innovative accountants and mentors in my career I have been very
fortunate to be in a position to learn from them compare their ideas and to truly choose
the best of the best Personally I would like nothing more than to free accountants from the stress created by high
volume commodity work allowing them the freedom to pursue work that is rewarding personally and professionally My
overall goal is to reduce the hours worked by accountants and increase overall profitability One of my friendrsquos made an
interesting comment recently ldquoAlmost every accountant that I know can tell me how much his gross revenue is but
very few know what their actual costs arerdquo I challenge you to learn more about your practice so that you can bid on the
right kinds of projects and earn what you are worth ndash your education should be your most valued possession
Company Dream Practice Website wwwdreampracticeca
Twitter DreamPractices
2020 Dream Practice Virtual Accounting Conference 2014
wwwvirtualaccountingconferencecom
Webinar Speakers
Kerri Bouffard
Kerri Bouffard CPB has been a professional bookkeeper for over 20 years and has
been operating her own company Add-Vantage Bookkeeping since 2003
She has been happily working completely in the cloud since 2012 ndash with no copies of
any software loaded directly on her local computer system
Company Add-Vantage Bookkeeping Website httpaddvantagebookkeepingcom
Bonnie Buol Ruszczyk
Bonnie Buol Ruszczyk is the founder and president of bbr marketing which provides
marketing services and strategy for professional services firms Every day she and her
talented staff help accountants all over North America reach their audiences and grow
their firms by creating and implementing customized solutions that differentiate each
client in their individual market Named one of 2013rsquos Top 100 Most Influential People in
accounting by Accounting Today for the 2nd year in a row she is an active volunteer in a
number of organizations including serving as president of the Atlanta AAM Chapter and
a regular contributor to a variety of news and industry websites
Company bbr marketing Title Founder and President
Website wwwbbrmarketingcom
Webinar Speakers
2020 Dream Practice Virtual Accounting Conference 2014
Daniel Carrier
Daniel Carrier has close to 40 yearsrsquo experience in bookkeeping Hersquos worked as a
consultant since 1993 and has recommended and installed a number of bookkeeping
software Daniel founded Logicim in 2004 with his partner his son It is Pierre Alain
Carrier who has created the now famous XLGL and Daniel is proud to be participating in
this great reporting initiative
Company Logicim Inc Website wwwlogicimtechcom
John Crosser
John Crosser is the owner of Knights Financial Management an independent
insurance service company John believes it is important to ensure businesses not only
properly protect their business entity but also those that make their business run At
Knights Financial Management we focus on small to medium sized businesses looking for
help as they navigate their way through the world of business Having the right type
and the right amount of insurance will help provide financial peace of mind to owners
so they can concentrate on ldquodoingrdquo business John is actively involved in his community
As the author of ASPiRE A Financial Workbook for the Canadian Teen John routinely
presents to schools and business to help increase financial literacy By helping people understand the moving parts
of a financial game plan (goals setting cash flow and debt management asset
protect and building wealth) John feels they will be more financially
bull Fit--through wise budgeting of time and money
bull Independent--through discovering their own skills setting and accomplishing goals
bull Responsible--through focused activities and self-discipline
bull Secure--through building multiple streams of cash flow
With proper financial literacy individuals families schools businesses communities provinces and Canada at large
will be stronger In addition to growing his business John enjoys spending time with his wife Jeanelle and their two
daughters Ashley and Jayme John loves working on his golf handicap making furniture and barbecuing with family
and friends
Company Knights Financial Management and Portfolio Strategies Corporation Website httpwwwknightsfmca
wwwvirtualaccountingconferencecom
Webinar Speakers
Stephanie Descoteaux DFA-BSS
Steacutephanie Descocircteaux is president and CEO of Calculated Approach Consulting Inc and
founder of Digits amp Decimals Inc But those are not the titles she loves itrsquos her real job as
a bookkeeping systems specialist that indicates her true passion Her focus is always on
educating clients improving systems and measuring the accomplishments of those
systems This vision empowers small business owners and entrepreneurs and has
commanded an impressive client list that continues to grow Steacutephanie founded Digits amp
Decimals Inc in 2001 a professional bookkeeping company She is the lead trainer and
consultant and has grown the business to include a staff of experts In 2011 Stephanie
launched Calculated Approach Consulting Inc a company that offers mentorship controllership and consulting
services to business owners or other bookkeepers Steacutephaniersquos professional affiliations include membership in the
Canadian Payroll Association (CPA) Institute of Professional Bookkeepers of Canada (IPBC) and Association of
Certified Fraud Examiners (ACFE) She is also a QuickBooks ProAdvisor has completed the Distinguish Financial
Advisor ndash Bookkeeping System Specialist (DFABSS) a 2 years bookkeeping certification with the Knowledge
Bureau she recently became a Sale Partner with Accounting Comes Alive ndash Color Accounting and is one of few
accredited Training Partner in Canada for Accounting Comes Alive ndash Color Accounting Steacutephaniersquos presentations
are available in English or French
Company Calculated Approach Consulting Inc Website wwwdigitsdecimalscom
Twitter DigitsDecimals
Brooks Duncan
Brooks Duncan helps individuals and small businesses go paperless at Docu-
mentSnapcom where he writes about tools workflows and taking action Hes a
CPACMA and a former computer programmer and financial software support manager
Brooks lives in Vancouver BC
Company DocumentSnapcom Website wwwdocumentsnapcom
Webinar Speakers
2020 Dream Practice Virtual Accounting Conference 2014
Chris Fritsch JD
As a Business Development Intelligence Consultant Chris Fritsch works together with
professional services firms to help support their Business Development efforts and
maximize their return on investment Chris and her team at ClientsFirst help Clients
utilize information and competitive intelligence to guide their business development
decisions and strategies to enhance their client development efforts
Chris also writes and speaks nationally on topics including competitive intelligence
business development client relationship management relationship intelligence web
marketing and the use of technology to enhance profitability In her former role as a
Legal Technologist she advised top law firms and professionals about competitive intelligence and innovative uses
of Internet technology Chris has also worked in-house as a Legal Technologist for an Am Law 50 law firm based in
Atlanta and as a Technology Consultant and Webmaster for Emory Law School She was also the Managing
Partner of a consulting firm specializing in providing technology solutions Chris received her law degree from
Emory University School of Law in Atlanta GA where she served as Managing Editor of the Emory International
Law Review as well as student and faculty technology consultant In her spare time Chris blogs and designs
websites and electronic newsletters
Company Clients First Consulting Title Business Development Intelligence Consultant
Website wwwClientsFirstConsultingcom Twitter CRMSuccess
Curtis Findlay
Curtis Findlay CFP is recognized nationally in the Canadian financial industry as both a
mentor of financial advisors as well as a successful advisor After graduating college Curtis
entered the financial industry in 1978 He operates his business activities from Canmore
Alberta Curtis has extensive experience advising entrepreneurs and mid-wealth individuals
with a variety of financial business and personal planning endeavours His comments are
made to Dream Practice through his firm Compass Financial Planning Services Ltd and not
related to a securities entity
Company Compass Financial Planning Services Ltd Website httpwwwcompfinnet
wwwvirtualaccountingconferencecom
Webinar Speakers
Mike Hourigan
Mike Hourigan is the Marketing Manager for Shoeboxedcom He is a graduate of the
University of North Carolina at Chapel Hill where he studied advertising Mike oversees all
of Shoeboxeds online marketing initiatives as well as the companys integrated partner
relations When Mike isnt helping small businesses and accountants get set up with
Shoeboxed he enjoys hiking and walking 18 holes at the nearest public golf course
Company Shoeboxedcom Website wwwshoeboxedcom
Twitter michaelhourigan
Stephen Jones LL M CPA CA
Stephen graduated from Dalhousie Law School He then articled in Toronto Shortly after
he obtained his CA designation working for one of the predecessors or KPMG In 1990
he joined BMO at its head office as a taxation lawyer and accountant
He rounded out his education in 2006 graduating with his Masters of Laws (LLM) in trust
and fiduciary law at Osgoode Stephen now provides counsel for Wealth Stewards
overall tax and estate activities Stephen brings his expertise and experience to the
planning and implementation of individual client situations Stephen is registered with the
Law Society of Upper Canada in private practice and with the Ontario and Canadian
Institutes of Chartered Professional Accountants
Company Wealth Stewards Inc Title Director Tax amp Estate Planning
Website wwwwealthstewardsca
Webinar Speakers
2020 Dream Practice Virtual Accounting Conference 2014
Hamish Knox
As a licensed member of the global Sandler network Hamish works with business owners and chief
executives who are serious about creating sustainable sales cultures Hamish worked in sales across
a variety of industries including media communication services software and professional sports
before joining the Sandler network which melded his passions for sales and education Early in his
Sandler career Hamish was anointed a Sandler Rising Star for quickly building his business and
helping fellow Sandler colleagues with their businesses Hamish is a former Sandler Global Rookie of
the Year is a current member of Sandlers Franchisee Advisory Council and his book Accountability
the Sandler Way will be published in November
Company Sandler Training - Calgary Website wwwhamishsandlercom
Twitter sandlerhamish
Dan Mason
I speak about innovation related to business software and business models that help
small and medium sized businesses to transform and automate their business
processes to achieve maximum efficiency and improve customer experience
Dan Mason focuses on strategic planning and business model innovation by helping
small and medium sized businesses to automate and optimize their business processes
Drawing from his 20 years of experience working with various accounting and ERP
systems Dan has helped several small and medium sized businesses in various
verticals to build robust business software systems Dan started Business Innovation
Technologies Inc in 2008 and has successfully led the company from its inception into a market leading provider
of innovative business software solutions As CEO of Business Innovation Technologies Dan is responsible for
driving the organizationrsquos strategic agenda technology vision and business operations In addition to helping
companies deploy best-of-the-breed business software systems Dan has been working on integrating diverse
business systems through his companyrsquos industry leading software solution to import and export data from ANY
source to various accounting and business software
Company Business Innovation Technologies Inc Title President amp CEO
Website wwwbusinnovatechcom
wwwvirtualaccountingconferencecom
Webinar Speakers
Viola Olah
Viola Olah is a Hungarian born and raised in Transylvania (yes itrsquos a real placehellip) She
lives in Calgary with her hubby and her dog Nikki After she worked as a systems analyst
for a large oil and gas company for a number of years she decided in 2009 to open up her
own business VH Marketing Ltd an online marketing company She thrives on the
challenge of keeping up with the fast changing pace of the Internet world and implementing
cutting edge marketing strategies to her clientsrsquo marketing plan Seeing clients succeed
gives her great satisfaction and she is grateful for the long-term strong relationships she
forged with them Her clients are local small business owners and individual professionals
who are very good at their own craft and donrsquot have the time or the desire to market their own business VH
Marketingrsquos strategy is to build an impactful web presence not just a website by providing clients with an up to date
web design mobile setup and social media presence This is all tied together with strong ongoing SEO
(search engine optimization) placing the clientsrsquo business in front of the right target market generating leads on
consistent basis
Company VH Marketing Ltd Website wwwvhwebsitescom
David Merritt
David Merritt owner and creator of Client Track graduated with a BSc in Computing and has
been designing software ever since David developed Client Track after he saw a real need in
the Accounting Practitioners industry for a solution to help public practice accounting
professionals to organize and control all of their deadlines efficiently Realizing that a large part
of running a successful practice was managing clients chasing down paperwork and handling all
the returns David developed Client Track into a software solution that is built based on the
unique needs of accounting professionals across Canada
Company Client Track Website httpclienttrackca
Twitter Client_Track
Webinar Speakers
2020 Dream Practice Virtual Accounting Conference 2014
Karen Reyburn
Karen Reyburn is a creative-minded individual who specialises in online marketing for
accountancy firms A former accountant (and a Certified Public Accountant in the
States) Karen now assists accountancy firms with understanding and using online
marketing to get more leads A dual British-American citizen Karens past careers
include working with a Glasgow-based accountancy firm setting up and maintaining a
separate consultancy division for this firm She instigated monthly business workshops training and facilitating
business owners in marketing strategy and profitability She has delivered online webinars and offline seminars
for the Chamber of Commerce Bank of Scotland women in business and business growth events She assisted
in the delivery of a comprehensive Business Consulting Programme to accountants for over five years For five
years Karen managed the European office of a global network of accounting firms helping both accountants and
SMEs to improve their marketing efforts This included delivering webinars providing online training website
design and improvement email marketing blogging and marketing action plans Karen is also an
internationally-recognised photographer doing wedding photography family portraits and landscape photography
in Scotland England Ireland Cyprus Australia the United States and more
Company The Profitable Firm Title Owner
Website wwwtheprofitablefirmcom Twitter ProfitableFirm
Graham Smith
Graham Smith is Vice President of Business Development for TSGI-Chartered Accountants
one of the top SRampED consultancies in western Canada He has been active in the SRampED
industry for more than 8 years and has co-taught the course on SRampED for the Institute of
Chartered Accountants of Alberta Graham has worked on wide range of claims for companies
of all sizes and in all industrial sectors
Company TSGI Charted Accountants Title Vice President - Business Development
Website wwwtsgica
wwwvirtualaccountingconferencecom
Webinar Speakers
Rick Solomon CPA CGMA - Keynote Speaker
For over 20 years Rick Solomon has taught professionals around the world how to create
extraordinary results in their professional practices and lives by applying time tested
techniques and sometimes ancient wisdom in a number of ways His past practice as a
CPA and business advisor coupled with years of study at the Sedona Institute have
provided him a deep understanding of how to guide others to be free of the self-created
limitations that for many people make personal and professional success much harder
than it has to be Rick is presently the CEO of Thriving Firm a world leader in helping
professional service providers and advisors build more profitable and rewarding practices
He is the founder and serves as the main facilitator of the Masters Program a two-year workshop and coaching
program offered exclusively to open-minded professionals The Masters Program shares a very unique way to
achieve abundance in ones personal and professional life Rick has challenged thousands of professionals world-
wide to expand their view of themselves and the value they bring to their clients in order to reach new levels of
personal and professional abundance
Company Thriving Firm Title CEO - Founder and Lead Facilitator of the Masters Program
Website wwwthrivingfirmcom Twitter ricksolomoncpa
Amy Shumate
Amy brings 13 years US tax experience to her role as Director in the US Corporate Tax
Advisory practice Amy assists her Canadian clients and their affiliates with their US
federal and state corporate income franchise sales and use tax issues from a unique
cross-border perspective She has worked with all sizes of both public and private
corporations in all types of industries in helping them manage their US federal and state
tax compliance and consulting needs Prior to joining Trowbridge in early 2014 Amy
worked for two of the Big 4 firms beginning in 2001 where she helped clients with US
corporate tax compliance federal and state tax consulting due diligence work
structuring and controversy Amy has a BA and MBA from McMaster University and
an MSc (Tax) from Golden Gate University in San Francisco She is a Canadian Chartered Professional
Accountant registered in Ontario and a Certified Public Accountant registered in Illinois
Company TROWBRIDGE PROFESSIONAL CORPORATION Title Director US Corporate Tax Services
Website wwwtrowbridgeca
Webinar Speakers
2020 Dream Practice Virtual Accounting Conference 2014
Glenn Suart
Glenn Suart is a Calgary-based Strategist Entrepreneur and Host of ldquoTodayrsquos Great Ideardquo
a nationally syndicated program aimed at helping people doing something with their great
ideas Over the past 20 years at WriteMyPlan PricewaterhouseCoopers Consulting and
Nordicity Group Ltd he has helped hundreds of people build successful businesses
Friendly and approachable Glenn and his team create strong viable businesses and craft
compelling winning business plans Glenn also teaches Building An Effective Business
Case at Mount Royal University in Calgary
Company WriteMyPlan Website wwwWriteMyPlancom
Paul Tyers
Paul Tyers is Managing Director of Wealth Stewards Inc and Vice President of Portfolio
Stewards Inc registered with the Ontario Securities Commission He and his team provide
comprehensive wealth management services to affluent Canadians typically in conjunction
with their other ldquotrusted advisorsrdquo A Chartered Professional Accountant (CPA) Certified
Financial Planner (CFP) and Chartered Investment Manager (CIM) Paul has both the
education and experience to provide comprehensive wealth advisory services Upon
completion of a business degree Paul began his career at a major international CA firm
gaining experience in a wide variety of business sectors Moving into corporate finance with
Bank of Montreal followed by Corpfinance International experience was gained in mergers acquisitions succession
and growth financing In 1987 Paul partnered with a venture capital firm to acquire Retirement Counsel of Canada
(RCOC) and led it through substantial growth prior to selling it in 2002 Since 2002 Paul has returned to his passion
of building managing and preserving the wealth of affluent private clients His success is attributed to ensuring
clientsrsquo interests always come first Paul provides advice on the areas noted to the left and has pioneered the
integration of wealth management services into Canadian accountingtax firms
Company Wealth Stewards Inc Title Managing Director
Website httpwealthstewardsca
wwwvirtualaccountingconferencecom
Webinar Speakers
Sam Vassa
Sam Vassa heads PaymentEvolution ndash Canadarsquos largest and most loved cloud payroll and
payments service Sam founded the company with a team of technology and subject
matter specialists and devised an award-winning solution that empowers organizations and
their accountants to manage their own payroll process Previously Sam led business
development for the capital markets industry at Microsoft Corporation His team worked with
leading Microsoft partners to build compelling solutions for the financial services
industry Sam was responsible for alliance relationships with Microsoftrsquos largest global
partners as well as sales and marketing execution with the community He has worked
with Microsoftrsquos US and Canadian subsidiaries and is known for his passion for forming strong partnerships Sam was
a channel manager at Digital Equipment Canada and served with the Canadian Department of Foreign Affairs and
International Trade at their foreign missions worldwide He is a board member of Telecompute ndash a leading software
development firm pioneering the use of portable database technology for vertical markets Sam is active in the
emerging business market as an advisor and mentor to firms seeking management and technology expertise Sam is
a graduate of McMaster University where he studied biochemistry
Company PaymentEvolution Website wwwpaymentevolutioncom
Twitter samvassa
Peggy Tyers BBA - Event Organizer
Peggy Tyers earned an Honours Bachelor of Business Administration from Wilfrid Laurier
University After graduating she entered the retail sector She spent over 20 years
working with National retailers in several areas consulting marketing buying and
merchandising Peggy transferred those skills to another industry sector when she
brought the 2020 Group (leading volunteer membership organization for progressive
accountants in the world) to Canada Peggy looks for products and services to help
accountants improve the efficiency of their practice and improve their bottom lines
Company 2020 Canada Title President
Website www2020canadaca
Webinar Speakers
Scott Zandbergen
Scott Zandbergen has worked in the accounting software world for over 17 years He
spent many years at Sage where he built and grew the Simply Accounting Certified
Consultant program Later as Vice President of Product Management he led the product
strategy for Simply Accounting Accpac and MAS 90500 In early 2011
Scott joined Wave Accounting a fully automated 100 free double entry accounting
software designed for small businesses with less than 10 employees Scotts mission there
is to educate the accounting and bookkeeping communities about the solution Wave
offers their small business clients In a little over 3 years on the market Wave now has over 2 million users on its
platform
Company Wave Accounting Title VP Pro Network
Website wwwwaveappscom Twitter WaveHQ
Wayne Zielke
Wayne is the founder and CEO of LedgerDocs an online document management
application that was designed around the sharing managing and collaboration needs of
bookkeepers accountants and businesses Wayne has spent his career working in the
accounting industry and understands first-hand the workflow and process involved in
providing exceptional full cycle bookkeeping and accounting services to clients From these
experiences he decided to create an application that streamlines the bookkeeping and
accounting process while promoting collaboration among bookkeepers accountants and
their amazing clients
Company LedgerDocs Title Chief Executive Officer
Website wwwledgerdocscom Twitter ledgerdocs
2020 Dream Practice Virtual Accounting Conference 2014
wwwvirtualaccountingconferencecom
2020 Dream Practice
Virtual Accounting Conference
Virtual Conference for Accountants
October 1 and 2 2014
Webinars
Presentations will be held on
Tuesdays and Thursdays from June 3
2014 through January 27 2015
Presentations scheduled from 1100
am MST to 100 pm MST
Schedule includes one hour for
presentation and up to one hour for
questions
Over 32 webinars with
industry experts
wwwvirtualaccountingconferencecom
Collaborate Innovate Prosper
Gold Sponsors
Silver Sponsors
wwwvirtualaccountingconferencecom
Conference Schedule October 2nd 2014
EST Schedule MST Schedule PST Schedule
Speaker Start End Speaker Start End Speaker Start End
Local content 900 1015 Rick Solomon 830 1000 Rick Solomon 730 900
Break 1015 1030 Break 1000 1030 Break 900 930
Rick Solomon 1030 1200 Paul Tyers 1030 1145 Paul Tyers 930 1045
Break 1200 1230 Break 1145 1200 Break 1045 1100
Paul Tyers 1230 1345 Chris Frederickson 1200 1400 Chris Frederickson 1100 1300
Break 1345 1400 Local content 1400 1500 Local content 1300 1400
Chris Frederickson 1400 1600 Break 1500 1515 Break 1400 1415
Local content 1600 1700 Local content 1515 1700 Local content 1415 1600
Keynote Speaker Rick Solomon
For over 20 years Rick Solomon has taught professionals around the world how to
create extraordinary results in their professional practices and lives by applying time
tested techniques and sometimes ancient wisdom in a number of ways
His past practice as a CPA and business advisor coupled with years of study at the
Sedona Institute have provided him a deep understanding of how to guide others to
be free of the self-created limitations that for many people make personal and
professional success much harder than it has to be
Rick is presently the CEO of Thriving Firm a world leader in helping professional
service providers and advisors build more profitable and rewarding practices He is
the founder and serves as the main facilitator of the Masters Program a two-year
workshop and coaching program offered exclusively to open-minded professionals
Thriving Firm (wwwthrivingfirmcom) is an interesting
site Their newly branded program is called Accountants
Reboot Essentially the idea is to step away from your
practice for a short period to re-evaluate your product
offering staffing and successes
Is your accounting firm surviving or thriving Do you dread
the Monday morning return to work How would it impact
your firm and life if you could do what you love at work and
be more profitable
The Thriving Firm team offers coaching a collaborative net-
work resources and tools to transform your practice and
life In their words ldquohaving an amazing vibrant
profitable practice amp career is much easier than you may
thinkrdquo I couldnrsquot agree more One of the best decisions that
I have made in my professional career was to participate in
the Thriving Firmrsquos Masters Program The program has
since been renamed to Accountants Reboot
Participating in the program changed my practice and my
life both drastically for the better
As a group my fellow Masterrsquos and I were led through a
series of exercises designed to help us create a compelling
vision for our firms I learned firsthand the importance in
setting goals and monitoring the results to determine how
well I was doing with my practice
I graduated from the program in 2012 but maintain close
contact with my peers from the group We have continued
to challenge one another to set and achieve new goals
The program itself was challenging We were asked
collectively and individually to explore our mindset and
past results to determine areas for improvement
My biggest challenge was to step away from a growing
practice every four months to meet with the group
However I saw significant improvements in the practice
from the beginning so it was definitely something I wanted
to commit my full attention to
There is an assessment tool on the Thriving Firm website if
you would like to learn more about where you are
currently If you do nothing else the conversations and self
-exploration that can come from the assessment are highly
worthwhile
In all honesty I cannot do justice to explaining either the
program or the positive impact it has had on my
life Friends peers staff colleagues and clients have all
commented on the noticeable changes All I can suggest is
that you check it out yourself
-Jeff Borschowa (Event Organizer Host and Speaker)
ldquoI love helping people realize how
to be completely successful on
their own terms and revealing how
much easier it is than they ever
imagined mdash Rick Solomon
Rick Solomon
wwwthrivingfirmcom
2020 Dream Practice Virtual Accounting Conference 2014
Keynote Speaker Joel Sinkin
wwwvirtualaccountingconferencecom
Mr Sinkin is an editorial advisor to the AICPArsquos newsletter Small Firm Solution and
a member of The CPA Journal Editorial Review Board Recently Mr Sinkin fulfilled
a personal goal to create a new type of consulting firm that brings a fresh ap-
proach to the succession and growth needs of accounting firms and their owners
nationally In 2004 he joined forces with Terrence E Putney CPA to form
Transition Advisors
In 2012 amp 2013 Accounting Today named Mr Sinkin one of the top 100 most
influential people in accounting
Succession planning is key to ensuring that you maximize
the value of your firm should you decide to slow down or
retire In my experience there seems to be a mystical
shroud around the topic of succession and transition plan-
ning for accounting firms I recently spoke to a group of
accountants and every single participant in the room had
the same plan ndash a younger accountant would buy their
firm Not surprisingly not a single person in the group had
identified this hypothetical younger accountant despite
most participants indicating that they intended to retire
within two to five years
I have seen many accountants assume that they can suc-
cessfully sell or transition their practice Many would ra-
ther avoid paying for advice so they adopt the do it your-
self approach I believe that it is difficult for any business
owner to anticipate and respond appropriately to many of
the issues that come into play in a transition scenario I
believe that it is even more difficult with an accounting
firm as the owner is personally attached to the business
(and clients) and may not be objective
The accountants that I have known and worked with who
sold their practices all had one primary concern ndash would
their replacement take good care of their beloved cli-
ents Too often lack of planning means that the replace-
ment is not necessarily the best candidate and the clients
ultimately suffer
I have had the pleasure of knowing Joel Sinkin
from Transition Advisors for a few years In that time he
has impressed me with his knowledge of the accounting
industry and specifically his focus with mergers acquisi-
tions and transitions of accounting firms
Joel and his team at Transition Advisors have been leading
accountants through transition since 1990 completing hun-
dreds of transactions successfully The majority of their
materials and resources discuss topics from the perspec-
tive of CPArsquos in the United States However I have heard
Joel speak many times and have always taken away some-
thing of immediate relevance to my practice in Canada I
was very happy to see them launch a Canadian office in
Toronto
Joel recently published a series of articles in the Journal of
Accountancy highlighting key issues and trends in the field
of succession I highly recommend taking the time to read
it (JOA Combined articles 2013 2014)
Joel has also co-authored an article with Terrence Putney
entitled ldquoKeeping it Togetherrdquo The article covers the im-
portance of planning your transition carefully in order to
retain key staff and your clients I canrsquot stress enough how
important key staff can be to the transition Many practi-
tioners ignore this aspect at their own peril You can read
the article here Keeping it Togeth-
er_Reporting_Patton_April09
If you foresee a transition in your future you should take a
look at the Transition Advisors website I particularly rec-
ommend the articles in their resource section
Jeff Borschowa (Event Organizer Host and Speaker)
Joel Sinkin
wwwtransitionadvisorscom
2020 Dream Practice Virtual Accounting Conference 2014
Keynote Speaker Jeff Borschowa
I first joined the accounting world in 1991 and became a Chartered Accountant in
2000 I have spent the bulk of my career working with and advising small to
medium-sized enterprises I have experience working in all sizes of accounting firms
from sole practitioners to international firms My focus in my career has been to find
new and better ways to integrate innovation and technology to enhance the
customer experience and improve efficiency in the accounting process My journey
has been unique in that I have met some very innovative accountants and mentors
in my career I have been very fortunate to be in a position to learn from them
compare their ideas and to truly choose the best of the best Personally I would like
nothing more than to free accountants from the stress created by high volume
commodity work allowing them the freedom to pursue work that is rewarding personally and professionally
My overall goal is to reduce the hours worked by accountants and increase overall profitability One of my
friendrsquos made an interesting comment recently ldquoAlmost every accountant that I know can tell me how much
his gross revenue is but very few know what their actual costs arerdquo I challenge you to learn more about your
practice so that you can bid on the right kinds of projects and earn what you are worth ndash your education
should be your most valued possession
Jeff Borshcowa
wwwdreampracticeca
wwwvirtualaccountingconferencecom
Keynote Speaker Paul Tyers
Paul Tyers is Managing Director of Wealth Stewards Inc and Vice President of
Portfolio Stewards Inc registered with the Ontario Securities Commission He and
his team provide comprehensive wealth management services to affluent
Canadians typically in conjunction with their other ldquotrusted advisorsrdquo A Chartered
Professional Accountant (CPA) Certified Financial Planner (CFP) and Chartered
Investment Manager (CIM) Paul has both the education and experience to provide
comprehensive wealth advisory services Upon completion of a business degree
Paul began his career at a major international CA firm gaining experience in a wide
variety of business sectors Moving into corporate finance with Bank of Montreal
followed by Corpfinance International experience was gained in mergers
acquisitions succession and growth financing In 1987 Paul partnered with a venture capital firm to acquire
Retirement Counsel of Canada (RCOC) and led it through substantial growth prior to selling it in 2002 Since
2002 Paul has returned to his passion of building managing and preserving the wealth of affluent private
clients His success is attributed to ensuring clientsrsquo interests always come first Paul provides advice on the
areas noted to the left and has pioneered the integration of wealth management services into Canadian
accountingtax firms
wwwwealthstewardsca
Paul Tyers
2020 Dream Practice Virtual Accounting Conference 2014
Keynote Speaker Chris Frederiksen CPA
Chris Frederiksen is one of the best-known and most highly-rated seminar
leaders in the world as well as a consultant to accountancy firms worldwide He is
also a practicing accountant in San Francisco California His experience includes
partnership positions with two international CPA firms and building several
independent practices in the San Francisco Bay Area
As a consultant for the past twenty years he has been helping small and medium
sized accountancy firms achieve their goals of greater profitability and greater
personal satisfaction for the owners He is now committed to helping CPAs and
tax professionals excel in financial services strategic planning and other new
service areas
The Cloud Exposed Many business consultants strongly advocate the adoption
of cloud computing believing this to be the future of IT
infrastructure It is generally accepted that the term ldquothe
cloudrdquo is synonymous with ldquothe internetrdquo The precise
definition of cloud computing is slightly contentious but in
this post we use the term to signify a hosted service
delivery model A hosted service allows a userrsquos programs
applications files and other data to be stored on an off-site
server usually owned and managed by a hosted service
provider The data is then accessed by the user over the
internet Here are 5 advantages that cloud computing holds
over traditional methods
Disaster recovery ndash At any given time your firm is at risk of
numerous disasters fire flooding earthquakes theft and
hardware failure and just a few examples In the event of
such a disaster you need to ensure that you have appropri-
ate recovery systems in place An important advantage of
cloud computing is that your data and programs are stored
off-site Hosted service providers generally own the servers
that store your information and go to great lengths to pro-
tect and maintain them backing up your information in
multiple servers and data centers in multiple areas of the
country
Security - Data breaches are a serious issue the costs of a
data breach to your firm could be devastating Primary
causes of data breaches include criminal activity (theft and
hacking) and staff negligence (the loss or ineffective
disposal of equipment containing sensitive information)
Cloud computing can significantly reduce the risk of a data
breach As your data is stored securely in an off-site
location it cannot be misplaced or disposed of
inadequately Moreover the security offered by hosted
service providers is generally far superior to that of an
office reducing the risk of hardware theft and data
hacking
Work from Anywhere - Because only an internet connection
is required to access your files and programs you and your
colleagues can work from any computer in any location
With the proliferation of mobile devices such as tablets and
smartphones business professionals now have even more
flexibility to access and work with their data
Collaboration ndash Traditional methods of computing see a file
stored either to a server or an individual machine with only
a single user being able to work on it at a time An
innovative aspect of cloud computing is that you and your
colleagues can work simultaneously on the same file
Cost Reduction ndash As mentioned previously hosted service
providers generally own the servers that store your data
This means that the cost of purchasing and maintaining a
server and licenses is nullified Software updates and virus
protection are also handled by the provider freeing up
your resources for other tasks Additionally you can scale
your operations more accurately when your system
requirements are managed by a hosted service provider
Instead of making a large investment in a faster or larger
server you can simply upgrade your service contract
Are you interested in getting on the cloud Give us a call
and we can help you get started on your cloud journey
- 2020 Group USA (originally appeared as a blog post on
www2020groupusacom)
Chris Frederikesn
www2020groupusacom
wwwvirtualaccountingconferencecom
Event Organizer Spotlight Dream Practice
Accountants Manifesto I first joined the
accounting world in 1991 and became a Chartered
Accountant in 2000 I have spent the bulk of my
career working with and advising small to medium-
sized enterprises I have experience working in all
sizes of accounting firms from sole practitioners to
international firms
My focus in my career has been to find new and
better ways to integrate innovation and technology
to enhance the customer experience and improve
efficiency in the accounting process
My journey has been unique in that I have
met some very innovative accountants and mentors
in my career I have been very fortunate to be in a
position to learn from them compare their ideas
and to truly choose the best of the best I share my
experiences as I saw them sometimes updated with
the benefit of hindsight My postings are candid
and generally unfiltered I do not intend to offend
but will apologize in advance if I do
The purpose of my Blog and website is to share my
discoveries in the hopes of advancing our
profession Personally I would like nothing more
than to free accountants from the stress created by
high volume commodity work allowing them the
freedom to pursue work that is rewarding
personally and professionally
I welcome you to share my journey and to offer
your thoughts and comments along the way The
information and materials that I will share are not
intended to be offered as a one-size fits all solution
but rather to offer you some thoughts that you may
wish to explore further
My site is dedicated to sharing my ldquoAccountantrsquos
Manifestordquo I cover the following general areas
Efficiency versus Effectiveness
Outsourcing
Networking and Marketing
Technology
Consulting Tools
Consulting Mindset
Innovations that impact accounting
I create tags to allow easy searching ndash no point
wasting time on a topic if it isnrsquot immediately
relevant to you
My overall goal is to reduce the hours worked by
accountants and increase overall profitability One
of my friendrsquos made an interesting comment
recently ldquoAlmost every accountant that I know can
tell me how much his gross revenue is but very few
know what their actual costs arerdquo I challenge you to
learn more about your practice so that you can bid
on the right kinds of projects and earn what you are
worth ndash your education should be your most valued
possession
Visit Us Online
wwwdreampracticeca
2020 Canada is the premier volunteer membership
group for accountants in Canada for small and medi-
um-size practitioners 2020 Canada started in 2005
our membership is coast-to-coast representing CAs
CGAs and CMAs in Public Practice 2020 Canada
appeals to those accountants who are interested in
improving their practices through improved
efficiencies expanded offerings and marketing
initiatives that result in improved bottom lines
2020 Canada is the Canadian branch of The 2020
Group Worldwide in the UK The 2020 Group was
founded in the 1990s by three of the best-known
consultants and seminar leaders in the profession
Ian Fletcher Chris Frederiksen and Gordon Gilchrist
They recognized that historical compliance services
were likely to be limited growth areas for account-
ants and that progressive firms would need to offer
their clients more value-added services For that
new tools and ideas would be needed Since the
launch the 2020 Group has organizations in UK and
Ireland USA South Africa and Canada with
world-wide members as part of 2020 International
2020 Canada offers Professional Development
courses through webinars seminars and confer-
ences focussing primarily in non-compliance areas
Practice Management Marketing and Consulting
Business Advisory Services Legal Issues Efficiency
Resources in IT Software Outsourcing Services and
others
Event Organizer Spotlight 2020 Canada
For Membership Information Visit Us Online
www2020canadaca
Benefits of 2020 Canada Membership Fantastic VALUE 25 discount on 2020 Canada Professional Development Courses Discounts on 2020 Tools Discount on 2020 Canada Conferences and Seminars Discounts on third party products and services (Please see our list of Value Added Services)
Members Newsletter You will also receive regular correspondence through our e-newsletters packed full with useful practice management and marketing ideas Members are also encouraged to pose questions in the QampA section of the website where answers and features are made within the newsletters
TelephoneEmail support We act as a resource to your practice and encourage you to call us with questions and requests Over the years the 2020 Membership Group has become highly colle-gial and members are generally more than willing to share information with each other
Access to an international affiliation of professional accountants
2020 Dream Practice Virtual Accounting Conference 2014
Gold Sponsor
Irsquove worked with a company that fully embraces ldquobusiness process
outsourcingrdquo Anything that we could outsource to virtual workers we have and it has
greatly reduced the amount of square footage that our company needs hence greatly
reducing our carbon footprint and office expenses It also benefits the workers we
employ in the sense that they get to live where they want and be in their home work
environment If you really think about it you rsquod be surprised about exactly how many
task you can actually outsource and that can be done online It rsquos nice to be on
the forefront of a new growth industry
John B ndash Geeks On The Way
Increase productivity expand your business and save money ndash outsource your business processes with Tursa Group
We have a talented team of specialists in various fields of IT marketing administration and finance ready to look after your companyrsquos needs so
that you can concentrate on growing your company
For More Information Visit Us Online
wwwtursagroupcom
wwwvirtualaccountingconferencecom
2020 Dream Practice Virtual Accounting Conference 2014
Gold Sponsor
Zohocom offers a comprehensive suite of award-winning online business productivity amp collaboration applications Customers use Zoho Applications to run their business processes manage their information and be more productive while at the office or on the go without having to worry about expensive or outdated hardware or software To date Zohocom has launched 25+ online applications mdash from CRM to Mail Office Suite Project Management Invoicing Web conferencing and more Zoho has received numerous awards including an InfoWorld 2009 Product of the Year award a 2008 PC World 25 Most Innovative Products Award and a 2007 TechCrunch Best Enterprise Start-up Zohocom is a division of Zoho Corporation a privately-held and profitable company With offices in CA Austin Chennai Yoko-hama and Beijing Zoho Corporation serves the technology needs of more than 9 million customers worldwide
For More Information Visit Us Online
wwwzohocom
Silver Sponsors
The Accounting Practitioners Symposium is an information
resource for Accounting Professionals to examine bringing
together different technology to create a simplified and
streamlined office process to help grow your business
wwwaccountingsymposiumcom
We build tools that simply make life easier
The goal of Client Track is to help take control of your
practice and save you time by combining all of the office
management tools into one easy-to-use package
wwwclienttrackca
Online Marketing amp Web Design
VH Marketingrsquos strategy is to build an outstanding web
presence not just a website by providing clients with an
up-to-date web design mobile setup and social media
presence tied together with strong ongoing SEO
(search engine optimization) Following this proven strategy
places our clients business in front of the right target
market generating leads on consistent basis
wwwvhwebsitescom
Wealth Stewards Inc is the partner of choice for Chartered
Professional Accountants who want to provide their valued
clients with a wealth management firm that is prudent and
a true steward of their wealth Wealth Stewards Inc
partners with accountants to provide both tax effective and
sound wealth management strategies together we help
our clients achieve long-term financial goals
wwwwealthstewardsca
Wolters Kluwer enables legal tax finance and healthcare
professionals to be more effective and efficient We provide
information software and services that deliver vital in-
sights intelligent tools and the guidance of subject-matter
experts
wwwwolterskluwercom
wwwvirtualaccountingconferencecom
Webinar Schedule SpringSummer
Date Topic Speaker
Last Speaker
First
632014 Connect With Your Clients With Intent Using ASPiRE
Crosser John
6102014 Integrating Wealth Management Tyers Paul
6122014 Learn about XLGL an Excel add-in which connects to Sage 50 databases to produce customized reports
Carrier Daniel
6172014 LedgerDocs Never Lose a Receipt Zielke Wayne
6192014 Protecting Those that Run Your Business Crosser John
6242014 Drop the Struggle amp Thrive Solomon Rick
732014 Working In The Cloud A Bookkeepers Perspective Bouffard Keri
782014 Clouds Taking the First Steps Irving Graham
7102014 Importing Data into Small Business Accounting Programs
Mason Dan
7152014 Shoeboxedcom Hourigan Mike
7222014 5 Ways to Grow Your Business Borschowa Jeff
7242014 Supercharge Your Documentation Bellehumeur Adrienne
7292014 Protecting Your Business Entity Crosser John
7312014 Client Track as a Practice Management Solution Merritt David
852014 Creating and Implementing a Marketing Plan Buol Ruszczyk Bonnie
8122014 Accounting in The Cloud Zandbergen Scott
8192014 High Level Overview of Business Processes Borschowa Jeff
8262014 The Enlightened Accountant Solomon Rick
2020 Dream Practice Virtual Accounting Conference 2014
Webinar Schedule FallWinter
wwwvirtualaccountingconferencecom
Date Topic Speaker
Last Speaker
First
922014 Sandler Rules for Building Your Practice to Work Smarter Not Harder
Knox Hamish
942014 Social Media Strategies for Accountants and Bookkeepers Olah Viola
992014 Make Your Website a Business Development Tool Buol Ruszczyk Bonnie
9112014 Business Development Intelligence (BDI) Fritsch Chris
9162014 Succession Planning Tyers Paul
9182014 Turning Your Accountancy Firm Website Into a Lead Generation Machine
Reyburn Karen
9232014 Benchmarking for Success Borschowa Jeff
9252014 A Brief Tour Through Wills and Estate Planning Jones Stephan
9302014 Sales and Marketing Eden Jan
1072014 Social Media The Good Bad and Effective Buol Ruszczyk Bonnie
1092014 An Introduction to SRampED What It Is and What Can It Do For Your Clients
Smith Graham
10142014 Understanding and Utilizing Insurance Company Investment and Income Products
Findlay Curtis
10162014 Key Elements of a Lead Generating Website Olah Viola
10212014 Improving the Bottom Line Through Niche Marketing Tyers Peggy
10232014 LedgerOnline Zielke Wayne
10282014 Going Paperless Duncan Brooks
1142014 Growing Your Firm with LinkedIn Buol Ruszczyk Bonnie
1162014 Expanding Business Activities to the United States (Canadian Companies)
Shumate Amy
11132014 Business Planning For Organizations of all Sizes Findlay Curtis
11182014 The Power of Niche Marketing for Accountants Reyburn Karen
11252014 Profitable Cloud-Based Payroll for your Practice Vassa Sam
1222014 Turning Great Ideas Into Reality Suart Glenn
1292014 Colour Accounting Descoteaux Stephanie
Webinar Speakers
Adrienne Bellehumeur CA CISA PMP
Adrienne Bellehumeur lives in Calgary Alberta and works as a consultant specializing
in business analysis audit and effective documentation Her focus is on helping
companies track monitor and protect their most valuable assets information and
intellectual capital Adrienne began her career as a Chartered Accountant working with
clients on audits assessing financial controls and Sarbanes-Oxley (SOX) compliance
projects Her experience over the years includes requirements management process
modelling project communications technical writing and developing documentation
strategies and systems Adrienne continues to actively research present on and write
about effective documentation and business analysis practices
Company BELLEHUMEUR amp ASSOCIATES Website wwwleadersinbusinessanalysiscom
Jeff Borschowa - Event Organizer amp Host
I first joined the accounting world in 1991 and became a Chartered Accountant in 2000 I
have spent the bulk of my career working with and advising small to medium-sized
enterprises I have experience working in all sizes of accounting firms from sole
practitioners to international firms My focus in my career has been to find new and better
ways to integrate innovation and technology to enhance the customer experience and
improve efficiency in the accounting process My journey has been unique in that I have
met some very innovative accountants and mentors in my career I have been very
fortunate to be in a position to learn from them compare their ideas and to truly choose
the best of the best Personally I would like nothing more than to free accountants from the stress created by high
volume commodity work allowing them the freedom to pursue work that is rewarding personally and professionally My
overall goal is to reduce the hours worked by accountants and increase overall profitability One of my friendrsquos made an
interesting comment recently ldquoAlmost every accountant that I know can tell me how much his gross revenue is but
very few know what their actual costs arerdquo I challenge you to learn more about your practice so that you can bid on the
right kinds of projects and earn what you are worth ndash your education should be your most valued possession
Company Dream Practice Website wwwdreampracticeca
Twitter DreamPractices
2020 Dream Practice Virtual Accounting Conference 2014
wwwvirtualaccountingconferencecom
Webinar Speakers
Kerri Bouffard
Kerri Bouffard CPB has been a professional bookkeeper for over 20 years and has
been operating her own company Add-Vantage Bookkeeping since 2003
She has been happily working completely in the cloud since 2012 ndash with no copies of
any software loaded directly on her local computer system
Company Add-Vantage Bookkeeping Website httpaddvantagebookkeepingcom
Bonnie Buol Ruszczyk
Bonnie Buol Ruszczyk is the founder and president of bbr marketing which provides
marketing services and strategy for professional services firms Every day she and her
talented staff help accountants all over North America reach their audiences and grow
their firms by creating and implementing customized solutions that differentiate each
client in their individual market Named one of 2013rsquos Top 100 Most Influential People in
accounting by Accounting Today for the 2nd year in a row she is an active volunteer in a
number of organizations including serving as president of the Atlanta AAM Chapter and
a regular contributor to a variety of news and industry websites
Company bbr marketing Title Founder and President
Website wwwbbrmarketingcom
Webinar Speakers
2020 Dream Practice Virtual Accounting Conference 2014
Daniel Carrier
Daniel Carrier has close to 40 yearsrsquo experience in bookkeeping Hersquos worked as a
consultant since 1993 and has recommended and installed a number of bookkeeping
software Daniel founded Logicim in 2004 with his partner his son It is Pierre Alain
Carrier who has created the now famous XLGL and Daniel is proud to be participating in
this great reporting initiative
Company Logicim Inc Website wwwlogicimtechcom
John Crosser
John Crosser is the owner of Knights Financial Management an independent
insurance service company John believes it is important to ensure businesses not only
properly protect their business entity but also those that make their business run At
Knights Financial Management we focus on small to medium sized businesses looking for
help as they navigate their way through the world of business Having the right type
and the right amount of insurance will help provide financial peace of mind to owners
so they can concentrate on ldquodoingrdquo business John is actively involved in his community
As the author of ASPiRE A Financial Workbook for the Canadian Teen John routinely
presents to schools and business to help increase financial literacy By helping people understand the moving parts
of a financial game plan (goals setting cash flow and debt management asset
protect and building wealth) John feels they will be more financially
bull Fit--through wise budgeting of time and money
bull Independent--through discovering their own skills setting and accomplishing goals
bull Responsible--through focused activities and self-discipline
bull Secure--through building multiple streams of cash flow
With proper financial literacy individuals families schools businesses communities provinces and Canada at large
will be stronger In addition to growing his business John enjoys spending time with his wife Jeanelle and their two
daughters Ashley and Jayme John loves working on his golf handicap making furniture and barbecuing with family
and friends
Company Knights Financial Management and Portfolio Strategies Corporation Website httpwwwknightsfmca
wwwvirtualaccountingconferencecom
Webinar Speakers
Stephanie Descoteaux DFA-BSS
Steacutephanie Descocircteaux is president and CEO of Calculated Approach Consulting Inc and
founder of Digits amp Decimals Inc But those are not the titles she loves itrsquos her real job as
a bookkeeping systems specialist that indicates her true passion Her focus is always on
educating clients improving systems and measuring the accomplishments of those
systems This vision empowers small business owners and entrepreneurs and has
commanded an impressive client list that continues to grow Steacutephanie founded Digits amp
Decimals Inc in 2001 a professional bookkeeping company She is the lead trainer and
consultant and has grown the business to include a staff of experts In 2011 Stephanie
launched Calculated Approach Consulting Inc a company that offers mentorship controllership and consulting
services to business owners or other bookkeepers Steacutephaniersquos professional affiliations include membership in the
Canadian Payroll Association (CPA) Institute of Professional Bookkeepers of Canada (IPBC) and Association of
Certified Fraud Examiners (ACFE) She is also a QuickBooks ProAdvisor has completed the Distinguish Financial
Advisor ndash Bookkeeping System Specialist (DFABSS) a 2 years bookkeeping certification with the Knowledge
Bureau she recently became a Sale Partner with Accounting Comes Alive ndash Color Accounting and is one of few
accredited Training Partner in Canada for Accounting Comes Alive ndash Color Accounting Steacutephaniersquos presentations
are available in English or French
Company Calculated Approach Consulting Inc Website wwwdigitsdecimalscom
Twitter DigitsDecimals
Brooks Duncan
Brooks Duncan helps individuals and small businesses go paperless at Docu-
mentSnapcom where he writes about tools workflows and taking action Hes a
CPACMA and a former computer programmer and financial software support manager
Brooks lives in Vancouver BC
Company DocumentSnapcom Website wwwdocumentsnapcom
Webinar Speakers
2020 Dream Practice Virtual Accounting Conference 2014
Chris Fritsch JD
As a Business Development Intelligence Consultant Chris Fritsch works together with
professional services firms to help support their Business Development efforts and
maximize their return on investment Chris and her team at ClientsFirst help Clients
utilize information and competitive intelligence to guide their business development
decisions and strategies to enhance their client development efforts
Chris also writes and speaks nationally on topics including competitive intelligence
business development client relationship management relationship intelligence web
marketing and the use of technology to enhance profitability In her former role as a
Legal Technologist she advised top law firms and professionals about competitive intelligence and innovative uses
of Internet technology Chris has also worked in-house as a Legal Technologist for an Am Law 50 law firm based in
Atlanta and as a Technology Consultant and Webmaster for Emory Law School She was also the Managing
Partner of a consulting firm specializing in providing technology solutions Chris received her law degree from
Emory University School of Law in Atlanta GA where she served as Managing Editor of the Emory International
Law Review as well as student and faculty technology consultant In her spare time Chris blogs and designs
websites and electronic newsletters
Company Clients First Consulting Title Business Development Intelligence Consultant
Website wwwClientsFirstConsultingcom Twitter CRMSuccess
Curtis Findlay
Curtis Findlay CFP is recognized nationally in the Canadian financial industry as both a
mentor of financial advisors as well as a successful advisor After graduating college Curtis
entered the financial industry in 1978 He operates his business activities from Canmore
Alberta Curtis has extensive experience advising entrepreneurs and mid-wealth individuals
with a variety of financial business and personal planning endeavours His comments are
made to Dream Practice through his firm Compass Financial Planning Services Ltd and not
related to a securities entity
Company Compass Financial Planning Services Ltd Website httpwwwcompfinnet
wwwvirtualaccountingconferencecom
Webinar Speakers
Mike Hourigan
Mike Hourigan is the Marketing Manager for Shoeboxedcom He is a graduate of the
University of North Carolina at Chapel Hill where he studied advertising Mike oversees all
of Shoeboxeds online marketing initiatives as well as the companys integrated partner
relations When Mike isnt helping small businesses and accountants get set up with
Shoeboxed he enjoys hiking and walking 18 holes at the nearest public golf course
Company Shoeboxedcom Website wwwshoeboxedcom
Twitter michaelhourigan
Stephen Jones LL M CPA CA
Stephen graduated from Dalhousie Law School He then articled in Toronto Shortly after
he obtained his CA designation working for one of the predecessors or KPMG In 1990
he joined BMO at its head office as a taxation lawyer and accountant
He rounded out his education in 2006 graduating with his Masters of Laws (LLM) in trust
and fiduciary law at Osgoode Stephen now provides counsel for Wealth Stewards
overall tax and estate activities Stephen brings his expertise and experience to the
planning and implementation of individual client situations Stephen is registered with the
Law Society of Upper Canada in private practice and with the Ontario and Canadian
Institutes of Chartered Professional Accountants
Company Wealth Stewards Inc Title Director Tax amp Estate Planning
Website wwwwealthstewardsca
Webinar Speakers
2020 Dream Practice Virtual Accounting Conference 2014
Hamish Knox
As a licensed member of the global Sandler network Hamish works with business owners and chief
executives who are serious about creating sustainable sales cultures Hamish worked in sales across
a variety of industries including media communication services software and professional sports
before joining the Sandler network which melded his passions for sales and education Early in his
Sandler career Hamish was anointed a Sandler Rising Star for quickly building his business and
helping fellow Sandler colleagues with their businesses Hamish is a former Sandler Global Rookie of
the Year is a current member of Sandlers Franchisee Advisory Council and his book Accountability
the Sandler Way will be published in November
Company Sandler Training - Calgary Website wwwhamishsandlercom
Twitter sandlerhamish
Dan Mason
I speak about innovation related to business software and business models that help
small and medium sized businesses to transform and automate their business
processes to achieve maximum efficiency and improve customer experience
Dan Mason focuses on strategic planning and business model innovation by helping
small and medium sized businesses to automate and optimize their business processes
Drawing from his 20 years of experience working with various accounting and ERP
systems Dan has helped several small and medium sized businesses in various
verticals to build robust business software systems Dan started Business Innovation
Technologies Inc in 2008 and has successfully led the company from its inception into a market leading provider
of innovative business software solutions As CEO of Business Innovation Technologies Dan is responsible for
driving the organizationrsquos strategic agenda technology vision and business operations In addition to helping
companies deploy best-of-the-breed business software systems Dan has been working on integrating diverse
business systems through his companyrsquos industry leading software solution to import and export data from ANY
source to various accounting and business software
Company Business Innovation Technologies Inc Title President amp CEO
Website wwwbusinnovatechcom
wwwvirtualaccountingconferencecom
Webinar Speakers
Viola Olah
Viola Olah is a Hungarian born and raised in Transylvania (yes itrsquos a real placehellip) She
lives in Calgary with her hubby and her dog Nikki After she worked as a systems analyst
for a large oil and gas company for a number of years she decided in 2009 to open up her
own business VH Marketing Ltd an online marketing company She thrives on the
challenge of keeping up with the fast changing pace of the Internet world and implementing
cutting edge marketing strategies to her clientsrsquo marketing plan Seeing clients succeed
gives her great satisfaction and she is grateful for the long-term strong relationships she
forged with them Her clients are local small business owners and individual professionals
who are very good at their own craft and donrsquot have the time or the desire to market their own business VH
Marketingrsquos strategy is to build an impactful web presence not just a website by providing clients with an up to date
web design mobile setup and social media presence This is all tied together with strong ongoing SEO
(search engine optimization) placing the clientsrsquo business in front of the right target market generating leads on
consistent basis
Company VH Marketing Ltd Website wwwvhwebsitescom
David Merritt
David Merritt owner and creator of Client Track graduated with a BSc in Computing and has
been designing software ever since David developed Client Track after he saw a real need in
the Accounting Practitioners industry for a solution to help public practice accounting
professionals to organize and control all of their deadlines efficiently Realizing that a large part
of running a successful practice was managing clients chasing down paperwork and handling all
the returns David developed Client Track into a software solution that is built based on the
unique needs of accounting professionals across Canada
Company Client Track Website httpclienttrackca
Twitter Client_Track
Webinar Speakers
2020 Dream Practice Virtual Accounting Conference 2014
Karen Reyburn
Karen Reyburn is a creative-minded individual who specialises in online marketing for
accountancy firms A former accountant (and a Certified Public Accountant in the
States) Karen now assists accountancy firms with understanding and using online
marketing to get more leads A dual British-American citizen Karens past careers
include working with a Glasgow-based accountancy firm setting up and maintaining a
separate consultancy division for this firm She instigated monthly business workshops training and facilitating
business owners in marketing strategy and profitability She has delivered online webinars and offline seminars
for the Chamber of Commerce Bank of Scotland women in business and business growth events She assisted
in the delivery of a comprehensive Business Consulting Programme to accountants for over five years For five
years Karen managed the European office of a global network of accounting firms helping both accountants and
SMEs to improve their marketing efforts This included delivering webinars providing online training website
design and improvement email marketing blogging and marketing action plans Karen is also an
internationally-recognised photographer doing wedding photography family portraits and landscape photography
in Scotland England Ireland Cyprus Australia the United States and more
Company The Profitable Firm Title Owner
Website wwwtheprofitablefirmcom Twitter ProfitableFirm
Graham Smith
Graham Smith is Vice President of Business Development for TSGI-Chartered Accountants
one of the top SRampED consultancies in western Canada He has been active in the SRampED
industry for more than 8 years and has co-taught the course on SRampED for the Institute of
Chartered Accountants of Alberta Graham has worked on wide range of claims for companies
of all sizes and in all industrial sectors
Company TSGI Charted Accountants Title Vice President - Business Development
Website wwwtsgica
wwwvirtualaccountingconferencecom
Webinar Speakers
Rick Solomon CPA CGMA - Keynote Speaker
For over 20 years Rick Solomon has taught professionals around the world how to create
extraordinary results in their professional practices and lives by applying time tested
techniques and sometimes ancient wisdom in a number of ways His past practice as a
CPA and business advisor coupled with years of study at the Sedona Institute have
provided him a deep understanding of how to guide others to be free of the self-created
limitations that for many people make personal and professional success much harder
than it has to be Rick is presently the CEO of Thriving Firm a world leader in helping
professional service providers and advisors build more profitable and rewarding practices
He is the founder and serves as the main facilitator of the Masters Program a two-year workshop and coaching
program offered exclusively to open-minded professionals The Masters Program shares a very unique way to
achieve abundance in ones personal and professional life Rick has challenged thousands of professionals world-
wide to expand their view of themselves and the value they bring to their clients in order to reach new levels of
personal and professional abundance
Company Thriving Firm Title CEO - Founder and Lead Facilitator of the Masters Program
Website wwwthrivingfirmcom Twitter ricksolomoncpa
Amy Shumate
Amy brings 13 years US tax experience to her role as Director in the US Corporate Tax
Advisory practice Amy assists her Canadian clients and their affiliates with their US
federal and state corporate income franchise sales and use tax issues from a unique
cross-border perspective She has worked with all sizes of both public and private
corporations in all types of industries in helping them manage their US federal and state
tax compliance and consulting needs Prior to joining Trowbridge in early 2014 Amy
worked for two of the Big 4 firms beginning in 2001 where she helped clients with US
corporate tax compliance federal and state tax consulting due diligence work
structuring and controversy Amy has a BA and MBA from McMaster University and
an MSc (Tax) from Golden Gate University in San Francisco She is a Canadian Chartered Professional
Accountant registered in Ontario and a Certified Public Accountant registered in Illinois
Company TROWBRIDGE PROFESSIONAL CORPORATION Title Director US Corporate Tax Services
Website wwwtrowbridgeca
Webinar Speakers
2020 Dream Practice Virtual Accounting Conference 2014
Glenn Suart
Glenn Suart is a Calgary-based Strategist Entrepreneur and Host of ldquoTodayrsquos Great Ideardquo
a nationally syndicated program aimed at helping people doing something with their great
ideas Over the past 20 years at WriteMyPlan PricewaterhouseCoopers Consulting and
Nordicity Group Ltd he has helped hundreds of people build successful businesses
Friendly and approachable Glenn and his team create strong viable businesses and craft
compelling winning business plans Glenn also teaches Building An Effective Business
Case at Mount Royal University in Calgary
Company WriteMyPlan Website wwwWriteMyPlancom
Paul Tyers
Paul Tyers is Managing Director of Wealth Stewards Inc and Vice President of Portfolio
Stewards Inc registered with the Ontario Securities Commission He and his team provide
comprehensive wealth management services to affluent Canadians typically in conjunction
with their other ldquotrusted advisorsrdquo A Chartered Professional Accountant (CPA) Certified
Financial Planner (CFP) and Chartered Investment Manager (CIM) Paul has both the
education and experience to provide comprehensive wealth advisory services Upon
completion of a business degree Paul began his career at a major international CA firm
gaining experience in a wide variety of business sectors Moving into corporate finance with
Bank of Montreal followed by Corpfinance International experience was gained in mergers acquisitions succession
and growth financing In 1987 Paul partnered with a venture capital firm to acquire Retirement Counsel of Canada
(RCOC) and led it through substantial growth prior to selling it in 2002 Since 2002 Paul has returned to his passion
of building managing and preserving the wealth of affluent private clients His success is attributed to ensuring
clientsrsquo interests always come first Paul provides advice on the areas noted to the left and has pioneered the
integration of wealth management services into Canadian accountingtax firms
Company Wealth Stewards Inc Title Managing Director
Website httpwealthstewardsca
wwwvirtualaccountingconferencecom
Webinar Speakers
Sam Vassa
Sam Vassa heads PaymentEvolution ndash Canadarsquos largest and most loved cloud payroll and
payments service Sam founded the company with a team of technology and subject
matter specialists and devised an award-winning solution that empowers organizations and
their accountants to manage their own payroll process Previously Sam led business
development for the capital markets industry at Microsoft Corporation His team worked with
leading Microsoft partners to build compelling solutions for the financial services
industry Sam was responsible for alliance relationships with Microsoftrsquos largest global
partners as well as sales and marketing execution with the community He has worked
with Microsoftrsquos US and Canadian subsidiaries and is known for his passion for forming strong partnerships Sam was
a channel manager at Digital Equipment Canada and served with the Canadian Department of Foreign Affairs and
International Trade at their foreign missions worldwide He is a board member of Telecompute ndash a leading software
development firm pioneering the use of portable database technology for vertical markets Sam is active in the
emerging business market as an advisor and mentor to firms seeking management and technology expertise Sam is
a graduate of McMaster University where he studied biochemistry
Company PaymentEvolution Website wwwpaymentevolutioncom
Twitter samvassa
Peggy Tyers BBA - Event Organizer
Peggy Tyers earned an Honours Bachelor of Business Administration from Wilfrid Laurier
University After graduating she entered the retail sector She spent over 20 years
working with National retailers in several areas consulting marketing buying and
merchandising Peggy transferred those skills to another industry sector when she
brought the 2020 Group (leading volunteer membership organization for progressive
accountants in the world) to Canada Peggy looks for products and services to help
accountants improve the efficiency of their practice and improve their bottom lines
Company 2020 Canada Title President
Website www2020canadaca
Webinar Speakers
Scott Zandbergen
Scott Zandbergen has worked in the accounting software world for over 17 years He
spent many years at Sage where he built and grew the Simply Accounting Certified
Consultant program Later as Vice President of Product Management he led the product
strategy for Simply Accounting Accpac and MAS 90500 In early 2011
Scott joined Wave Accounting a fully automated 100 free double entry accounting
software designed for small businesses with less than 10 employees Scotts mission there
is to educate the accounting and bookkeeping communities about the solution Wave
offers their small business clients In a little over 3 years on the market Wave now has over 2 million users on its
platform
Company Wave Accounting Title VP Pro Network
Website wwwwaveappscom Twitter WaveHQ
Wayne Zielke
Wayne is the founder and CEO of LedgerDocs an online document management
application that was designed around the sharing managing and collaboration needs of
bookkeepers accountants and businesses Wayne has spent his career working in the
accounting industry and understands first-hand the workflow and process involved in
providing exceptional full cycle bookkeeping and accounting services to clients From these
experiences he decided to create an application that streamlines the bookkeeping and
accounting process while promoting collaboration among bookkeepers accountants and
their amazing clients
Company LedgerDocs Title Chief Executive Officer
Website wwwledgerdocscom Twitter ledgerdocs
2020 Dream Practice Virtual Accounting Conference 2014
wwwvirtualaccountingconferencecom
2020 Dream Practice
Virtual Accounting Conference
Virtual Conference for Accountants
October 1 and 2 2014
Webinars
Presentations will be held on
Tuesdays and Thursdays from June 3
2014 through January 27 2015
Presentations scheduled from 1100
am MST to 100 pm MST
Schedule includes one hour for
presentation and up to one hour for
questions
Over 32 webinars with
industry experts
wwwvirtualaccountingconferencecom
Collaborate Innovate Prosper
Gold Sponsors
Silver Sponsors
Keynote Speaker Rick Solomon
For over 20 years Rick Solomon has taught professionals around the world how to
create extraordinary results in their professional practices and lives by applying time
tested techniques and sometimes ancient wisdom in a number of ways
His past practice as a CPA and business advisor coupled with years of study at the
Sedona Institute have provided him a deep understanding of how to guide others to
be free of the self-created limitations that for many people make personal and
professional success much harder than it has to be
Rick is presently the CEO of Thriving Firm a world leader in helping professional
service providers and advisors build more profitable and rewarding practices He is
the founder and serves as the main facilitator of the Masters Program a two-year
workshop and coaching program offered exclusively to open-minded professionals
Thriving Firm (wwwthrivingfirmcom) is an interesting
site Their newly branded program is called Accountants
Reboot Essentially the idea is to step away from your
practice for a short period to re-evaluate your product
offering staffing and successes
Is your accounting firm surviving or thriving Do you dread
the Monday morning return to work How would it impact
your firm and life if you could do what you love at work and
be more profitable
The Thriving Firm team offers coaching a collaborative net-
work resources and tools to transform your practice and
life In their words ldquohaving an amazing vibrant
profitable practice amp career is much easier than you may
thinkrdquo I couldnrsquot agree more One of the best decisions that
I have made in my professional career was to participate in
the Thriving Firmrsquos Masters Program The program has
since been renamed to Accountants Reboot
Participating in the program changed my practice and my
life both drastically for the better
As a group my fellow Masterrsquos and I were led through a
series of exercises designed to help us create a compelling
vision for our firms I learned firsthand the importance in
setting goals and monitoring the results to determine how
well I was doing with my practice
I graduated from the program in 2012 but maintain close
contact with my peers from the group We have continued
to challenge one another to set and achieve new goals
The program itself was challenging We were asked
collectively and individually to explore our mindset and
past results to determine areas for improvement
My biggest challenge was to step away from a growing
practice every four months to meet with the group
However I saw significant improvements in the practice
from the beginning so it was definitely something I wanted
to commit my full attention to
There is an assessment tool on the Thriving Firm website if
you would like to learn more about where you are
currently If you do nothing else the conversations and self
-exploration that can come from the assessment are highly
worthwhile
In all honesty I cannot do justice to explaining either the
program or the positive impact it has had on my
life Friends peers staff colleagues and clients have all
commented on the noticeable changes All I can suggest is
that you check it out yourself
-Jeff Borschowa (Event Organizer Host and Speaker)
ldquoI love helping people realize how
to be completely successful on
their own terms and revealing how
much easier it is than they ever
imagined mdash Rick Solomon
Rick Solomon
wwwthrivingfirmcom
2020 Dream Practice Virtual Accounting Conference 2014
Keynote Speaker Joel Sinkin
wwwvirtualaccountingconferencecom
Mr Sinkin is an editorial advisor to the AICPArsquos newsletter Small Firm Solution and
a member of The CPA Journal Editorial Review Board Recently Mr Sinkin fulfilled
a personal goal to create a new type of consulting firm that brings a fresh ap-
proach to the succession and growth needs of accounting firms and their owners
nationally In 2004 he joined forces with Terrence E Putney CPA to form
Transition Advisors
In 2012 amp 2013 Accounting Today named Mr Sinkin one of the top 100 most
influential people in accounting
Succession planning is key to ensuring that you maximize
the value of your firm should you decide to slow down or
retire In my experience there seems to be a mystical
shroud around the topic of succession and transition plan-
ning for accounting firms I recently spoke to a group of
accountants and every single participant in the room had
the same plan ndash a younger accountant would buy their
firm Not surprisingly not a single person in the group had
identified this hypothetical younger accountant despite
most participants indicating that they intended to retire
within two to five years
I have seen many accountants assume that they can suc-
cessfully sell or transition their practice Many would ra-
ther avoid paying for advice so they adopt the do it your-
self approach I believe that it is difficult for any business
owner to anticipate and respond appropriately to many of
the issues that come into play in a transition scenario I
believe that it is even more difficult with an accounting
firm as the owner is personally attached to the business
(and clients) and may not be objective
The accountants that I have known and worked with who
sold their practices all had one primary concern ndash would
their replacement take good care of their beloved cli-
ents Too often lack of planning means that the replace-
ment is not necessarily the best candidate and the clients
ultimately suffer
I have had the pleasure of knowing Joel Sinkin
from Transition Advisors for a few years In that time he
has impressed me with his knowledge of the accounting
industry and specifically his focus with mergers acquisi-
tions and transitions of accounting firms
Joel and his team at Transition Advisors have been leading
accountants through transition since 1990 completing hun-
dreds of transactions successfully The majority of their
materials and resources discuss topics from the perspec-
tive of CPArsquos in the United States However I have heard
Joel speak many times and have always taken away some-
thing of immediate relevance to my practice in Canada I
was very happy to see them launch a Canadian office in
Toronto
Joel recently published a series of articles in the Journal of
Accountancy highlighting key issues and trends in the field
of succession I highly recommend taking the time to read
it (JOA Combined articles 2013 2014)
Joel has also co-authored an article with Terrence Putney
entitled ldquoKeeping it Togetherrdquo The article covers the im-
portance of planning your transition carefully in order to
retain key staff and your clients I canrsquot stress enough how
important key staff can be to the transition Many practi-
tioners ignore this aspect at their own peril You can read
the article here Keeping it Togeth-
er_Reporting_Patton_April09
If you foresee a transition in your future you should take a
look at the Transition Advisors website I particularly rec-
ommend the articles in their resource section
Jeff Borschowa (Event Organizer Host and Speaker)
Joel Sinkin
wwwtransitionadvisorscom
2020 Dream Practice Virtual Accounting Conference 2014
Keynote Speaker Jeff Borschowa
I first joined the accounting world in 1991 and became a Chartered Accountant in
2000 I have spent the bulk of my career working with and advising small to
medium-sized enterprises I have experience working in all sizes of accounting firms
from sole practitioners to international firms My focus in my career has been to find
new and better ways to integrate innovation and technology to enhance the
customer experience and improve efficiency in the accounting process My journey
has been unique in that I have met some very innovative accountants and mentors
in my career I have been very fortunate to be in a position to learn from them
compare their ideas and to truly choose the best of the best Personally I would like
nothing more than to free accountants from the stress created by high volume
commodity work allowing them the freedom to pursue work that is rewarding personally and professionally
My overall goal is to reduce the hours worked by accountants and increase overall profitability One of my
friendrsquos made an interesting comment recently ldquoAlmost every accountant that I know can tell me how much
his gross revenue is but very few know what their actual costs arerdquo I challenge you to learn more about your
practice so that you can bid on the right kinds of projects and earn what you are worth ndash your education
should be your most valued possession
Jeff Borshcowa
wwwdreampracticeca
wwwvirtualaccountingconferencecom
Keynote Speaker Paul Tyers
Paul Tyers is Managing Director of Wealth Stewards Inc and Vice President of
Portfolio Stewards Inc registered with the Ontario Securities Commission He and
his team provide comprehensive wealth management services to affluent
Canadians typically in conjunction with their other ldquotrusted advisorsrdquo A Chartered
Professional Accountant (CPA) Certified Financial Planner (CFP) and Chartered
Investment Manager (CIM) Paul has both the education and experience to provide
comprehensive wealth advisory services Upon completion of a business degree
Paul began his career at a major international CA firm gaining experience in a wide
variety of business sectors Moving into corporate finance with Bank of Montreal
followed by Corpfinance International experience was gained in mergers
acquisitions succession and growth financing In 1987 Paul partnered with a venture capital firm to acquire
Retirement Counsel of Canada (RCOC) and led it through substantial growth prior to selling it in 2002 Since
2002 Paul has returned to his passion of building managing and preserving the wealth of affluent private
clients His success is attributed to ensuring clientsrsquo interests always come first Paul provides advice on the
areas noted to the left and has pioneered the integration of wealth management services into Canadian
accountingtax firms
wwwwealthstewardsca
Paul Tyers
2020 Dream Practice Virtual Accounting Conference 2014
Keynote Speaker Chris Frederiksen CPA
Chris Frederiksen is one of the best-known and most highly-rated seminar
leaders in the world as well as a consultant to accountancy firms worldwide He is
also a practicing accountant in San Francisco California His experience includes
partnership positions with two international CPA firms and building several
independent practices in the San Francisco Bay Area
As a consultant for the past twenty years he has been helping small and medium
sized accountancy firms achieve their goals of greater profitability and greater
personal satisfaction for the owners He is now committed to helping CPAs and
tax professionals excel in financial services strategic planning and other new
service areas
The Cloud Exposed Many business consultants strongly advocate the adoption
of cloud computing believing this to be the future of IT
infrastructure It is generally accepted that the term ldquothe
cloudrdquo is synonymous with ldquothe internetrdquo The precise
definition of cloud computing is slightly contentious but in
this post we use the term to signify a hosted service
delivery model A hosted service allows a userrsquos programs
applications files and other data to be stored on an off-site
server usually owned and managed by a hosted service
provider The data is then accessed by the user over the
internet Here are 5 advantages that cloud computing holds
over traditional methods
Disaster recovery ndash At any given time your firm is at risk of
numerous disasters fire flooding earthquakes theft and
hardware failure and just a few examples In the event of
such a disaster you need to ensure that you have appropri-
ate recovery systems in place An important advantage of
cloud computing is that your data and programs are stored
off-site Hosted service providers generally own the servers
that store your information and go to great lengths to pro-
tect and maintain them backing up your information in
multiple servers and data centers in multiple areas of the
country
Security - Data breaches are a serious issue the costs of a
data breach to your firm could be devastating Primary
causes of data breaches include criminal activity (theft and
hacking) and staff negligence (the loss or ineffective
disposal of equipment containing sensitive information)
Cloud computing can significantly reduce the risk of a data
breach As your data is stored securely in an off-site
location it cannot be misplaced or disposed of
inadequately Moreover the security offered by hosted
service providers is generally far superior to that of an
office reducing the risk of hardware theft and data
hacking
Work from Anywhere - Because only an internet connection
is required to access your files and programs you and your
colleagues can work from any computer in any location
With the proliferation of mobile devices such as tablets and
smartphones business professionals now have even more
flexibility to access and work with their data
Collaboration ndash Traditional methods of computing see a file
stored either to a server or an individual machine with only
a single user being able to work on it at a time An
innovative aspect of cloud computing is that you and your
colleagues can work simultaneously on the same file
Cost Reduction ndash As mentioned previously hosted service
providers generally own the servers that store your data
This means that the cost of purchasing and maintaining a
server and licenses is nullified Software updates and virus
protection are also handled by the provider freeing up
your resources for other tasks Additionally you can scale
your operations more accurately when your system
requirements are managed by a hosted service provider
Instead of making a large investment in a faster or larger
server you can simply upgrade your service contract
Are you interested in getting on the cloud Give us a call
and we can help you get started on your cloud journey
- 2020 Group USA (originally appeared as a blog post on
www2020groupusacom)
Chris Frederikesn
www2020groupusacom
wwwvirtualaccountingconferencecom
Event Organizer Spotlight Dream Practice
Accountants Manifesto I first joined the
accounting world in 1991 and became a Chartered
Accountant in 2000 I have spent the bulk of my
career working with and advising small to medium-
sized enterprises I have experience working in all
sizes of accounting firms from sole practitioners to
international firms
My focus in my career has been to find new and
better ways to integrate innovation and technology
to enhance the customer experience and improve
efficiency in the accounting process
My journey has been unique in that I have
met some very innovative accountants and mentors
in my career I have been very fortunate to be in a
position to learn from them compare their ideas
and to truly choose the best of the best I share my
experiences as I saw them sometimes updated with
the benefit of hindsight My postings are candid
and generally unfiltered I do not intend to offend
but will apologize in advance if I do
The purpose of my Blog and website is to share my
discoveries in the hopes of advancing our
profession Personally I would like nothing more
than to free accountants from the stress created by
high volume commodity work allowing them the
freedom to pursue work that is rewarding
personally and professionally
I welcome you to share my journey and to offer
your thoughts and comments along the way The
information and materials that I will share are not
intended to be offered as a one-size fits all solution
but rather to offer you some thoughts that you may
wish to explore further
My site is dedicated to sharing my ldquoAccountantrsquos
Manifestordquo I cover the following general areas
Efficiency versus Effectiveness
Outsourcing
Networking and Marketing
Technology
Consulting Tools
Consulting Mindset
Innovations that impact accounting
I create tags to allow easy searching ndash no point
wasting time on a topic if it isnrsquot immediately
relevant to you
My overall goal is to reduce the hours worked by
accountants and increase overall profitability One
of my friendrsquos made an interesting comment
recently ldquoAlmost every accountant that I know can
tell me how much his gross revenue is but very few
know what their actual costs arerdquo I challenge you to
learn more about your practice so that you can bid
on the right kinds of projects and earn what you are
worth ndash your education should be your most valued
possession
Visit Us Online
wwwdreampracticeca
2020 Canada is the premier volunteer membership
group for accountants in Canada for small and medi-
um-size practitioners 2020 Canada started in 2005
our membership is coast-to-coast representing CAs
CGAs and CMAs in Public Practice 2020 Canada
appeals to those accountants who are interested in
improving their practices through improved
efficiencies expanded offerings and marketing
initiatives that result in improved bottom lines
2020 Canada is the Canadian branch of The 2020
Group Worldwide in the UK The 2020 Group was
founded in the 1990s by three of the best-known
consultants and seminar leaders in the profession
Ian Fletcher Chris Frederiksen and Gordon Gilchrist
They recognized that historical compliance services
were likely to be limited growth areas for account-
ants and that progressive firms would need to offer
their clients more value-added services For that
new tools and ideas would be needed Since the
launch the 2020 Group has organizations in UK and
Ireland USA South Africa and Canada with
world-wide members as part of 2020 International
2020 Canada offers Professional Development
courses through webinars seminars and confer-
ences focussing primarily in non-compliance areas
Practice Management Marketing and Consulting
Business Advisory Services Legal Issues Efficiency
Resources in IT Software Outsourcing Services and
others
Event Organizer Spotlight 2020 Canada
For Membership Information Visit Us Online
www2020canadaca
Benefits of 2020 Canada Membership Fantastic VALUE 25 discount on 2020 Canada Professional Development Courses Discounts on 2020 Tools Discount on 2020 Canada Conferences and Seminars Discounts on third party products and services (Please see our list of Value Added Services)
Members Newsletter You will also receive regular correspondence through our e-newsletters packed full with useful practice management and marketing ideas Members are also encouraged to pose questions in the QampA section of the website where answers and features are made within the newsletters
TelephoneEmail support We act as a resource to your practice and encourage you to call us with questions and requests Over the years the 2020 Membership Group has become highly colle-gial and members are generally more than willing to share information with each other
Access to an international affiliation of professional accountants
2020 Dream Practice Virtual Accounting Conference 2014
Gold Sponsor
Irsquove worked with a company that fully embraces ldquobusiness process
outsourcingrdquo Anything that we could outsource to virtual workers we have and it has
greatly reduced the amount of square footage that our company needs hence greatly
reducing our carbon footprint and office expenses It also benefits the workers we
employ in the sense that they get to live where they want and be in their home work
environment If you really think about it you rsquod be surprised about exactly how many
task you can actually outsource and that can be done online It rsquos nice to be on
the forefront of a new growth industry
John B ndash Geeks On The Way
Increase productivity expand your business and save money ndash outsource your business processes with Tursa Group
We have a talented team of specialists in various fields of IT marketing administration and finance ready to look after your companyrsquos needs so
that you can concentrate on growing your company
For More Information Visit Us Online
wwwtursagroupcom
wwwvirtualaccountingconferencecom
2020 Dream Practice Virtual Accounting Conference 2014
Gold Sponsor
Zohocom offers a comprehensive suite of award-winning online business productivity amp collaboration applications Customers use Zoho Applications to run their business processes manage their information and be more productive while at the office or on the go without having to worry about expensive or outdated hardware or software To date Zohocom has launched 25+ online applications mdash from CRM to Mail Office Suite Project Management Invoicing Web conferencing and more Zoho has received numerous awards including an InfoWorld 2009 Product of the Year award a 2008 PC World 25 Most Innovative Products Award and a 2007 TechCrunch Best Enterprise Start-up Zohocom is a division of Zoho Corporation a privately-held and profitable company With offices in CA Austin Chennai Yoko-hama and Beijing Zoho Corporation serves the technology needs of more than 9 million customers worldwide
For More Information Visit Us Online
wwwzohocom
Silver Sponsors
The Accounting Practitioners Symposium is an information
resource for Accounting Professionals to examine bringing
together different technology to create a simplified and
streamlined office process to help grow your business
wwwaccountingsymposiumcom
We build tools that simply make life easier
The goal of Client Track is to help take control of your
practice and save you time by combining all of the office
management tools into one easy-to-use package
wwwclienttrackca
Online Marketing amp Web Design
VH Marketingrsquos strategy is to build an outstanding web
presence not just a website by providing clients with an
up-to-date web design mobile setup and social media
presence tied together with strong ongoing SEO
(search engine optimization) Following this proven strategy
places our clients business in front of the right target
market generating leads on consistent basis
wwwvhwebsitescom
Wealth Stewards Inc is the partner of choice for Chartered
Professional Accountants who want to provide their valued
clients with a wealth management firm that is prudent and
a true steward of their wealth Wealth Stewards Inc
partners with accountants to provide both tax effective and
sound wealth management strategies together we help
our clients achieve long-term financial goals
wwwwealthstewardsca
Wolters Kluwer enables legal tax finance and healthcare
professionals to be more effective and efficient We provide
information software and services that deliver vital in-
sights intelligent tools and the guidance of subject-matter
experts
wwwwolterskluwercom
wwwvirtualaccountingconferencecom
Webinar Schedule SpringSummer
Date Topic Speaker
Last Speaker
First
632014 Connect With Your Clients With Intent Using ASPiRE
Crosser John
6102014 Integrating Wealth Management Tyers Paul
6122014 Learn about XLGL an Excel add-in which connects to Sage 50 databases to produce customized reports
Carrier Daniel
6172014 LedgerDocs Never Lose a Receipt Zielke Wayne
6192014 Protecting Those that Run Your Business Crosser John
6242014 Drop the Struggle amp Thrive Solomon Rick
732014 Working In The Cloud A Bookkeepers Perspective Bouffard Keri
782014 Clouds Taking the First Steps Irving Graham
7102014 Importing Data into Small Business Accounting Programs
Mason Dan
7152014 Shoeboxedcom Hourigan Mike
7222014 5 Ways to Grow Your Business Borschowa Jeff
7242014 Supercharge Your Documentation Bellehumeur Adrienne
7292014 Protecting Your Business Entity Crosser John
7312014 Client Track as a Practice Management Solution Merritt David
852014 Creating and Implementing a Marketing Plan Buol Ruszczyk Bonnie
8122014 Accounting in The Cloud Zandbergen Scott
8192014 High Level Overview of Business Processes Borschowa Jeff
8262014 The Enlightened Accountant Solomon Rick
2020 Dream Practice Virtual Accounting Conference 2014
Webinar Schedule FallWinter
wwwvirtualaccountingconferencecom
Date Topic Speaker
Last Speaker
First
922014 Sandler Rules for Building Your Practice to Work Smarter Not Harder
Knox Hamish
942014 Social Media Strategies for Accountants and Bookkeepers Olah Viola
992014 Make Your Website a Business Development Tool Buol Ruszczyk Bonnie
9112014 Business Development Intelligence (BDI) Fritsch Chris
9162014 Succession Planning Tyers Paul
9182014 Turning Your Accountancy Firm Website Into a Lead Generation Machine
Reyburn Karen
9232014 Benchmarking for Success Borschowa Jeff
9252014 A Brief Tour Through Wills and Estate Planning Jones Stephan
9302014 Sales and Marketing Eden Jan
1072014 Social Media The Good Bad and Effective Buol Ruszczyk Bonnie
1092014 An Introduction to SRampED What It Is and What Can It Do For Your Clients
Smith Graham
10142014 Understanding and Utilizing Insurance Company Investment and Income Products
Findlay Curtis
10162014 Key Elements of a Lead Generating Website Olah Viola
10212014 Improving the Bottom Line Through Niche Marketing Tyers Peggy
10232014 LedgerOnline Zielke Wayne
10282014 Going Paperless Duncan Brooks
1142014 Growing Your Firm with LinkedIn Buol Ruszczyk Bonnie
1162014 Expanding Business Activities to the United States (Canadian Companies)
Shumate Amy
11132014 Business Planning For Organizations of all Sizes Findlay Curtis
11182014 The Power of Niche Marketing for Accountants Reyburn Karen
11252014 Profitable Cloud-Based Payroll for your Practice Vassa Sam
1222014 Turning Great Ideas Into Reality Suart Glenn
1292014 Colour Accounting Descoteaux Stephanie
Webinar Speakers
Adrienne Bellehumeur CA CISA PMP
Adrienne Bellehumeur lives in Calgary Alberta and works as a consultant specializing
in business analysis audit and effective documentation Her focus is on helping
companies track monitor and protect their most valuable assets information and
intellectual capital Adrienne began her career as a Chartered Accountant working with
clients on audits assessing financial controls and Sarbanes-Oxley (SOX) compliance
projects Her experience over the years includes requirements management process
modelling project communications technical writing and developing documentation
strategies and systems Adrienne continues to actively research present on and write
about effective documentation and business analysis practices
Company BELLEHUMEUR amp ASSOCIATES Website wwwleadersinbusinessanalysiscom
Jeff Borschowa - Event Organizer amp Host
I first joined the accounting world in 1991 and became a Chartered Accountant in 2000 I
have spent the bulk of my career working with and advising small to medium-sized
enterprises I have experience working in all sizes of accounting firms from sole
practitioners to international firms My focus in my career has been to find new and better
ways to integrate innovation and technology to enhance the customer experience and
improve efficiency in the accounting process My journey has been unique in that I have
met some very innovative accountants and mentors in my career I have been very
fortunate to be in a position to learn from them compare their ideas and to truly choose
the best of the best Personally I would like nothing more than to free accountants from the stress created by high
volume commodity work allowing them the freedom to pursue work that is rewarding personally and professionally My
overall goal is to reduce the hours worked by accountants and increase overall profitability One of my friendrsquos made an
interesting comment recently ldquoAlmost every accountant that I know can tell me how much his gross revenue is but
very few know what their actual costs arerdquo I challenge you to learn more about your practice so that you can bid on the
right kinds of projects and earn what you are worth ndash your education should be your most valued possession
Company Dream Practice Website wwwdreampracticeca
Twitter DreamPractices
2020 Dream Practice Virtual Accounting Conference 2014
wwwvirtualaccountingconferencecom
Webinar Speakers
Kerri Bouffard
Kerri Bouffard CPB has been a professional bookkeeper for over 20 years and has
been operating her own company Add-Vantage Bookkeeping since 2003
She has been happily working completely in the cloud since 2012 ndash with no copies of
any software loaded directly on her local computer system
Company Add-Vantage Bookkeeping Website httpaddvantagebookkeepingcom
Bonnie Buol Ruszczyk
Bonnie Buol Ruszczyk is the founder and president of bbr marketing which provides
marketing services and strategy for professional services firms Every day she and her
talented staff help accountants all over North America reach their audiences and grow
their firms by creating and implementing customized solutions that differentiate each
client in their individual market Named one of 2013rsquos Top 100 Most Influential People in
accounting by Accounting Today for the 2nd year in a row she is an active volunteer in a
number of organizations including serving as president of the Atlanta AAM Chapter and
a regular contributor to a variety of news and industry websites
Company bbr marketing Title Founder and President
Website wwwbbrmarketingcom
Webinar Speakers
2020 Dream Practice Virtual Accounting Conference 2014
Daniel Carrier
Daniel Carrier has close to 40 yearsrsquo experience in bookkeeping Hersquos worked as a
consultant since 1993 and has recommended and installed a number of bookkeeping
software Daniel founded Logicim in 2004 with his partner his son It is Pierre Alain
Carrier who has created the now famous XLGL and Daniel is proud to be participating in
this great reporting initiative
Company Logicim Inc Website wwwlogicimtechcom
John Crosser
John Crosser is the owner of Knights Financial Management an independent
insurance service company John believes it is important to ensure businesses not only
properly protect their business entity but also those that make their business run At
Knights Financial Management we focus on small to medium sized businesses looking for
help as they navigate their way through the world of business Having the right type
and the right amount of insurance will help provide financial peace of mind to owners
so they can concentrate on ldquodoingrdquo business John is actively involved in his community
As the author of ASPiRE A Financial Workbook for the Canadian Teen John routinely
presents to schools and business to help increase financial literacy By helping people understand the moving parts
of a financial game plan (goals setting cash flow and debt management asset
protect and building wealth) John feels they will be more financially
bull Fit--through wise budgeting of time and money
bull Independent--through discovering their own skills setting and accomplishing goals
bull Responsible--through focused activities and self-discipline
bull Secure--through building multiple streams of cash flow
With proper financial literacy individuals families schools businesses communities provinces and Canada at large
will be stronger In addition to growing his business John enjoys spending time with his wife Jeanelle and their two
daughters Ashley and Jayme John loves working on his golf handicap making furniture and barbecuing with family
and friends
Company Knights Financial Management and Portfolio Strategies Corporation Website httpwwwknightsfmca
wwwvirtualaccountingconferencecom
Webinar Speakers
Stephanie Descoteaux DFA-BSS
Steacutephanie Descocircteaux is president and CEO of Calculated Approach Consulting Inc and
founder of Digits amp Decimals Inc But those are not the titles she loves itrsquos her real job as
a bookkeeping systems specialist that indicates her true passion Her focus is always on
educating clients improving systems and measuring the accomplishments of those
systems This vision empowers small business owners and entrepreneurs and has
commanded an impressive client list that continues to grow Steacutephanie founded Digits amp
Decimals Inc in 2001 a professional bookkeeping company She is the lead trainer and
consultant and has grown the business to include a staff of experts In 2011 Stephanie
launched Calculated Approach Consulting Inc a company that offers mentorship controllership and consulting
services to business owners or other bookkeepers Steacutephaniersquos professional affiliations include membership in the
Canadian Payroll Association (CPA) Institute of Professional Bookkeepers of Canada (IPBC) and Association of
Certified Fraud Examiners (ACFE) She is also a QuickBooks ProAdvisor has completed the Distinguish Financial
Advisor ndash Bookkeeping System Specialist (DFABSS) a 2 years bookkeeping certification with the Knowledge
Bureau she recently became a Sale Partner with Accounting Comes Alive ndash Color Accounting and is one of few
accredited Training Partner in Canada for Accounting Comes Alive ndash Color Accounting Steacutephaniersquos presentations
are available in English or French
Company Calculated Approach Consulting Inc Website wwwdigitsdecimalscom
Twitter DigitsDecimals
Brooks Duncan
Brooks Duncan helps individuals and small businesses go paperless at Docu-
mentSnapcom where he writes about tools workflows and taking action Hes a
CPACMA and a former computer programmer and financial software support manager
Brooks lives in Vancouver BC
Company DocumentSnapcom Website wwwdocumentsnapcom
Webinar Speakers
2020 Dream Practice Virtual Accounting Conference 2014
Chris Fritsch JD
As a Business Development Intelligence Consultant Chris Fritsch works together with
professional services firms to help support their Business Development efforts and
maximize their return on investment Chris and her team at ClientsFirst help Clients
utilize information and competitive intelligence to guide their business development
decisions and strategies to enhance their client development efforts
Chris also writes and speaks nationally on topics including competitive intelligence
business development client relationship management relationship intelligence web
marketing and the use of technology to enhance profitability In her former role as a
Legal Technologist she advised top law firms and professionals about competitive intelligence and innovative uses
of Internet technology Chris has also worked in-house as a Legal Technologist for an Am Law 50 law firm based in
Atlanta and as a Technology Consultant and Webmaster for Emory Law School She was also the Managing
Partner of a consulting firm specializing in providing technology solutions Chris received her law degree from
Emory University School of Law in Atlanta GA where she served as Managing Editor of the Emory International
Law Review as well as student and faculty technology consultant In her spare time Chris blogs and designs
websites and electronic newsletters
Company Clients First Consulting Title Business Development Intelligence Consultant
Website wwwClientsFirstConsultingcom Twitter CRMSuccess
Curtis Findlay
Curtis Findlay CFP is recognized nationally in the Canadian financial industry as both a
mentor of financial advisors as well as a successful advisor After graduating college Curtis
entered the financial industry in 1978 He operates his business activities from Canmore
Alberta Curtis has extensive experience advising entrepreneurs and mid-wealth individuals
with a variety of financial business and personal planning endeavours His comments are
made to Dream Practice through his firm Compass Financial Planning Services Ltd and not
related to a securities entity
Company Compass Financial Planning Services Ltd Website httpwwwcompfinnet
wwwvirtualaccountingconferencecom
Webinar Speakers
Mike Hourigan
Mike Hourigan is the Marketing Manager for Shoeboxedcom He is a graduate of the
University of North Carolina at Chapel Hill where he studied advertising Mike oversees all
of Shoeboxeds online marketing initiatives as well as the companys integrated partner
relations When Mike isnt helping small businesses and accountants get set up with
Shoeboxed he enjoys hiking and walking 18 holes at the nearest public golf course
Company Shoeboxedcom Website wwwshoeboxedcom
Twitter michaelhourigan
Stephen Jones LL M CPA CA
Stephen graduated from Dalhousie Law School He then articled in Toronto Shortly after
he obtained his CA designation working for one of the predecessors or KPMG In 1990
he joined BMO at its head office as a taxation lawyer and accountant
He rounded out his education in 2006 graduating with his Masters of Laws (LLM) in trust
and fiduciary law at Osgoode Stephen now provides counsel for Wealth Stewards
overall tax and estate activities Stephen brings his expertise and experience to the
planning and implementation of individual client situations Stephen is registered with the
Law Society of Upper Canada in private practice and with the Ontario and Canadian
Institutes of Chartered Professional Accountants
Company Wealth Stewards Inc Title Director Tax amp Estate Planning
Website wwwwealthstewardsca
Webinar Speakers
2020 Dream Practice Virtual Accounting Conference 2014
Hamish Knox
As a licensed member of the global Sandler network Hamish works with business owners and chief
executives who are serious about creating sustainable sales cultures Hamish worked in sales across
a variety of industries including media communication services software and professional sports
before joining the Sandler network which melded his passions for sales and education Early in his
Sandler career Hamish was anointed a Sandler Rising Star for quickly building his business and
helping fellow Sandler colleagues with their businesses Hamish is a former Sandler Global Rookie of
the Year is a current member of Sandlers Franchisee Advisory Council and his book Accountability
the Sandler Way will be published in November
Company Sandler Training - Calgary Website wwwhamishsandlercom
Twitter sandlerhamish
Dan Mason
I speak about innovation related to business software and business models that help
small and medium sized businesses to transform and automate their business
processes to achieve maximum efficiency and improve customer experience
Dan Mason focuses on strategic planning and business model innovation by helping
small and medium sized businesses to automate and optimize their business processes
Drawing from his 20 years of experience working with various accounting and ERP
systems Dan has helped several small and medium sized businesses in various
verticals to build robust business software systems Dan started Business Innovation
Technologies Inc in 2008 and has successfully led the company from its inception into a market leading provider
of innovative business software solutions As CEO of Business Innovation Technologies Dan is responsible for
driving the organizationrsquos strategic agenda technology vision and business operations In addition to helping
companies deploy best-of-the-breed business software systems Dan has been working on integrating diverse
business systems through his companyrsquos industry leading software solution to import and export data from ANY
source to various accounting and business software
Company Business Innovation Technologies Inc Title President amp CEO
Website wwwbusinnovatechcom
wwwvirtualaccountingconferencecom
Webinar Speakers
Viola Olah
Viola Olah is a Hungarian born and raised in Transylvania (yes itrsquos a real placehellip) She
lives in Calgary with her hubby and her dog Nikki After she worked as a systems analyst
for a large oil and gas company for a number of years she decided in 2009 to open up her
own business VH Marketing Ltd an online marketing company She thrives on the
challenge of keeping up with the fast changing pace of the Internet world and implementing
cutting edge marketing strategies to her clientsrsquo marketing plan Seeing clients succeed
gives her great satisfaction and she is grateful for the long-term strong relationships she
forged with them Her clients are local small business owners and individual professionals
who are very good at their own craft and donrsquot have the time or the desire to market their own business VH
Marketingrsquos strategy is to build an impactful web presence not just a website by providing clients with an up to date
web design mobile setup and social media presence This is all tied together with strong ongoing SEO
(search engine optimization) placing the clientsrsquo business in front of the right target market generating leads on
consistent basis
Company VH Marketing Ltd Website wwwvhwebsitescom
David Merritt
David Merritt owner and creator of Client Track graduated with a BSc in Computing and has
been designing software ever since David developed Client Track after he saw a real need in
the Accounting Practitioners industry for a solution to help public practice accounting
professionals to organize and control all of their deadlines efficiently Realizing that a large part
of running a successful practice was managing clients chasing down paperwork and handling all
the returns David developed Client Track into a software solution that is built based on the
unique needs of accounting professionals across Canada
Company Client Track Website httpclienttrackca
Twitter Client_Track
Webinar Speakers
2020 Dream Practice Virtual Accounting Conference 2014
Karen Reyburn
Karen Reyburn is a creative-minded individual who specialises in online marketing for
accountancy firms A former accountant (and a Certified Public Accountant in the
States) Karen now assists accountancy firms with understanding and using online
marketing to get more leads A dual British-American citizen Karens past careers
include working with a Glasgow-based accountancy firm setting up and maintaining a
separate consultancy division for this firm She instigated monthly business workshops training and facilitating
business owners in marketing strategy and profitability She has delivered online webinars and offline seminars
for the Chamber of Commerce Bank of Scotland women in business and business growth events She assisted
in the delivery of a comprehensive Business Consulting Programme to accountants for over five years For five
years Karen managed the European office of a global network of accounting firms helping both accountants and
SMEs to improve their marketing efforts This included delivering webinars providing online training website
design and improvement email marketing blogging and marketing action plans Karen is also an
internationally-recognised photographer doing wedding photography family portraits and landscape photography
in Scotland England Ireland Cyprus Australia the United States and more
Company The Profitable Firm Title Owner
Website wwwtheprofitablefirmcom Twitter ProfitableFirm
Graham Smith
Graham Smith is Vice President of Business Development for TSGI-Chartered Accountants
one of the top SRampED consultancies in western Canada He has been active in the SRampED
industry for more than 8 years and has co-taught the course on SRampED for the Institute of
Chartered Accountants of Alberta Graham has worked on wide range of claims for companies
of all sizes and in all industrial sectors
Company TSGI Charted Accountants Title Vice President - Business Development
Website wwwtsgica
wwwvirtualaccountingconferencecom
Webinar Speakers
Rick Solomon CPA CGMA - Keynote Speaker
For over 20 years Rick Solomon has taught professionals around the world how to create
extraordinary results in their professional practices and lives by applying time tested
techniques and sometimes ancient wisdom in a number of ways His past practice as a
CPA and business advisor coupled with years of study at the Sedona Institute have
provided him a deep understanding of how to guide others to be free of the self-created
limitations that for many people make personal and professional success much harder
than it has to be Rick is presently the CEO of Thriving Firm a world leader in helping
professional service providers and advisors build more profitable and rewarding practices
He is the founder and serves as the main facilitator of the Masters Program a two-year workshop and coaching
program offered exclusively to open-minded professionals The Masters Program shares a very unique way to
achieve abundance in ones personal and professional life Rick has challenged thousands of professionals world-
wide to expand their view of themselves and the value they bring to their clients in order to reach new levels of
personal and professional abundance
Company Thriving Firm Title CEO - Founder and Lead Facilitator of the Masters Program
Website wwwthrivingfirmcom Twitter ricksolomoncpa
Amy Shumate
Amy brings 13 years US tax experience to her role as Director in the US Corporate Tax
Advisory practice Amy assists her Canadian clients and their affiliates with their US
federal and state corporate income franchise sales and use tax issues from a unique
cross-border perspective She has worked with all sizes of both public and private
corporations in all types of industries in helping them manage their US federal and state
tax compliance and consulting needs Prior to joining Trowbridge in early 2014 Amy
worked for two of the Big 4 firms beginning in 2001 where she helped clients with US
corporate tax compliance federal and state tax consulting due diligence work
structuring and controversy Amy has a BA and MBA from McMaster University and
an MSc (Tax) from Golden Gate University in San Francisco She is a Canadian Chartered Professional
Accountant registered in Ontario and a Certified Public Accountant registered in Illinois
Company TROWBRIDGE PROFESSIONAL CORPORATION Title Director US Corporate Tax Services
Website wwwtrowbridgeca
Webinar Speakers
2020 Dream Practice Virtual Accounting Conference 2014
Glenn Suart
Glenn Suart is a Calgary-based Strategist Entrepreneur and Host of ldquoTodayrsquos Great Ideardquo
a nationally syndicated program aimed at helping people doing something with their great
ideas Over the past 20 years at WriteMyPlan PricewaterhouseCoopers Consulting and
Nordicity Group Ltd he has helped hundreds of people build successful businesses
Friendly and approachable Glenn and his team create strong viable businesses and craft
compelling winning business plans Glenn also teaches Building An Effective Business
Case at Mount Royal University in Calgary
Company WriteMyPlan Website wwwWriteMyPlancom
Paul Tyers
Paul Tyers is Managing Director of Wealth Stewards Inc and Vice President of Portfolio
Stewards Inc registered with the Ontario Securities Commission He and his team provide
comprehensive wealth management services to affluent Canadians typically in conjunction
with their other ldquotrusted advisorsrdquo A Chartered Professional Accountant (CPA) Certified
Financial Planner (CFP) and Chartered Investment Manager (CIM) Paul has both the
education and experience to provide comprehensive wealth advisory services Upon
completion of a business degree Paul began his career at a major international CA firm
gaining experience in a wide variety of business sectors Moving into corporate finance with
Bank of Montreal followed by Corpfinance International experience was gained in mergers acquisitions succession
and growth financing In 1987 Paul partnered with a venture capital firm to acquire Retirement Counsel of Canada
(RCOC) and led it through substantial growth prior to selling it in 2002 Since 2002 Paul has returned to his passion
of building managing and preserving the wealth of affluent private clients His success is attributed to ensuring
clientsrsquo interests always come first Paul provides advice on the areas noted to the left and has pioneered the
integration of wealth management services into Canadian accountingtax firms
Company Wealth Stewards Inc Title Managing Director
Website httpwealthstewardsca
wwwvirtualaccountingconferencecom
Webinar Speakers
Sam Vassa
Sam Vassa heads PaymentEvolution ndash Canadarsquos largest and most loved cloud payroll and
payments service Sam founded the company with a team of technology and subject
matter specialists and devised an award-winning solution that empowers organizations and
their accountants to manage their own payroll process Previously Sam led business
development for the capital markets industry at Microsoft Corporation His team worked with
leading Microsoft partners to build compelling solutions for the financial services
industry Sam was responsible for alliance relationships with Microsoftrsquos largest global
partners as well as sales and marketing execution with the community He has worked
with Microsoftrsquos US and Canadian subsidiaries and is known for his passion for forming strong partnerships Sam was
a channel manager at Digital Equipment Canada and served with the Canadian Department of Foreign Affairs and
International Trade at their foreign missions worldwide He is a board member of Telecompute ndash a leading software
development firm pioneering the use of portable database technology for vertical markets Sam is active in the
emerging business market as an advisor and mentor to firms seeking management and technology expertise Sam is
a graduate of McMaster University where he studied biochemistry
Company PaymentEvolution Website wwwpaymentevolutioncom
Twitter samvassa
Peggy Tyers BBA - Event Organizer
Peggy Tyers earned an Honours Bachelor of Business Administration from Wilfrid Laurier
University After graduating she entered the retail sector She spent over 20 years
working with National retailers in several areas consulting marketing buying and
merchandising Peggy transferred those skills to another industry sector when she
brought the 2020 Group (leading volunteer membership organization for progressive
accountants in the world) to Canada Peggy looks for products and services to help
accountants improve the efficiency of their practice and improve their bottom lines
Company 2020 Canada Title President
Website www2020canadaca
Webinar Speakers
Scott Zandbergen
Scott Zandbergen has worked in the accounting software world for over 17 years He
spent many years at Sage where he built and grew the Simply Accounting Certified
Consultant program Later as Vice President of Product Management he led the product
strategy for Simply Accounting Accpac and MAS 90500 In early 2011
Scott joined Wave Accounting a fully automated 100 free double entry accounting
software designed for small businesses with less than 10 employees Scotts mission there
is to educate the accounting and bookkeeping communities about the solution Wave
offers their small business clients In a little over 3 years on the market Wave now has over 2 million users on its
platform
Company Wave Accounting Title VP Pro Network
Website wwwwaveappscom Twitter WaveHQ
Wayne Zielke
Wayne is the founder and CEO of LedgerDocs an online document management
application that was designed around the sharing managing and collaboration needs of
bookkeepers accountants and businesses Wayne has spent his career working in the
accounting industry and understands first-hand the workflow and process involved in
providing exceptional full cycle bookkeeping and accounting services to clients From these
experiences he decided to create an application that streamlines the bookkeeping and
accounting process while promoting collaboration among bookkeepers accountants and
their amazing clients
Company LedgerDocs Title Chief Executive Officer
Website wwwledgerdocscom Twitter ledgerdocs
2020 Dream Practice Virtual Accounting Conference 2014
wwwvirtualaccountingconferencecom
2020 Dream Practice
Virtual Accounting Conference
Virtual Conference for Accountants
October 1 and 2 2014
Webinars
Presentations will be held on
Tuesdays and Thursdays from June 3
2014 through January 27 2015
Presentations scheduled from 1100
am MST to 100 pm MST
Schedule includes one hour for
presentation and up to one hour for
questions
Over 32 webinars with
industry experts
wwwvirtualaccountingconferencecom
Collaborate Innovate Prosper
Gold Sponsors
Silver Sponsors
Keynote Speaker Joel Sinkin
wwwvirtualaccountingconferencecom
Mr Sinkin is an editorial advisor to the AICPArsquos newsletter Small Firm Solution and
a member of The CPA Journal Editorial Review Board Recently Mr Sinkin fulfilled
a personal goal to create a new type of consulting firm that brings a fresh ap-
proach to the succession and growth needs of accounting firms and their owners
nationally In 2004 he joined forces with Terrence E Putney CPA to form
Transition Advisors
In 2012 amp 2013 Accounting Today named Mr Sinkin one of the top 100 most
influential people in accounting
Succession planning is key to ensuring that you maximize
the value of your firm should you decide to slow down or
retire In my experience there seems to be a mystical
shroud around the topic of succession and transition plan-
ning for accounting firms I recently spoke to a group of
accountants and every single participant in the room had
the same plan ndash a younger accountant would buy their
firm Not surprisingly not a single person in the group had
identified this hypothetical younger accountant despite
most participants indicating that they intended to retire
within two to five years
I have seen many accountants assume that they can suc-
cessfully sell or transition their practice Many would ra-
ther avoid paying for advice so they adopt the do it your-
self approach I believe that it is difficult for any business
owner to anticipate and respond appropriately to many of
the issues that come into play in a transition scenario I
believe that it is even more difficult with an accounting
firm as the owner is personally attached to the business
(and clients) and may not be objective
The accountants that I have known and worked with who
sold their practices all had one primary concern ndash would
their replacement take good care of their beloved cli-
ents Too often lack of planning means that the replace-
ment is not necessarily the best candidate and the clients
ultimately suffer
I have had the pleasure of knowing Joel Sinkin
from Transition Advisors for a few years In that time he
has impressed me with his knowledge of the accounting
industry and specifically his focus with mergers acquisi-
tions and transitions of accounting firms
Joel and his team at Transition Advisors have been leading
accountants through transition since 1990 completing hun-
dreds of transactions successfully The majority of their
materials and resources discuss topics from the perspec-
tive of CPArsquos in the United States However I have heard
Joel speak many times and have always taken away some-
thing of immediate relevance to my practice in Canada I
was very happy to see them launch a Canadian office in
Toronto
Joel recently published a series of articles in the Journal of
Accountancy highlighting key issues and trends in the field
of succession I highly recommend taking the time to read
it (JOA Combined articles 2013 2014)
Joel has also co-authored an article with Terrence Putney
entitled ldquoKeeping it Togetherrdquo The article covers the im-
portance of planning your transition carefully in order to
retain key staff and your clients I canrsquot stress enough how
important key staff can be to the transition Many practi-
tioners ignore this aspect at their own peril You can read
the article here Keeping it Togeth-
er_Reporting_Patton_April09
If you foresee a transition in your future you should take a
look at the Transition Advisors website I particularly rec-
ommend the articles in their resource section
Jeff Borschowa (Event Organizer Host and Speaker)
Joel Sinkin
wwwtransitionadvisorscom
2020 Dream Practice Virtual Accounting Conference 2014
Keynote Speaker Jeff Borschowa
I first joined the accounting world in 1991 and became a Chartered Accountant in
2000 I have spent the bulk of my career working with and advising small to
medium-sized enterprises I have experience working in all sizes of accounting firms
from sole practitioners to international firms My focus in my career has been to find
new and better ways to integrate innovation and technology to enhance the
customer experience and improve efficiency in the accounting process My journey
has been unique in that I have met some very innovative accountants and mentors
in my career I have been very fortunate to be in a position to learn from them
compare their ideas and to truly choose the best of the best Personally I would like
nothing more than to free accountants from the stress created by high volume
commodity work allowing them the freedom to pursue work that is rewarding personally and professionally
My overall goal is to reduce the hours worked by accountants and increase overall profitability One of my
friendrsquos made an interesting comment recently ldquoAlmost every accountant that I know can tell me how much
his gross revenue is but very few know what their actual costs arerdquo I challenge you to learn more about your
practice so that you can bid on the right kinds of projects and earn what you are worth ndash your education
should be your most valued possession
Jeff Borshcowa
wwwdreampracticeca
wwwvirtualaccountingconferencecom
Keynote Speaker Paul Tyers
Paul Tyers is Managing Director of Wealth Stewards Inc and Vice President of
Portfolio Stewards Inc registered with the Ontario Securities Commission He and
his team provide comprehensive wealth management services to affluent
Canadians typically in conjunction with their other ldquotrusted advisorsrdquo A Chartered
Professional Accountant (CPA) Certified Financial Planner (CFP) and Chartered
Investment Manager (CIM) Paul has both the education and experience to provide
comprehensive wealth advisory services Upon completion of a business degree
Paul began his career at a major international CA firm gaining experience in a wide
variety of business sectors Moving into corporate finance with Bank of Montreal
followed by Corpfinance International experience was gained in mergers
acquisitions succession and growth financing In 1987 Paul partnered with a venture capital firm to acquire
Retirement Counsel of Canada (RCOC) and led it through substantial growth prior to selling it in 2002 Since
2002 Paul has returned to his passion of building managing and preserving the wealth of affluent private
clients His success is attributed to ensuring clientsrsquo interests always come first Paul provides advice on the
areas noted to the left and has pioneered the integration of wealth management services into Canadian
accountingtax firms
wwwwealthstewardsca
Paul Tyers
2020 Dream Practice Virtual Accounting Conference 2014
Keynote Speaker Chris Frederiksen CPA
Chris Frederiksen is one of the best-known and most highly-rated seminar
leaders in the world as well as a consultant to accountancy firms worldwide He is
also a practicing accountant in San Francisco California His experience includes
partnership positions with two international CPA firms and building several
independent practices in the San Francisco Bay Area
As a consultant for the past twenty years he has been helping small and medium
sized accountancy firms achieve their goals of greater profitability and greater
personal satisfaction for the owners He is now committed to helping CPAs and
tax professionals excel in financial services strategic planning and other new
service areas
The Cloud Exposed Many business consultants strongly advocate the adoption
of cloud computing believing this to be the future of IT
infrastructure It is generally accepted that the term ldquothe
cloudrdquo is synonymous with ldquothe internetrdquo The precise
definition of cloud computing is slightly contentious but in
this post we use the term to signify a hosted service
delivery model A hosted service allows a userrsquos programs
applications files and other data to be stored on an off-site
server usually owned and managed by a hosted service
provider The data is then accessed by the user over the
internet Here are 5 advantages that cloud computing holds
over traditional methods
Disaster recovery ndash At any given time your firm is at risk of
numerous disasters fire flooding earthquakes theft and
hardware failure and just a few examples In the event of
such a disaster you need to ensure that you have appropri-
ate recovery systems in place An important advantage of
cloud computing is that your data and programs are stored
off-site Hosted service providers generally own the servers
that store your information and go to great lengths to pro-
tect and maintain them backing up your information in
multiple servers and data centers in multiple areas of the
country
Security - Data breaches are a serious issue the costs of a
data breach to your firm could be devastating Primary
causes of data breaches include criminal activity (theft and
hacking) and staff negligence (the loss or ineffective
disposal of equipment containing sensitive information)
Cloud computing can significantly reduce the risk of a data
breach As your data is stored securely in an off-site
location it cannot be misplaced or disposed of
inadequately Moreover the security offered by hosted
service providers is generally far superior to that of an
office reducing the risk of hardware theft and data
hacking
Work from Anywhere - Because only an internet connection
is required to access your files and programs you and your
colleagues can work from any computer in any location
With the proliferation of mobile devices such as tablets and
smartphones business professionals now have even more
flexibility to access and work with their data
Collaboration ndash Traditional methods of computing see a file
stored either to a server or an individual machine with only
a single user being able to work on it at a time An
innovative aspect of cloud computing is that you and your
colleagues can work simultaneously on the same file
Cost Reduction ndash As mentioned previously hosted service
providers generally own the servers that store your data
This means that the cost of purchasing and maintaining a
server and licenses is nullified Software updates and virus
protection are also handled by the provider freeing up
your resources for other tasks Additionally you can scale
your operations more accurately when your system
requirements are managed by a hosted service provider
Instead of making a large investment in a faster or larger
server you can simply upgrade your service contract
Are you interested in getting on the cloud Give us a call
and we can help you get started on your cloud journey
- 2020 Group USA (originally appeared as a blog post on
www2020groupusacom)
Chris Frederikesn
www2020groupusacom
wwwvirtualaccountingconferencecom
Event Organizer Spotlight Dream Practice
Accountants Manifesto I first joined the
accounting world in 1991 and became a Chartered
Accountant in 2000 I have spent the bulk of my
career working with and advising small to medium-
sized enterprises I have experience working in all
sizes of accounting firms from sole practitioners to
international firms
My focus in my career has been to find new and
better ways to integrate innovation and technology
to enhance the customer experience and improve
efficiency in the accounting process
My journey has been unique in that I have
met some very innovative accountants and mentors
in my career I have been very fortunate to be in a
position to learn from them compare their ideas
and to truly choose the best of the best I share my
experiences as I saw them sometimes updated with
the benefit of hindsight My postings are candid
and generally unfiltered I do not intend to offend
but will apologize in advance if I do
The purpose of my Blog and website is to share my
discoveries in the hopes of advancing our
profession Personally I would like nothing more
than to free accountants from the stress created by
high volume commodity work allowing them the
freedom to pursue work that is rewarding
personally and professionally
I welcome you to share my journey and to offer
your thoughts and comments along the way The
information and materials that I will share are not
intended to be offered as a one-size fits all solution
but rather to offer you some thoughts that you may
wish to explore further
My site is dedicated to sharing my ldquoAccountantrsquos
Manifestordquo I cover the following general areas
Efficiency versus Effectiveness
Outsourcing
Networking and Marketing
Technology
Consulting Tools
Consulting Mindset
Innovations that impact accounting
I create tags to allow easy searching ndash no point
wasting time on a topic if it isnrsquot immediately
relevant to you
My overall goal is to reduce the hours worked by
accountants and increase overall profitability One
of my friendrsquos made an interesting comment
recently ldquoAlmost every accountant that I know can
tell me how much his gross revenue is but very few
know what their actual costs arerdquo I challenge you to
learn more about your practice so that you can bid
on the right kinds of projects and earn what you are
worth ndash your education should be your most valued
possession
Visit Us Online
wwwdreampracticeca
2020 Canada is the premier volunteer membership
group for accountants in Canada for small and medi-
um-size practitioners 2020 Canada started in 2005
our membership is coast-to-coast representing CAs
CGAs and CMAs in Public Practice 2020 Canada
appeals to those accountants who are interested in
improving their practices through improved
efficiencies expanded offerings and marketing
initiatives that result in improved bottom lines
2020 Canada is the Canadian branch of The 2020
Group Worldwide in the UK The 2020 Group was
founded in the 1990s by three of the best-known
consultants and seminar leaders in the profession
Ian Fletcher Chris Frederiksen and Gordon Gilchrist
They recognized that historical compliance services
were likely to be limited growth areas for account-
ants and that progressive firms would need to offer
their clients more value-added services For that
new tools and ideas would be needed Since the
launch the 2020 Group has organizations in UK and
Ireland USA South Africa and Canada with
world-wide members as part of 2020 International
2020 Canada offers Professional Development
courses through webinars seminars and confer-
ences focussing primarily in non-compliance areas
Practice Management Marketing and Consulting
Business Advisory Services Legal Issues Efficiency
Resources in IT Software Outsourcing Services and
others
Event Organizer Spotlight 2020 Canada
For Membership Information Visit Us Online
www2020canadaca
Benefits of 2020 Canada Membership Fantastic VALUE 25 discount on 2020 Canada Professional Development Courses Discounts on 2020 Tools Discount on 2020 Canada Conferences and Seminars Discounts on third party products and services (Please see our list of Value Added Services)
Members Newsletter You will also receive regular correspondence through our e-newsletters packed full with useful practice management and marketing ideas Members are also encouraged to pose questions in the QampA section of the website where answers and features are made within the newsletters
TelephoneEmail support We act as a resource to your practice and encourage you to call us with questions and requests Over the years the 2020 Membership Group has become highly colle-gial and members are generally more than willing to share information with each other
Access to an international affiliation of professional accountants
2020 Dream Practice Virtual Accounting Conference 2014
Gold Sponsor
Irsquove worked with a company that fully embraces ldquobusiness process
outsourcingrdquo Anything that we could outsource to virtual workers we have and it has
greatly reduced the amount of square footage that our company needs hence greatly
reducing our carbon footprint and office expenses It also benefits the workers we
employ in the sense that they get to live where they want and be in their home work
environment If you really think about it you rsquod be surprised about exactly how many
task you can actually outsource and that can be done online It rsquos nice to be on
the forefront of a new growth industry
John B ndash Geeks On The Way
Increase productivity expand your business and save money ndash outsource your business processes with Tursa Group
We have a talented team of specialists in various fields of IT marketing administration and finance ready to look after your companyrsquos needs so
that you can concentrate on growing your company
For More Information Visit Us Online
wwwtursagroupcom
wwwvirtualaccountingconferencecom
2020 Dream Practice Virtual Accounting Conference 2014
Gold Sponsor
Zohocom offers a comprehensive suite of award-winning online business productivity amp collaboration applications Customers use Zoho Applications to run their business processes manage their information and be more productive while at the office or on the go without having to worry about expensive or outdated hardware or software To date Zohocom has launched 25+ online applications mdash from CRM to Mail Office Suite Project Management Invoicing Web conferencing and more Zoho has received numerous awards including an InfoWorld 2009 Product of the Year award a 2008 PC World 25 Most Innovative Products Award and a 2007 TechCrunch Best Enterprise Start-up Zohocom is a division of Zoho Corporation a privately-held and profitable company With offices in CA Austin Chennai Yoko-hama and Beijing Zoho Corporation serves the technology needs of more than 9 million customers worldwide
For More Information Visit Us Online
wwwzohocom
Silver Sponsors
The Accounting Practitioners Symposium is an information
resource for Accounting Professionals to examine bringing
together different technology to create a simplified and
streamlined office process to help grow your business
wwwaccountingsymposiumcom
We build tools that simply make life easier
The goal of Client Track is to help take control of your
practice and save you time by combining all of the office
management tools into one easy-to-use package
wwwclienttrackca
Online Marketing amp Web Design
VH Marketingrsquos strategy is to build an outstanding web
presence not just a website by providing clients with an
up-to-date web design mobile setup and social media
presence tied together with strong ongoing SEO
(search engine optimization) Following this proven strategy
places our clients business in front of the right target
market generating leads on consistent basis
wwwvhwebsitescom
Wealth Stewards Inc is the partner of choice for Chartered
Professional Accountants who want to provide their valued
clients with a wealth management firm that is prudent and
a true steward of their wealth Wealth Stewards Inc
partners with accountants to provide both tax effective and
sound wealth management strategies together we help
our clients achieve long-term financial goals
wwwwealthstewardsca
Wolters Kluwer enables legal tax finance and healthcare
professionals to be more effective and efficient We provide
information software and services that deliver vital in-
sights intelligent tools and the guidance of subject-matter
experts
wwwwolterskluwercom
wwwvirtualaccountingconferencecom
Webinar Schedule SpringSummer
Date Topic Speaker
Last Speaker
First
632014 Connect With Your Clients With Intent Using ASPiRE
Crosser John
6102014 Integrating Wealth Management Tyers Paul
6122014 Learn about XLGL an Excel add-in which connects to Sage 50 databases to produce customized reports
Carrier Daniel
6172014 LedgerDocs Never Lose a Receipt Zielke Wayne
6192014 Protecting Those that Run Your Business Crosser John
6242014 Drop the Struggle amp Thrive Solomon Rick
732014 Working In The Cloud A Bookkeepers Perspective Bouffard Keri
782014 Clouds Taking the First Steps Irving Graham
7102014 Importing Data into Small Business Accounting Programs
Mason Dan
7152014 Shoeboxedcom Hourigan Mike
7222014 5 Ways to Grow Your Business Borschowa Jeff
7242014 Supercharge Your Documentation Bellehumeur Adrienne
7292014 Protecting Your Business Entity Crosser John
7312014 Client Track as a Practice Management Solution Merritt David
852014 Creating and Implementing a Marketing Plan Buol Ruszczyk Bonnie
8122014 Accounting in The Cloud Zandbergen Scott
8192014 High Level Overview of Business Processes Borschowa Jeff
8262014 The Enlightened Accountant Solomon Rick
2020 Dream Practice Virtual Accounting Conference 2014
Webinar Schedule FallWinter
wwwvirtualaccountingconferencecom
Date Topic Speaker
Last Speaker
First
922014 Sandler Rules for Building Your Practice to Work Smarter Not Harder
Knox Hamish
942014 Social Media Strategies for Accountants and Bookkeepers Olah Viola
992014 Make Your Website a Business Development Tool Buol Ruszczyk Bonnie
9112014 Business Development Intelligence (BDI) Fritsch Chris
9162014 Succession Planning Tyers Paul
9182014 Turning Your Accountancy Firm Website Into a Lead Generation Machine
Reyburn Karen
9232014 Benchmarking for Success Borschowa Jeff
9252014 A Brief Tour Through Wills and Estate Planning Jones Stephan
9302014 Sales and Marketing Eden Jan
1072014 Social Media The Good Bad and Effective Buol Ruszczyk Bonnie
1092014 An Introduction to SRampED What It Is and What Can It Do For Your Clients
Smith Graham
10142014 Understanding and Utilizing Insurance Company Investment and Income Products
Findlay Curtis
10162014 Key Elements of a Lead Generating Website Olah Viola
10212014 Improving the Bottom Line Through Niche Marketing Tyers Peggy
10232014 LedgerOnline Zielke Wayne
10282014 Going Paperless Duncan Brooks
1142014 Growing Your Firm with LinkedIn Buol Ruszczyk Bonnie
1162014 Expanding Business Activities to the United States (Canadian Companies)
Shumate Amy
11132014 Business Planning For Organizations of all Sizes Findlay Curtis
11182014 The Power of Niche Marketing for Accountants Reyburn Karen
11252014 Profitable Cloud-Based Payroll for your Practice Vassa Sam
1222014 Turning Great Ideas Into Reality Suart Glenn
1292014 Colour Accounting Descoteaux Stephanie
Webinar Speakers
Adrienne Bellehumeur CA CISA PMP
Adrienne Bellehumeur lives in Calgary Alberta and works as a consultant specializing
in business analysis audit and effective documentation Her focus is on helping
companies track monitor and protect their most valuable assets information and
intellectual capital Adrienne began her career as a Chartered Accountant working with
clients on audits assessing financial controls and Sarbanes-Oxley (SOX) compliance
projects Her experience over the years includes requirements management process
modelling project communications technical writing and developing documentation
strategies and systems Adrienne continues to actively research present on and write
about effective documentation and business analysis practices
Company BELLEHUMEUR amp ASSOCIATES Website wwwleadersinbusinessanalysiscom
Jeff Borschowa - Event Organizer amp Host
I first joined the accounting world in 1991 and became a Chartered Accountant in 2000 I
have spent the bulk of my career working with and advising small to medium-sized
enterprises I have experience working in all sizes of accounting firms from sole
practitioners to international firms My focus in my career has been to find new and better
ways to integrate innovation and technology to enhance the customer experience and
improve efficiency in the accounting process My journey has been unique in that I have
met some very innovative accountants and mentors in my career I have been very
fortunate to be in a position to learn from them compare their ideas and to truly choose
the best of the best Personally I would like nothing more than to free accountants from the stress created by high
volume commodity work allowing them the freedom to pursue work that is rewarding personally and professionally My
overall goal is to reduce the hours worked by accountants and increase overall profitability One of my friendrsquos made an
interesting comment recently ldquoAlmost every accountant that I know can tell me how much his gross revenue is but
very few know what their actual costs arerdquo I challenge you to learn more about your practice so that you can bid on the
right kinds of projects and earn what you are worth ndash your education should be your most valued possession
Company Dream Practice Website wwwdreampracticeca
Twitter DreamPractices
2020 Dream Practice Virtual Accounting Conference 2014
wwwvirtualaccountingconferencecom
Webinar Speakers
Kerri Bouffard
Kerri Bouffard CPB has been a professional bookkeeper for over 20 years and has
been operating her own company Add-Vantage Bookkeeping since 2003
She has been happily working completely in the cloud since 2012 ndash with no copies of
any software loaded directly on her local computer system
Company Add-Vantage Bookkeeping Website httpaddvantagebookkeepingcom
Bonnie Buol Ruszczyk
Bonnie Buol Ruszczyk is the founder and president of bbr marketing which provides
marketing services and strategy for professional services firms Every day she and her
talented staff help accountants all over North America reach their audiences and grow
their firms by creating and implementing customized solutions that differentiate each
client in their individual market Named one of 2013rsquos Top 100 Most Influential People in
accounting by Accounting Today for the 2nd year in a row she is an active volunteer in a
number of organizations including serving as president of the Atlanta AAM Chapter and
a regular contributor to a variety of news and industry websites
Company bbr marketing Title Founder and President
Website wwwbbrmarketingcom
Webinar Speakers
2020 Dream Practice Virtual Accounting Conference 2014
Daniel Carrier
Daniel Carrier has close to 40 yearsrsquo experience in bookkeeping Hersquos worked as a
consultant since 1993 and has recommended and installed a number of bookkeeping
software Daniel founded Logicim in 2004 with his partner his son It is Pierre Alain
Carrier who has created the now famous XLGL and Daniel is proud to be participating in
this great reporting initiative
Company Logicim Inc Website wwwlogicimtechcom
John Crosser
John Crosser is the owner of Knights Financial Management an independent
insurance service company John believes it is important to ensure businesses not only
properly protect their business entity but also those that make their business run At
Knights Financial Management we focus on small to medium sized businesses looking for
help as they navigate their way through the world of business Having the right type
and the right amount of insurance will help provide financial peace of mind to owners
so they can concentrate on ldquodoingrdquo business John is actively involved in his community
As the author of ASPiRE A Financial Workbook for the Canadian Teen John routinely
presents to schools and business to help increase financial literacy By helping people understand the moving parts
of a financial game plan (goals setting cash flow and debt management asset
protect and building wealth) John feels they will be more financially
bull Fit--through wise budgeting of time and money
bull Independent--through discovering their own skills setting and accomplishing goals
bull Responsible--through focused activities and self-discipline
bull Secure--through building multiple streams of cash flow
With proper financial literacy individuals families schools businesses communities provinces and Canada at large
will be stronger In addition to growing his business John enjoys spending time with his wife Jeanelle and their two
daughters Ashley and Jayme John loves working on his golf handicap making furniture and barbecuing with family
and friends
Company Knights Financial Management and Portfolio Strategies Corporation Website httpwwwknightsfmca
wwwvirtualaccountingconferencecom
Webinar Speakers
Stephanie Descoteaux DFA-BSS
Steacutephanie Descocircteaux is president and CEO of Calculated Approach Consulting Inc and
founder of Digits amp Decimals Inc But those are not the titles she loves itrsquos her real job as
a bookkeeping systems specialist that indicates her true passion Her focus is always on
educating clients improving systems and measuring the accomplishments of those
systems This vision empowers small business owners and entrepreneurs and has
commanded an impressive client list that continues to grow Steacutephanie founded Digits amp
Decimals Inc in 2001 a professional bookkeeping company She is the lead trainer and
consultant and has grown the business to include a staff of experts In 2011 Stephanie
launched Calculated Approach Consulting Inc a company that offers mentorship controllership and consulting
services to business owners or other bookkeepers Steacutephaniersquos professional affiliations include membership in the
Canadian Payroll Association (CPA) Institute of Professional Bookkeepers of Canada (IPBC) and Association of
Certified Fraud Examiners (ACFE) She is also a QuickBooks ProAdvisor has completed the Distinguish Financial
Advisor ndash Bookkeeping System Specialist (DFABSS) a 2 years bookkeeping certification with the Knowledge
Bureau she recently became a Sale Partner with Accounting Comes Alive ndash Color Accounting and is one of few
accredited Training Partner in Canada for Accounting Comes Alive ndash Color Accounting Steacutephaniersquos presentations
are available in English or French
Company Calculated Approach Consulting Inc Website wwwdigitsdecimalscom
Twitter DigitsDecimals
Brooks Duncan
Brooks Duncan helps individuals and small businesses go paperless at Docu-
mentSnapcom where he writes about tools workflows and taking action Hes a
CPACMA and a former computer programmer and financial software support manager
Brooks lives in Vancouver BC
Company DocumentSnapcom Website wwwdocumentsnapcom
Webinar Speakers
2020 Dream Practice Virtual Accounting Conference 2014
Chris Fritsch JD
As a Business Development Intelligence Consultant Chris Fritsch works together with
professional services firms to help support their Business Development efforts and
maximize their return on investment Chris and her team at ClientsFirst help Clients
utilize information and competitive intelligence to guide their business development
decisions and strategies to enhance their client development efforts
Chris also writes and speaks nationally on topics including competitive intelligence
business development client relationship management relationship intelligence web
marketing and the use of technology to enhance profitability In her former role as a
Legal Technologist she advised top law firms and professionals about competitive intelligence and innovative uses
of Internet technology Chris has also worked in-house as a Legal Technologist for an Am Law 50 law firm based in
Atlanta and as a Technology Consultant and Webmaster for Emory Law School She was also the Managing
Partner of a consulting firm specializing in providing technology solutions Chris received her law degree from
Emory University School of Law in Atlanta GA where she served as Managing Editor of the Emory International
Law Review as well as student and faculty technology consultant In her spare time Chris blogs and designs
websites and electronic newsletters
Company Clients First Consulting Title Business Development Intelligence Consultant
Website wwwClientsFirstConsultingcom Twitter CRMSuccess
Curtis Findlay
Curtis Findlay CFP is recognized nationally in the Canadian financial industry as both a
mentor of financial advisors as well as a successful advisor After graduating college Curtis
entered the financial industry in 1978 He operates his business activities from Canmore
Alberta Curtis has extensive experience advising entrepreneurs and mid-wealth individuals
with a variety of financial business and personal planning endeavours His comments are
made to Dream Practice through his firm Compass Financial Planning Services Ltd and not
related to a securities entity
Company Compass Financial Planning Services Ltd Website httpwwwcompfinnet
wwwvirtualaccountingconferencecom
Webinar Speakers
Mike Hourigan
Mike Hourigan is the Marketing Manager for Shoeboxedcom He is a graduate of the
University of North Carolina at Chapel Hill where he studied advertising Mike oversees all
of Shoeboxeds online marketing initiatives as well as the companys integrated partner
relations When Mike isnt helping small businesses and accountants get set up with
Shoeboxed he enjoys hiking and walking 18 holes at the nearest public golf course
Company Shoeboxedcom Website wwwshoeboxedcom
Twitter michaelhourigan
Stephen Jones LL M CPA CA
Stephen graduated from Dalhousie Law School He then articled in Toronto Shortly after
he obtained his CA designation working for one of the predecessors or KPMG In 1990
he joined BMO at its head office as a taxation lawyer and accountant
He rounded out his education in 2006 graduating with his Masters of Laws (LLM) in trust
and fiduciary law at Osgoode Stephen now provides counsel for Wealth Stewards
overall tax and estate activities Stephen brings his expertise and experience to the
planning and implementation of individual client situations Stephen is registered with the
Law Society of Upper Canada in private practice and with the Ontario and Canadian
Institutes of Chartered Professional Accountants
Company Wealth Stewards Inc Title Director Tax amp Estate Planning
Website wwwwealthstewardsca
Webinar Speakers
2020 Dream Practice Virtual Accounting Conference 2014
Hamish Knox
As a licensed member of the global Sandler network Hamish works with business owners and chief
executives who are serious about creating sustainable sales cultures Hamish worked in sales across
a variety of industries including media communication services software and professional sports
before joining the Sandler network which melded his passions for sales and education Early in his
Sandler career Hamish was anointed a Sandler Rising Star for quickly building his business and
helping fellow Sandler colleagues with their businesses Hamish is a former Sandler Global Rookie of
the Year is a current member of Sandlers Franchisee Advisory Council and his book Accountability
the Sandler Way will be published in November
Company Sandler Training - Calgary Website wwwhamishsandlercom
Twitter sandlerhamish
Dan Mason
I speak about innovation related to business software and business models that help
small and medium sized businesses to transform and automate their business
processes to achieve maximum efficiency and improve customer experience
Dan Mason focuses on strategic planning and business model innovation by helping
small and medium sized businesses to automate and optimize their business processes
Drawing from his 20 years of experience working with various accounting and ERP
systems Dan has helped several small and medium sized businesses in various
verticals to build robust business software systems Dan started Business Innovation
Technologies Inc in 2008 and has successfully led the company from its inception into a market leading provider
of innovative business software solutions As CEO of Business Innovation Technologies Dan is responsible for
driving the organizationrsquos strategic agenda technology vision and business operations In addition to helping
companies deploy best-of-the-breed business software systems Dan has been working on integrating diverse
business systems through his companyrsquos industry leading software solution to import and export data from ANY
source to various accounting and business software
Company Business Innovation Technologies Inc Title President amp CEO
Website wwwbusinnovatechcom
wwwvirtualaccountingconferencecom
Webinar Speakers
Viola Olah
Viola Olah is a Hungarian born and raised in Transylvania (yes itrsquos a real placehellip) She
lives in Calgary with her hubby and her dog Nikki After she worked as a systems analyst
for a large oil and gas company for a number of years she decided in 2009 to open up her
own business VH Marketing Ltd an online marketing company She thrives on the
challenge of keeping up with the fast changing pace of the Internet world and implementing
cutting edge marketing strategies to her clientsrsquo marketing plan Seeing clients succeed
gives her great satisfaction and she is grateful for the long-term strong relationships she
forged with them Her clients are local small business owners and individual professionals
who are very good at their own craft and donrsquot have the time or the desire to market their own business VH
Marketingrsquos strategy is to build an impactful web presence not just a website by providing clients with an up to date
web design mobile setup and social media presence This is all tied together with strong ongoing SEO
(search engine optimization) placing the clientsrsquo business in front of the right target market generating leads on
consistent basis
Company VH Marketing Ltd Website wwwvhwebsitescom
David Merritt
David Merritt owner and creator of Client Track graduated with a BSc in Computing and has
been designing software ever since David developed Client Track after he saw a real need in
the Accounting Practitioners industry for a solution to help public practice accounting
professionals to organize and control all of their deadlines efficiently Realizing that a large part
of running a successful practice was managing clients chasing down paperwork and handling all
the returns David developed Client Track into a software solution that is built based on the
unique needs of accounting professionals across Canada
Company Client Track Website httpclienttrackca
Twitter Client_Track
Webinar Speakers
2020 Dream Practice Virtual Accounting Conference 2014
Karen Reyburn
Karen Reyburn is a creative-minded individual who specialises in online marketing for
accountancy firms A former accountant (and a Certified Public Accountant in the
States) Karen now assists accountancy firms with understanding and using online
marketing to get more leads A dual British-American citizen Karens past careers
include working with a Glasgow-based accountancy firm setting up and maintaining a
separate consultancy division for this firm She instigated monthly business workshops training and facilitating
business owners in marketing strategy and profitability She has delivered online webinars and offline seminars
for the Chamber of Commerce Bank of Scotland women in business and business growth events She assisted
in the delivery of a comprehensive Business Consulting Programme to accountants for over five years For five
years Karen managed the European office of a global network of accounting firms helping both accountants and
SMEs to improve their marketing efforts This included delivering webinars providing online training website
design and improvement email marketing blogging and marketing action plans Karen is also an
internationally-recognised photographer doing wedding photography family portraits and landscape photography
in Scotland England Ireland Cyprus Australia the United States and more
Company The Profitable Firm Title Owner
Website wwwtheprofitablefirmcom Twitter ProfitableFirm
Graham Smith
Graham Smith is Vice President of Business Development for TSGI-Chartered Accountants
one of the top SRampED consultancies in western Canada He has been active in the SRampED
industry for more than 8 years and has co-taught the course on SRampED for the Institute of
Chartered Accountants of Alberta Graham has worked on wide range of claims for companies
of all sizes and in all industrial sectors
Company TSGI Charted Accountants Title Vice President - Business Development
Website wwwtsgica
wwwvirtualaccountingconferencecom
Webinar Speakers
Rick Solomon CPA CGMA - Keynote Speaker
For over 20 years Rick Solomon has taught professionals around the world how to create
extraordinary results in their professional practices and lives by applying time tested
techniques and sometimes ancient wisdom in a number of ways His past practice as a
CPA and business advisor coupled with years of study at the Sedona Institute have
provided him a deep understanding of how to guide others to be free of the self-created
limitations that for many people make personal and professional success much harder
than it has to be Rick is presently the CEO of Thriving Firm a world leader in helping
professional service providers and advisors build more profitable and rewarding practices
He is the founder and serves as the main facilitator of the Masters Program a two-year workshop and coaching
program offered exclusively to open-minded professionals The Masters Program shares a very unique way to
achieve abundance in ones personal and professional life Rick has challenged thousands of professionals world-
wide to expand their view of themselves and the value they bring to their clients in order to reach new levels of
personal and professional abundance
Company Thriving Firm Title CEO - Founder and Lead Facilitator of the Masters Program
Website wwwthrivingfirmcom Twitter ricksolomoncpa
Amy Shumate
Amy brings 13 years US tax experience to her role as Director in the US Corporate Tax
Advisory practice Amy assists her Canadian clients and their affiliates with their US
federal and state corporate income franchise sales and use tax issues from a unique
cross-border perspective She has worked with all sizes of both public and private
corporations in all types of industries in helping them manage their US federal and state
tax compliance and consulting needs Prior to joining Trowbridge in early 2014 Amy
worked for two of the Big 4 firms beginning in 2001 where she helped clients with US
corporate tax compliance federal and state tax consulting due diligence work
structuring and controversy Amy has a BA and MBA from McMaster University and
an MSc (Tax) from Golden Gate University in San Francisco She is a Canadian Chartered Professional
Accountant registered in Ontario and a Certified Public Accountant registered in Illinois
Company TROWBRIDGE PROFESSIONAL CORPORATION Title Director US Corporate Tax Services
Website wwwtrowbridgeca
Webinar Speakers
2020 Dream Practice Virtual Accounting Conference 2014
Glenn Suart
Glenn Suart is a Calgary-based Strategist Entrepreneur and Host of ldquoTodayrsquos Great Ideardquo
a nationally syndicated program aimed at helping people doing something with their great
ideas Over the past 20 years at WriteMyPlan PricewaterhouseCoopers Consulting and
Nordicity Group Ltd he has helped hundreds of people build successful businesses
Friendly and approachable Glenn and his team create strong viable businesses and craft
compelling winning business plans Glenn also teaches Building An Effective Business
Case at Mount Royal University in Calgary
Company WriteMyPlan Website wwwWriteMyPlancom
Paul Tyers
Paul Tyers is Managing Director of Wealth Stewards Inc and Vice President of Portfolio
Stewards Inc registered with the Ontario Securities Commission He and his team provide
comprehensive wealth management services to affluent Canadians typically in conjunction
with their other ldquotrusted advisorsrdquo A Chartered Professional Accountant (CPA) Certified
Financial Planner (CFP) and Chartered Investment Manager (CIM) Paul has both the
education and experience to provide comprehensive wealth advisory services Upon
completion of a business degree Paul began his career at a major international CA firm
gaining experience in a wide variety of business sectors Moving into corporate finance with
Bank of Montreal followed by Corpfinance International experience was gained in mergers acquisitions succession
and growth financing In 1987 Paul partnered with a venture capital firm to acquire Retirement Counsel of Canada
(RCOC) and led it through substantial growth prior to selling it in 2002 Since 2002 Paul has returned to his passion
of building managing and preserving the wealth of affluent private clients His success is attributed to ensuring
clientsrsquo interests always come first Paul provides advice on the areas noted to the left and has pioneered the
integration of wealth management services into Canadian accountingtax firms
Company Wealth Stewards Inc Title Managing Director
Website httpwealthstewardsca
wwwvirtualaccountingconferencecom
Webinar Speakers
Sam Vassa
Sam Vassa heads PaymentEvolution ndash Canadarsquos largest and most loved cloud payroll and
payments service Sam founded the company with a team of technology and subject
matter specialists and devised an award-winning solution that empowers organizations and
their accountants to manage their own payroll process Previously Sam led business
development for the capital markets industry at Microsoft Corporation His team worked with
leading Microsoft partners to build compelling solutions for the financial services
industry Sam was responsible for alliance relationships with Microsoftrsquos largest global
partners as well as sales and marketing execution with the community He has worked
with Microsoftrsquos US and Canadian subsidiaries and is known for his passion for forming strong partnerships Sam was
a channel manager at Digital Equipment Canada and served with the Canadian Department of Foreign Affairs and
International Trade at their foreign missions worldwide He is a board member of Telecompute ndash a leading software
development firm pioneering the use of portable database technology for vertical markets Sam is active in the
emerging business market as an advisor and mentor to firms seeking management and technology expertise Sam is
a graduate of McMaster University where he studied biochemistry
Company PaymentEvolution Website wwwpaymentevolutioncom
Twitter samvassa
Peggy Tyers BBA - Event Organizer
Peggy Tyers earned an Honours Bachelor of Business Administration from Wilfrid Laurier
University After graduating she entered the retail sector She spent over 20 years
working with National retailers in several areas consulting marketing buying and
merchandising Peggy transferred those skills to another industry sector when she
brought the 2020 Group (leading volunteer membership organization for progressive
accountants in the world) to Canada Peggy looks for products and services to help
accountants improve the efficiency of their practice and improve their bottom lines
Company 2020 Canada Title President
Website www2020canadaca
Webinar Speakers
Scott Zandbergen
Scott Zandbergen has worked in the accounting software world for over 17 years He
spent many years at Sage where he built and grew the Simply Accounting Certified
Consultant program Later as Vice President of Product Management he led the product
strategy for Simply Accounting Accpac and MAS 90500 In early 2011
Scott joined Wave Accounting a fully automated 100 free double entry accounting
software designed for small businesses with less than 10 employees Scotts mission there
is to educate the accounting and bookkeeping communities about the solution Wave
offers their small business clients In a little over 3 years on the market Wave now has over 2 million users on its
platform
Company Wave Accounting Title VP Pro Network
Website wwwwaveappscom Twitter WaveHQ
Wayne Zielke
Wayne is the founder and CEO of LedgerDocs an online document management
application that was designed around the sharing managing and collaboration needs of
bookkeepers accountants and businesses Wayne has spent his career working in the
accounting industry and understands first-hand the workflow and process involved in
providing exceptional full cycle bookkeeping and accounting services to clients From these
experiences he decided to create an application that streamlines the bookkeeping and
accounting process while promoting collaboration among bookkeepers accountants and
their amazing clients
Company LedgerDocs Title Chief Executive Officer
Website wwwledgerdocscom Twitter ledgerdocs
2020 Dream Practice Virtual Accounting Conference 2014
wwwvirtualaccountingconferencecom
2020 Dream Practice
Virtual Accounting Conference
Virtual Conference for Accountants
October 1 and 2 2014
Webinars
Presentations will be held on
Tuesdays and Thursdays from June 3
2014 through January 27 2015
Presentations scheduled from 1100
am MST to 100 pm MST
Schedule includes one hour for
presentation and up to one hour for
questions
Over 32 webinars with
industry experts
wwwvirtualaccountingconferencecom
Collaborate Innovate Prosper
Gold Sponsors
Silver Sponsors
2020 Dream Practice Virtual Accounting Conference 2014
Keynote Speaker Jeff Borschowa
I first joined the accounting world in 1991 and became a Chartered Accountant in
2000 I have spent the bulk of my career working with and advising small to
medium-sized enterprises I have experience working in all sizes of accounting firms
from sole practitioners to international firms My focus in my career has been to find
new and better ways to integrate innovation and technology to enhance the
customer experience and improve efficiency in the accounting process My journey
has been unique in that I have met some very innovative accountants and mentors
in my career I have been very fortunate to be in a position to learn from them
compare their ideas and to truly choose the best of the best Personally I would like
nothing more than to free accountants from the stress created by high volume
commodity work allowing them the freedom to pursue work that is rewarding personally and professionally
My overall goal is to reduce the hours worked by accountants and increase overall profitability One of my
friendrsquos made an interesting comment recently ldquoAlmost every accountant that I know can tell me how much
his gross revenue is but very few know what their actual costs arerdquo I challenge you to learn more about your
practice so that you can bid on the right kinds of projects and earn what you are worth ndash your education
should be your most valued possession
Jeff Borshcowa
wwwdreampracticeca
wwwvirtualaccountingconferencecom
Keynote Speaker Paul Tyers
Paul Tyers is Managing Director of Wealth Stewards Inc and Vice President of
Portfolio Stewards Inc registered with the Ontario Securities Commission He and
his team provide comprehensive wealth management services to affluent
Canadians typically in conjunction with their other ldquotrusted advisorsrdquo A Chartered
Professional Accountant (CPA) Certified Financial Planner (CFP) and Chartered
Investment Manager (CIM) Paul has both the education and experience to provide
comprehensive wealth advisory services Upon completion of a business degree
Paul began his career at a major international CA firm gaining experience in a wide
variety of business sectors Moving into corporate finance with Bank of Montreal
followed by Corpfinance International experience was gained in mergers
acquisitions succession and growth financing In 1987 Paul partnered with a venture capital firm to acquire
Retirement Counsel of Canada (RCOC) and led it through substantial growth prior to selling it in 2002 Since
2002 Paul has returned to his passion of building managing and preserving the wealth of affluent private
clients His success is attributed to ensuring clientsrsquo interests always come first Paul provides advice on the
areas noted to the left and has pioneered the integration of wealth management services into Canadian
accountingtax firms
wwwwealthstewardsca
Paul Tyers
2020 Dream Practice Virtual Accounting Conference 2014
Keynote Speaker Chris Frederiksen CPA
Chris Frederiksen is one of the best-known and most highly-rated seminar
leaders in the world as well as a consultant to accountancy firms worldwide He is
also a practicing accountant in San Francisco California His experience includes
partnership positions with two international CPA firms and building several
independent practices in the San Francisco Bay Area
As a consultant for the past twenty years he has been helping small and medium
sized accountancy firms achieve their goals of greater profitability and greater
personal satisfaction for the owners He is now committed to helping CPAs and
tax professionals excel in financial services strategic planning and other new
service areas
The Cloud Exposed Many business consultants strongly advocate the adoption
of cloud computing believing this to be the future of IT
infrastructure It is generally accepted that the term ldquothe
cloudrdquo is synonymous with ldquothe internetrdquo The precise
definition of cloud computing is slightly contentious but in
this post we use the term to signify a hosted service
delivery model A hosted service allows a userrsquos programs
applications files and other data to be stored on an off-site
server usually owned and managed by a hosted service
provider The data is then accessed by the user over the
internet Here are 5 advantages that cloud computing holds
over traditional methods
Disaster recovery ndash At any given time your firm is at risk of
numerous disasters fire flooding earthquakes theft and
hardware failure and just a few examples In the event of
such a disaster you need to ensure that you have appropri-
ate recovery systems in place An important advantage of
cloud computing is that your data and programs are stored
off-site Hosted service providers generally own the servers
that store your information and go to great lengths to pro-
tect and maintain them backing up your information in
multiple servers and data centers in multiple areas of the
country
Security - Data breaches are a serious issue the costs of a
data breach to your firm could be devastating Primary
causes of data breaches include criminal activity (theft and
hacking) and staff negligence (the loss or ineffective
disposal of equipment containing sensitive information)
Cloud computing can significantly reduce the risk of a data
breach As your data is stored securely in an off-site
location it cannot be misplaced or disposed of
inadequately Moreover the security offered by hosted
service providers is generally far superior to that of an
office reducing the risk of hardware theft and data
hacking
Work from Anywhere - Because only an internet connection
is required to access your files and programs you and your
colleagues can work from any computer in any location
With the proliferation of mobile devices such as tablets and
smartphones business professionals now have even more
flexibility to access and work with their data
Collaboration ndash Traditional methods of computing see a file
stored either to a server or an individual machine with only
a single user being able to work on it at a time An
innovative aspect of cloud computing is that you and your
colleagues can work simultaneously on the same file
Cost Reduction ndash As mentioned previously hosted service
providers generally own the servers that store your data
This means that the cost of purchasing and maintaining a
server and licenses is nullified Software updates and virus
protection are also handled by the provider freeing up
your resources for other tasks Additionally you can scale
your operations more accurately when your system
requirements are managed by a hosted service provider
Instead of making a large investment in a faster or larger
server you can simply upgrade your service contract
Are you interested in getting on the cloud Give us a call
and we can help you get started on your cloud journey
- 2020 Group USA (originally appeared as a blog post on
www2020groupusacom)
Chris Frederikesn
www2020groupusacom
wwwvirtualaccountingconferencecom
Event Organizer Spotlight Dream Practice
Accountants Manifesto I first joined the
accounting world in 1991 and became a Chartered
Accountant in 2000 I have spent the bulk of my
career working with and advising small to medium-
sized enterprises I have experience working in all
sizes of accounting firms from sole practitioners to
international firms
My focus in my career has been to find new and
better ways to integrate innovation and technology
to enhance the customer experience and improve
efficiency in the accounting process
My journey has been unique in that I have
met some very innovative accountants and mentors
in my career I have been very fortunate to be in a
position to learn from them compare their ideas
and to truly choose the best of the best I share my
experiences as I saw them sometimes updated with
the benefit of hindsight My postings are candid
and generally unfiltered I do not intend to offend
but will apologize in advance if I do
The purpose of my Blog and website is to share my
discoveries in the hopes of advancing our
profession Personally I would like nothing more
than to free accountants from the stress created by
high volume commodity work allowing them the
freedom to pursue work that is rewarding
personally and professionally
I welcome you to share my journey and to offer
your thoughts and comments along the way The
information and materials that I will share are not
intended to be offered as a one-size fits all solution
but rather to offer you some thoughts that you may
wish to explore further
My site is dedicated to sharing my ldquoAccountantrsquos
Manifestordquo I cover the following general areas
Efficiency versus Effectiveness
Outsourcing
Networking and Marketing
Technology
Consulting Tools
Consulting Mindset
Innovations that impact accounting
I create tags to allow easy searching ndash no point
wasting time on a topic if it isnrsquot immediately
relevant to you
My overall goal is to reduce the hours worked by
accountants and increase overall profitability One
of my friendrsquos made an interesting comment
recently ldquoAlmost every accountant that I know can
tell me how much his gross revenue is but very few
know what their actual costs arerdquo I challenge you to
learn more about your practice so that you can bid
on the right kinds of projects and earn what you are
worth ndash your education should be your most valued
possession
Visit Us Online
wwwdreampracticeca
2020 Canada is the premier volunteer membership
group for accountants in Canada for small and medi-
um-size practitioners 2020 Canada started in 2005
our membership is coast-to-coast representing CAs
CGAs and CMAs in Public Practice 2020 Canada
appeals to those accountants who are interested in
improving their practices through improved
efficiencies expanded offerings and marketing
initiatives that result in improved bottom lines
2020 Canada is the Canadian branch of The 2020
Group Worldwide in the UK The 2020 Group was
founded in the 1990s by three of the best-known
consultants and seminar leaders in the profession
Ian Fletcher Chris Frederiksen and Gordon Gilchrist
They recognized that historical compliance services
were likely to be limited growth areas for account-
ants and that progressive firms would need to offer
their clients more value-added services For that
new tools and ideas would be needed Since the
launch the 2020 Group has organizations in UK and
Ireland USA South Africa and Canada with
world-wide members as part of 2020 International
2020 Canada offers Professional Development
courses through webinars seminars and confer-
ences focussing primarily in non-compliance areas
Practice Management Marketing and Consulting
Business Advisory Services Legal Issues Efficiency
Resources in IT Software Outsourcing Services and
others
Event Organizer Spotlight 2020 Canada
For Membership Information Visit Us Online
www2020canadaca
Benefits of 2020 Canada Membership Fantastic VALUE 25 discount on 2020 Canada Professional Development Courses Discounts on 2020 Tools Discount on 2020 Canada Conferences and Seminars Discounts on third party products and services (Please see our list of Value Added Services)
Members Newsletter You will also receive regular correspondence through our e-newsletters packed full with useful practice management and marketing ideas Members are also encouraged to pose questions in the QampA section of the website where answers and features are made within the newsletters
TelephoneEmail support We act as a resource to your practice and encourage you to call us with questions and requests Over the years the 2020 Membership Group has become highly colle-gial and members are generally more than willing to share information with each other
Access to an international affiliation of professional accountants
2020 Dream Practice Virtual Accounting Conference 2014
Gold Sponsor
Irsquove worked with a company that fully embraces ldquobusiness process
outsourcingrdquo Anything that we could outsource to virtual workers we have and it has
greatly reduced the amount of square footage that our company needs hence greatly
reducing our carbon footprint and office expenses It also benefits the workers we
employ in the sense that they get to live where they want and be in their home work
environment If you really think about it you rsquod be surprised about exactly how many
task you can actually outsource and that can be done online It rsquos nice to be on
the forefront of a new growth industry
John B ndash Geeks On The Way
Increase productivity expand your business and save money ndash outsource your business processes with Tursa Group
We have a talented team of specialists in various fields of IT marketing administration and finance ready to look after your companyrsquos needs so
that you can concentrate on growing your company
For More Information Visit Us Online
wwwtursagroupcom
wwwvirtualaccountingconferencecom
2020 Dream Practice Virtual Accounting Conference 2014
Gold Sponsor
Zohocom offers a comprehensive suite of award-winning online business productivity amp collaboration applications Customers use Zoho Applications to run their business processes manage their information and be more productive while at the office or on the go without having to worry about expensive or outdated hardware or software To date Zohocom has launched 25+ online applications mdash from CRM to Mail Office Suite Project Management Invoicing Web conferencing and more Zoho has received numerous awards including an InfoWorld 2009 Product of the Year award a 2008 PC World 25 Most Innovative Products Award and a 2007 TechCrunch Best Enterprise Start-up Zohocom is a division of Zoho Corporation a privately-held and profitable company With offices in CA Austin Chennai Yoko-hama and Beijing Zoho Corporation serves the technology needs of more than 9 million customers worldwide
For More Information Visit Us Online
wwwzohocom
Silver Sponsors
The Accounting Practitioners Symposium is an information
resource for Accounting Professionals to examine bringing
together different technology to create a simplified and
streamlined office process to help grow your business
wwwaccountingsymposiumcom
We build tools that simply make life easier
The goal of Client Track is to help take control of your
practice and save you time by combining all of the office
management tools into one easy-to-use package
wwwclienttrackca
Online Marketing amp Web Design
VH Marketingrsquos strategy is to build an outstanding web
presence not just a website by providing clients with an
up-to-date web design mobile setup and social media
presence tied together with strong ongoing SEO
(search engine optimization) Following this proven strategy
places our clients business in front of the right target
market generating leads on consistent basis
wwwvhwebsitescom
Wealth Stewards Inc is the partner of choice for Chartered
Professional Accountants who want to provide their valued
clients with a wealth management firm that is prudent and
a true steward of their wealth Wealth Stewards Inc
partners with accountants to provide both tax effective and
sound wealth management strategies together we help
our clients achieve long-term financial goals
wwwwealthstewardsca
Wolters Kluwer enables legal tax finance and healthcare
professionals to be more effective and efficient We provide
information software and services that deliver vital in-
sights intelligent tools and the guidance of subject-matter
experts
wwwwolterskluwercom
wwwvirtualaccountingconferencecom
Webinar Schedule SpringSummer
Date Topic Speaker
Last Speaker
First
632014 Connect With Your Clients With Intent Using ASPiRE
Crosser John
6102014 Integrating Wealth Management Tyers Paul
6122014 Learn about XLGL an Excel add-in which connects to Sage 50 databases to produce customized reports
Carrier Daniel
6172014 LedgerDocs Never Lose a Receipt Zielke Wayne
6192014 Protecting Those that Run Your Business Crosser John
6242014 Drop the Struggle amp Thrive Solomon Rick
732014 Working In The Cloud A Bookkeepers Perspective Bouffard Keri
782014 Clouds Taking the First Steps Irving Graham
7102014 Importing Data into Small Business Accounting Programs
Mason Dan
7152014 Shoeboxedcom Hourigan Mike
7222014 5 Ways to Grow Your Business Borschowa Jeff
7242014 Supercharge Your Documentation Bellehumeur Adrienne
7292014 Protecting Your Business Entity Crosser John
7312014 Client Track as a Practice Management Solution Merritt David
852014 Creating and Implementing a Marketing Plan Buol Ruszczyk Bonnie
8122014 Accounting in The Cloud Zandbergen Scott
8192014 High Level Overview of Business Processes Borschowa Jeff
8262014 The Enlightened Accountant Solomon Rick
2020 Dream Practice Virtual Accounting Conference 2014
Webinar Schedule FallWinter
wwwvirtualaccountingconferencecom
Date Topic Speaker
Last Speaker
First
922014 Sandler Rules for Building Your Practice to Work Smarter Not Harder
Knox Hamish
942014 Social Media Strategies for Accountants and Bookkeepers Olah Viola
992014 Make Your Website a Business Development Tool Buol Ruszczyk Bonnie
9112014 Business Development Intelligence (BDI) Fritsch Chris
9162014 Succession Planning Tyers Paul
9182014 Turning Your Accountancy Firm Website Into a Lead Generation Machine
Reyburn Karen
9232014 Benchmarking for Success Borschowa Jeff
9252014 A Brief Tour Through Wills and Estate Planning Jones Stephan
9302014 Sales and Marketing Eden Jan
1072014 Social Media The Good Bad and Effective Buol Ruszczyk Bonnie
1092014 An Introduction to SRampED What It Is and What Can It Do For Your Clients
Smith Graham
10142014 Understanding and Utilizing Insurance Company Investment and Income Products
Findlay Curtis
10162014 Key Elements of a Lead Generating Website Olah Viola
10212014 Improving the Bottom Line Through Niche Marketing Tyers Peggy
10232014 LedgerOnline Zielke Wayne
10282014 Going Paperless Duncan Brooks
1142014 Growing Your Firm with LinkedIn Buol Ruszczyk Bonnie
1162014 Expanding Business Activities to the United States (Canadian Companies)
Shumate Amy
11132014 Business Planning For Organizations of all Sizes Findlay Curtis
11182014 The Power of Niche Marketing for Accountants Reyburn Karen
11252014 Profitable Cloud-Based Payroll for your Practice Vassa Sam
1222014 Turning Great Ideas Into Reality Suart Glenn
1292014 Colour Accounting Descoteaux Stephanie
Webinar Speakers
Adrienne Bellehumeur CA CISA PMP
Adrienne Bellehumeur lives in Calgary Alberta and works as a consultant specializing
in business analysis audit and effective documentation Her focus is on helping
companies track monitor and protect their most valuable assets information and
intellectual capital Adrienne began her career as a Chartered Accountant working with
clients on audits assessing financial controls and Sarbanes-Oxley (SOX) compliance
projects Her experience over the years includes requirements management process
modelling project communications technical writing and developing documentation
strategies and systems Adrienne continues to actively research present on and write
about effective documentation and business analysis practices
Company BELLEHUMEUR amp ASSOCIATES Website wwwleadersinbusinessanalysiscom
Jeff Borschowa - Event Organizer amp Host
I first joined the accounting world in 1991 and became a Chartered Accountant in 2000 I
have spent the bulk of my career working with and advising small to medium-sized
enterprises I have experience working in all sizes of accounting firms from sole
practitioners to international firms My focus in my career has been to find new and better
ways to integrate innovation and technology to enhance the customer experience and
improve efficiency in the accounting process My journey has been unique in that I have
met some very innovative accountants and mentors in my career I have been very
fortunate to be in a position to learn from them compare their ideas and to truly choose
the best of the best Personally I would like nothing more than to free accountants from the stress created by high
volume commodity work allowing them the freedom to pursue work that is rewarding personally and professionally My
overall goal is to reduce the hours worked by accountants and increase overall profitability One of my friendrsquos made an
interesting comment recently ldquoAlmost every accountant that I know can tell me how much his gross revenue is but
very few know what their actual costs arerdquo I challenge you to learn more about your practice so that you can bid on the
right kinds of projects and earn what you are worth ndash your education should be your most valued possession
Company Dream Practice Website wwwdreampracticeca
Twitter DreamPractices
2020 Dream Practice Virtual Accounting Conference 2014
wwwvirtualaccountingconferencecom
Webinar Speakers
Kerri Bouffard
Kerri Bouffard CPB has been a professional bookkeeper for over 20 years and has
been operating her own company Add-Vantage Bookkeeping since 2003
She has been happily working completely in the cloud since 2012 ndash with no copies of
any software loaded directly on her local computer system
Company Add-Vantage Bookkeeping Website httpaddvantagebookkeepingcom
Bonnie Buol Ruszczyk
Bonnie Buol Ruszczyk is the founder and president of bbr marketing which provides
marketing services and strategy for professional services firms Every day she and her
talented staff help accountants all over North America reach their audiences and grow
their firms by creating and implementing customized solutions that differentiate each
client in their individual market Named one of 2013rsquos Top 100 Most Influential People in
accounting by Accounting Today for the 2nd year in a row she is an active volunteer in a
number of organizations including serving as president of the Atlanta AAM Chapter and
a regular contributor to a variety of news and industry websites
Company bbr marketing Title Founder and President
Website wwwbbrmarketingcom
Webinar Speakers
2020 Dream Practice Virtual Accounting Conference 2014
Daniel Carrier
Daniel Carrier has close to 40 yearsrsquo experience in bookkeeping Hersquos worked as a
consultant since 1993 and has recommended and installed a number of bookkeeping
software Daniel founded Logicim in 2004 with his partner his son It is Pierre Alain
Carrier who has created the now famous XLGL and Daniel is proud to be participating in
this great reporting initiative
Company Logicim Inc Website wwwlogicimtechcom
John Crosser
John Crosser is the owner of Knights Financial Management an independent
insurance service company John believes it is important to ensure businesses not only
properly protect their business entity but also those that make their business run At
Knights Financial Management we focus on small to medium sized businesses looking for
help as they navigate their way through the world of business Having the right type
and the right amount of insurance will help provide financial peace of mind to owners
so they can concentrate on ldquodoingrdquo business John is actively involved in his community
As the author of ASPiRE A Financial Workbook for the Canadian Teen John routinely
presents to schools and business to help increase financial literacy By helping people understand the moving parts
of a financial game plan (goals setting cash flow and debt management asset
protect and building wealth) John feels they will be more financially
bull Fit--through wise budgeting of time and money
bull Independent--through discovering their own skills setting and accomplishing goals
bull Responsible--through focused activities and self-discipline
bull Secure--through building multiple streams of cash flow
With proper financial literacy individuals families schools businesses communities provinces and Canada at large
will be stronger In addition to growing his business John enjoys spending time with his wife Jeanelle and their two
daughters Ashley and Jayme John loves working on his golf handicap making furniture and barbecuing with family
and friends
Company Knights Financial Management and Portfolio Strategies Corporation Website httpwwwknightsfmca
wwwvirtualaccountingconferencecom
Webinar Speakers
Stephanie Descoteaux DFA-BSS
Steacutephanie Descocircteaux is president and CEO of Calculated Approach Consulting Inc and
founder of Digits amp Decimals Inc But those are not the titles she loves itrsquos her real job as
a bookkeeping systems specialist that indicates her true passion Her focus is always on
educating clients improving systems and measuring the accomplishments of those
systems This vision empowers small business owners and entrepreneurs and has
commanded an impressive client list that continues to grow Steacutephanie founded Digits amp
Decimals Inc in 2001 a professional bookkeeping company She is the lead trainer and
consultant and has grown the business to include a staff of experts In 2011 Stephanie
launched Calculated Approach Consulting Inc a company that offers mentorship controllership and consulting
services to business owners or other bookkeepers Steacutephaniersquos professional affiliations include membership in the
Canadian Payroll Association (CPA) Institute of Professional Bookkeepers of Canada (IPBC) and Association of
Certified Fraud Examiners (ACFE) She is also a QuickBooks ProAdvisor has completed the Distinguish Financial
Advisor ndash Bookkeeping System Specialist (DFABSS) a 2 years bookkeeping certification with the Knowledge
Bureau she recently became a Sale Partner with Accounting Comes Alive ndash Color Accounting and is one of few
accredited Training Partner in Canada for Accounting Comes Alive ndash Color Accounting Steacutephaniersquos presentations
are available in English or French
Company Calculated Approach Consulting Inc Website wwwdigitsdecimalscom
Twitter DigitsDecimals
Brooks Duncan
Brooks Duncan helps individuals and small businesses go paperless at Docu-
mentSnapcom where he writes about tools workflows and taking action Hes a
CPACMA and a former computer programmer and financial software support manager
Brooks lives in Vancouver BC
Company DocumentSnapcom Website wwwdocumentsnapcom
Webinar Speakers
2020 Dream Practice Virtual Accounting Conference 2014
Chris Fritsch JD
As a Business Development Intelligence Consultant Chris Fritsch works together with
professional services firms to help support their Business Development efforts and
maximize their return on investment Chris and her team at ClientsFirst help Clients
utilize information and competitive intelligence to guide their business development
decisions and strategies to enhance their client development efforts
Chris also writes and speaks nationally on topics including competitive intelligence
business development client relationship management relationship intelligence web
marketing and the use of technology to enhance profitability In her former role as a
Legal Technologist she advised top law firms and professionals about competitive intelligence and innovative uses
of Internet technology Chris has also worked in-house as a Legal Technologist for an Am Law 50 law firm based in
Atlanta and as a Technology Consultant and Webmaster for Emory Law School She was also the Managing
Partner of a consulting firm specializing in providing technology solutions Chris received her law degree from
Emory University School of Law in Atlanta GA where she served as Managing Editor of the Emory International
Law Review as well as student and faculty technology consultant In her spare time Chris blogs and designs
websites and electronic newsletters
Company Clients First Consulting Title Business Development Intelligence Consultant
Website wwwClientsFirstConsultingcom Twitter CRMSuccess
Curtis Findlay
Curtis Findlay CFP is recognized nationally in the Canadian financial industry as both a
mentor of financial advisors as well as a successful advisor After graduating college Curtis
entered the financial industry in 1978 He operates his business activities from Canmore
Alberta Curtis has extensive experience advising entrepreneurs and mid-wealth individuals
with a variety of financial business and personal planning endeavours His comments are
made to Dream Practice through his firm Compass Financial Planning Services Ltd and not
related to a securities entity
Company Compass Financial Planning Services Ltd Website httpwwwcompfinnet
wwwvirtualaccountingconferencecom
Webinar Speakers
Mike Hourigan
Mike Hourigan is the Marketing Manager for Shoeboxedcom He is a graduate of the
University of North Carolina at Chapel Hill where he studied advertising Mike oversees all
of Shoeboxeds online marketing initiatives as well as the companys integrated partner
relations When Mike isnt helping small businesses and accountants get set up with
Shoeboxed he enjoys hiking and walking 18 holes at the nearest public golf course
Company Shoeboxedcom Website wwwshoeboxedcom
Twitter michaelhourigan
Stephen Jones LL M CPA CA
Stephen graduated from Dalhousie Law School He then articled in Toronto Shortly after
he obtained his CA designation working for one of the predecessors or KPMG In 1990
he joined BMO at its head office as a taxation lawyer and accountant
He rounded out his education in 2006 graduating with his Masters of Laws (LLM) in trust
and fiduciary law at Osgoode Stephen now provides counsel for Wealth Stewards
overall tax and estate activities Stephen brings his expertise and experience to the
planning and implementation of individual client situations Stephen is registered with the
Law Society of Upper Canada in private practice and with the Ontario and Canadian
Institutes of Chartered Professional Accountants
Company Wealth Stewards Inc Title Director Tax amp Estate Planning
Website wwwwealthstewardsca
Webinar Speakers
2020 Dream Practice Virtual Accounting Conference 2014
Hamish Knox
As a licensed member of the global Sandler network Hamish works with business owners and chief
executives who are serious about creating sustainable sales cultures Hamish worked in sales across
a variety of industries including media communication services software and professional sports
before joining the Sandler network which melded his passions for sales and education Early in his
Sandler career Hamish was anointed a Sandler Rising Star for quickly building his business and
helping fellow Sandler colleagues with their businesses Hamish is a former Sandler Global Rookie of
the Year is a current member of Sandlers Franchisee Advisory Council and his book Accountability
the Sandler Way will be published in November
Company Sandler Training - Calgary Website wwwhamishsandlercom
Twitter sandlerhamish
Dan Mason
I speak about innovation related to business software and business models that help
small and medium sized businesses to transform and automate their business
processes to achieve maximum efficiency and improve customer experience
Dan Mason focuses on strategic planning and business model innovation by helping
small and medium sized businesses to automate and optimize their business processes
Drawing from his 20 years of experience working with various accounting and ERP
systems Dan has helped several small and medium sized businesses in various
verticals to build robust business software systems Dan started Business Innovation
Technologies Inc in 2008 and has successfully led the company from its inception into a market leading provider
of innovative business software solutions As CEO of Business Innovation Technologies Dan is responsible for
driving the organizationrsquos strategic agenda technology vision and business operations In addition to helping
companies deploy best-of-the-breed business software systems Dan has been working on integrating diverse
business systems through his companyrsquos industry leading software solution to import and export data from ANY
source to various accounting and business software
Company Business Innovation Technologies Inc Title President amp CEO
Website wwwbusinnovatechcom
wwwvirtualaccountingconferencecom
Webinar Speakers
Viola Olah
Viola Olah is a Hungarian born and raised in Transylvania (yes itrsquos a real placehellip) She
lives in Calgary with her hubby and her dog Nikki After she worked as a systems analyst
for a large oil and gas company for a number of years she decided in 2009 to open up her
own business VH Marketing Ltd an online marketing company She thrives on the
challenge of keeping up with the fast changing pace of the Internet world and implementing
cutting edge marketing strategies to her clientsrsquo marketing plan Seeing clients succeed
gives her great satisfaction and she is grateful for the long-term strong relationships she
forged with them Her clients are local small business owners and individual professionals
who are very good at their own craft and donrsquot have the time or the desire to market their own business VH
Marketingrsquos strategy is to build an impactful web presence not just a website by providing clients with an up to date
web design mobile setup and social media presence This is all tied together with strong ongoing SEO
(search engine optimization) placing the clientsrsquo business in front of the right target market generating leads on
consistent basis
Company VH Marketing Ltd Website wwwvhwebsitescom
David Merritt
David Merritt owner and creator of Client Track graduated with a BSc in Computing and has
been designing software ever since David developed Client Track after he saw a real need in
the Accounting Practitioners industry for a solution to help public practice accounting
professionals to organize and control all of their deadlines efficiently Realizing that a large part
of running a successful practice was managing clients chasing down paperwork and handling all
the returns David developed Client Track into a software solution that is built based on the
unique needs of accounting professionals across Canada
Company Client Track Website httpclienttrackca
Twitter Client_Track
Webinar Speakers
2020 Dream Practice Virtual Accounting Conference 2014
Karen Reyburn
Karen Reyburn is a creative-minded individual who specialises in online marketing for
accountancy firms A former accountant (and a Certified Public Accountant in the
States) Karen now assists accountancy firms with understanding and using online
marketing to get more leads A dual British-American citizen Karens past careers
include working with a Glasgow-based accountancy firm setting up and maintaining a
separate consultancy division for this firm She instigated monthly business workshops training and facilitating
business owners in marketing strategy and profitability She has delivered online webinars and offline seminars
for the Chamber of Commerce Bank of Scotland women in business and business growth events She assisted
in the delivery of a comprehensive Business Consulting Programme to accountants for over five years For five
years Karen managed the European office of a global network of accounting firms helping both accountants and
SMEs to improve their marketing efforts This included delivering webinars providing online training website
design and improvement email marketing blogging and marketing action plans Karen is also an
internationally-recognised photographer doing wedding photography family portraits and landscape photography
in Scotland England Ireland Cyprus Australia the United States and more
Company The Profitable Firm Title Owner
Website wwwtheprofitablefirmcom Twitter ProfitableFirm
Graham Smith
Graham Smith is Vice President of Business Development for TSGI-Chartered Accountants
one of the top SRampED consultancies in western Canada He has been active in the SRampED
industry for more than 8 years and has co-taught the course on SRampED for the Institute of
Chartered Accountants of Alberta Graham has worked on wide range of claims for companies
of all sizes and in all industrial sectors
Company TSGI Charted Accountants Title Vice President - Business Development
Website wwwtsgica
wwwvirtualaccountingconferencecom
Webinar Speakers
Rick Solomon CPA CGMA - Keynote Speaker
For over 20 years Rick Solomon has taught professionals around the world how to create
extraordinary results in their professional practices and lives by applying time tested
techniques and sometimes ancient wisdom in a number of ways His past practice as a
CPA and business advisor coupled with years of study at the Sedona Institute have
provided him a deep understanding of how to guide others to be free of the self-created
limitations that for many people make personal and professional success much harder
than it has to be Rick is presently the CEO of Thriving Firm a world leader in helping
professional service providers and advisors build more profitable and rewarding practices
He is the founder and serves as the main facilitator of the Masters Program a two-year workshop and coaching
program offered exclusively to open-minded professionals The Masters Program shares a very unique way to
achieve abundance in ones personal and professional life Rick has challenged thousands of professionals world-
wide to expand their view of themselves and the value they bring to their clients in order to reach new levels of
personal and professional abundance
Company Thriving Firm Title CEO - Founder and Lead Facilitator of the Masters Program
Website wwwthrivingfirmcom Twitter ricksolomoncpa
Amy Shumate
Amy brings 13 years US tax experience to her role as Director in the US Corporate Tax
Advisory practice Amy assists her Canadian clients and their affiliates with their US
federal and state corporate income franchise sales and use tax issues from a unique
cross-border perspective She has worked with all sizes of both public and private
corporations in all types of industries in helping them manage their US federal and state
tax compliance and consulting needs Prior to joining Trowbridge in early 2014 Amy
worked for two of the Big 4 firms beginning in 2001 where she helped clients with US
corporate tax compliance federal and state tax consulting due diligence work
structuring and controversy Amy has a BA and MBA from McMaster University and
an MSc (Tax) from Golden Gate University in San Francisco She is a Canadian Chartered Professional
Accountant registered in Ontario and a Certified Public Accountant registered in Illinois
Company TROWBRIDGE PROFESSIONAL CORPORATION Title Director US Corporate Tax Services
Website wwwtrowbridgeca
Webinar Speakers
2020 Dream Practice Virtual Accounting Conference 2014
Glenn Suart
Glenn Suart is a Calgary-based Strategist Entrepreneur and Host of ldquoTodayrsquos Great Ideardquo
a nationally syndicated program aimed at helping people doing something with their great
ideas Over the past 20 years at WriteMyPlan PricewaterhouseCoopers Consulting and
Nordicity Group Ltd he has helped hundreds of people build successful businesses
Friendly and approachable Glenn and his team create strong viable businesses and craft
compelling winning business plans Glenn also teaches Building An Effective Business
Case at Mount Royal University in Calgary
Company WriteMyPlan Website wwwWriteMyPlancom
Paul Tyers
Paul Tyers is Managing Director of Wealth Stewards Inc and Vice President of Portfolio
Stewards Inc registered with the Ontario Securities Commission He and his team provide
comprehensive wealth management services to affluent Canadians typically in conjunction
with their other ldquotrusted advisorsrdquo A Chartered Professional Accountant (CPA) Certified
Financial Planner (CFP) and Chartered Investment Manager (CIM) Paul has both the
education and experience to provide comprehensive wealth advisory services Upon
completion of a business degree Paul began his career at a major international CA firm
gaining experience in a wide variety of business sectors Moving into corporate finance with
Bank of Montreal followed by Corpfinance International experience was gained in mergers acquisitions succession
and growth financing In 1987 Paul partnered with a venture capital firm to acquire Retirement Counsel of Canada
(RCOC) and led it through substantial growth prior to selling it in 2002 Since 2002 Paul has returned to his passion
of building managing and preserving the wealth of affluent private clients His success is attributed to ensuring
clientsrsquo interests always come first Paul provides advice on the areas noted to the left and has pioneered the
integration of wealth management services into Canadian accountingtax firms
Company Wealth Stewards Inc Title Managing Director
Website httpwealthstewardsca
wwwvirtualaccountingconferencecom
Webinar Speakers
Sam Vassa
Sam Vassa heads PaymentEvolution ndash Canadarsquos largest and most loved cloud payroll and
payments service Sam founded the company with a team of technology and subject
matter specialists and devised an award-winning solution that empowers organizations and
their accountants to manage their own payroll process Previously Sam led business
development for the capital markets industry at Microsoft Corporation His team worked with
leading Microsoft partners to build compelling solutions for the financial services
industry Sam was responsible for alliance relationships with Microsoftrsquos largest global
partners as well as sales and marketing execution with the community He has worked
with Microsoftrsquos US and Canadian subsidiaries and is known for his passion for forming strong partnerships Sam was
a channel manager at Digital Equipment Canada and served with the Canadian Department of Foreign Affairs and
International Trade at their foreign missions worldwide He is a board member of Telecompute ndash a leading software
development firm pioneering the use of portable database technology for vertical markets Sam is active in the
emerging business market as an advisor and mentor to firms seeking management and technology expertise Sam is
a graduate of McMaster University where he studied biochemistry
Company PaymentEvolution Website wwwpaymentevolutioncom
Twitter samvassa
Peggy Tyers BBA - Event Organizer
Peggy Tyers earned an Honours Bachelor of Business Administration from Wilfrid Laurier
University After graduating she entered the retail sector She spent over 20 years
working with National retailers in several areas consulting marketing buying and
merchandising Peggy transferred those skills to another industry sector when she
brought the 2020 Group (leading volunteer membership organization for progressive
accountants in the world) to Canada Peggy looks for products and services to help
accountants improve the efficiency of their practice and improve their bottom lines
Company 2020 Canada Title President
Website www2020canadaca
Webinar Speakers
Scott Zandbergen
Scott Zandbergen has worked in the accounting software world for over 17 years He
spent many years at Sage where he built and grew the Simply Accounting Certified
Consultant program Later as Vice President of Product Management he led the product
strategy for Simply Accounting Accpac and MAS 90500 In early 2011
Scott joined Wave Accounting a fully automated 100 free double entry accounting
software designed for small businesses with less than 10 employees Scotts mission there
is to educate the accounting and bookkeeping communities about the solution Wave
offers their small business clients In a little over 3 years on the market Wave now has over 2 million users on its
platform
Company Wave Accounting Title VP Pro Network
Website wwwwaveappscom Twitter WaveHQ
Wayne Zielke
Wayne is the founder and CEO of LedgerDocs an online document management
application that was designed around the sharing managing and collaboration needs of
bookkeepers accountants and businesses Wayne has spent his career working in the
accounting industry and understands first-hand the workflow and process involved in
providing exceptional full cycle bookkeeping and accounting services to clients From these
experiences he decided to create an application that streamlines the bookkeeping and
accounting process while promoting collaboration among bookkeepers accountants and
their amazing clients
Company LedgerDocs Title Chief Executive Officer
Website wwwledgerdocscom Twitter ledgerdocs
2020 Dream Practice Virtual Accounting Conference 2014
wwwvirtualaccountingconferencecom
2020 Dream Practice
Virtual Accounting Conference
Virtual Conference for Accountants
October 1 and 2 2014
Webinars
Presentations will be held on
Tuesdays and Thursdays from June 3
2014 through January 27 2015
Presentations scheduled from 1100
am MST to 100 pm MST
Schedule includes one hour for
presentation and up to one hour for
questions
Over 32 webinars with
industry experts
wwwvirtualaccountingconferencecom
Collaborate Innovate Prosper
Gold Sponsors
Silver Sponsors
wwwvirtualaccountingconferencecom
Keynote Speaker Paul Tyers
Paul Tyers is Managing Director of Wealth Stewards Inc and Vice President of
Portfolio Stewards Inc registered with the Ontario Securities Commission He and
his team provide comprehensive wealth management services to affluent
Canadians typically in conjunction with their other ldquotrusted advisorsrdquo A Chartered
Professional Accountant (CPA) Certified Financial Planner (CFP) and Chartered
Investment Manager (CIM) Paul has both the education and experience to provide
comprehensive wealth advisory services Upon completion of a business degree
Paul began his career at a major international CA firm gaining experience in a wide
variety of business sectors Moving into corporate finance with Bank of Montreal
followed by Corpfinance International experience was gained in mergers
acquisitions succession and growth financing In 1987 Paul partnered with a venture capital firm to acquire
Retirement Counsel of Canada (RCOC) and led it through substantial growth prior to selling it in 2002 Since
2002 Paul has returned to his passion of building managing and preserving the wealth of affluent private
clients His success is attributed to ensuring clientsrsquo interests always come first Paul provides advice on the
areas noted to the left and has pioneered the integration of wealth management services into Canadian
accountingtax firms
wwwwealthstewardsca
Paul Tyers
2020 Dream Practice Virtual Accounting Conference 2014
Keynote Speaker Chris Frederiksen CPA
Chris Frederiksen is one of the best-known and most highly-rated seminar
leaders in the world as well as a consultant to accountancy firms worldwide He is
also a practicing accountant in San Francisco California His experience includes
partnership positions with two international CPA firms and building several
independent practices in the San Francisco Bay Area
As a consultant for the past twenty years he has been helping small and medium
sized accountancy firms achieve their goals of greater profitability and greater
personal satisfaction for the owners He is now committed to helping CPAs and
tax professionals excel in financial services strategic planning and other new
service areas
The Cloud Exposed Many business consultants strongly advocate the adoption
of cloud computing believing this to be the future of IT
infrastructure It is generally accepted that the term ldquothe
cloudrdquo is synonymous with ldquothe internetrdquo The precise
definition of cloud computing is slightly contentious but in
this post we use the term to signify a hosted service
delivery model A hosted service allows a userrsquos programs
applications files and other data to be stored on an off-site
server usually owned and managed by a hosted service
provider The data is then accessed by the user over the
internet Here are 5 advantages that cloud computing holds
over traditional methods
Disaster recovery ndash At any given time your firm is at risk of
numerous disasters fire flooding earthquakes theft and
hardware failure and just a few examples In the event of
such a disaster you need to ensure that you have appropri-
ate recovery systems in place An important advantage of
cloud computing is that your data and programs are stored
off-site Hosted service providers generally own the servers
that store your information and go to great lengths to pro-
tect and maintain them backing up your information in
multiple servers and data centers in multiple areas of the
country
Security - Data breaches are a serious issue the costs of a
data breach to your firm could be devastating Primary
causes of data breaches include criminal activity (theft and
hacking) and staff negligence (the loss or ineffective
disposal of equipment containing sensitive information)
Cloud computing can significantly reduce the risk of a data
breach As your data is stored securely in an off-site
location it cannot be misplaced or disposed of
inadequately Moreover the security offered by hosted
service providers is generally far superior to that of an
office reducing the risk of hardware theft and data
hacking
Work from Anywhere - Because only an internet connection
is required to access your files and programs you and your
colleagues can work from any computer in any location
With the proliferation of mobile devices such as tablets and
smartphones business professionals now have even more
flexibility to access and work with their data
Collaboration ndash Traditional methods of computing see a file
stored either to a server or an individual machine with only
a single user being able to work on it at a time An
innovative aspect of cloud computing is that you and your
colleagues can work simultaneously on the same file
Cost Reduction ndash As mentioned previously hosted service
providers generally own the servers that store your data
This means that the cost of purchasing and maintaining a
server and licenses is nullified Software updates and virus
protection are also handled by the provider freeing up
your resources for other tasks Additionally you can scale
your operations more accurately when your system
requirements are managed by a hosted service provider
Instead of making a large investment in a faster or larger
server you can simply upgrade your service contract
Are you interested in getting on the cloud Give us a call
and we can help you get started on your cloud journey
- 2020 Group USA (originally appeared as a blog post on
www2020groupusacom)
Chris Frederikesn
www2020groupusacom
wwwvirtualaccountingconferencecom
Event Organizer Spotlight Dream Practice
Accountants Manifesto I first joined the
accounting world in 1991 and became a Chartered
Accountant in 2000 I have spent the bulk of my
career working with and advising small to medium-
sized enterprises I have experience working in all
sizes of accounting firms from sole practitioners to
international firms
My focus in my career has been to find new and
better ways to integrate innovation and technology
to enhance the customer experience and improve
efficiency in the accounting process
My journey has been unique in that I have
met some very innovative accountants and mentors
in my career I have been very fortunate to be in a
position to learn from them compare their ideas
and to truly choose the best of the best I share my
experiences as I saw them sometimes updated with
the benefit of hindsight My postings are candid
and generally unfiltered I do not intend to offend
but will apologize in advance if I do
The purpose of my Blog and website is to share my
discoveries in the hopes of advancing our
profession Personally I would like nothing more
than to free accountants from the stress created by
high volume commodity work allowing them the
freedom to pursue work that is rewarding
personally and professionally
I welcome you to share my journey and to offer
your thoughts and comments along the way The
information and materials that I will share are not
intended to be offered as a one-size fits all solution
but rather to offer you some thoughts that you may
wish to explore further
My site is dedicated to sharing my ldquoAccountantrsquos
Manifestordquo I cover the following general areas
Efficiency versus Effectiveness
Outsourcing
Networking and Marketing
Technology
Consulting Tools
Consulting Mindset
Innovations that impact accounting
I create tags to allow easy searching ndash no point
wasting time on a topic if it isnrsquot immediately
relevant to you
My overall goal is to reduce the hours worked by
accountants and increase overall profitability One
of my friendrsquos made an interesting comment
recently ldquoAlmost every accountant that I know can
tell me how much his gross revenue is but very few
know what their actual costs arerdquo I challenge you to
learn more about your practice so that you can bid
on the right kinds of projects and earn what you are
worth ndash your education should be your most valued
possession
Visit Us Online
wwwdreampracticeca
2020 Canada is the premier volunteer membership
group for accountants in Canada for small and medi-
um-size practitioners 2020 Canada started in 2005
our membership is coast-to-coast representing CAs
CGAs and CMAs in Public Practice 2020 Canada
appeals to those accountants who are interested in
improving their practices through improved
efficiencies expanded offerings and marketing
initiatives that result in improved bottom lines
2020 Canada is the Canadian branch of The 2020
Group Worldwide in the UK The 2020 Group was
founded in the 1990s by three of the best-known
consultants and seminar leaders in the profession
Ian Fletcher Chris Frederiksen and Gordon Gilchrist
They recognized that historical compliance services
were likely to be limited growth areas for account-
ants and that progressive firms would need to offer
their clients more value-added services For that
new tools and ideas would be needed Since the
launch the 2020 Group has organizations in UK and
Ireland USA South Africa and Canada with
world-wide members as part of 2020 International
2020 Canada offers Professional Development
courses through webinars seminars and confer-
ences focussing primarily in non-compliance areas
Practice Management Marketing and Consulting
Business Advisory Services Legal Issues Efficiency
Resources in IT Software Outsourcing Services and
others
Event Organizer Spotlight 2020 Canada
For Membership Information Visit Us Online
www2020canadaca
Benefits of 2020 Canada Membership Fantastic VALUE 25 discount on 2020 Canada Professional Development Courses Discounts on 2020 Tools Discount on 2020 Canada Conferences and Seminars Discounts on third party products and services (Please see our list of Value Added Services)
Members Newsletter You will also receive regular correspondence through our e-newsletters packed full with useful practice management and marketing ideas Members are also encouraged to pose questions in the QampA section of the website where answers and features are made within the newsletters
TelephoneEmail support We act as a resource to your practice and encourage you to call us with questions and requests Over the years the 2020 Membership Group has become highly colle-gial and members are generally more than willing to share information with each other
Access to an international affiliation of professional accountants
2020 Dream Practice Virtual Accounting Conference 2014
Gold Sponsor
Irsquove worked with a company that fully embraces ldquobusiness process
outsourcingrdquo Anything that we could outsource to virtual workers we have and it has
greatly reduced the amount of square footage that our company needs hence greatly
reducing our carbon footprint and office expenses It also benefits the workers we
employ in the sense that they get to live where they want and be in their home work
environment If you really think about it you rsquod be surprised about exactly how many
task you can actually outsource and that can be done online It rsquos nice to be on
the forefront of a new growth industry
John B ndash Geeks On The Way
Increase productivity expand your business and save money ndash outsource your business processes with Tursa Group
We have a talented team of specialists in various fields of IT marketing administration and finance ready to look after your companyrsquos needs so
that you can concentrate on growing your company
For More Information Visit Us Online
wwwtursagroupcom
wwwvirtualaccountingconferencecom
2020 Dream Practice Virtual Accounting Conference 2014
Gold Sponsor
Zohocom offers a comprehensive suite of award-winning online business productivity amp collaboration applications Customers use Zoho Applications to run their business processes manage their information and be more productive while at the office or on the go without having to worry about expensive or outdated hardware or software To date Zohocom has launched 25+ online applications mdash from CRM to Mail Office Suite Project Management Invoicing Web conferencing and more Zoho has received numerous awards including an InfoWorld 2009 Product of the Year award a 2008 PC World 25 Most Innovative Products Award and a 2007 TechCrunch Best Enterprise Start-up Zohocom is a division of Zoho Corporation a privately-held and profitable company With offices in CA Austin Chennai Yoko-hama and Beijing Zoho Corporation serves the technology needs of more than 9 million customers worldwide
For More Information Visit Us Online
wwwzohocom
Silver Sponsors
The Accounting Practitioners Symposium is an information
resource for Accounting Professionals to examine bringing
together different technology to create a simplified and
streamlined office process to help grow your business
wwwaccountingsymposiumcom
We build tools that simply make life easier
The goal of Client Track is to help take control of your
practice and save you time by combining all of the office
management tools into one easy-to-use package
wwwclienttrackca
Online Marketing amp Web Design
VH Marketingrsquos strategy is to build an outstanding web
presence not just a website by providing clients with an
up-to-date web design mobile setup and social media
presence tied together with strong ongoing SEO
(search engine optimization) Following this proven strategy
places our clients business in front of the right target
market generating leads on consistent basis
wwwvhwebsitescom
Wealth Stewards Inc is the partner of choice for Chartered
Professional Accountants who want to provide their valued
clients with a wealth management firm that is prudent and
a true steward of their wealth Wealth Stewards Inc
partners with accountants to provide both tax effective and
sound wealth management strategies together we help
our clients achieve long-term financial goals
wwwwealthstewardsca
Wolters Kluwer enables legal tax finance and healthcare
professionals to be more effective and efficient We provide
information software and services that deliver vital in-
sights intelligent tools and the guidance of subject-matter
experts
wwwwolterskluwercom
wwwvirtualaccountingconferencecom
Webinar Schedule SpringSummer
Date Topic Speaker
Last Speaker
First
632014 Connect With Your Clients With Intent Using ASPiRE
Crosser John
6102014 Integrating Wealth Management Tyers Paul
6122014 Learn about XLGL an Excel add-in which connects to Sage 50 databases to produce customized reports
Carrier Daniel
6172014 LedgerDocs Never Lose a Receipt Zielke Wayne
6192014 Protecting Those that Run Your Business Crosser John
6242014 Drop the Struggle amp Thrive Solomon Rick
732014 Working In The Cloud A Bookkeepers Perspective Bouffard Keri
782014 Clouds Taking the First Steps Irving Graham
7102014 Importing Data into Small Business Accounting Programs
Mason Dan
7152014 Shoeboxedcom Hourigan Mike
7222014 5 Ways to Grow Your Business Borschowa Jeff
7242014 Supercharge Your Documentation Bellehumeur Adrienne
7292014 Protecting Your Business Entity Crosser John
7312014 Client Track as a Practice Management Solution Merritt David
852014 Creating and Implementing a Marketing Plan Buol Ruszczyk Bonnie
8122014 Accounting in The Cloud Zandbergen Scott
8192014 High Level Overview of Business Processes Borschowa Jeff
8262014 The Enlightened Accountant Solomon Rick
2020 Dream Practice Virtual Accounting Conference 2014
Webinar Schedule FallWinter
wwwvirtualaccountingconferencecom
Date Topic Speaker
Last Speaker
First
922014 Sandler Rules for Building Your Practice to Work Smarter Not Harder
Knox Hamish
942014 Social Media Strategies for Accountants and Bookkeepers Olah Viola
992014 Make Your Website a Business Development Tool Buol Ruszczyk Bonnie
9112014 Business Development Intelligence (BDI) Fritsch Chris
9162014 Succession Planning Tyers Paul
9182014 Turning Your Accountancy Firm Website Into a Lead Generation Machine
Reyburn Karen
9232014 Benchmarking for Success Borschowa Jeff
9252014 A Brief Tour Through Wills and Estate Planning Jones Stephan
9302014 Sales and Marketing Eden Jan
1072014 Social Media The Good Bad and Effective Buol Ruszczyk Bonnie
1092014 An Introduction to SRampED What It Is and What Can It Do For Your Clients
Smith Graham
10142014 Understanding and Utilizing Insurance Company Investment and Income Products
Findlay Curtis
10162014 Key Elements of a Lead Generating Website Olah Viola
10212014 Improving the Bottom Line Through Niche Marketing Tyers Peggy
10232014 LedgerOnline Zielke Wayne
10282014 Going Paperless Duncan Brooks
1142014 Growing Your Firm with LinkedIn Buol Ruszczyk Bonnie
1162014 Expanding Business Activities to the United States (Canadian Companies)
Shumate Amy
11132014 Business Planning For Organizations of all Sizes Findlay Curtis
11182014 The Power of Niche Marketing for Accountants Reyburn Karen
11252014 Profitable Cloud-Based Payroll for your Practice Vassa Sam
1222014 Turning Great Ideas Into Reality Suart Glenn
1292014 Colour Accounting Descoteaux Stephanie
Webinar Speakers
Adrienne Bellehumeur CA CISA PMP
Adrienne Bellehumeur lives in Calgary Alberta and works as a consultant specializing
in business analysis audit and effective documentation Her focus is on helping
companies track monitor and protect their most valuable assets information and
intellectual capital Adrienne began her career as a Chartered Accountant working with
clients on audits assessing financial controls and Sarbanes-Oxley (SOX) compliance
projects Her experience over the years includes requirements management process
modelling project communications technical writing and developing documentation
strategies and systems Adrienne continues to actively research present on and write
about effective documentation and business analysis practices
Company BELLEHUMEUR amp ASSOCIATES Website wwwleadersinbusinessanalysiscom
Jeff Borschowa - Event Organizer amp Host
I first joined the accounting world in 1991 and became a Chartered Accountant in 2000 I
have spent the bulk of my career working with and advising small to medium-sized
enterprises I have experience working in all sizes of accounting firms from sole
practitioners to international firms My focus in my career has been to find new and better
ways to integrate innovation and technology to enhance the customer experience and
improve efficiency in the accounting process My journey has been unique in that I have
met some very innovative accountants and mentors in my career I have been very
fortunate to be in a position to learn from them compare their ideas and to truly choose
the best of the best Personally I would like nothing more than to free accountants from the stress created by high
volume commodity work allowing them the freedom to pursue work that is rewarding personally and professionally My
overall goal is to reduce the hours worked by accountants and increase overall profitability One of my friendrsquos made an
interesting comment recently ldquoAlmost every accountant that I know can tell me how much his gross revenue is but
very few know what their actual costs arerdquo I challenge you to learn more about your practice so that you can bid on the
right kinds of projects and earn what you are worth ndash your education should be your most valued possession
Company Dream Practice Website wwwdreampracticeca
Twitter DreamPractices
2020 Dream Practice Virtual Accounting Conference 2014
wwwvirtualaccountingconferencecom
Webinar Speakers
Kerri Bouffard
Kerri Bouffard CPB has been a professional bookkeeper for over 20 years and has
been operating her own company Add-Vantage Bookkeeping since 2003
She has been happily working completely in the cloud since 2012 ndash with no copies of
any software loaded directly on her local computer system
Company Add-Vantage Bookkeeping Website httpaddvantagebookkeepingcom
Bonnie Buol Ruszczyk
Bonnie Buol Ruszczyk is the founder and president of bbr marketing which provides
marketing services and strategy for professional services firms Every day she and her
talented staff help accountants all over North America reach their audiences and grow
their firms by creating and implementing customized solutions that differentiate each
client in their individual market Named one of 2013rsquos Top 100 Most Influential People in
accounting by Accounting Today for the 2nd year in a row she is an active volunteer in a
number of organizations including serving as president of the Atlanta AAM Chapter and
a regular contributor to a variety of news and industry websites
Company bbr marketing Title Founder and President
Website wwwbbrmarketingcom
Webinar Speakers
2020 Dream Practice Virtual Accounting Conference 2014
Daniel Carrier
Daniel Carrier has close to 40 yearsrsquo experience in bookkeeping Hersquos worked as a
consultant since 1993 and has recommended and installed a number of bookkeeping
software Daniel founded Logicim in 2004 with his partner his son It is Pierre Alain
Carrier who has created the now famous XLGL and Daniel is proud to be participating in
this great reporting initiative
Company Logicim Inc Website wwwlogicimtechcom
John Crosser
John Crosser is the owner of Knights Financial Management an independent
insurance service company John believes it is important to ensure businesses not only
properly protect their business entity but also those that make their business run At
Knights Financial Management we focus on small to medium sized businesses looking for
help as they navigate their way through the world of business Having the right type
and the right amount of insurance will help provide financial peace of mind to owners
so they can concentrate on ldquodoingrdquo business John is actively involved in his community
As the author of ASPiRE A Financial Workbook for the Canadian Teen John routinely
presents to schools and business to help increase financial literacy By helping people understand the moving parts
of a financial game plan (goals setting cash flow and debt management asset
protect and building wealth) John feels they will be more financially
bull Fit--through wise budgeting of time and money
bull Independent--through discovering their own skills setting and accomplishing goals
bull Responsible--through focused activities and self-discipline
bull Secure--through building multiple streams of cash flow
With proper financial literacy individuals families schools businesses communities provinces and Canada at large
will be stronger In addition to growing his business John enjoys spending time with his wife Jeanelle and their two
daughters Ashley and Jayme John loves working on his golf handicap making furniture and barbecuing with family
and friends
Company Knights Financial Management and Portfolio Strategies Corporation Website httpwwwknightsfmca
wwwvirtualaccountingconferencecom
Webinar Speakers
Stephanie Descoteaux DFA-BSS
Steacutephanie Descocircteaux is president and CEO of Calculated Approach Consulting Inc and
founder of Digits amp Decimals Inc But those are not the titles she loves itrsquos her real job as
a bookkeeping systems specialist that indicates her true passion Her focus is always on
educating clients improving systems and measuring the accomplishments of those
systems This vision empowers small business owners and entrepreneurs and has
commanded an impressive client list that continues to grow Steacutephanie founded Digits amp
Decimals Inc in 2001 a professional bookkeeping company She is the lead trainer and
consultant and has grown the business to include a staff of experts In 2011 Stephanie
launched Calculated Approach Consulting Inc a company that offers mentorship controllership and consulting
services to business owners or other bookkeepers Steacutephaniersquos professional affiliations include membership in the
Canadian Payroll Association (CPA) Institute of Professional Bookkeepers of Canada (IPBC) and Association of
Certified Fraud Examiners (ACFE) She is also a QuickBooks ProAdvisor has completed the Distinguish Financial
Advisor ndash Bookkeeping System Specialist (DFABSS) a 2 years bookkeeping certification with the Knowledge
Bureau she recently became a Sale Partner with Accounting Comes Alive ndash Color Accounting and is one of few
accredited Training Partner in Canada for Accounting Comes Alive ndash Color Accounting Steacutephaniersquos presentations
are available in English or French
Company Calculated Approach Consulting Inc Website wwwdigitsdecimalscom
Twitter DigitsDecimals
Brooks Duncan
Brooks Duncan helps individuals and small businesses go paperless at Docu-
mentSnapcom where he writes about tools workflows and taking action Hes a
CPACMA and a former computer programmer and financial software support manager
Brooks lives in Vancouver BC
Company DocumentSnapcom Website wwwdocumentsnapcom
Webinar Speakers
2020 Dream Practice Virtual Accounting Conference 2014
Chris Fritsch JD
As a Business Development Intelligence Consultant Chris Fritsch works together with
professional services firms to help support their Business Development efforts and
maximize their return on investment Chris and her team at ClientsFirst help Clients
utilize information and competitive intelligence to guide their business development
decisions and strategies to enhance their client development efforts
Chris also writes and speaks nationally on topics including competitive intelligence
business development client relationship management relationship intelligence web
marketing and the use of technology to enhance profitability In her former role as a
Legal Technologist she advised top law firms and professionals about competitive intelligence and innovative uses
of Internet technology Chris has also worked in-house as a Legal Technologist for an Am Law 50 law firm based in
Atlanta and as a Technology Consultant and Webmaster for Emory Law School She was also the Managing
Partner of a consulting firm specializing in providing technology solutions Chris received her law degree from
Emory University School of Law in Atlanta GA where she served as Managing Editor of the Emory International
Law Review as well as student and faculty technology consultant In her spare time Chris blogs and designs
websites and electronic newsletters
Company Clients First Consulting Title Business Development Intelligence Consultant
Website wwwClientsFirstConsultingcom Twitter CRMSuccess
Curtis Findlay
Curtis Findlay CFP is recognized nationally in the Canadian financial industry as both a
mentor of financial advisors as well as a successful advisor After graduating college Curtis
entered the financial industry in 1978 He operates his business activities from Canmore
Alberta Curtis has extensive experience advising entrepreneurs and mid-wealth individuals
with a variety of financial business and personal planning endeavours His comments are
made to Dream Practice through his firm Compass Financial Planning Services Ltd and not
related to a securities entity
Company Compass Financial Planning Services Ltd Website httpwwwcompfinnet
wwwvirtualaccountingconferencecom
Webinar Speakers
Mike Hourigan
Mike Hourigan is the Marketing Manager for Shoeboxedcom He is a graduate of the
University of North Carolina at Chapel Hill where he studied advertising Mike oversees all
of Shoeboxeds online marketing initiatives as well as the companys integrated partner
relations When Mike isnt helping small businesses and accountants get set up with
Shoeboxed he enjoys hiking and walking 18 holes at the nearest public golf course
Company Shoeboxedcom Website wwwshoeboxedcom
Twitter michaelhourigan
Stephen Jones LL M CPA CA
Stephen graduated from Dalhousie Law School He then articled in Toronto Shortly after
he obtained his CA designation working for one of the predecessors or KPMG In 1990
he joined BMO at its head office as a taxation lawyer and accountant
He rounded out his education in 2006 graduating with his Masters of Laws (LLM) in trust
and fiduciary law at Osgoode Stephen now provides counsel for Wealth Stewards
overall tax and estate activities Stephen brings his expertise and experience to the
planning and implementation of individual client situations Stephen is registered with the
Law Society of Upper Canada in private practice and with the Ontario and Canadian
Institutes of Chartered Professional Accountants
Company Wealth Stewards Inc Title Director Tax amp Estate Planning
Website wwwwealthstewardsca
Webinar Speakers
2020 Dream Practice Virtual Accounting Conference 2014
Hamish Knox
As a licensed member of the global Sandler network Hamish works with business owners and chief
executives who are serious about creating sustainable sales cultures Hamish worked in sales across
a variety of industries including media communication services software and professional sports
before joining the Sandler network which melded his passions for sales and education Early in his
Sandler career Hamish was anointed a Sandler Rising Star for quickly building his business and
helping fellow Sandler colleagues with their businesses Hamish is a former Sandler Global Rookie of
the Year is a current member of Sandlers Franchisee Advisory Council and his book Accountability
the Sandler Way will be published in November
Company Sandler Training - Calgary Website wwwhamishsandlercom
Twitter sandlerhamish
Dan Mason
I speak about innovation related to business software and business models that help
small and medium sized businesses to transform and automate their business
processes to achieve maximum efficiency and improve customer experience
Dan Mason focuses on strategic planning and business model innovation by helping
small and medium sized businesses to automate and optimize their business processes
Drawing from his 20 years of experience working with various accounting and ERP
systems Dan has helped several small and medium sized businesses in various
verticals to build robust business software systems Dan started Business Innovation
Technologies Inc in 2008 and has successfully led the company from its inception into a market leading provider
of innovative business software solutions As CEO of Business Innovation Technologies Dan is responsible for
driving the organizationrsquos strategic agenda technology vision and business operations In addition to helping
companies deploy best-of-the-breed business software systems Dan has been working on integrating diverse
business systems through his companyrsquos industry leading software solution to import and export data from ANY
source to various accounting and business software
Company Business Innovation Technologies Inc Title President amp CEO
Website wwwbusinnovatechcom
wwwvirtualaccountingconferencecom
Webinar Speakers
Viola Olah
Viola Olah is a Hungarian born and raised in Transylvania (yes itrsquos a real placehellip) She
lives in Calgary with her hubby and her dog Nikki After she worked as a systems analyst
for a large oil and gas company for a number of years she decided in 2009 to open up her
own business VH Marketing Ltd an online marketing company She thrives on the
challenge of keeping up with the fast changing pace of the Internet world and implementing
cutting edge marketing strategies to her clientsrsquo marketing plan Seeing clients succeed
gives her great satisfaction and she is grateful for the long-term strong relationships she
forged with them Her clients are local small business owners and individual professionals
who are very good at their own craft and donrsquot have the time or the desire to market their own business VH
Marketingrsquos strategy is to build an impactful web presence not just a website by providing clients with an up to date
web design mobile setup and social media presence This is all tied together with strong ongoing SEO
(search engine optimization) placing the clientsrsquo business in front of the right target market generating leads on
consistent basis
Company VH Marketing Ltd Website wwwvhwebsitescom
David Merritt
David Merritt owner and creator of Client Track graduated with a BSc in Computing and has
been designing software ever since David developed Client Track after he saw a real need in
the Accounting Practitioners industry for a solution to help public practice accounting
professionals to organize and control all of their deadlines efficiently Realizing that a large part
of running a successful practice was managing clients chasing down paperwork and handling all
the returns David developed Client Track into a software solution that is built based on the
unique needs of accounting professionals across Canada
Company Client Track Website httpclienttrackca
Twitter Client_Track
Webinar Speakers
2020 Dream Practice Virtual Accounting Conference 2014
Karen Reyburn
Karen Reyburn is a creative-minded individual who specialises in online marketing for
accountancy firms A former accountant (and a Certified Public Accountant in the
States) Karen now assists accountancy firms with understanding and using online
marketing to get more leads A dual British-American citizen Karens past careers
include working with a Glasgow-based accountancy firm setting up and maintaining a
separate consultancy division for this firm She instigated monthly business workshops training and facilitating
business owners in marketing strategy and profitability She has delivered online webinars and offline seminars
for the Chamber of Commerce Bank of Scotland women in business and business growth events She assisted
in the delivery of a comprehensive Business Consulting Programme to accountants for over five years For five
years Karen managed the European office of a global network of accounting firms helping both accountants and
SMEs to improve their marketing efforts This included delivering webinars providing online training website
design and improvement email marketing blogging and marketing action plans Karen is also an
internationally-recognised photographer doing wedding photography family portraits and landscape photography
in Scotland England Ireland Cyprus Australia the United States and more
Company The Profitable Firm Title Owner
Website wwwtheprofitablefirmcom Twitter ProfitableFirm
Graham Smith
Graham Smith is Vice President of Business Development for TSGI-Chartered Accountants
one of the top SRampED consultancies in western Canada He has been active in the SRampED
industry for more than 8 years and has co-taught the course on SRampED for the Institute of
Chartered Accountants of Alberta Graham has worked on wide range of claims for companies
of all sizes and in all industrial sectors
Company TSGI Charted Accountants Title Vice President - Business Development
Website wwwtsgica
wwwvirtualaccountingconferencecom
Webinar Speakers
Rick Solomon CPA CGMA - Keynote Speaker
For over 20 years Rick Solomon has taught professionals around the world how to create
extraordinary results in their professional practices and lives by applying time tested
techniques and sometimes ancient wisdom in a number of ways His past practice as a
CPA and business advisor coupled with years of study at the Sedona Institute have
provided him a deep understanding of how to guide others to be free of the self-created
limitations that for many people make personal and professional success much harder
than it has to be Rick is presently the CEO of Thriving Firm a world leader in helping
professional service providers and advisors build more profitable and rewarding practices
He is the founder and serves as the main facilitator of the Masters Program a two-year workshop and coaching
program offered exclusively to open-minded professionals The Masters Program shares a very unique way to
achieve abundance in ones personal and professional life Rick has challenged thousands of professionals world-
wide to expand their view of themselves and the value they bring to their clients in order to reach new levels of
personal and professional abundance
Company Thriving Firm Title CEO - Founder and Lead Facilitator of the Masters Program
Website wwwthrivingfirmcom Twitter ricksolomoncpa
Amy Shumate
Amy brings 13 years US tax experience to her role as Director in the US Corporate Tax
Advisory practice Amy assists her Canadian clients and their affiliates with their US
federal and state corporate income franchise sales and use tax issues from a unique
cross-border perspective She has worked with all sizes of both public and private
corporations in all types of industries in helping them manage their US federal and state
tax compliance and consulting needs Prior to joining Trowbridge in early 2014 Amy
worked for two of the Big 4 firms beginning in 2001 where she helped clients with US
corporate tax compliance federal and state tax consulting due diligence work
structuring and controversy Amy has a BA and MBA from McMaster University and
an MSc (Tax) from Golden Gate University in San Francisco She is a Canadian Chartered Professional
Accountant registered in Ontario and a Certified Public Accountant registered in Illinois
Company TROWBRIDGE PROFESSIONAL CORPORATION Title Director US Corporate Tax Services
Website wwwtrowbridgeca
Webinar Speakers
2020 Dream Practice Virtual Accounting Conference 2014
Glenn Suart
Glenn Suart is a Calgary-based Strategist Entrepreneur and Host of ldquoTodayrsquos Great Ideardquo
a nationally syndicated program aimed at helping people doing something with their great
ideas Over the past 20 years at WriteMyPlan PricewaterhouseCoopers Consulting and
Nordicity Group Ltd he has helped hundreds of people build successful businesses
Friendly and approachable Glenn and his team create strong viable businesses and craft
compelling winning business plans Glenn also teaches Building An Effective Business
Case at Mount Royal University in Calgary
Company WriteMyPlan Website wwwWriteMyPlancom
Paul Tyers
Paul Tyers is Managing Director of Wealth Stewards Inc and Vice President of Portfolio
Stewards Inc registered with the Ontario Securities Commission He and his team provide
comprehensive wealth management services to affluent Canadians typically in conjunction
with their other ldquotrusted advisorsrdquo A Chartered Professional Accountant (CPA) Certified
Financial Planner (CFP) and Chartered Investment Manager (CIM) Paul has both the
education and experience to provide comprehensive wealth advisory services Upon
completion of a business degree Paul began his career at a major international CA firm
gaining experience in a wide variety of business sectors Moving into corporate finance with
Bank of Montreal followed by Corpfinance International experience was gained in mergers acquisitions succession
and growth financing In 1987 Paul partnered with a venture capital firm to acquire Retirement Counsel of Canada
(RCOC) and led it through substantial growth prior to selling it in 2002 Since 2002 Paul has returned to his passion
of building managing and preserving the wealth of affluent private clients His success is attributed to ensuring
clientsrsquo interests always come first Paul provides advice on the areas noted to the left and has pioneered the
integration of wealth management services into Canadian accountingtax firms
Company Wealth Stewards Inc Title Managing Director
Website httpwealthstewardsca
wwwvirtualaccountingconferencecom
Webinar Speakers
Sam Vassa
Sam Vassa heads PaymentEvolution ndash Canadarsquos largest and most loved cloud payroll and
payments service Sam founded the company with a team of technology and subject
matter specialists and devised an award-winning solution that empowers organizations and
their accountants to manage their own payroll process Previously Sam led business
development for the capital markets industry at Microsoft Corporation His team worked with
leading Microsoft partners to build compelling solutions for the financial services
industry Sam was responsible for alliance relationships with Microsoftrsquos largest global
partners as well as sales and marketing execution with the community He has worked
with Microsoftrsquos US and Canadian subsidiaries and is known for his passion for forming strong partnerships Sam was
a channel manager at Digital Equipment Canada and served with the Canadian Department of Foreign Affairs and
International Trade at their foreign missions worldwide He is a board member of Telecompute ndash a leading software
development firm pioneering the use of portable database technology for vertical markets Sam is active in the
emerging business market as an advisor and mentor to firms seeking management and technology expertise Sam is
a graduate of McMaster University where he studied biochemistry
Company PaymentEvolution Website wwwpaymentevolutioncom
Twitter samvassa
Peggy Tyers BBA - Event Organizer
Peggy Tyers earned an Honours Bachelor of Business Administration from Wilfrid Laurier
University After graduating she entered the retail sector She spent over 20 years
working with National retailers in several areas consulting marketing buying and
merchandising Peggy transferred those skills to another industry sector when she
brought the 2020 Group (leading volunteer membership organization for progressive
accountants in the world) to Canada Peggy looks for products and services to help
accountants improve the efficiency of their practice and improve their bottom lines
Company 2020 Canada Title President
Website www2020canadaca
Webinar Speakers
Scott Zandbergen
Scott Zandbergen has worked in the accounting software world for over 17 years He
spent many years at Sage where he built and grew the Simply Accounting Certified
Consultant program Later as Vice President of Product Management he led the product
strategy for Simply Accounting Accpac and MAS 90500 In early 2011
Scott joined Wave Accounting a fully automated 100 free double entry accounting
software designed for small businesses with less than 10 employees Scotts mission there
is to educate the accounting and bookkeeping communities about the solution Wave
offers their small business clients In a little over 3 years on the market Wave now has over 2 million users on its
platform
Company Wave Accounting Title VP Pro Network
Website wwwwaveappscom Twitter WaveHQ
Wayne Zielke
Wayne is the founder and CEO of LedgerDocs an online document management
application that was designed around the sharing managing and collaboration needs of
bookkeepers accountants and businesses Wayne has spent his career working in the
accounting industry and understands first-hand the workflow and process involved in
providing exceptional full cycle bookkeeping and accounting services to clients From these
experiences he decided to create an application that streamlines the bookkeeping and
accounting process while promoting collaboration among bookkeepers accountants and
their amazing clients
Company LedgerDocs Title Chief Executive Officer
Website wwwledgerdocscom Twitter ledgerdocs
2020 Dream Practice Virtual Accounting Conference 2014
wwwvirtualaccountingconferencecom
2020 Dream Practice
Virtual Accounting Conference
Virtual Conference for Accountants
October 1 and 2 2014
Webinars
Presentations will be held on
Tuesdays and Thursdays from June 3
2014 through January 27 2015
Presentations scheduled from 1100
am MST to 100 pm MST
Schedule includes one hour for
presentation and up to one hour for
questions
Over 32 webinars with
industry experts
wwwvirtualaccountingconferencecom
Collaborate Innovate Prosper
Gold Sponsors
Silver Sponsors
2020 Dream Practice Virtual Accounting Conference 2014
Keynote Speaker Chris Frederiksen CPA
Chris Frederiksen is one of the best-known and most highly-rated seminar
leaders in the world as well as a consultant to accountancy firms worldwide He is
also a practicing accountant in San Francisco California His experience includes
partnership positions with two international CPA firms and building several
independent practices in the San Francisco Bay Area
As a consultant for the past twenty years he has been helping small and medium
sized accountancy firms achieve their goals of greater profitability and greater
personal satisfaction for the owners He is now committed to helping CPAs and
tax professionals excel in financial services strategic planning and other new
service areas
The Cloud Exposed Many business consultants strongly advocate the adoption
of cloud computing believing this to be the future of IT
infrastructure It is generally accepted that the term ldquothe
cloudrdquo is synonymous with ldquothe internetrdquo The precise
definition of cloud computing is slightly contentious but in
this post we use the term to signify a hosted service
delivery model A hosted service allows a userrsquos programs
applications files and other data to be stored on an off-site
server usually owned and managed by a hosted service
provider The data is then accessed by the user over the
internet Here are 5 advantages that cloud computing holds
over traditional methods
Disaster recovery ndash At any given time your firm is at risk of
numerous disasters fire flooding earthquakes theft and
hardware failure and just a few examples In the event of
such a disaster you need to ensure that you have appropri-
ate recovery systems in place An important advantage of
cloud computing is that your data and programs are stored
off-site Hosted service providers generally own the servers
that store your information and go to great lengths to pro-
tect and maintain them backing up your information in
multiple servers and data centers in multiple areas of the
country
Security - Data breaches are a serious issue the costs of a
data breach to your firm could be devastating Primary
causes of data breaches include criminal activity (theft and
hacking) and staff negligence (the loss or ineffective
disposal of equipment containing sensitive information)
Cloud computing can significantly reduce the risk of a data
breach As your data is stored securely in an off-site
location it cannot be misplaced or disposed of
inadequately Moreover the security offered by hosted
service providers is generally far superior to that of an
office reducing the risk of hardware theft and data
hacking
Work from Anywhere - Because only an internet connection
is required to access your files and programs you and your
colleagues can work from any computer in any location
With the proliferation of mobile devices such as tablets and
smartphones business professionals now have even more
flexibility to access and work with their data
Collaboration ndash Traditional methods of computing see a file
stored either to a server or an individual machine with only
a single user being able to work on it at a time An
innovative aspect of cloud computing is that you and your
colleagues can work simultaneously on the same file
Cost Reduction ndash As mentioned previously hosted service
providers generally own the servers that store your data
This means that the cost of purchasing and maintaining a
server and licenses is nullified Software updates and virus
protection are also handled by the provider freeing up
your resources for other tasks Additionally you can scale
your operations more accurately when your system
requirements are managed by a hosted service provider
Instead of making a large investment in a faster or larger
server you can simply upgrade your service contract
Are you interested in getting on the cloud Give us a call
and we can help you get started on your cloud journey
- 2020 Group USA (originally appeared as a blog post on
www2020groupusacom)
Chris Frederikesn
www2020groupusacom
wwwvirtualaccountingconferencecom
Event Organizer Spotlight Dream Practice
Accountants Manifesto I first joined the
accounting world in 1991 and became a Chartered
Accountant in 2000 I have spent the bulk of my
career working with and advising small to medium-
sized enterprises I have experience working in all
sizes of accounting firms from sole practitioners to
international firms
My focus in my career has been to find new and
better ways to integrate innovation and technology
to enhance the customer experience and improve
efficiency in the accounting process
My journey has been unique in that I have
met some very innovative accountants and mentors
in my career I have been very fortunate to be in a
position to learn from them compare their ideas
and to truly choose the best of the best I share my
experiences as I saw them sometimes updated with
the benefit of hindsight My postings are candid
and generally unfiltered I do not intend to offend
but will apologize in advance if I do
The purpose of my Blog and website is to share my
discoveries in the hopes of advancing our
profession Personally I would like nothing more
than to free accountants from the stress created by
high volume commodity work allowing them the
freedom to pursue work that is rewarding
personally and professionally
I welcome you to share my journey and to offer
your thoughts and comments along the way The
information and materials that I will share are not
intended to be offered as a one-size fits all solution
but rather to offer you some thoughts that you may
wish to explore further
My site is dedicated to sharing my ldquoAccountantrsquos
Manifestordquo I cover the following general areas
Efficiency versus Effectiveness
Outsourcing
Networking and Marketing
Technology
Consulting Tools
Consulting Mindset
Innovations that impact accounting
I create tags to allow easy searching ndash no point
wasting time on a topic if it isnrsquot immediately
relevant to you
My overall goal is to reduce the hours worked by
accountants and increase overall profitability One
of my friendrsquos made an interesting comment
recently ldquoAlmost every accountant that I know can
tell me how much his gross revenue is but very few
know what their actual costs arerdquo I challenge you to
learn more about your practice so that you can bid
on the right kinds of projects and earn what you are
worth ndash your education should be your most valued
possession
Visit Us Online
wwwdreampracticeca
2020 Canada is the premier volunteer membership
group for accountants in Canada for small and medi-
um-size practitioners 2020 Canada started in 2005
our membership is coast-to-coast representing CAs
CGAs and CMAs in Public Practice 2020 Canada
appeals to those accountants who are interested in
improving their practices through improved
efficiencies expanded offerings and marketing
initiatives that result in improved bottom lines
2020 Canada is the Canadian branch of The 2020
Group Worldwide in the UK The 2020 Group was
founded in the 1990s by three of the best-known
consultants and seminar leaders in the profession
Ian Fletcher Chris Frederiksen and Gordon Gilchrist
They recognized that historical compliance services
were likely to be limited growth areas for account-
ants and that progressive firms would need to offer
their clients more value-added services For that
new tools and ideas would be needed Since the
launch the 2020 Group has organizations in UK and
Ireland USA South Africa and Canada with
world-wide members as part of 2020 International
2020 Canada offers Professional Development
courses through webinars seminars and confer-
ences focussing primarily in non-compliance areas
Practice Management Marketing and Consulting
Business Advisory Services Legal Issues Efficiency
Resources in IT Software Outsourcing Services and
others
Event Organizer Spotlight 2020 Canada
For Membership Information Visit Us Online
www2020canadaca
Benefits of 2020 Canada Membership Fantastic VALUE 25 discount on 2020 Canada Professional Development Courses Discounts on 2020 Tools Discount on 2020 Canada Conferences and Seminars Discounts on third party products and services (Please see our list of Value Added Services)
Members Newsletter You will also receive regular correspondence through our e-newsletters packed full with useful practice management and marketing ideas Members are also encouraged to pose questions in the QampA section of the website where answers and features are made within the newsletters
TelephoneEmail support We act as a resource to your practice and encourage you to call us with questions and requests Over the years the 2020 Membership Group has become highly colle-gial and members are generally more than willing to share information with each other
Access to an international affiliation of professional accountants
2020 Dream Practice Virtual Accounting Conference 2014
Gold Sponsor
Irsquove worked with a company that fully embraces ldquobusiness process
outsourcingrdquo Anything that we could outsource to virtual workers we have and it has
greatly reduced the amount of square footage that our company needs hence greatly
reducing our carbon footprint and office expenses It also benefits the workers we
employ in the sense that they get to live where they want and be in their home work
environment If you really think about it you rsquod be surprised about exactly how many
task you can actually outsource and that can be done online It rsquos nice to be on
the forefront of a new growth industry
John B ndash Geeks On The Way
Increase productivity expand your business and save money ndash outsource your business processes with Tursa Group
We have a talented team of specialists in various fields of IT marketing administration and finance ready to look after your companyrsquos needs so
that you can concentrate on growing your company
For More Information Visit Us Online
wwwtursagroupcom
wwwvirtualaccountingconferencecom
2020 Dream Practice Virtual Accounting Conference 2014
Gold Sponsor
Zohocom offers a comprehensive suite of award-winning online business productivity amp collaboration applications Customers use Zoho Applications to run their business processes manage their information and be more productive while at the office or on the go without having to worry about expensive or outdated hardware or software To date Zohocom has launched 25+ online applications mdash from CRM to Mail Office Suite Project Management Invoicing Web conferencing and more Zoho has received numerous awards including an InfoWorld 2009 Product of the Year award a 2008 PC World 25 Most Innovative Products Award and a 2007 TechCrunch Best Enterprise Start-up Zohocom is a division of Zoho Corporation a privately-held and profitable company With offices in CA Austin Chennai Yoko-hama and Beijing Zoho Corporation serves the technology needs of more than 9 million customers worldwide
For More Information Visit Us Online
wwwzohocom
Silver Sponsors
The Accounting Practitioners Symposium is an information
resource for Accounting Professionals to examine bringing
together different technology to create a simplified and
streamlined office process to help grow your business
wwwaccountingsymposiumcom
We build tools that simply make life easier
The goal of Client Track is to help take control of your
practice and save you time by combining all of the office
management tools into one easy-to-use package
wwwclienttrackca
Online Marketing amp Web Design
VH Marketingrsquos strategy is to build an outstanding web
presence not just a website by providing clients with an
up-to-date web design mobile setup and social media
presence tied together with strong ongoing SEO
(search engine optimization) Following this proven strategy
places our clients business in front of the right target
market generating leads on consistent basis
wwwvhwebsitescom
Wealth Stewards Inc is the partner of choice for Chartered
Professional Accountants who want to provide their valued
clients with a wealth management firm that is prudent and
a true steward of their wealth Wealth Stewards Inc
partners with accountants to provide both tax effective and
sound wealth management strategies together we help
our clients achieve long-term financial goals
wwwwealthstewardsca
Wolters Kluwer enables legal tax finance and healthcare
professionals to be more effective and efficient We provide
information software and services that deliver vital in-
sights intelligent tools and the guidance of subject-matter
experts
wwwwolterskluwercom
wwwvirtualaccountingconferencecom
Webinar Schedule SpringSummer
Date Topic Speaker
Last Speaker
First
632014 Connect With Your Clients With Intent Using ASPiRE
Crosser John
6102014 Integrating Wealth Management Tyers Paul
6122014 Learn about XLGL an Excel add-in which connects to Sage 50 databases to produce customized reports
Carrier Daniel
6172014 LedgerDocs Never Lose a Receipt Zielke Wayne
6192014 Protecting Those that Run Your Business Crosser John
6242014 Drop the Struggle amp Thrive Solomon Rick
732014 Working In The Cloud A Bookkeepers Perspective Bouffard Keri
782014 Clouds Taking the First Steps Irving Graham
7102014 Importing Data into Small Business Accounting Programs
Mason Dan
7152014 Shoeboxedcom Hourigan Mike
7222014 5 Ways to Grow Your Business Borschowa Jeff
7242014 Supercharge Your Documentation Bellehumeur Adrienne
7292014 Protecting Your Business Entity Crosser John
7312014 Client Track as a Practice Management Solution Merritt David
852014 Creating and Implementing a Marketing Plan Buol Ruszczyk Bonnie
8122014 Accounting in The Cloud Zandbergen Scott
8192014 High Level Overview of Business Processes Borschowa Jeff
8262014 The Enlightened Accountant Solomon Rick
2020 Dream Practice Virtual Accounting Conference 2014
Webinar Schedule FallWinter
wwwvirtualaccountingconferencecom
Date Topic Speaker
Last Speaker
First
922014 Sandler Rules for Building Your Practice to Work Smarter Not Harder
Knox Hamish
942014 Social Media Strategies for Accountants and Bookkeepers Olah Viola
992014 Make Your Website a Business Development Tool Buol Ruszczyk Bonnie
9112014 Business Development Intelligence (BDI) Fritsch Chris
9162014 Succession Planning Tyers Paul
9182014 Turning Your Accountancy Firm Website Into a Lead Generation Machine
Reyburn Karen
9232014 Benchmarking for Success Borschowa Jeff
9252014 A Brief Tour Through Wills and Estate Planning Jones Stephan
9302014 Sales and Marketing Eden Jan
1072014 Social Media The Good Bad and Effective Buol Ruszczyk Bonnie
1092014 An Introduction to SRampED What It Is and What Can It Do For Your Clients
Smith Graham
10142014 Understanding and Utilizing Insurance Company Investment and Income Products
Findlay Curtis
10162014 Key Elements of a Lead Generating Website Olah Viola
10212014 Improving the Bottom Line Through Niche Marketing Tyers Peggy
10232014 LedgerOnline Zielke Wayne
10282014 Going Paperless Duncan Brooks
1142014 Growing Your Firm with LinkedIn Buol Ruszczyk Bonnie
1162014 Expanding Business Activities to the United States (Canadian Companies)
Shumate Amy
11132014 Business Planning For Organizations of all Sizes Findlay Curtis
11182014 The Power of Niche Marketing for Accountants Reyburn Karen
11252014 Profitable Cloud-Based Payroll for your Practice Vassa Sam
1222014 Turning Great Ideas Into Reality Suart Glenn
1292014 Colour Accounting Descoteaux Stephanie
Webinar Speakers
Adrienne Bellehumeur CA CISA PMP
Adrienne Bellehumeur lives in Calgary Alberta and works as a consultant specializing
in business analysis audit and effective documentation Her focus is on helping
companies track monitor and protect their most valuable assets information and
intellectual capital Adrienne began her career as a Chartered Accountant working with
clients on audits assessing financial controls and Sarbanes-Oxley (SOX) compliance
projects Her experience over the years includes requirements management process
modelling project communications technical writing and developing documentation
strategies and systems Adrienne continues to actively research present on and write
about effective documentation and business analysis practices
Company BELLEHUMEUR amp ASSOCIATES Website wwwleadersinbusinessanalysiscom
Jeff Borschowa - Event Organizer amp Host
I first joined the accounting world in 1991 and became a Chartered Accountant in 2000 I
have spent the bulk of my career working with and advising small to medium-sized
enterprises I have experience working in all sizes of accounting firms from sole
practitioners to international firms My focus in my career has been to find new and better
ways to integrate innovation and technology to enhance the customer experience and
improve efficiency in the accounting process My journey has been unique in that I have
met some very innovative accountants and mentors in my career I have been very
fortunate to be in a position to learn from them compare their ideas and to truly choose
the best of the best Personally I would like nothing more than to free accountants from the stress created by high
volume commodity work allowing them the freedom to pursue work that is rewarding personally and professionally My
overall goal is to reduce the hours worked by accountants and increase overall profitability One of my friendrsquos made an
interesting comment recently ldquoAlmost every accountant that I know can tell me how much his gross revenue is but
very few know what their actual costs arerdquo I challenge you to learn more about your practice so that you can bid on the
right kinds of projects and earn what you are worth ndash your education should be your most valued possession
Company Dream Practice Website wwwdreampracticeca
Twitter DreamPractices
2020 Dream Practice Virtual Accounting Conference 2014
wwwvirtualaccountingconferencecom
Webinar Speakers
Kerri Bouffard
Kerri Bouffard CPB has been a professional bookkeeper for over 20 years and has
been operating her own company Add-Vantage Bookkeeping since 2003
She has been happily working completely in the cloud since 2012 ndash with no copies of
any software loaded directly on her local computer system
Company Add-Vantage Bookkeeping Website httpaddvantagebookkeepingcom
Bonnie Buol Ruszczyk
Bonnie Buol Ruszczyk is the founder and president of bbr marketing which provides
marketing services and strategy for professional services firms Every day she and her
talented staff help accountants all over North America reach their audiences and grow
their firms by creating and implementing customized solutions that differentiate each
client in their individual market Named one of 2013rsquos Top 100 Most Influential People in
accounting by Accounting Today for the 2nd year in a row she is an active volunteer in a
number of organizations including serving as president of the Atlanta AAM Chapter and
a regular contributor to a variety of news and industry websites
Company bbr marketing Title Founder and President
Website wwwbbrmarketingcom
Webinar Speakers
2020 Dream Practice Virtual Accounting Conference 2014
Daniel Carrier
Daniel Carrier has close to 40 yearsrsquo experience in bookkeeping Hersquos worked as a
consultant since 1993 and has recommended and installed a number of bookkeeping
software Daniel founded Logicim in 2004 with his partner his son It is Pierre Alain
Carrier who has created the now famous XLGL and Daniel is proud to be participating in
this great reporting initiative
Company Logicim Inc Website wwwlogicimtechcom
John Crosser
John Crosser is the owner of Knights Financial Management an independent
insurance service company John believes it is important to ensure businesses not only
properly protect their business entity but also those that make their business run At
Knights Financial Management we focus on small to medium sized businesses looking for
help as they navigate their way through the world of business Having the right type
and the right amount of insurance will help provide financial peace of mind to owners
so they can concentrate on ldquodoingrdquo business John is actively involved in his community
As the author of ASPiRE A Financial Workbook for the Canadian Teen John routinely
presents to schools and business to help increase financial literacy By helping people understand the moving parts
of a financial game plan (goals setting cash flow and debt management asset
protect and building wealth) John feels they will be more financially
bull Fit--through wise budgeting of time and money
bull Independent--through discovering their own skills setting and accomplishing goals
bull Responsible--through focused activities and self-discipline
bull Secure--through building multiple streams of cash flow
With proper financial literacy individuals families schools businesses communities provinces and Canada at large
will be stronger In addition to growing his business John enjoys spending time with his wife Jeanelle and their two
daughters Ashley and Jayme John loves working on his golf handicap making furniture and barbecuing with family
and friends
Company Knights Financial Management and Portfolio Strategies Corporation Website httpwwwknightsfmca
wwwvirtualaccountingconferencecom
Webinar Speakers
Stephanie Descoteaux DFA-BSS
Steacutephanie Descocircteaux is president and CEO of Calculated Approach Consulting Inc and
founder of Digits amp Decimals Inc But those are not the titles she loves itrsquos her real job as
a bookkeeping systems specialist that indicates her true passion Her focus is always on
educating clients improving systems and measuring the accomplishments of those
systems This vision empowers small business owners and entrepreneurs and has
commanded an impressive client list that continues to grow Steacutephanie founded Digits amp
Decimals Inc in 2001 a professional bookkeeping company She is the lead trainer and
consultant and has grown the business to include a staff of experts In 2011 Stephanie
launched Calculated Approach Consulting Inc a company that offers mentorship controllership and consulting
services to business owners or other bookkeepers Steacutephaniersquos professional affiliations include membership in the
Canadian Payroll Association (CPA) Institute of Professional Bookkeepers of Canada (IPBC) and Association of
Certified Fraud Examiners (ACFE) She is also a QuickBooks ProAdvisor has completed the Distinguish Financial
Advisor ndash Bookkeeping System Specialist (DFABSS) a 2 years bookkeeping certification with the Knowledge
Bureau she recently became a Sale Partner with Accounting Comes Alive ndash Color Accounting and is one of few
accredited Training Partner in Canada for Accounting Comes Alive ndash Color Accounting Steacutephaniersquos presentations
are available in English or French
Company Calculated Approach Consulting Inc Website wwwdigitsdecimalscom
Twitter DigitsDecimals
Brooks Duncan
Brooks Duncan helps individuals and small businesses go paperless at Docu-
mentSnapcom where he writes about tools workflows and taking action Hes a
CPACMA and a former computer programmer and financial software support manager
Brooks lives in Vancouver BC
Company DocumentSnapcom Website wwwdocumentsnapcom
Webinar Speakers
2020 Dream Practice Virtual Accounting Conference 2014
Chris Fritsch JD
As a Business Development Intelligence Consultant Chris Fritsch works together with
professional services firms to help support their Business Development efforts and
maximize their return on investment Chris and her team at ClientsFirst help Clients
utilize information and competitive intelligence to guide their business development
decisions and strategies to enhance their client development efforts
Chris also writes and speaks nationally on topics including competitive intelligence
business development client relationship management relationship intelligence web
marketing and the use of technology to enhance profitability In her former role as a
Legal Technologist she advised top law firms and professionals about competitive intelligence and innovative uses
of Internet technology Chris has also worked in-house as a Legal Technologist for an Am Law 50 law firm based in
Atlanta and as a Technology Consultant and Webmaster for Emory Law School She was also the Managing
Partner of a consulting firm specializing in providing technology solutions Chris received her law degree from
Emory University School of Law in Atlanta GA where she served as Managing Editor of the Emory International
Law Review as well as student and faculty technology consultant In her spare time Chris blogs and designs
websites and electronic newsletters
Company Clients First Consulting Title Business Development Intelligence Consultant
Website wwwClientsFirstConsultingcom Twitter CRMSuccess
Curtis Findlay
Curtis Findlay CFP is recognized nationally in the Canadian financial industry as both a
mentor of financial advisors as well as a successful advisor After graduating college Curtis
entered the financial industry in 1978 He operates his business activities from Canmore
Alberta Curtis has extensive experience advising entrepreneurs and mid-wealth individuals
with a variety of financial business and personal planning endeavours His comments are
made to Dream Practice through his firm Compass Financial Planning Services Ltd and not
related to a securities entity
Company Compass Financial Planning Services Ltd Website httpwwwcompfinnet
wwwvirtualaccountingconferencecom
Webinar Speakers
Mike Hourigan
Mike Hourigan is the Marketing Manager for Shoeboxedcom He is a graduate of the
University of North Carolina at Chapel Hill where he studied advertising Mike oversees all
of Shoeboxeds online marketing initiatives as well as the companys integrated partner
relations When Mike isnt helping small businesses and accountants get set up with
Shoeboxed he enjoys hiking and walking 18 holes at the nearest public golf course
Company Shoeboxedcom Website wwwshoeboxedcom
Twitter michaelhourigan
Stephen Jones LL M CPA CA
Stephen graduated from Dalhousie Law School He then articled in Toronto Shortly after
he obtained his CA designation working for one of the predecessors or KPMG In 1990
he joined BMO at its head office as a taxation lawyer and accountant
He rounded out his education in 2006 graduating with his Masters of Laws (LLM) in trust
and fiduciary law at Osgoode Stephen now provides counsel for Wealth Stewards
overall tax and estate activities Stephen brings his expertise and experience to the
planning and implementation of individual client situations Stephen is registered with the
Law Society of Upper Canada in private practice and with the Ontario and Canadian
Institutes of Chartered Professional Accountants
Company Wealth Stewards Inc Title Director Tax amp Estate Planning
Website wwwwealthstewardsca
Webinar Speakers
2020 Dream Practice Virtual Accounting Conference 2014
Hamish Knox
As a licensed member of the global Sandler network Hamish works with business owners and chief
executives who are serious about creating sustainable sales cultures Hamish worked in sales across
a variety of industries including media communication services software and professional sports
before joining the Sandler network which melded his passions for sales and education Early in his
Sandler career Hamish was anointed a Sandler Rising Star for quickly building his business and
helping fellow Sandler colleagues with their businesses Hamish is a former Sandler Global Rookie of
the Year is a current member of Sandlers Franchisee Advisory Council and his book Accountability
the Sandler Way will be published in November
Company Sandler Training - Calgary Website wwwhamishsandlercom
Twitter sandlerhamish
Dan Mason
I speak about innovation related to business software and business models that help
small and medium sized businesses to transform and automate their business
processes to achieve maximum efficiency and improve customer experience
Dan Mason focuses on strategic planning and business model innovation by helping
small and medium sized businesses to automate and optimize their business processes
Drawing from his 20 years of experience working with various accounting and ERP
systems Dan has helped several small and medium sized businesses in various
verticals to build robust business software systems Dan started Business Innovation
Technologies Inc in 2008 and has successfully led the company from its inception into a market leading provider
of innovative business software solutions As CEO of Business Innovation Technologies Dan is responsible for
driving the organizationrsquos strategic agenda technology vision and business operations In addition to helping
companies deploy best-of-the-breed business software systems Dan has been working on integrating diverse
business systems through his companyrsquos industry leading software solution to import and export data from ANY
source to various accounting and business software
Company Business Innovation Technologies Inc Title President amp CEO
Website wwwbusinnovatechcom
wwwvirtualaccountingconferencecom
Webinar Speakers
Viola Olah
Viola Olah is a Hungarian born and raised in Transylvania (yes itrsquos a real placehellip) She
lives in Calgary with her hubby and her dog Nikki After she worked as a systems analyst
for a large oil and gas company for a number of years she decided in 2009 to open up her
own business VH Marketing Ltd an online marketing company She thrives on the
challenge of keeping up with the fast changing pace of the Internet world and implementing
cutting edge marketing strategies to her clientsrsquo marketing plan Seeing clients succeed
gives her great satisfaction and she is grateful for the long-term strong relationships she
forged with them Her clients are local small business owners and individual professionals
who are very good at their own craft and donrsquot have the time or the desire to market their own business VH
Marketingrsquos strategy is to build an impactful web presence not just a website by providing clients with an up to date
web design mobile setup and social media presence This is all tied together with strong ongoing SEO
(search engine optimization) placing the clientsrsquo business in front of the right target market generating leads on
consistent basis
Company VH Marketing Ltd Website wwwvhwebsitescom
David Merritt
David Merritt owner and creator of Client Track graduated with a BSc in Computing and has
been designing software ever since David developed Client Track after he saw a real need in
the Accounting Practitioners industry for a solution to help public practice accounting
professionals to organize and control all of their deadlines efficiently Realizing that a large part
of running a successful practice was managing clients chasing down paperwork and handling all
the returns David developed Client Track into a software solution that is built based on the
unique needs of accounting professionals across Canada
Company Client Track Website httpclienttrackca
Twitter Client_Track
Webinar Speakers
2020 Dream Practice Virtual Accounting Conference 2014
Karen Reyburn
Karen Reyburn is a creative-minded individual who specialises in online marketing for
accountancy firms A former accountant (and a Certified Public Accountant in the
States) Karen now assists accountancy firms with understanding and using online
marketing to get more leads A dual British-American citizen Karens past careers
include working with a Glasgow-based accountancy firm setting up and maintaining a
separate consultancy division for this firm She instigated monthly business workshops training and facilitating
business owners in marketing strategy and profitability She has delivered online webinars and offline seminars
for the Chamber of Commerce Bank of Scotland women in business and business growth events She assisted
in the delivery of a comprehensive Business Consulting Programme to accountants for over five years For five
years Karen managed the European office of a global network of accounting firms helping both accountants and
SMEs to improve their marketing efforts This included delivering webinars providing online training website
design and improvement email marketing blogging and marketing action plans Karen is also an
internationally-recognised photographer doing wedding photography family portraits and landscape photography
in Scotland England Ireland Cyprus Australia the United States and more
Company The Profitable Firm Title Owner
Website wwwtheprofitablefirmcom Twitter ProfitableFirm
Graham Smith
Graham Smith is Vice President of Business Development for TSGI-Chartered Accountants
one of the top SRampED consultancies in western Canada He has been active in the SRampED
industry for more than 8 years and has co-taught the course on SRampED for the Institute of
Chartered Accountants of Alberta Graham has worked on wide range of claims for companies
of all sizes and in all industrial sectors
Company TSGI Charted Accountants Title Vice President - Business Development
Website wwwtsgica
wwwvirtualaccountingconferencecom
Webinar Speakers
Rick Solomon CPA CGMA - Keynote Speaker
For over 20 years Rick Solomon has taught professionals around the world how to create
extraordinary results in their professional practices and lives by applying time tested
techniques and sometimes ancient wisdom in a number of ways His past practice as a
CPA and business advisor coupled with years of study at the Sedona Institute have
provided him a deep understanding of how to guide others to be free of the self-created
limitations that for many people make personal and professional success much harder
than it has to be Rick is presently the CEO of Thriving Firm a world leader in helping
professional service providers and advisors build more profitable and rewarding practices
He is the founder and serves as the main facilitator of the Masters Program a two-year workshop and coaching
program offered exclusively to open-minded professionals The Masters Program shares a very unique way to
achieve abundance in ones personal and professional life Rick has challenged thousands of professionals world-
wide to expand their view of themselves and the value they bring to their clients in order to reach new levels of
personal and professional abundance
Company Thriving Firm Title CEO - Founder and Lead Facilitator of the Masters Program
Website wwwthrivingfirmcom Twitter ricksolomoncpa
Amy Shumate
Amy brings 13 years US tax experience to her role as Director in the US Corporate Tax
Advisory practice Amy assists her Canadian clients and their affiliates with their US
federal and state corporate income franchise sales and use tax issues from a unique
cross-border perspective She has worked with all sizes of both public and private
corporations in all types of industries in helping them manage their US federal and state
tax compliance and consulting needs Prior to joining Trowbridge in early 2014 Amy
worked for two of the Big 4 firms beginning in 2001 where she helped clients with US
corporate tax compliance federal and state tax consulting due diligence work
structuring and controversy Amy has a BA and MBA from McMaster University and
an MSc (Tax) from Golden Gate University in San Francisco She is a Canadian Chartered Professional
Accountant registered in Ontario and a Certified Public Accountant registered in Illinois
Company TROWBRIDGE PROFESSIONAL CORPORATION Title Director US Corporate Tax Services
Website wwwtrowbridgeca
Webinar Speakers
2020 Dream Practice Virtual Accounting Conference 2014
Glenn Suart
Glenn Suart is a Calgary-based Strategist Entrepreneur and Host of ldquoTodayrsquos Great Ideardquo
a nationally syndicated program aimed at helping people doing something with their great
ideas Over the past 20 years at WriteMyPlan PricewaterhouseCoopers Consulting and
Nordicity Group Ltd he has helped hundreds of people build successful businesses
Friendly and approachable Glenn and his team create strong viable businesses and craft
compelling winning business plans Glenn also teaches Building An Effective Business
Case at Mount Royal University in Calgary
Company WriteMyPlan Website wwwWriteMyPlancom
Paul Tyers
Paul Tyers is Managing Director of Wealth Stewards Inc and Vice President of Portfolio
Stewards Inc registered with the Ontario Securities Commission He and his team provide
comprehensive wealth management services to affluent Canadians typically in conjunction
with their other ldquotrusted advisorsrdquo A Chartered Professional Accountant (CPA) Certified
Financial Planner (CFP) and Chartered Investment Manager (CIM) Paul has both the
education and experience to provide comprehensive wealth advisory services Upon
completion of a business degree Paul began his career at a major international CA firm
gaining experience in a wide variety of business sectors Moving into corporate finance with
Bank of Montreal followed by Corpfinance International experience was gained in mergers acquisitions succession
and growth financing In 1987 Paul partnered with a venture capital firm to acquire Retirement Counsel of Canada
(RCOC) and led it through substantial growth prior to selling it in 2002 Since 2002 Paul has returned to his passion
of building managing and preserving the wealth of affluent private clients His success is attributed to ensuring
clientsrsquo interests always come first Paul provides advice on the areas noted to the left and has pioneered the
integration of wealth management services into Canadian accountingtax firms
Company Wealth Stewards Inc Title Managing Director
Website httpwealthstewardsca
wwwvirtualaccountingconferencecom
Webinar Speakers
Sam Vassa
Sam Vassa heads PaymentEvolution ndash Canadarsquos largest and most loved cloud payroll and
payments service Sam founded the company with a team of technology and subject
matter specialists and devised an award-winning solution that empowers organizations and
their accountants to manage their own payroll process Previously Sam led business
development for the capital markets industry at Microsoft Corporation His team worked with
leading Microsoft partners to build compelling solutions for the financial services
industry Sam was responsible for alliance relationships with Microsoftrsquos largest global
partners as well as sales and marketing execution with the community He has worked
with Microsoftrsquos US and Canadian subsidiaries and is known for his passion for forming strong partnerships Sam was
a channel manager at Digital Equipment Canada and served with the Canadian Department of Foreign Affairs and
International Trade at their foreign missions worldwide He is a board member of Telecompute ndash a leading software
development firm pioneering the use of portable database technology for vertical markets Sam is active in the
emerging business market as an advisor and mentor to firms seeking management and technology expertise Sam is
a graduate of McMaster University where he studied biochemistry
Company PaymentEvolution Website wwwpaymentevolutioncom
Twitter samvassa
Peggy Tyers BBA - Event Organizer
Peggy Tyers earned an Honours Bachelor of Business Administration from Wilfrid Laurier
University After graduating she entered the retail sector She spent over 20 years
working with National retailers in several areas consulting marketing buying and
merchandising Peggy transferred those skills to another industry sector when she
brought the 2020 Group (leading volunteer membership organization for progressive
accountants in the world) to Canada Peggy looks for products and services to help
accountants improve the efficiency of their practice and improve their bottom lines
Company 2020 Canada Title President
Website www2020canadaca
Webinar Speakers
Scott Zandbergen
Scott Zandbergen has worked in the accounting software world for over 17 years He
spent many years at Sage where he built and grew the Simply Accounting Certified
Consultant program Later as Vice President of Product Management he led the product
strategy for Simply Accounting Accpac and MAS 90500 In early 2011
Scott joined Wave Accounting a fully automated 100 free double entry accounting
software designed for small businesses with less than 10 employees Scotts mission there
is to educate the accounting and bookkeeping communities about the solution Wave
offers their small business clients In a little over 3 years on the market Wave now has over 2 million users on its
platform
Company Wave Accounting Title VP Pro Network
Website wwwwaveappscom Twitter WaveHQ
Wayne Zielke
Wayne is the founder and CEO of LedgerDocs an online document management
application that was designed around the sharing managing and collaboration needs of
bookkeepers accountants and businesses Wayne has spent his career working in the
accounting industry and understands first-hand the workflow and process involved in
providing exceptional full cycle bookkeeping and accounting services to clients From these
experiences he decided to create an application that streamlines the bookkeeping and
accounting process while promoting collaboration among bookkeepers accountants and
their amazing clients
Company LedgerDocs Title Chief Executive Officer
Website wwwledgerdocscom Twitter ledgerdocs
2020 Dream Practice Virtual Accounting Conference 2014
wwwvirtualaccountingconferencecom
2020 Dream Practice
Virtual Accounting Conference
Virtual Conference for Accountants
October 1 and 2 2014
Webinars
Presentations will be held on
Tuesdays and Thursdays from June 3
2014 through January 27 2015
Presentations scheduled from 1100
am MST to 100 pm MST
Schedule includes one hour for
presentation and up to one hour for
questions
Over 32 webinars with
industry experts
wwwvirtualaccountingconferencecom
Collaborate Innovate Prosper
Gold Sponsors
Silver Sponsors
wwwvirtualaccountingconferencecom
Event Organizer Spotlight Dream Practice
Accountants Manifesto I first joined the
accounting world in 1991 and became a Chartered
Accountant in 2000 I have spent the bulk of my
career working with and advising small to medium-
sized enterprises I have experience working in all
sizes of accounting firms from sole practitioners to
international firms
My focus in my career has been to find new and
better ways to integrate innovation and technology
to enhance the customer experience and improve
efficiency in the accounting process
My journey has been unique in that I have
met some very innovative accountants and mentors
in my career I have been very fortunate to be in a
position to learn from them compare their ideas
and to truly choose the best of the best I share my
experiences as I saw them sometimes updated with
the benefit of hindsight My postings are candid
and generally unfiltered I do not intend to offend
but will apologize in advance if I do
The purpose of my Blog and website is to share my
discoveries in the hopes of advancing our
profession Personally I would like nothing more
than to free accountants from the stress created by
high volume commodity work allowing them the
freedom to pursue work that is rewarding
personally and professionally
I welcome you to share my journey and to offer
your thoughts and comments along the way The
information and materials that I will share are not
intended to be offered as a one-size fits all solution
but rather to offer you some thoughts that you may
wish to explore further
My site is dedicated to sharing my ldquoAccountantrsquos
Manifestordquo I cover the following general areas
Efficiency versus Effectiveness
Outsourcing
Networking and Marketing
Technology
Consulting Tools
Consulting Mindset
Innovations that impact accounting
I create tags to allow easy searching ndash no point
wasting time on a topic if it isnrsquot immediately
relevant to you
My overall goal is to reduce the hours worked by
accountants and increase overall profitability One
of my friendrsquos made an interesting comment
recently ldquoAlmost every accountant that I know can
tell me how much his gross revenue is but very few
know what their actual costs arerdquo I challenge you to
learn more about your practice so that you can bid
on the right kinds of projects and earn what you are
worth ndash your education should be your most valued
possession
Visit Us Online
wwwdreampracticeca
2020 Canada is the premier volunteer membership
group for accountants in Canada for small and medi-
um-size practitioners 2020 Canada started in 2005
our membership is coast-to-coast representing CAs
CGAs and CMAs in Public Practice 2020 Canada
appeals to those accountants who are interested in
improving their practices through improved
efficiencies expanded offerings and marketing
initiatives that result in improved bottom lines
2020 Canada is the Canadian branch of The 2020
Group Worldwide in the UK The 2020 Group was
founded in the 1990s by three of the best-known
consultants and seminar leaders in the profession
Ian Fletcher Chris Frederiksen and Gordon Gilchrist
They recognized that historical compliance services
were likely to be limited growth areas for account-
ants and that progressive firms would need to offer
their clients more value-added services For that
new tools and ideas would be needed Since the
launch the 2020 Group has organizations in UK and
Ireland USA South Africa and Canada with
world-wide members as part of 2020 International
2020 Canada offers Professional Development
courses through webinars seminars and confer-
ences focussing primarily in non-compliance areas
Practice Management Marketing and Consulting
Business Advisory Services Legal Issues Efficiency
Resources in IT Software Outsourcing Services and
others
Event Organizer Spotlight 2020 Canada
For Membership Information Visit Us Online
www2020canadaca
Benefits of 2020 Canada Membership Fantastic VALUE 25 discount on 2020 Canada Professional Development Courses Discounts on 2020 Tools Discount on 2020 Canada Conferences and Seminars Discounts on third party products and services (Please see our list of Value Added Services)
Members Newsletter You will also receive regular correspondence through our e-newsletters packed full with useful practice management and marketing ideas Members are also encouraged to pose questions in the QampA section of the website where answers and features are made within the newsletters
TelephoneEmail support We act as a resource to your practice and encourage you to call us with questions and requests Over the years the 2020 Membership Group has become highly colle-gial and members are generally more than willing to share information with each other
Access to an international affiliation of professional accountants
2020 Dream Practice Virtual Accounting Conference 2014
Gold Sponsor
Irsquove worked with a company that fully embraces ldquobusiness process
outsourcingrdquo Anything that we could outsource to virtual workers we have and it has
greatly reduced the amount of square footage that our company needs hence greatly
reducing our carbon footprint and office expenses It also benefits the workers we
employ in the sense that they get to live where they want and be in their home work
environment If you really think about it you rsquod be surprised about exactly how many
task you can actually outsource and that can be done online It rsquos nice to be on
the forefront of a new growth industry
John B ndash Geeks On The Way
Increase productivity expand your business and save money ndash outsource your business processes with Tursa Group
We have a talented team of specialists in various fields of IT marketing administration and finance ready to look after your companyrsquos needs so
that you can concentrate on growing your company
For More Information Visit Us Online
wwwtursagroupcom
wwwvirtualaccountingconferencecom
2020 Dream Practice Virtual Accounting Conference 2014
Gold Sponsor
Zohocom offers a comprehensive suite of award-winning online business productivity amp collaboration applications Customers use Zoho Applications to run their business processes manage their information and be more productive while at the office or on the go without having to worry about expensive or outdated hardware or software To date Zohocom has launched 25+ online applications mdash from CRM to Mail Office Suite Project Management Invoicing Web conferencing and more Zoho has received numerous awards including an InfoWorld 2009 Product of the Year award a 2008 PC World 25 Most Innovative Products Award and a 2007 TechCrunch Best Enterprise Start-up Zohocom is a division of Zoho Corporation a privately-held and profitable company With offices in CA Austin Chennai Yoko-hama and Beijing Zoho Corporation serves the technology needs of more than 9 million customers worldwide
For More Information Visit Us Online
wwwzohocom
Silver Sponsors
The Accounting Practitioners Symposium is an information
resource for Accounting Professionals to examine bringing
together different technology to create a simplified and
streamlined office process to help grow your business
wwwaccountingsymposiumcom
We build tools that simply make life easier
The goal of Client Track is to help take control of your
practice and save you time by combining all of the office
management tools into one easy-to-use package
wwwclienttrackca
Online Marketing amp Web Design
VH Marketingrsquos strategy is to build an outstanding web
presence not just a website by providing clients with an
up-to-date web design mobile setup and social media
presence tied together with strong ongoing SEO
(search engine optimization) Following this proven strategy
places our clients business in front of the right target
market generating leads on consistent basis
wwwvhwebsitescom
Wealth Stewards Inc is the partner of choice for Chartered
Professional Accountants who want to provide their valued
clients with a wealth management firm that is prudent and
a true steward of their wealth Wealth Stewards Inc
partners with accountants to provide both tax effective and
sound wealth management strategies together we help
our clients achieve long-term financial goals
wwwwealthstewardsca
Wolters Kluwer enables legal tax finance and healthcare
professionals to be more effective and efficient We provide
information software and services that deliver vital in-
sights intelligent tools and the guidance of subject-matter
experts
wwwwolterskluwercom
wwwvirtualaccountingconferencecom
Webinar Schedule SpringSummer
Date Topic Speaker
Last Speaker
First
632014 Connect With Your Clients With Intent Using ASPiRE
Crosser John
6102014 Integrating Wealth Management Tyers Paul
6122014 Learn about XLGL an Excel add-in which connects to Sage 50 databases to produce customized reports
Carrier Daniel
6172014 LedgerDocs Never Lose a Receipt Zielke Wayne
6192014 Protecting Those that Run Your Business Crosser John
6242014 Drop the Struggle amp Thrive Solomon Rick
732014 Working In The Cloud A Bookkeepers Perspective Bouffard Keri
782014 Clouds Taking the First Steps Irving Graham
7102014 Importing Data into Small Business Accounting Programs
Mason Dan
7152014 Shoeboxedcom Hourigan Mike
7222014 5 Ways to Grow Your Business Borschowa Jeff
7242014 Supercharge Your Documentation Bellehumeur Adrienne
7292014 Protecting Your Business Entity Crosser John
7312014 Client Track as a Practice Management Solution Merritt David
852014 Creating and Implementing a Marketing Plan Buol Ruszczyk Bonnie
8122014 Accounting in The Cloud Zandbergen Scott
8192014 High Level Overview of Business Processes Borschowa Jeff
8262014 The Enlightened Accountant Solomon Rick
2020 Dream Practice Virtual Accounting Conference 2014
Webinar Schedule FallWinter
wwwvirtualaccountingconferencecom
Date Topic Speaker
Last Speaker
First
922014 Sandler Rules for Building Your Practice to Work Smarter Not Harder
Knox Hamish
942014 Social Media Strategies for Accountants and Bookkeepers Olah Viola
992014 Make Your Website a Business Development Tool Buol Ruszczyk Bonnie
9112014 Business Development Intelligence (BDI) Fritsch Chris
9162014 Succession Planning Tyers Paul
9182014 Turning Your Accountancy Firm Website Into a Lead Generation Machine
Reyburn Karen
9232014 Benchmarking for Success Borschowa Jeff
9252014 A Brief Tour Through Wills and Estate Planning Jones Stephan
9302014 Sales and Marketing Eden Jan
1072014 Social Media The Good Bad and Effective Buol Ruszczyk Bonnie
1092014 An Introduction to SRampED What It Is and What Can It Do For Your Clients
Smith Graham
10142014 Understanding and Utilizing Insurance Company Investment and Income Products
Findlay Curtis
10162014 Key Elements of a Lead Generating Website Olah Viola
10212014 Improving the Bottom Line Through Niche Marketing Tyers Peggy
10232014 LedgerOnline Zielke Wayne
10282014 Going Paperless Duncan Brooks
1142014 Growing Your Firm with LinkedIn Buol Ruszczyk Bonnie
1162014 Expanding Business Activities to the United States (Canadian Companies)
Shumate Amy
11132014 Business Planning For Organizations of all Sizes Findlay Curtis
11182014 The Power of Niche Marketing for Accountants Reyburn Karen
11252014 Profitable Cloud-Based Payroll for your Practice Vassa Sam
1222014 Turning Great Ideas Into Reality Suart Glenn
1292014 Colour Accounting Descoteaux Stephanie
Webinar Speakers
Adrienne Bellehumeur CA CISA PMP
Adrienne Bellehumeur lives in Calgary Alberta and works as a consultant specializing
in business analysis audit and effective documentation Her focus is on helping
companies track monitor and protect their most valuable assets information and
intellectual capital Adrienne began her career as a Chartered Accountant working with
clients on audits assessing financial controls and Sarbanes-Oxley (SOX) compliance
projects Her experience over the years includes requirements management process
modelling project communications technical writing and developing documentation
strategies and systems Adrienne continues to actively research present on and write
about effective documentation and business analysis practices
Company BELLEHUMEUR amp ASSOCIATES Website wwwleadersinbusinessanalysiscom
Jeff Borschowa - Event Organizer amp Host
I first joined the accounting world in 1991 and became a Chartered Accountant in 2000 I
have spent the bulk of my career working with and advising small to medium-sized
enterprises I have experience working in all sizes of accounting firms from sole
practitioners to international firms My focus in my career has been to find new and better
ways to integrate innovation and technology to enhance the customer experience and
improve efficiency in the accounting process My journey has been unique in that I have
met some very innovative accountants and mentors in my career I have been very
fortunate to be in a position to learn from them compare their ideas and to truly choose
the best of the best Personally I would like nothing more than to free accountants from the stress created by high
volume commodity work allowing them the freedom to pursue work that is rewarding personally and professionally My
overall goal is to reduce the hours worked by accountants and increase overall profitability One of my friendrsquos made an
interesting comment recently ldquoAlmost every accountant that I know can tell me how much his gross revenue is but
very few know what their actual costs arerdquo I challenge you to learn more about your practice so that you can bid on the
right kinds of projects and earn what you are worth ndash your education should be your most valued possession
Company Dream Practice Website wwwdreampracticeca
Twitter DreamPractices
2020 Dream Practice Virtual Accounting Conference 2014
wwwvirtualaccountingconferencecom
Webinar Speakers
Kerri Bouffard
Kerri Bouffard CPB has been a professional bookkeeper for over 20 years and has
been operating her own company Add-Vantage Bookkeeping since 2003
She has been happily working completely in the cloud since 2012 ndash with no copies of
any software loaded directly on her local computer system
Company Add-Vantage Bookkeeping Website httpaddvantagebookkeepingcom
Bonnie Buol Ruszczyk
Bonnie Buol Ruszczyk is the founder and president of bbr marketing which provides
marketing services and strategy for professional services firms Every day she and her
talented staff help accountants all over North America reach their audiences and grow
their firms by creating and implementing customized solutions that differentiate each
client in their individual market Named one of 2013rsquos Top 100 Most Influential People in
accounting by Accounting Today for the 2nd year in a row she is an active volunteer in a
number of organizations including serving as president of the Atlanta AAM Chapter and
a regular contributor to a variety of news and industry websites
Company bbr marketing Title Founder and President
Website wwwbbrmarketingcom
Webinar Speakers
2020 Dream Practice Virtual Accounting Conference 2014
Daniel Carrier
Daniel Carrier has close to 40 yearsrsquo experience in bookkeeping Hersquos worked as a
consultant since 1993 and has recommended and installed a number of bookkeeping
software Daniel founded Logicim in 2004 with his partner his son It is Pierre Alain
Carrier who has created the now famous XLGL and Daniel is proud to be participating in
this great reporting initiative
Company Logicim Inc Website wwwlogicimtechcom
John Crosser
John Crosser is the owner of Knights Financial Management an independent
insurance service company John believes it is important to ensure businesses not only
properly protect their business entity but also those that make their business run At
Knights Financial Management we focus on small to medium sized businesses looking for
help as they navigate their way through the world of business Having the right type
and the right amount of insurance will help provide financial peace of mind to owners
so they can concentrate on ldquodoingrdquo business John is actively involved in his community
As the author of ASPiRE A Financial Workbook for the Canadian Teen John routinely
presents to schools and business to help increase financial literacy By helping people understand the moving parts
of a financial game plan (goals setting cash flow and debt management asset
protect and building wealth) John feels they will be more financially
bull Fit--through wise budgeting of time and money
bull Independent--through discovering their own skills setting and accomplishing goals
bull Responsible--through focused activities and self-discipline
bull Secure--through building multiple streams of cash flow
With proper financial literacy individuals families schools businesses communities provinces and Canada at large
will be stronger In addition to growing his business John enjoys spending time with his wife Jeanelle and their two
daughters Ashley and Jayme John loves working on his golf handicap making furniture and barbecuing with family
and friends
Company Knights Financial Management and Portfolio Strategies Corporation Website httpwwwknightsfmca
wwwvirtualaccountingconferencecom
Webinar Speakers
Stephanie Descoteaux DFA-BSS
Steacutephanie Descocircteaux is president and CEO of Calculated Approach Consulting Inc and
founder of Digits amp Decimals Inc But those are not the titles she loves itrsquos her real job as
a bookkeeping systems specialist that indicates her true passion Her focus is always on
educating clients improving systems and measuring the accomplishments of those
systems This vision empowers small business owners and entrepreneurs and has
commanded an impressive client list that continues to grow Steacutephanie founded Digits amp
Decimals Inc in 2001 a professional bookkeeping company She is the lead trainer and
consultant and has grown the business to include a staff of experts In 2011 Stephanie
launched Calculated Approach Consulting Inc a company that offers mentorship controllership and consulting
services to business owners or other bookkeepers Steacutephaniersquos professional affiliations include membership in the
Canadian Payroll Association (CPA) Institute of Professional Bookkeepers of Canada (IPBC) and Association of
Certified Fraud Examiners (ACFE) She is also a QuickBooks ProAdvisor has completed the Distinguish Financial
Advisor ndash Bookkeeping System Specialist (DFABSS) a 2 years bookkeeping certification with the Knowledge
Bureau she recently became a Sale Partner with Accounting Comes Alive ndash Color Accounting and is one of few
accredited Training Partner in Canada for Accounting Comes Alive ndash Color Accounting Steacutephaniersquos presentations
are available in English or French
Company Calculated Approach Consulting Inc Website wwwdigitsdecimalscom
Twitter DigitsDecimals
Brooks Duncan
Brooks Duncan helps individuals and small businesses go paperless at Docu-
mentSnapcom where he writes about tools workflows and taking action Hes a
CPACMA and a former computer programmer and financial software support manager
Brooks lives in Vancouver BC
Company DocumentSnapcom Website wwwdocumentsnapcom
Webinar Speakers
2020 Dream Practice Virtual Accounting Conference 2014
Chris Fritsch JD
As a Business Development Intelligence Consultant Chris Fritsch works together with
professional services firms to help support their Business Development efforts and
maximize their return on investment Chris and her team at ClientsFirst help Clients
utilize information and competitive intelligence to guide their business development
decisions and strategies to enhance their client development efforts
Chris also writes and speaks nationally on topics including competitive intelligence
business development client relationship management relationship intelligence web
marketing and the use of technology to enhance profitability In her former role as a
Legal Technologist she advised top law firms and professionals about competitive intelligence and innovative uses
of Internet technology Chris has also worked in-house as a Legal Technologist for an Am Law 50 law firm based in
Atlanta and as a Technology Consultant and Webmaster for Emory Law School She was also the Managing
Partner of a consulting firm specializing in providing technology solutions Chris received her law degree from
Emory University School of Law in Atlanta GA where she served as Managing Editor of the Emory International
Law Review as well as student and faculty technology consultant In her spare time Chris blogs and designs
websites and electronic newsletters
Company Clients First Consulting Title Business Development Intelligence Consultant
Website wwwClientsFirstConsultingcom Twitter CRMSuccess
Curtis Findlay
Curtis Findlay CFP is recognized nationally in the Canadian financial industry as both a
mentor of financial advisors as well as a successful advisor After graduating college Curtis
entered the financial industry in 1978 He operates his business activities from Canmore
Alberta Curtis has extensive experience advising entrepreneurs and mid-wealth individuals
with a variety of financial business and personal planning endeavours His comments are
made to Dream Practice through his firm Compass Financial Planning Services Ltd and not
related to a securities entity
Company Compass Financial Planning Services Ltd Website httpwwwcompfinnet
wwwvirtualaccountingconferencecom
Webinar Speakers
Mike Hourigan
Mike Hourigan is the Marketing Manager for Shoeboxedcom He is a graduate of the
University of North Carolina at Chapel Hill where he studied advertising Mike oversees all
of Shoeboxeds online marketing initiatives as well as the companys integrated partner
relations When Mike isnt helping small businesses and accountants get set up with
Shoeboxed he enjoys hiking and walking 18 holes at the nearest public golf course
Company Shoeboxedcom Website wwwshoeboxedcom
Twitter michaelhourigan
Stephen Jones LL M CPA CA
Stephen graduated from Dalhousie Law School He then articled in Toronto Shortly after
he obtained his CA designation working for one of the predecessors or KPMG In 1990
he joined BMO at its head office as a taxation lawyer and accountant
He rounded out his education in 2006 graduating with his Masters of Laws (LLM) in trust
and fiduciary law at Osgoode Stephen now provides counsel for Wealth Stewards
overall tax and estate activities Stephen brings his expertise and experience to the
planning and implementation of individual client situations Stephen is registered with the
Law Society of Upper Canada in private practice and with the Ontario and Canadian
Institutes of Chartered Professional Accountants
Company Wealth Stewards Inc Title Director Tax amp Estate Planning
Website wwwwealthstewardsca
Webinar Speakers
2020 Dream Practice Virtual Accounting Conference 2014
Hamish Knox
As a licensed member of the global Sandler network Hamish works with business owners and chief
executives who are serious about creating sustainable sales cultures Hamish worked in sales across
a variety of industries including media communication services software and professional sports
before joining the Sandler network which melded his passions for sales and education Early in his
Sandler career Hamish was anointed a Sandler Rising Star for quickly building his business and
helping fellow Sandler colleagues with their businesses Hamish is a former Sandler Global Rookie of
the Year is a current member of Sandlers Franchisee Advisory Council and his book Accountability
the Sandler Way will be published in November
Company Sandler Training - Calgary Website wwwhamishsandlercom
Twitter sandlerhamish
Dan Mason
I speak about innovation related to business software and business models that help
small and medium sized businesses to transform and automate their business
processes to achieve maximum efficiency and improve customer experience
Dan Mason focuses on strategic planning and business model innovation by helping
small and medium sized businesses to automate and optimize their business processes
Drawing from his 20 years of experience working with various accounting and ERP
systems Dan has helped several small and medium sized businesses in various
verticals to build robust business software systems Dan started Business Innovation
Technologies Inc in 2008 and has successfully led the company from its inception into a market leading provider
of innovative business software solutions As CEO of Business Innovation Technologies Dan is responsible for
driving the organizationrsquos strategic agenda technology vision and business operations In addition to helping
companies deploy best-of-the-breed business software systems Dan has been working on integrating diverse
business systems through his companyrsquos industry leading software solution to import and export data from ANY
source to various accounting and business software
Company Business Innovation Technologies Inc Title President amp CEO
Website wwwbusinnovatechcom
wwwvirtualaccountingconferencecom
Webinar Speakers
Viola Olah
Viola Olah is a Hungarian born and raised in Transylvania (yes itrsquos a real placehellip) She
lives in Calgary with her hubby and her dog Nikki After she worked as a systems analyst
for a large oil and gas company for a number of years she decided in 2009 to open up her
own business VH Marketing Ltd an online marketing company She thrives on the
challenge of keeping up with the fast changing pace of the Internet world and implementing
cutting edge marketing strategies to her clientsrsquo marketing plan Seeing clients succeed
gives her great satisfaction and she is grateful for the long-term strong relationships she
forged with them Her clients are local small business owners and individual professionals
who are very good at their own craft and donrsquot have the time or the desire to market their own business VH
Marketingrsquos strategy is to build an impactful web presence not just a website by providing clients with an up to date
web design mobile setup and social media presence This is all tied together with strong ongoing SEO
(search engine optimization) placing the clientsrsquo business in front of the right target market generating leads on
consistent basis
Company VH Marketing Ltd Website wwwvhwebsitescom
David Merritt
David Merritt owner and creator of Client Track graduated with a BSc in Computing and has
been designing software ever since David developed Client Track after he saw a real need in
the Accounting Practitioners industry for a solution to help public practice accounting
professionals to organize and control all of their deadlines efficiently Realizing that a large part
of running a successful practice was managing clients chasing down paperwork and handling all
the returns David developed Client Track into a software solution that is built based on the
unique needs of accounting professionals across Canada
Company Client Track Website httpclienttrackca
Twitter Client_Track
Webinar Speakers
2020 Dream Practice Virtual Accounting Conference 2014
Karen Reyburn
Karen Reyburn is a creative-minded individual who specialises in online marketing for
accountancy firms A former accountant (and a Certified Public Accountant in the
States) Karen now assists accountancy firms with understanding and using online
marketing to get more leads A dual British-American citizen Karens past careers
include working with a Glasgow-based accountancy firm setting up and maintaining a
separate consultancy division for this firm She instigated monthly business workshops training and facilitating
business owners in marketing strategy and profitability She has delivered online webinars and offline seminars
for the Chamber of Commerce Bank of Scotland women in business and business growth events She assisted
in the delivery of a comprehensive Business Consulting Programme to accountants for over five years For five
years Karen managed the European office of a global network of accounting firms helping both accountants and
SMEs to improve their marketing efforts This included delivering webinars providing online training website
design and improvement email marketing blogging and marketing action plans Karen is also an
internationally-recognised photographer doing wedding photography family portraits and landscape photography
in Scotland England Ireland Cyprus Australia the United States and more
Company The Profitable Firm Title Owner
Website wwwtheprofitablefirmcom Twitter ProfitableFirm
Graham Smith
Graham Smith is Vice President of Business Development for TSGI-Chartered Accountants
one of the top SRampED consultancies in western Canada He has been active in the SRampED
industry for more than 8 years and has co-taught the course on SRampED for the Institute of
Chartered Accountants of Alberta Graham has worked on wide range of claims for companies
of all sizes and in all industrial sectors
Company TSGI Charted Accountants Title Vice President - Business Development
Website wwwtsgica
wwwvirtualaccountingconferencecom
Webinar Speakers
Rick Solomon CPA CGMA - Keynote Speaker
For over 20 years Rick Solomon has taught professionals around the world how to create
extraordinary results in their professional practices and lives by applying time tested
techniques and sometimes ancient wisdom in a number of ways His past practice as a
CPA and business advisor coupled with years of study at the Sedona Institute have
provided him a deep understanding of how to guide others to be free of the self-created
limitations that for many people make personal and professional success much harder
than it has to be Rick is presently the CEO of Thriving Firm a world leader in helping
professional service providers and advisors build more profitable and rewarding practices
He is the founder and serves as the main facilitator of the Masters Program a two-year workshop and coaching
program offered exclusively to open-minded professionals The Masters Program shares a very unique way to
achieve abundance in ones personal and professional life Rick has challenged thousands of professionals world-
wide to expand their view of themselves and the value they bring to their clients in order to reach new levels of
personal and professional abundance
Company Thriving Firm Title CEO - Founder and Lead Facilitator of the Masters Program
Website wwwthrivingfirmcom Twitter ricksolomoncpa
Amy Shumate
Amy brings 13 years US tax experience to her role as Director in the US Corporate Tax
Advisory practice Amy assists her Canadian clients and their affiliates with their US
federal and state corporate income franchise sales and use tax issues from a unique
cross-border perspective She has worked with all sizes of both public and private
corporations in all types of industries in helping them manage their US federal and state
tax compliance and consulting needs Prior to joining Trowbridge in early 2014 Amy
worked for two of the Big 4 firms beginning in 2001 where she helped clients with US
corporate tax compliance federal and state tax consulting due diligence work
structuring and controversy Amy has a BA and MBA from McMaster University and
an MSc (Tax) from Golden Gate University in San Francisco She is a Canadian Chartered Professional
Accountant registered in Ontario and a Certified Public Accountant registered in Illinois
Company TROWBRIDGE PROFESSIONAL CORPORATION Title Director US Corporate Tax Services
Website wwwtrowbridgeca
Webinar Speakers
2020 Dream Practice Virtual Accounting Conference 2014
Glenn Suart
Glenn Suart is a Calgary-based Strategist Entrepreneur and Host of ldquoTodayrsquos Great Ideardquo
a nationally syndicated program aimed at helping people doing something with their great
ideas Over the past 20 years at WriteMyPlan PricewaterhouseCoopers Consulting and
Nordicity Group Ltd he has helped hundreds of people build successful businesses
Friendly and approachable Glenn and his team create strong viable businesses and craft
compelling winning business plans Glenn also teaches Building An Effective Business
Case at Mount Royal University in Calgary
Company WriteMyPlan Website wwwWriteMyPlancom
Paul Tyers
Paul Tyers is Managing Director of Wealth Stewards Inc and Vice President of Portfolio
Stewards Inc registered with the Ontario Securities Commission He and his team provide
comprehensive wealth management services to affluent Canadians typically in conjunction
with their other ldquotrusted advisorsrdquo A Chartered Professional Accountant (CPA) Certified
Financial Planner (CFP) and Chartered Investment Manager (CIM) Paul has both the
education and experience to provide comprehensive wealth advisory services Upon
completion of a business degree Paul began his career at a major international CA firm
gaining experience in a wide variety of business sectors Moving into corporate finance with
Bank of Montreal followed by Corpfinance International experience was gained in mergers acquisitions succession
and growth financing In 1987 Paul partnered with a venture capital firm to acquire Retirement Counsel of Canada
(RCOC) and led it through substantial growth prior to selling it in 2002 Since 2002 Paul has returned to his passion
of building managing and preserving the wealth of affluent private clients His success is attributed to ensuring
clientsrsquo interests always come first Paul provides advice on the areas noted to the left and has pioneered the
integration of wealth management services into Canadian accountingtax firms
Company Wealth Stewards Inc Title Managing Director
Website httpwealthstewardsca
wwwvirtualaccountingconferencecom
Webinar Speakers
Sam Vassa
Sam Vassa heads PaymentEvolution ndash Canadarsquos largest and most loved cloud payroll and
payments service Sam founded the company with a team of technology and subject
matter specialists and devised an award-winning solution that empowers organizations and
their accountants to manage their own payroll process Previously Sam led business
development for the capital markets industry at Microsoft Corporation His team worked with
leading Microsoft partners to build compelling solutions for the financial services
industry Sam was responsible for alliance relationships with Microsoftrsquos largest global
partners as well as sales and marketing execution with the community He has worked
with Microsoftrsquos US and Canadian subsidiaries and is known for his passion for forming strong partnerships Sam was
a channel manager at Digital Equipment Canada and served with the Canadian Department of Foreign Affairs and
International Trade at their foreign missions worldwide He is a board member of Telecompute ndash a leading software
development firm pioneering the use of portable database technology for vertical markets Sam is active in the
emerging business market as an advisor and mentor to firms seeking management and technology expertise Sam is
a graduate of McMaster University where he studied biochemistry
Company PaymentEvolution Website wwwpaymentevolutioncom
Twitter samvassa
Peggy Tyers BBA - Event Organizer
Peggy Tyers earned an Honours Bachelor of Business Administration from Wilfrid Laurier
University After graduating she entered the retail sector She spent over 20 years
working with National retailers in several areas consulting marketing buying and
merchandising Peggy transferred those skills to another industry sector when she
brought the 2020 Group (leading volunteer membership organization for progressive
accountants in the world) to Canada Peggy looks for products and services to help
accountants improve the efficiency of their practice and improve their bottom lines
Company 2020 Canada Title President
Website www2020canadaca
Webinar Speakers
Scott Zandbergen
Scott Zandbergen has worked in the accounting software world for over 17 years He
spent many years at Sage where he built and grew the Simply Accounting Certified
Consultant program Later as Vice President of Product Management he led the product
strategy for Simply Accounting Accpac and MAS 90500 In early 2011
Scott joined Wave Accounting a fully automated 100 free double entry accounting
software designed for small businesses with less than 10 employees Scotts mission there
is to educate the accounting and bookkeeping communities about the solution Wave
offers their small business clients In a little over 3 years on the market Wave now has over 2 million users on its
platform
Company Wave Accounting Title VP Pro Network
Website wwwwaveappscom Twitter WaveHQ
Wayne Zielke
Wayne is the founder and CEO of LedgerDocs an online document management
application that was designed around the sharing managing and collaboration needs of
bookkeepers accountants and businesses Wayne has spent his career working in the
accounting industry and understands first-hand the workflow and process involved in
providing exceptional full cycle bookkeeping and accounting services to clients From these
experiences he decided to create an application that streamlines the bookkeeping and
accounting process while promoting collaboration among bookkeepers accountants and
their amazing clients
Company LedgerDocs Title Chief Executive Officer
Website wwwledgerdocscom Twitter ledgerdocs
2020 Dream Practice Virtual Accounting Conference 2014
wwwvirtualaccountingconferencecom
2020 Dream Practice
Virtual Accounting Conference
Virtual Conference for Accountants
October 1 and 2 2014
Webinars
Presentations will be held on
Tuesdays and Thursdays from June 3
2014 through January 27 2015
Presentations scheduled from 1100
am MST to 100 pm MST
Schedule includes one hour for
presentation and up to one hour for
questions
Over 32 webinars with
industry experts
wwwvirtualaccountingconferencecom
Collaborate Innovate Prosper
Gold Sponsors
Silver Sponsors
2020 Canada is the premier volunteer membership
group for accountants in Canada for small and medi-
um-size practitioners 2020 Canada started in 2005
our membership is coast-to-coast representing CAs
CGAs and CMAs in Public Practice 2020 Canada
appeals to those accountants who are interested in
improving their practices through improved
efficiencies expanded offerings and marketing
initiatives that result in improved bottom lines
2020 Canada is the Canadian branch of The 2020
Group Worldwide in the UK The 2020 Group was
founded in the 1990s by three of the best-known
consultants and seminar leaders in the profession
Ian Fletcher Chris Frederiksen and Gordon Gilchrist
They recognized that historical compliance services
were likely to be limited growth areas for account-
ants and that progressive firms would need to offer
their clients more value-added services For that
new tools and ideas would be needed Since the
launch the 2020 Group has organizations in UK and
Ireland USA South Africa and Canada with
world-wide members as part of 2020 International
2020 Canada offers Professional Development
courses through webinars seminars and confer-
ences focussing primarily in non-compliance areas
Practice Management Marketing and Consulting
Business Advisory Services Legal Issues Efficiency
Resources in IT Software Outsourcing Services and
others
Event Organizer Spotlight 2020 Canada
For Membership Information Visit Us Online
www2020canadaca
Benefits of 2020 Canada Membership Fantastic VALUE 25 discount on 2020 Canada Professional Development Courses Discounts on 2020 Tools Discount on 2020 Canada Conferences and Seminars Discounts on third party products and services (Please see our list of Value Added Services)
Members Newsletter You will also receive regular correspondence through our e-newsletters packed full with useful practice management and marketing ideas Members are also encouraged to pose questions in the QampA section of the website where answers and features are made within the newsletters
TelephoneEmail support We act as a resource to your practice and encourage you to call us with questions and requests Over the years the 2020 Membership Group has become highly colle-gial and members are generally more than willing to share information with each other
Access to an international affiliation of professional accountants
2020 Dream Practice Virtual Accounting Conference 2014
Gold Sponsor
Irsquove worked with a company that fully embraces ldquobusiness process
outsourcingrdquo Anything that we could outsource to virtual workers we have and it has
greatly reduced the amount of square footage that our company needs hence greatly
reducing our carbon footprint and office expenses It also benefits the workers we
employ in the sense that they get to live where they want and be in their home work
environment If you really think about it you rsquod be surprised about exactly how many
task you can actually outsource and that can be done online It rsquos nice to be on
the forefront of a new growth industry
John B ndash Geeks On The Way
Increase productivity expand your business and save money ndash outsource your business processes with Tursa Group
We have a talented team of specialists in various fields of IT marketing administration and finance ready to look after your companyrsquos needs so
that you can concentrate on growing your company
For More Information Visit Us Online
wwwtursagroupcom
wwwvirtualaccountingconferencecom
2020 Dream Practice Virtual Accounting Conference 2014
Gold Sponsor
Zohocom offers a comprehensive suite of award-winning online business productivity amp collaboration applications Customers use Zoho Applications to run their business processes manage their information and be more productive while at the office or on the go without having to worry about expensive or outdated hardware or software To date Zohocom has launched 25+ online applications mdash from CRM to Mail Office Suite Project Management Invoicing Web conferencing and more Zoho has received numerous awards including an InfoWorld 2009 Product of the Year award a 2008 PC World 25 Most Innovative Products Award and a 2007 TechCrunch Best Enterprise Start-up Zohocom is a division of Zoho Corporation a privately-held and profitable company With offices in CA Austin Chennai Yoko-hama and Beijing Zoho Corporation serves the technology needs of more than 9 million customers worldwide
For More Information Visit Us Online
wwwzohocom
Silver Sponsors
The Accounting Practitioners Symposium is an information
resource for Accounting Professionals to examine bringing
together different technology to create a simplified and
streamlined office process to help grow your business
wwwaccountingsymposiumcom
We build tools that simply make life easier
The goal of Client Track is to help take control of your
practice and save you time by combining all of the office
management tools into one easy-to-use package
wwwclienttrackca
Online Marketing amp Web Design
VH Marketingrsquos strategy is to build an outstanding web
presence not just a website by providing clients with an
up-to-date web design mobile setup and social media
presence tied together with strong ongoing SEO
(search engine optimization) Following this proven strategy
places our clients business in front of the right target
market generating leads on consistent basis
wwwvhwebsitescom
Wealth Stewards Inc is the partner of choice for Chartered
Professional Accountants who want to provide their valued
clients with a wealth management firm that is prudent and
a true steward of their wealth Wealth Stewards Inc
partners with accountants to provide both tax effective and
sound wealth management strategies together we help
our clients achieve long-term financial goals
wwwwealthstewardsca
Wolters Kluwer enables legal tax finance and healthcare
professionals to be more effective and efficient We provide
information software and services that deliver vital in-
sights intelligent tools and the guidance of subject-matter
experts
wwwwolterskluwercom
wwwvirtualaccountingconferencecom
Webinar Schedule SpringSummer
Date Topic Speaker
Last Speaker
First
632014 Connect With Your Clients With Intent Using ASPiRE
Crosser John
6102014 Integrating Wealth Management Tyers Paul
6122014 Learn about XLGL an Excel add-in which connects to Sage 50 databases to produce customized reports
Carrier Daniel
6172014 LedgerDocs Never Lose a Receipt Zielke Wayne
6192014 Protecting Those that Run Your Business Crosser John
6242014 Drop the Struggle amp Thrive Solomon Rick
732014 Working In The Cloud A Bookkeepers Perspective Bouffard Keri
782014 Clouds Taking the First Steps Irving Graham
7102014 Importing Data into Small Business Accounting Programs
Mason Dan
7152014 Shoeboxedcom Hourigan Mike
7222014 5 Ways to Grow Your Business Borschowa Jeff
7242014 Supercharge Your Documentation Bellehumeur Adrienne
7292014 Protecting Your Business Entity Crosser John
7312014 Client Track as a Practice Management Solution Merritt David
852014 Creating and Implementing a Marketing Plan Buol Ruszczyk Bonnie
8122014 Accounting in The Cloud Zandbergen Scott
8192014 High Level Overview of Business Processes Borschowa Jeff
8262014 The Enlightened Accountant Solomon Rick
2020 Dream Practice Virtual Accounting Conference 2014
Webinar Schedule FallWinter
wwwvirtualaccountingconferencecom
Date Topic Speaker
Last Speaker
First
922014 Sandler Rules for Building Your Practice to Work Smarter Not Harder
Knox Hamish
942014 Social Media Strategies for Accountants and Bookkeepers Olah Viola
992014 Make Your Website a Business Development Tool Buol Ruszczyk Bonnie
9112014 Business Development Intelligence (BDI) Fritsch Chris
9162014 Succession Planning Tyers Paul
9182014 Turning Your Accountancy Firm Website Into a Lead Generation Machine
Reyburn Karen
9232014 Benchmarking for Success Borschowa Jeff
9252014 A Brief Tour Through Wills and Estate Planning Jones Stephan
9302014 Sales and Marketing Eden Jan
1072014 Social Media The Good Bad and Effective Buol Ruszczyk Bonnie
1092014 An Introduction to SRampED What It Is and What Can It Do For Your Clients
Smith Graham
10142014 Understanding and Utilizing Insurance Company Investment and Income Products
Findlay Curtis
10162014 Key Elements of a Lead Generating Website Olah Viola
10212014 Improving the Bottom Line Through Niche Marketing Tyers Peggy
10232014 LedgerOnline Zielke Wayne
10282014 Going Paperless Duncan Brooks
1142014 Growing Your Firm with LinkedIn Buol Ruszczyk Bonnie
1162014 Expanding Business Activities to the United States (Canadian Companies)
Shumate Amy
11132014 Business Planning For Organizations of all Sizes Findlay Curtis
11182014 The Power of Niche Marketing for Accountants Reyburn Karen
11252014 Profitable Cloud-Based Payroll for your Practice Vassa Sam
1222014 Turning Great Ideas Into Reality Suart Glenn
1292014 Colour Accounting Descoteaux Stephanie
Webinar Speakers
Adrienne Bellehumeur CA CISA PMP
Adrienne Bellehumeur lives in Calgary Alberta and works as a consultant specializing
in business analysis audit and effective documentation Her focus is on helping
companies track monitor and protect their most valuable assets information and
intellectual capital Adrienne began her career as a Chartered Accountant working with
clients on audits assessing financial controls and Sarbanes-Oxley (SOX) compliance
projects Her experience over the years includes requirements management process
modelling project communications technical writing and developing documentation
strategies and systems Adrienne continues to actively research present on and write
about effective documentation and business analysis practices
Company BELLEHUMEUR amp ASSOCIATES Website wwwleadersinbusinessanalysiscom
Jeff Borschowa - Event Organizer amp Host
I first joined the accounting world in 1991 and became a Chartered Accountant in 2000 I
have spent the bulk of my career working with and advising small to medium-sized
enterprises I have experience working in all sizes of accounting firms from sole
practitioners to international firms My focus in my career has been to find new and better
ways to integrate innovation and technology to enhance the customer experience and
improve efficiency in the accounting process My journey has been unique in that I have
met some very innovative accountants and mentors in my career I have been very
fortunate to be in a position to learn from them compare their ideas and to truly choose
the best of the best Personally I would like nothing more than to free accountants from the stress created by high
volume commodity work allowing them the freedom to pursue work that is rewarding personally and professionally My
overall goal is to reduce the hours worked by accountants and increase overall profitability One of my friendrsquos made an
interesting comment recently ldquoAlmost every accountant that I know can tell me how much his gross revenue is but
very few know what their actual costs arerdquo I challenge you to learn more about your practice so that you can bid on the
right kinds of projects and earn what you are worth ndash your education should be your most valued possession
Company Dream Practice Website wwwdreampracticeca
Twitter DreamPractices
2020 Dream Practice Virtual Accounting Conference 2014
wwwvirtualaccountingconferencecom
Webinar Speakers
Kerri Bouffard
Kerri Bouffard CPB has been a professional bookkeeper for over 20 years and has
been operating her own company Add-Vantage Bookkeeping since 2003
She has been happily working completely in the cloud since 2012 ndash with no copies of
any software loaded directly on her local computer system
Company Add-Vantage Bookkeeping Website httpaddvantagebookkeepingcom
Bonnie Buol Ruszczyk
Bonnie Buol Ruszczyk is the founder and president of bbr marketing which provides
marketing services and strategy for professional services firms Every day she and her
talented staff help accountants all over North America reach their audiences and grow
their firms by creating and implementing customized solutions that differentiate each
client in their individual market Named one of 2013rsquos Top 100 Most Influential People in
accounting by Accounting Today for the 2nd year in a row she is an active volunteer in a
number of organizations including serving as president of the Atlanta AAM Chapter and
a regular contributor to a variety of news and industry websites
Company bbr marketing Title Founder and President
Website wwwbbrmarketingcom
Webinar Speakers
2020 Dream Practice Virtual Accounting Conference 2014
Daniel Carrier
Daniel Carrier has close to 40 yearsrsquo experience in bookkeeping Hersquos worked as a
consultant since 1993 and has recommended and installed a number of bookkeeping
software Daniel founded Logicim in 2004 with his partner his son It is Pierre Alain
Carrier who has created the now famous XLGL and Daniel is proud to be participating in
this great reporting initiative
Company Logicim Inc Website wwwlogicimtechcom
John Crosser
John Crosser is the owner of Knights Financial Management an independent
insurance service company John believes it is important to ensure businesses not only
properly protect their business entity but also those that make their business run At
Knights Financial Management we focus on small to medium sized businesses looking for
help as they navigate their way through the world of business Having the right type
and the right amount of insurance will help provide financial peace of mind to owners
so they can concentrate on ldquodoingrdquo business John is actively involved in his community
As the author of ASPiRE A Financial Workbook for the Canadian Teen John routinely
presents to schools and business to help increase financial literacy By helping people understand the moving parts
of a financial game plan (goals setting cash flow and debt management asset
protect and building wealth) John feels they will be more financially
bull Fit--through wise budgeting of time and money
bull Independent--through discovering their own skills setting and accomplishing goals
bull Responsible--through focused activities and self-discipline
bull Secure--through building multiple streams of cash flow
With proper financial literacy individuals families schools businesses communities provinces and Canada at large
will be stronger In addition to growing his business John enjoys spending time with his wife Jeanelle and their two
daughters Ashley and Jayme John loves working on his golf handicap making furniture and barbecuing with family
and friends
Company Knights Financial Management and Portfolio Strategies Corporation Website httpwwwknightsfmca
wwwvirtualaccountingconferencecom
Webinar Speakers
Stephanie Descoteaux DFA-BSS
Steacutephanie Descocircteaux is president and CEO of Calculated Approach Consulting Inc and
founder of Digits amp Decimals Inc But those are not the titles she loves itrsquos her real job as
a bookkeeping systems specialist that indicates her true passion Her focus is always on
educating clients improving systems and measuring the accomplishments of those
systems This vision empowers small business owners and entrepreneurs and has
commanded an impressive client list that continues to grow Steacutephanie founded Digits amp
Decimals Inc in 2001 a professional bookkeeping company She is the lead trainer and
consultant and has grown the business to include a staff of experts In 2011 Stephanie
launched Calculated Approach Consulting Inc a company that offers mentorship controllership and consulting
services to business owners or other bookkeepers Steacutephaniersquos professional affiliations include membership in the
Canadian Payroll Association (CPA) Institute of Professional Bookkeepers of Canada (IPBC) and Association of
Certified Fraud Examiners (ACFE) She is also a QuickBooks ProAdvisor has completed the Distinguish Financial
Advisor ndash Bookkeeping System Specialist (DFABSS) a 2 years bookkeeping certification with the Knowledge
Bureau she recently became a Sale Partner with Accounting Comes Alive ndash Color Accounting and is one of few
accredited Training Partner in Canada for Accounting Comes Alive ndash Color Accounting Steacutephaniersquos presentations
are available in English or French
Company Calculated Approach Consulting Inc Website wwwdigitsdecimalscom
Twitter DigitsDecimals
Brooks Duncan
Brooks Duncan helps individuals and small businesses go paperless at Docu-
mentSnapcom where he writes about tools workflows and taking action Hes a
CPACMA and a former computer programmer and financial software support manager
Brooks lives in Vancouver BC
Company DocumentSnapcom Website wwwdocumentsnapcom
Webinar Speakers
2020 Dream Practice Virtual Accounting Conference 2014
Chris Fritsch JD
As a Business Development Intelligence Consultant Chris Fritsch works together with
professional services firms to help support their Business Development efforts and
maximize their return on investment Chris and her team at ClientsFirst help Clients
utilize information and competitive intelligence to guide their business development
decisions and strategies to enhance their client development efforts
Chris also writes and speaks nationally on topics including competitive intelligence
business development client relationship management relationship intelligence web
marketing and the use of technology to enhance profitability In her former role as a
Legal Technologist she advised top law firms and professionals about competitive intelligence and innovative uses
of Internet technology Chris has also worked in-house as a Legal Technologist for an Am Law 50 law firm based in
Atlanta and as a Technology Consultant and Webmaster for Emory Law School She was also the Managing
Partner of a consulting firm specializing in providing technology solutions Chris received her law degree from
Emory University School of Law in Atlanta GA where she served as Managing Editor of the Emory International
Law Review as well as student and faculty technology consultant In her spare time Chris blogs and designs
websites and electronic newsletters
Company Clients First Consulting Title Business Development Intelligence Consultant
Website wwwClientsFirstConsultingcom Twitter CRMSuccess
Curtis Findlay
Curtis Findlay CFP is recognized nationally in the Canadian financial industry as both a
mentor of financial advisors as well as a successful advisor After graduating college Curtis
entered the financial industry in 1978 He operates his business activities from Canmore
Alberta Curtis has extensive experience advising entrepreneurs and mid-wealth individuals
with a variety of financial business and personal planning endeavours His comments are
made to Dream Practice through his firm Compass Financial Planning Services Ltd and not
related to a securities entity
Company Compass Financial Planning Services Ltd Website httpwwwcompfinnet
wwwvirtualaccountingconferencecom
Webinar Speakers
Mike Hourigan
Mike Hourigan is the Marketing Manager for Shoeboxedcom He is a graduate of the
University of North Carolina at Chapel Hill where he studied advertising Mike oversees all
of Shoeboxeds online marketing initiatives as well as the companys integrated partner
relations When Mike isnt helping small businesses and accountants get set up with
Shoeboxed he enjoys hiking and walking 18 holes at the nearest public golf course
Company Shoeboxedcom Website wwwshoeboxedcom
Twitter michaelhourigan
Stephen Jones LL M CPA CA
Stephen graduated from Dalhousie Law School He then articled in Toronto Shortly after
he obtained his CA designation working for one of the predecessors or KPMG In 1990
he joined BMO at its head office as a taxation lawyer and accountant
He rounded out his education in 2006 graduating with his Masters of Laws (LLM) in trust
and fiduciary law at Osgoode Stephen now provides counsel for Wealth Stewards
overall tax and estate activities Stephen brings his expertise and experience to the
planning and implementation of individual client situations Stephen is registered with the
Law Society of Upper Canada in private practice and with the Ontario and Canadian
Institutes of Chartered Professional Accountants
Company Wealth Stewards Inc Title Director Tax amp Estate Planning
Website wwwwealthstewardsca
Webinar Speakers
2020 Dream Practice Virtual Accounting Conference 2014
Hamish Knox
As a licensed member of the global Sandler network Hamish works with business owners and chief
executives who are serious about creating sustainable sales cultures Hamish worked in sales across
a variety of industries including media communication services software and professional sports
before joining the Sandler network which melded his passions for sales and education Early in his
Sandler career Hamish was anointed a Sandler Rising Star for quickly building his business and
helping fellow Sandler colleagues with their businesses Hamish is a former Sandler Global Rookie of
the Year is a current member of Sandlers Franchisee Advisory Council and his book Accountability
the Sandler Way will be published in November
Company Sandler Training - Calgary Website wwwhamishsandlercom
Twitter sandlerhamish
Dan Mason
I speak about innovation related to business software and business models that help
small and medium sized businesses to transform and automate their business
processes to achieve maximum efficiency and improve customer experience
Dan Mason focuses on strategic planning and business model innovation by helping
small and medium sized businesses to automate and optimize their business processes
Drawing from his 20 years of experience working with various accounting and ERP
systems Dan has helped several small and medium sized businesses in various
verticals to build robust business software systems Dan started Business Innovation
Technologies Inc in 2008 and has successfully led the company from its inception into a market leading provider
of innovative business software solutions As CEO of Business Innovation Technologies Dan is responsible for
driving the organizationrsquos strategic agenda technology vision and business operations In addition to helping
companies deploy best-of-the-breed business software systems Dan has been working on integrating diverse
business systems through his companyrsquos industry leading software solution to import and export data from ANY
source to various accounting and business software
Company Business Innovation Technologies Inc Title President amp CEO
Website wwwbusinnovatechcom
wwwvirtualaccountingconferencecom
Webinar Speakers
Viola Olah
Viola Olah is a Hungarian born and raised in Transylvania (yes itrsquos a real placehellip) She
lives in Calgary with her hubby and her dog Nikki After she worked as a systems analyst
for a large oil and gas company for a number of years she decided in 2009 to open up her
own business VH Marketing Ltd an online marketing company She thrives on the
challenge of keeping up with the fast changing pace of the Internet world and implementing
cutting edge marketing strategies to her clientsrsquo marketing plan Seeing clients succeed
gives her great satisfaction and she is grateful for the long-term strong relationships she
forged with them Her clients are local small business owners and individual professionals
who are very good at their own craft and donrsquot have the time or the desire to market their own business VH
Marketingrsquos strategy is to build an impactful web presence not just a website by providing clients with an up to date
web design mobile setup and social media presence This is all tied together with strong ongoing SEO
(search engine optimization) placing the clientsrsquo business in front of the right target market generating leads on
consistent basis
Company VH Marketing Ltd Website wwwvhwebsitescom
David Merritt
David Merritt owner and creator of Client Track graduated with a BSc in Computing and has
been designing software ever since David developed Client Track after he saw a real need in
the Accounting Practitioners industry for a solution to help public practice accounting
professionals to organize and control all of their deadlines efficiently Realizing that a large part
of running a successful practice was managing clients chasing down paperwork and handling all
the returns David developed Client Track into a software solution that is built based on the
unique needs of accounting professionals across Canada
Company Client Track Website httpclienttrackca
Twitter Client_Track
Webinar Speakers
2020 Dream Practice Virtual Accounting Conference 2014
Karen Reyburn
Karen Reyburn is a creative-minded individual who specialises in online marketing for
accountancy firms A former accountant (and a Certified Public Accountant in the
States) Karen now assists accountancy firms with understanding and using online
marketing to get more leads A dual British-American citizen Karens past careers
include working with a Glasgow-based accountancy firm setting up and maintaining a
separate consultancy division for this firm She instigated monthly business workshops training and facilitating
business owners in marketing strategy and profitability She has delivered online webinars and offline seminars
for the Chamber of Commerce Bank of Scotland women in business and business growth events She assisted
in the delivery of a comprehensive Business Consulting Programme to accountants for over five years For five
years Karen managed the European office of a global network of accounting firms helping both accountants and
SMEs to improve their marketing efforts This included delivering webinars providing online training website
design and improvement email marketing blogging and marketing action plans Karen is also an
internationally-recognised photographer doing wedding photography family portraits and landscape photography
in Scotland England Ireland Cyprus Australia the United States and more
Company The Profitable Firm Title Owner
Website wwwtheprofitablefirmcom Twitter ProfitableFirm
Graham Smith
Graham Smith is Vice President of Business Development for TSGI-Chartered Accountants
one of the top SRampED consultancies in western Canada He has been active in the SRampED
industry for more than 8 years and has co-taught the course on SRampED for the Institute of
Chartered Accountants of Alberta Graham has worked on wide range of claims for companies
of all sizes and in all industrial sectors
Company TSGI Charted Accountants Title Vice President - Business Development
Website wwwtsgica
wwwvirtualaccountingconferencecom
Webinar Speakers
Rick Solomon CPA CGMA - Keynote Speaker
For over 20 years Rick Solomon has taught professionals around the world how to create
extraordinary results in their professional practices and lives by applying time tested
techniques and sometimes ancient wisdom in a number of ways His past practice as a
CPA and business advisor coupled with years of study at the Sedona Institute have
provided him a deep understanding of how to guide others to be free of the self-created
limitations that for many people make personal and professional success much harder
than it has to be Rick is presently the CEO of Thriving Firm a world leader in helping
professional service providers and advisors build more profitable and rewarding practices
He is the founder and serves as the main facilitator of the Masters Program a two-year workshop and coaching
program offered exclusively to open-minded professionals The Masters Program shares a very unique way to
achieve abundance in ones personal and professional life Rick has challenged thousands of professionals world-
wide to expand their view of themselves and the value they bring to their clients in order to reach new levels of
personal and professional abundance
Company Thriving Firm Title CEO - Founder and Lead Facilitator of the Masters Program
Website wwwthrivingfirmcom Twitter ricksolomoncpa
Amy Shumate
Amy brings 13 years US tax experience to her role as Director in the US Corporate Tax
Advisory practice Amy assists her Canadian clients and their affiliates with their US
federal and state corporate income franchise sales and use tax issues from a unique
cross-border perspective She has worked with all sizes of both public and private
corporations in all types of industries in helping them manage their US federal and state
tax compliance and consulting needs Prior to joining Trowbridge in early 2014 Amy
worked for two of the Big 4 firms beginning in 2001 where she helped clients with US
corporate tax compliance federal and state tax consulting due diligence work
structuring and controversy Amy has a BA and MBA from McMaster University and
an MSc (Tax) from Golden Gate University in San Francisco She is a Canadian Chartered Professional
Accountant registered in Ontario and a Certified Public Accountant registered in Illinois
Company TROWBRIDGE PROFESSIONAL CORPORATION Title Director US Corporate Tax Services
Website wwwtrowbridgeca
Webinar Speakers
2020 Dream Practice Virtual Accounting Conference 2014
Glenn Suart
Glenn Suart is a Calgary-based Strategist Entrepreneur and Host of ldquoTodayrsquos Great Ideardquo
a nationally syndicated program aimed at helping people doing something with their great
ideas Over the past 20 years at WriteMyPlan PricewaterhouseCoopers Consulting and
Nordicity Group Ltd he has helped hundreds of people build successful businesses
Friendly and approachable Glenn and his team create strong viable businesses and craft
compelling winning business plans Glenn also teaches Building An Effective Business
Case at Mount Royal University in Calgary
Company WriteMyPlan Website wwwWriteMyPlancom
Paul Tyers
Paul Tyers is Managing Director of Wealth Stewards Inc and Vice President of Portfolio
Stewards Inc registered with the Ontario Securities Commission He and his team provide
comprehensive wealth management services to affluent Canadians typically in conjunction
with their other ldquotrusted advisorsrdquo A Chartered Professional Accountant (CPA) Certified
Financial Planner (CFP) and Chartered Investment Manager (CIM) Paul has both the
education and experience to provide comprehensive wealth advisory services Upon
completion of a business degree Paul began his career at a major international CA firm
gaining experience in a wide variety of business sectors Moving into corporate finance with
Bank of Montreal followed by Corpfinance International experience was gained in mergers acquisitions succession
and growth financing In 1987 Paul partnered with a venture capital firm to acquire Retirement Counsel of Canada
(RCOC) and led it through substantial growth prior to selling it in 2002 Since 2002 Paul has returned to his passion
of building managing and preserving the wealth of affluent private clients His success is attributed to ensuring
clientsrsquo interests always come first Paul provides advice on the areas noted to the left and has pioneered the
integration of wealth management services into Canadian accountingtax firms
Company Wealth Stewards Inc Title Managing Director
Website httpwealthstewardsca
wwwvirtualaccountingconferencecom
Webinar Speakers
Sam Vassa
Sam Vassa heads PaymentEvolution ndash Canadarsquos largest and most loved cloud payroll and
payments service Sam founded the company with a team of technology and subject
matter specialists and devised an award-winning solution that empowers organizations and
their accountants to manage their own payroll process Previously Sam led business
development for the capital markets industry at Microsoft Corporation His team worked with
leading Microsoft partners to build compelling solutions for the financial services
industry Sam was responsible for alliance relationships with Microsoftrsquos largest global
partners as well as sales and marketing execution with the community He has worked
with Microsoftrsquos US and Canadian subsidiaries and is known for his passion for forming strong partnerships Sam was
a channel manager at Digital Equipment Canada and served with the Canadian Department of Foreign Affairs and
International Trade at their foreign missions worldwide He is a board member of Telecompute ndash a leading software
development firm pioneering the use of portable database technology for vertical markets Sam is active in the
emerging business market as an advisor and mentor to firms seeking management and technology expertise Sam is
a graduate of McMaster University where he studied biochemistry
Company PaymentEvolution Website wwwpaymentevolutioncom
Twitter samvassa
Peggy Tyers BBA - Event Organizer
Peggy Tyers earned an Honours Bachelor of Business Administration from Wilfrid Laurier
University After graduating she entered the retail sector She spent over 20 years
working with National retailers in several areas consulting marketing buying and
merchandising Peggy transferred those skills to another industry sector when she
brought the 2020 Group (leading volunteer membership organization for progressive
accountants in the world) to Canada Peggy looks for products and services to help
accountants improve the efficiency of their practice and improve their bottom lines
Company 2020 Canada Title President
Website www2020canadaca
Webinar Speakers
Scott Zandbergen
Scott Zandbergen has worked in the accounting software world for over 17 years He
spent many years at Sage where he built and grew the Simply Accounting Certified
Consultant program Later as Vice President of Product Management he led the product
strategy for Simply Accounting Accpac and MAS 90500 In early 2011
Scott joined Wave Accounting a fully automated 100 free double entry accounting
software designed for small businesses with less than 10 employees Scotts mission there
is to educate the accounting and bookkeeping communities about the solution Wave
offers their small business clients In a little over 3 years on the market Wave now has over 2 million users on its
platform
Company Wave Accounting Title VP Pro Network
Website wwwwaveappscom Twitter WaveHQ
Wayne Zielke
Wayne is the founder and CEO of LedgerDocs an online document management
application that was designed around the sharing managing and collaboration needs of
bookkeepers accountants and businesses Wayne has spent his career working in the
accounting industry and understands first-hand the workflow and process involved in
providing exceptional full cycle bookkeeping and accounting services to clients From these
experiences he decided to create an application that streamlines the bookkeeping and
accounting process while promoting collaboration among bookkeepers accountants and
their amazing clients
Company LedgerDocs Title Chief Executive Officer
Website wwwledgerdocscom Twitter ledgerdocs
2020 Dream Practice Virtual Accounting Conference 2014
wwwvirtualaccountingconferencecom
2020 Dream Practice
Virtual Accounting Conference
Virtual Conference for Accountants
October 1 and 2 2014
Webinars
Presentations will be held on
Tuesdays and Thursdays from June 3
2014 through January 27 2015
Presentations scheduled from 1100
am MST to 100 pm MST
Schedule includes one hour for
presentation and up to one hour for
questions
Over 32 webinars with
industry experts
wwwvirtualaccountingconferencecom
Collaborate Innovate Prosper
Gold Sponsors
Silver Sponsors
Gold Sponsor
Irsquove worked with a company that fully embraces ldquobusiness process
outsourcingrdquo Anything that we could outsource to virtual workers we have and it has
greatly reduced the amount of square footage that our company needs hence greatly
reducing our carbon footprint and office expenses It also benefits the workers we
employ in the sense that they get to live where they want and be in their home work
environment If you really think about it you rsquod be surprised about exactly how many
task you can actually outsource and that can be done online It rsquos nice to be on
the forefront of a new growth industry
John B ndash Geeks On The Way
Increase productivity expand your business and save money ndash outsource your business processes with Tursa Group
We have a talented team of specialists in various fields of IT marketing administration and finance ready to look after your companyrsquos needs so
that you can concentrate on growing your company
For More Information Visit Us Online
wwwtursagroupcom
wwwvirtualaccountingconferencecom
2020 Dream Practice Virtual Accounting Conference 2014
Gold Sponsor
Zohocom offers a comprehensive suite of award-winning online business productivity amp collaboration applications Customers use Zoho Applications to run their business processes manage their information and be more productive while at the office or on the go without having to worry about expensive or outdated hardware or software To date Zohocom has launched 25+ online applications mdash from CRM to Mail Office Suite Project Management Invoicing Web conferencing and more Zoho has received numerous awards including an InfoWorld 2009 Product of the Year award a 2008 PC World 25 Most Innovative Products Award and a 2007 TechCrunch Best Enterprise Start-up Zohocom is a division of Zoho Corporation a privately-held and profitable company With offices in CA Austin Chennai Yoko-hama and Beijing Zoho Corporation serves the technology needs of more than 9 million customers worldwide
For More Information Visit Us Online
wwwzohocom
Silver Sponsors
The Accounting Practitioners Symposium is an information
resource for Accounting Professionals to examine bringing
together different technology to create a simplified and
streamlined office process to help grow your business
wwwaccountingsymposiumcom
We build tools that simply make life easier
The goal of Client Track is to help take control of your
practice and save you time by combining all of the office
management tools into one easy-to-use package
wwwclienttrackca
Online Marketing amp Web Design
VH Marketingrsquos strategy is to build an outstanding web
presence not just a website by providing clients with an
up-to-date web design mobile setup and social media
presence tied together with strong ongoing SEO
(search engine optimization) Following this proven strategy
places our clients business in front of the right target
market generating leads on consistent basis
wwwvhwebsitescom
Wealth Stewards Inc is the partner of choice for Chartered
Professional Accountants who want to provide their valued
clients with a wealth management firm that is prudent and
a true steward of their wealth Wealth Stewards Inc
partners with accountants to provide both tax effective and
sound wealth management strategies together we help
our clients achieve long-term financial goals
wwwwealthstewardsca
Wolters Kluwer enables legal tax finance and healthcare
professionals to be more effective and efficient We provide
information software and services that deliver vital in-
sights intelligent tools and the guidance of subject-matter
experts
wwwwolterskluwercom
wwwvirtualaccountingconferencecom
Webinar Schedule SpringSummer
Date Topic Speaker
Last Speaker
First
632014 Connect With Your Clients With Intent Using ASPiRE
Crosser John
6102014 Integrating Wealth Management Tyers Paul
6122014 Learn about XLGL an Excel add-in which connects to Sage 50 databases to produce customized reports
Carrier Daniel
6172014 LedgerDocs Never Lose a Receipt Zielke Wayne
6192014 Protecting Those that Run Your Business Crosser John
6242014 Drop the Struggle amp Thrive Solomon Rick
732014 Working In The Cloud A Bookkeepers Perspective Bouffard Keri
782014 Clouds Taking the First Steps Irving Graham
7102014 Importing Data into Small Business Accounting Programs
Mason Dan
7152014 Shoeboxedcom Hourigan Mike
7222014 5 Ways to Grow Your Business Borschowa Jeff
7242014 Supercharge Your Documentation Bellehumeur Adrienne
7292014 Protecting Your Business Entity Crosser John
7312014 Client Track as a Practice Management Solution Merritt David
852014 Creating and Implementing a Marketing Plan Buol Ruszczyk Bonnie
8122014 Accounting in The Cloud Zandbergen Scott
8192014 High Level Overview of Business Processes Borschowa Jeff
8262014 The Enlightened Accountant Solomon Rick
2020 Dream Practice Virtual Accounting Conference 2014
Webinar Schedule FallWinter
wwwvirtualaccountingconferencecom
Date Topic Speaker
Last Speaker
First
922014 Sandler Rules for Building Your Practice to Work Smarter Not Harder
Knox Hamish
942014 Social Media Strategies for Accountants and Bookkeepers Olah Viola
992014 Make Your Website a Business Development Tool Buol Ruszczyk Bonnie
9112014 Business Development Intelligence (BDI) Fritsch Chris
9162014 Succession Planning Tyers Paul
9182014 Turning Your Accountancy Firm Website Into a Lead Generation Machine
Reyburn Karen
9232014 Benchmarking for Success Borschowa Jeff
9252014 A Brief Tour Through Wills and Estate Planning Jones Stephan
9302014 Sales and Marketing Eden Jan
1072014 Social Media The Good Bad and Effective Buol Ruszczyk Bonnie
1092014 An Introduction to SRampED What It Is and What Can It Do For Your Clients
Smith Graham
10142014 Understanding and Utilizing Insurance Company Investment and Income Products
Findlay Curtis
10162014 Key Elements of a Lead Generating Website Olah Viola
10212014 Improving the Bottom Line Through Niche Marketing Tyers Peggy
10232014 LedgerOnline Zielke Wayne
10282014 Going Paperless Duncan Brooks
1142014 Growing Your Firm with LinkedIn Buol Ruszczyk Bonnie
1162014 Expanding Business Activities to the United States (Canadian Companies)
Shumate Amy
11132014 Business Planning For Organizations of all Sizes Findlay Curtis
11182014 The Power of Niche Marketing for Accountants Reyburn Karen
11252014 Profitable Cloud-Based Payroll for your Practice Vassa Sam
1222014 Turning Great Ideas Into Reality Suart Glenn
1292014 Colour Accounting Descoteaux Stephanie
Webinar Speakers
Adrienne Bellehumeur CA CISA PMP
Adrienne Bellehumeur lives in Calgary Alberta and works as a consultant specializing
in business analysis audit and effective documentation Her focus is on helping
companies track monitor and protect their most valuable assets information and
intellectual capital Adrienne began her career as a Chartered Accountant working with
clients on audits assessing financial controls and Sarbanes-Oxley (SOX) compliance
projects Her experience over the years includes requirements management process
modelling project communications technical writing and developing documentation
strategies and systems Adrienne continues to actively research present on and write
about effective documentation and business analysis practices
Company BELLEHUMEUR amp ASSOCIATES Website wwwleadersinbusinessanalysiscom
Jeff Borschowa - Event Organizer amp Host
I first joined the accounting world in 1991 and became a Chartered Accountant in 2000 I
have spent the bulk of my career working with and advising small to medium-sized
enterprises I have experience working in all sizes of accounting firms from sole
practitioners to international firms My focus in my career has been to find new and better
ways to integrate innovation and technology to enhance the customer experience and
improve efficiency in the accounting process My journey has been unique in that I have
met some very innovative accountants and mentors in my career I have been very
fortunate to be in a position to learn from them compare their ideas and to truly choose
the best of the best Personally I would like nothing more than to free accountants from the stress created by high
volume commodity work allowing them the freedom to pursue work that is rewarding personally and professionally My
overall goal is to reduce the hours worked by accountants and increase overall profitability One of my friendrsquos made an
interesting comment recently ldquoAlmost every accountant that I know can tell me how much his gross revenue is but
very few know what their actual costs arerdquo I challenge you to learn more about your practice so that you can bid on the
right kinds of projects and earn what you are worth ndash your education should be your most valued possession
Company Dream Practice Website wwwdreampracticeca
Twitter DreamPractices
2020 Dream Practice Virtual Accounting Conference 2014
wwwvirtualaccountingconferencecom
Webinar Speakers
Kerri Bouffard
Kerri Bouffard CPB has been a professional bookkeeper for over 20 years and has
been operating her own company Add-Vantage Bookkeeping since 2003
She has been happily working completely in the cloud since 2012 ndash with no copies of
any software loaded directly on her local computer system
Company Add-Vantage Bookkeeping Website httpaddvantagebookkeepingcom
Bonnie Buol Ruszczyk
Bonnie Buol Ruszczyk is the founder and president of bbr marketing which provides
marketing services and strategy for professional services firms Every day she and her
talented staff help accountants all over North America reach their audiences and grow
their firms by creating and implementing customized solutions that differentiate each
client in their individual market Named one of 2013rsquos Top 100 Most Influential People in
accounting by Accounting Today for the 2nd year in a row she is an active volunteer in a
number of organizations including serving as president of the Atlanta AAM Chapter and
a regular contributor to a variety of news and industry websites
Company bbr marketing Title Founder and President
Website wwwbbrmarketingcom
Webinar Speakers
2020 Dream Practice Virtual Accounting Conference 2014
Daniel Carrier
Daniel Carrier has close to 40 yearsrsquo experience in bookkeeping Hersquos worked as a
consultant since 1993 and has recommended and installed a number of bookkeeping
software Daniel founded Logicim in 2004 with his partner his son It is Pierre Alain
Carrier who has created the now famous XLGL and Daniel is proud to be participating in
this great reporting initiative
Company Logicim Inc Website wwwlogicimtechcom
John Crosser
John Crosser is the owner of Knights Financial Management an independent
insurance service company John believes it is important to ensure businesses not only
properly protect their business entity but also those that make their business run At
Knights Financial Management we focus on small to medium sized businesses looking for
help as they navigate their way through the world of business Having the right type
and the right amount of insurance will help provide financial peace of mind to owners
so they can concentrate on ldquodoingrdquo business John is actively involved in his community
As the author of ASPiRE A Financial Workbook for the Canadian Teen John routinely
presents to schools and business to help increase financial literacy By helping people understand the moving parts
of a financial game plan (goals setting cash flow and debt management asset
protect and building wealth) John feels they will be more financially
bull Fit--through wise budgeting of time and money
bull Independent--through discovering their own skills setting and accomplishing goals
bull Responsible--through focused activities and self-discipline
bull Secure--through building multiple streams of cash flow
With proper financial literacy individuals families schools businesses communities provinces and Canada at large
will be stronger In addition to growing his business John enjoys spending time with his wife Jeanelle and their two
daughters Ashley and Jayme John loves working on his golf handicap making furniture and barbecuing with family
and friends
Company Knights Financial Management and Portfolio Strategies Corporation Website httpwwwknightsfmca
wwwvirtualaccountingconferencecom
Webinar Speakers
Stephanie Descoteaux DFA-BSS
Steacutephanie Descocircteaux is president and CEO of Calculated Approach Consulting Inc and
founder of Digits amp Decimals Inc But those are not the titles she loves itrsquos her real job as
a bookkeeping systems specialist that indicates her true passion Her focus is always on
educating clients improving systems and measuring the accomplishments of those
systems This vision empowers small business owners and entrepreneurs and has
commanded an impressive client list that continues to grow Steacutephanie founded Digits amp
Decimals Inc in 2001 a professional bookkeeping company She is the lead trainer and
consultant and has grown the business to include a staff of experts In 2011 Stephanie
launched Calculated Approach Consulting Inc a company that offers mentorship controllership and consulting
services to business owners or other bookkeepers Steacutephaniersquos professional affiliations include membership in the
Canadian Payroll Association (CPA) Institute of Professional Bookkeepers of Canada (IPBC) and Association of
Certified Fraud Examiners (ACFE) She is also a QuickBooks ProAdvisor has completed the Distinguish Financial
Advisor ndash Bookkeeping System Specialist (DFABSS) a 2 years bookkeeping certification with the Knowledge
Bureau she recently became a Sale Partner with Accounting Comes Alive ndash Color Accounting and is one of few
accredited Training Partner in Canada for Accounting Comes Alive ndash Color Accounting Steacutephaniersquos presentations
are available in English or French
Company Calculated Approach Consulting Inc Website wwwdigitsdecimalscom
Twitter DigitsDecimals
Brooks Duncan
Brooks Duncan helps individuals and small businesses go paperless at Docu-
mentSnapcom where he writes about tools workflows and taking action Hes a
CPACMA and a former computer programmer and financial software support manager
Brooks lives in Vancouver BC
Company DocumentSnapcom Website wwwdocumentsnapcom
Webinar Speakers
2020 Dream Practice Virtual Accounting Conference 2014
Chris Fritsch JD
As a Business Development Intelligence Consultant Chris Fritsch works together with
professional services firms to help support their Business Development efforts and
maximize their return on investment Chris and her team at ClientsFirst help Clients
utilize information and competitive intelligence to guide their business development
decisions and strategies to enhance their client development efforts
Chris also writes and speaks nationally on topics including competitive intelligence
business development client relationship management relationship intelligence web
marketing and the use of technology to enhance profitability In her former role as a
Legal Technologist she advised top law firms and professionals about competitive intelligence and innovative uses
of Internet technology Chris has also worked in-house as a Legal Technologist for an Am Law 50 law firm based in
Atlanta and as a Technology Consultant and Webmaster for Emory Law School She was also the Managing
Partner of a consulting firm specializing in providing technology solutions Chris received her law degree from
Emory University School of Law in Atlanta GA where she served as Managing Editor of the Emory International
Law Review as well as student and faculty technology consultant In her spare time Chris blogs and designs
websites and electronic newsletters
Company Clients First Consulting Title Business Development Intelligence Consultant
Website wwwClientsFirstConsultingcom Twitter CRMSuccess
Curtis Findlay
Curtis Findlay CFP is recognized nationally in the Canadian financial industry as both a
mentor of financial advisors as well as a successful advisor After graduating college Curtis
entered the financial industry in 1978 He operates his business activities from Canmore
Alberta Curtis has extensive experience advising entrepreneurs and mid-wealth individuals
with a variety of financial business and personal planning endeavours His comments are
made to Dream Practice through his firm Compass Financial Planning Services Ltd and not
related to a securities entity
Company Compass Financial Planning Services Ltd Website httpwwwcompfinnet
wwwvirtualaccountingconferencecom
Webinar Speakers
Mike Hourigan
Mike Hourigan is the Marketing Manager for Shoeboxedcom He is a graduate of the
University of North Carolina at Chapel Hill where he studied advertising Mike oversees all
of Shoeboxeds online marketing initiatives as well as the companys integrated partner
relations When Mike isnt helping small businesses and accountants get set up with
Shoeboxed he enjoys hiking and walking 18 holes at the nearest public golf course
Company Shoeboxedcom Website wwwshoeboxedcom
Twitter michaelhourigan
Stephen Jones LL M CPA CA
Stephen graduated from Dalhousie Law School He then articled in Toronto Shortly after
he obtained his CA designation working for one of the predecessors or KPMG In 1990
he joined BMO at its head office as a taxation lawyer and accountant
He rounded out his education in 2006 graduating with his Masters of Laws (LLM) in trust
and fiduciary law at Osgoode Stephen now provides counsel for Wealth Stewards
overall tax and estate activities Stephen brings his expertise and experience to the
planning and implementation of individual client situations Stephen is registered with the
Law Society of Upper Canada in private practice and with the Ontario and Canadian
Institutes of Chartered Professional Accountants
Company Wealth Stewards Inc Title Director Tax amp Estate Planning
Website wwwwealthstewardsca
Webinar Speakers
2020 Dream Practice Virtual Accounting Conference 2014
Hamish Knox
As a licensed member of the global Sandler network Hamish works with business owners and chief
executives who are serious about creating sustainable sales cultures Hamish worked in sales across
a variety of industries including media communication services software and professional sports
before joining the Sandler network which melded his passions for sales and education Early in his
Sandler career Hamish was anointed a Sandler Rising Star for quickly building his business and
helping fellow Sandler colleagues with their businesses Hamish is a former Sandler Global Rookie of
the Year is a current member of Sandlers Franchisee Advisory Council and his book Accountability
the Sandler Way will be published in November
Company Sandler Training - Calgary Website wwwhamishsandlercom
Twitter sandlerhamish
Dan Mason
I speak about innovation related to business software and business models that help
small and medium sized businesses to transform and automate their business
processes to achieve maximum efficiency and improve customer experience
Dan Mason focuses on strategic planning and business model innovation by helping
small and medium sized businesses to automate and optimize their business processes
Drawing from his 20 years of experience working with various accounting and ERP
systems Dan has helped several small and medium sized businesses in various
verticals to build robust business software systems Dan started Business Innovation
Technologies Inc in 2008 and has successfully led the company from its inception into a market leading provider
of innovative business software solutions As CEO of Business Innovation Technologies Dan is responsible for
driving the organizationrsquos strategic agenda technology vision and business operations In addition to helping
companies deploy best-of-the-breed business software systems Dan has been working on integrating diverse
business systems through his companyrsquos industry leading software solution to import and export data from ANY
source to various accounting and business software
Company Business Innovation Technologies Inc Title President amp CEO
Website wwwbusinnovatechcom
wwwvirtualaccountingconferencecom
Webinar Speakers
Viola Olah
Viola Olah is a Hungarian born and raised in Transylvania (yes itrsquos a real placehellip) She
lives in Calgary with her hubby and her dog Nikki After she worked as a systems analyst
for a large oil and gas company for a number of years she decided in 2009 to open up her
own business VH Marketing Ltd an online marketing company She thrives on the
challenge of keeping up with the fast changing pace of the Internet world and implementing
cutting edge marketing strategies to her clientsrsquo marketing plan Seeing clients succeed
gives her great satisfaction and she is grateful for the long-term strong relationships she
forged with them Her clients are local small business owners and individual professionals
who are very good at their own craft and donrsquot have the time or the desire to market their own business VH
Marketingrsquos strategy is to build an impactful web presence not just a website by providing clients with an up to date
web design mobile setup and social media presence This is all tied together with strong ongoing SEO
(search engine optimization) placing the clientsrsquo business in front of the right target market generating leads on
consistent basis
Company VH Marketing Ltd Website wwwvhwebsitescom
David Merritt
David Merritt owner and creator of Client Track graduated with a BSc in Computing and has
been designing software ever since David developed Client Track after he saw a real need in
the Accounting Practitioners industry for a solution to help public practice accounting
professionals to organize and control all of their deadlines efficiently Realizing that a large part
of running a successful practice was managing clients chasing down paperwork and handling all
the returns David developed Client Track into a software solution that is built based on the
unique needs of accounting professionals across Canada
Company Client Track Website httpclienttrackca
Twitter Client_Track
Webinar Speakers
2020 Dream Practice Virtual Accounting Conference 2014
Karen Reyburn
Karen Reyburn is a creative-minded individual who specialises in online marketing for
accountancy firms A former accountant (and a Certified Public Accountant in the
States) Karen now assists accountancy firms with understanding and using online
marketing to get more leads A dual British-American citizen Karens past careers
include working with a Glasgow-based accountancy firm setting up and maintaining a
separate consultancy division for this firm She instigated monthly business workshops training and facilitating
business owners in marketing strategy and profitability She has delivered online webinars and offline seminars
for the Chamber of Commerce Bank of Scotland women in business and business growth events She assisted
in the delivery of a comprehensive Business Consulting Programme to accountants for over five years For five
years Karen managed the European office of a global network of accounting firms helping both accountants and
SMEs to improve their marketing efforts This included delivering webinars providing online training website
design and improvement email marketing blogging and marketing action plans Karen is also an
internationally-recognised photographer doing wedding photography family portraits and landscape photography
in Scotland England Ireland Cyprus Australia the United States and more
Company The Profitable Firm Title Owner
Website wwwtheprofitablefirmcom Twitter ProfitableFirm
Graham Smith
Graham Smith is Vice President of Business Development for TSGI-Chartered Accountants
one of the top SRampED consultancies in western Canada He has been active in the SRampED
industry for more than 8 years and has co-taught the course on SRampED for the Institute of
Chartered Accountants of Alberta Graham has worked on wide range of claims for companies
of all sizes and in all industrial sectors
Company TSGI Charted Accountants Title Vice President - Business Development
Website wwwtsgica
wwwvirtualaccountingconferencecom
Webinar Speakers
Rick Solomon CPA CGMA - Keynote Speaker
For over 20 years Rick Solomon has taught professionals around the world how to create
extraordinary results in their professional practices and lives by applying time tested
techniques and sometimes ancient wisdom in a number of ways His past practice as a
CPA and business advisor coupled with years of study at the Sedona Institute have
provided him a deep understanding of how to guide others to be free of the self-created
limitations that for many people make personal and professional success much harder
than it has to be Rick is presently the CEO of Thriving Firm a world leader in helping
professional service providers and advisors build more profitable and rewarding practices
He is the founder and serves as the main facilitator of the Masters Program a two-year workshop and coaching
program offered exclusively to open-minded professionals The Masters Program shares a very unique way to
achieve abundance in ones personal and professional life Rick has challenged thousands of professionals world-
wide to expand their view of themselves and the value they bring to their clients in order to reach new levels of
personal and professional abundance
Company Thriving Firm Title CEO - Founder and Lead Facilitator of the Masters Program
Website wwwthrivingfirmcom Twitter ricksolomoncpa
Amy Shumate
Amy brings 13 years US tax experience to her role as Director in the US Corporate Tax
Advisory practice Amy assists her Canadian clients and their affiliates with their US
federal and state corporate income franchise sales and use tax issues from a unique
cross-border perspective She has worked with all sizes of both public and private
corporations in all types of industries in helping them manage their US federal and state
tax compliance and consulting needs Prior to joining Trowbridge in early 2014 Amy
worked for two of the Big 4 firms beginning in 2001 where she helped clients with US
corporate tax compliance federal and state tax consulting due diligence work
structuring and controversy Amy has a BA and MBA from McMaster University and
an MSc (Tax) from Golden Gate University in San Francisco She is a Canadian Chartered Professional
Accountant registered in Ontario and a Certified Public Accountant registered in Illinois
Company TROWBRIDGE PROFESSIONAL CORPORATION Title Director US Corporate Tax Services
Website wwwtrowbridgeca
Webinar Speakers
2020 Dream Practice Virtual Accounting Conference 2014
Glenn Suart
Glenn Suart is a Calgary-based Strategist Entrepreneur and Host of ldquoTodayrsquos Great Ideardquo
a nationally syndicated program aimed at helping people doing something with their great
ideas Over the past 20 years at WriteMyPlan PricewaterhouseCoopers Consulting and
Nordicity Group Ltd he has helped hundreds of people build successful businesses
Friendly and approachable Glenn and his team create strong viable businesses and craft
compelling winning business plans Glenn also teaches Building An Effective Business
Case at Mount Royal University in Calgary
Company WriteMyPlan Website wwwWriteMyPlancom
Paul Tyers
Paul Tyers is Managing Director of Wealth Stewards Inc and Vice President of Portfolio
Stewards Inc registered with the Ontario Securities Commission He and his team provide
comprehensive wealth management services to affluent Canadians typically in conjunction
with their other ldquotrusted advisorsrdquo A Chartered Professional Accountant (CPA) Certified
Financial Planner (CFP) and Chartered Investment Manager (CIM) Paul has both the
education and experience to provide comprehensive wealth advisory services Upon
completion of a business degree Paul began his career at a major international CA firm
gaining experience in a wide variety of business sectors Moving into corporate finance with
Bank of Montreal followed by Corpfinance International experience was gained in mergers acquisitions succession
and growth financing In 1987 Paul partnered with a venture capital firm to acquire Retirement Counsel of Canada
(RCOC) and led it through substantial growth prior to selling it in 2002 Since 2002 Paul has returned to his passion
of building managing and preserving the wealth of affluent private clients His success is attributed to ensuring
clientsrsquo interests always come first Paul provides advice on the areas noted to the left and has pioneered the
integration of wealth management services into Canadian accountingtax firms
Company Wealth Stewards Inc Title Managing Director
Website httpwealthstewardsca
wwwvirtualaccountingconferencecom
Webinar Speakers
Sam Vassa
Sam Vassa heads PaymentEvolution ndash Canadarsquos largest and most loved cloud payroll and
payments service Sam founded the company with a team of technology and subject
matter specialists and devised an award-winning solution that empowers organizations and
their accountants to manage their own payroll process Previously Sam led business
development for the capital markets industry at Microsoft Corporation His team worked with
leading Microsoft partners to build compelling solutions for the financial services
industry Sam was responsible for alliance relationships with Microsoftrsquos largest global
partners as well as sales and marketing execution with the community He has worked
with Microsoftrsquos US and Canadian subsidiaries and is known for his passion for forming strong partnerships Sam was
a channel manager at Digital Equipment Canada and served with the Canadian Department of Foreign Affairs and
International Trade at their foreign missions worldwide He is a board member of Telecompute ndash a leading software
development firm pioneering the use of portable database technology for vertical markets Sam is active in the
emerging business market as an advisor and mentor to firms seeking management and technology expertise Sam is
a graduate of McMaster University where he studied biochemistry
Company PaymentEvolution Website wwwpaymentevolutioncom
Twitter samvassa
Peggy Tyers BBA - Event Organizer
Peggy Tyers earned an Honours Bachelor of Business Administration from Wilfrid Laurier
University After graduating she entered the retail sector She spent over 20 years
working with National retailers in several areas consulting marketing buying and
merchandising Peggy transferred those skills to another industry sector when she
brought the 2020 Group (leading volunteer membership organization for progressive
accountants in the world) to Canada Peggy looks for products and services to help
accountants improve the efficiency of their practice and improve their bottom lines
Company 2020 Canada Title President
Website www2020canadaca
Webinar Speakers
Scott Zandbergen
Scott Zandbergen has worked in the accounting software world for over 17 years He
spent many years at Sage where he built and grew the Simply Accounting Certified
Consultant program Later as Vice President of Product Management he led the product
strategy for Simply Accounting Accpac and MAS 90500 In early 2011
Scott joined Wave Accounting a fully automated 100 free double entry accounting
software designed for small businesses with less than 10 employees Scotts mission there
is to educate the accounting and bookkeeping communities about the solution Wave
offers their small business clients In a little over 3 years on the market Wave now has over 2 million users on its
platform
Company Wave Accounting Title VP Pro Network
Website wwwwaveappscom Twitter WaveHQ
Wayne Zielke
Wayne is the founder and CEO of LedgerDocs an online document management
application that was designed around the sharing managing and collaboration needs of
bookkeepers accountants and businesses Wayne has spent his career working in the
accounting industry and understands first-hand the workflow and process involved in
providing exceptional full cycle bookkeeping and accounting services to clients From these
experiences he decided to create an application that streamlines the bookkeeping and
accounting process while promoting collaboration among bookkeepers accountants and
their amazing clients
Company LedgerDocs Title Chief Executive Officer
Website wwwledgerdocscom Twitter ledgerdocs
2020 Dream Practice Virtual Accounting Conference 2014
wwwvirtualaccountingconferencecom
2020 Dream Practice
Virtual Accounting Conference
Virtual Conference for Accountants
October 1 and 2 2014
Webinars
Presentations will be held on
Tuesdays and Thursdays from June 3
2014 through January 27 2015
Presentations scheduled from 1100
am MST to 100 pm MST
Schedule includes one hour for
presentation and up to one hour for
questions
Over 32 webinars with
industry experts
wwwvirtualaccountingconferencecom
Collaborate Innovate Prosper
Gold Sponsors
Silver Sponsors
2020 Dream Practice Virtual Accounting Conference 2014
Gold Sponsor
Zohocom offers a comprehensive suite of award-winning online business productivity amp collaboration applications Customers use Zoho Applications to run their business processes manage their information and be more productive while at the office or on the go without having to worry about expensive or outdated hardware or software To date Zohocom has launched 25+ online applications mdash from CRM to Mail Office Suite Project Management Invoicing Web conferencing and more Zoho has received numerous awards including an InfoWorld 2009 Product of the Year award a 2008 PC World 25 Most Innovative Products Award and a 2007 TechCrunch Best Enterprise Start-up Zohocom is a division of Zoho Corporation a privately-held and profitable company With offices in CA Austin Chennai Yoko-hama and Beijing Zoho Corporation serves the technology needs of more than 9 million customers worldwide
For More Information Visit Us Online
wwwzohocom
Silver Sponsors
The Accounting Practitioners Symposium is an information
resource for Accounting Professionals to examine bringing
together different technology to create a simplified and
streamlined office process to help grow your business
wwwaccountingsymposiumcom
We build tools that simply make life easier
The goal of Client Track is to help take control of your
practice and save you time by combining all of the office
management tools into one easy-to-use package
wwwclienttrackca
Online Marketing amp Web Design
VH Marketingrsquos strategy is to build an outstanding web
presence not just a website by providing clients with an
up-to-date web design mobile setup and social media
presence tied together with strong ongoing SEO
(search engine optimization) Following this proven strategy
places our clients business in front of the right target
market generating leads on consistent basis
wwwvhwebsitescom
Wealth Stewards Inc is the partner of choice for Chartered
Professional Accountants who want to provide their valued
clients with a wealth management firm that is prudent and
a true steward of their wealth Wealth Stewards Inc
partners with accountants to provide both tax effective and
sound wealth management strategies together we help
our clients achieve long-term financial goals
wwwwealthstewardsca
Wolters Kluwer enables legal tax finance and healthcare
professionals to be more effective and efficient We provide
information software and services that deliver vital in-
sights intelligent tools and the guidance of subject-matter
experts
wwwwolterskluwercom
wwwvirtualaccountingconferencecom
Webinar Schedule SpringSummer
Date Topic Speaker
Last Speaker
First
632014 Connect With Your Clients With Intent Using ASPiRE
Crosser John
6102014 Integrating Wealth Management Tyers Paul
6122014 Learn about XLGL an Excel add-in which connects to Sage 50 databases to produce customized reports
Carrier Daniel
6172014 LedgerDocs Never Lose a Receipt Zielke Wayne
6192014 Protecting Those that Run Your Business Crosser John
6242014 Drop the Struggle amp Thrive Solomon Rick
732014 Working In The Cloud A Bookkeepers Perspective Bouffard Keri
782014 Clouds Taking the First Steps Irving Graham
7102014 Importing Data into Small Business Accounting Programs
Mason Dan
7152014 Shoeboxedcom Hourigan Mike
7222014 5 Ways to Grow Your Business Borschowa Jeff
7242014 Supercharge Your Documentation Bellehumeur Adrienne
7292014 Protecting Your Business Entity Crosser John
7312014 Client Track as a Practice Management Solution Merritt David
852014 Creating and Implementing a Marketing Plan Buol Ruszczyk Bonnie
8122014 Accounting in The Cloud Zandbergen Scott
8192014 High Level Overview of Business Processes Borschowa Jeff
8262014 The Enlightened Accountant Solomon Rick
2020 Dream Practice Virtual Accounting Conference 2014
Webinar Schedule FallWinter
wwwvirtualaccountingconferencecom
Date Topic Speaker
Last Speaker
First
922014 Sandler Rules for Building Your Practice to Work Smarter Not Harder
Knox Hamish
942014 Social Media Strategies for Accountants and Bookkeepers Olah Viola
992014 Make Your Website a Business Development Tool Buol Ruszczyk Bonnie
9112014 Business Development Intelligence (BDI) Fritsch Chris
9162014 Succession Planning Tyers Paul
9182014 Turning Your Accountancy Firm Website Into a Lead Generation Machine
Reyburn Karen
9232014 Benchmarking for Success Borschowa Jeff
9252014 A Brief Tour Through Wills and Estate Planning Jones Stephan
9302014 Sales and Marketing Eden Jan
1072014 Social Media The Good Bad and Effective Buol Ruszczyk Bonnie
1092014 An Introduction to SRampED What It Is and What Can It Do For Your Clients
Smith Graham
10142014 Understanding and Utilizing Insurance Company Investment and Income Products
Findlay Curtis
10162014 Key Elements of a Lead Generating Website Olah Viola
10212014 Improving the Bottom Line Through Niche Marketing Tyers Peggy
10232014 LedgerOnline Zielke Wayne
10282014 Going Paperless Duncan Brooks
1142014 Growing Your Firm with LinkedIn Buol Ruszczyk Bonnie
1162014 Expanding Business Activities to the United States (Canadian Companies)
Shumate Amy
11132014 Business Planning For Organizations of all Sizes Findlay Curtis
11182014 The Power of Niche Marketing for Accountants Reyburn Karen
11252014 Profitable Cloud-Based Payroll for your Practice Vassa Sam
1222014 Turning Great Ideas Into Reality Suart Glenn
1292014 Colour Accounting Descoteaux Stephanie
Webinar Speakers
Adrienne Bellehumeur CA CISA PMP
Adrienne Bellehumeur lives in Calgary Alberta and works as a consultant specializing
in business analysis audit and effective documentation Her focus is on helping
companies track monitor and protect their most valuable assets information and
intellectual capital Adrienne began her career as a Chartered Accountant working with
clients on audits assessing financial controls and Sarbanes-Oxley (SOX) compliance
projects Her experience over the years includes requirements management process
modelling project communications technical writing and developing documentation
strategies and systems Adrienne continues to actively research present on and write
about effective documentation and business analysis practices
Company BELLEHUMEUR amp ASSOCIATES Website wwwleadersinbusinessanalysiscom
Jeff Borschowa - Event Organizer amp Host
I first joined the accounting world in 1991 and became a Chartered Accountant in 2000 I
have spent the bulk of my career working with and advising small to medium-sized
enterprises I have experience working in all sizes of accounting firms from sole
practitioners to international firms My focus in my career has been to find new and better
ways to integrate innovation and technology to enhance the customer experience and
improve efficiency in the accounting process My journey has been unique in that I have
met some very innovative accountants and mentors in my career I have been very
fortunate to be in a position to learn from them compare their ideas and to truly choose
the best of the best Personally I would like nothing more than to free accountants from the stress created by high
volume commodity work allowing them the freedom to pursue work that is rewarding personally and professionally My
overall goal is to reduce the hours worked by accountants and increase overall profitability One of my friendrsquos made an
interesting comment recently ldquoAlmost every accountant that I know can tell me how much his gross revenue is but
very few know what their actual costs arerdquo I challenge you to learn more about your practice so that you can bid on the
right kinds of projects and earn what you are worth ndash your education should be your most valued possession
Company Dream Practice Website wwwdreampracticeca
Twitter DreamPractices
2020 Dream Practice Virtual Accounting Conference 2014
wwwvirtualaccountingconferencecom
Webinar Speakers
Kerri Bouffard
Kerri Bouffard CPB has been a professional bookkeeper for over 20 years and has
been operating her own company Add-Vantage Bookkeeping since 2003
She has been happily working completely in the cloud since 2012 ndash with no copies of
any software loaded directly on her local computer system
Company Add-Vantage Bookkeeping Website httpaddvantagebookkeepingcom
Bonnie Buol Ruszczyk
Bonnie Buol Ruszczyk is the founder and president of bbr marketing which provides
marketing services and strategy for professional services firms Every day she and her
talented staff help accountants all over North America reach their audiences and grow
their firms by creating and implementing customized solutions that differentiate each
client in their individual market Named one of 2013rsquos Top 100 Most Influential People in
accounting by Accounting Today for the 2nd year in a row she is an active volunteer in a
number of organizations including serving as president of the Atlanta AAM Chapter and
a regular contributor to a variety of news and industry websites
Company bbr marketing Title Founder and President
Website wwwbbrmarketingcom
Webinar Speakers
2020 Dream Practice Virtual Accounting Conference 2014
Daniel Carrier
Daniel Carrier has close to 40 yearsrsquo experience in bookkeeping Hersquos worked as a
consultant since 1993 and has recommended and installed a number of bookkeeping
software Daniel founded Logicim in 2004 with his partner his son It is Pierre Alain
Carrier who has created the now famous XLGL and Daniel is proud to be participating in
this great reporting initiative
Company Logicim Inc Website wwwlogicimtechcom
John Crosser
John Crosser is the owner of Knights Financial Management an independent
insurance service company John believes it is important to ensure businesses not only
properly protect their business entity but also those that make their business run At
Knights Financial Management we focus on small to medium sized businesses looking for
help as they navigate their way through the world of business Having the right type
and the right amount of insurance will help provide financial peace of mind to owners
so they can concentrate on ldquodoingrdquo business John is actively involved in his community
As the author of ASPiRE A Financial Workbook for the Canadian Teen John routinely
presents to schools and business to help increase financial literacy By helping people understand the moving parts
of a financial game plan (goals setting cash flow and debt management asset
protect and building wealth) John feels they will be more financially
bull Fit--through wise budgeting of time and money
bull Independent--through discovering their own skills setting and accomplishing goals
bull Responsible--through focused activities and self-discipline
bull Secure--through building multiple streams of cash flow
With proper financial literacy individuals families schools businesses communities provinces and Canada at large
will be stronger In addition to growing his business John enjoys spending time with his wife Jeanelle and their two
daughters Ashley and Jayme John loves working on his golf handicap making furniture and barbecuing with family
and friends
Company Knights Financial Management and Portfolio Strategies Corporation Website httpwwwknightsfmca
wwwvirtualaccountingconferencecom
Webinar Speakers
Stephanie Descoteaux DFA-BSS
Steacutephanie Descocircteaux is president and CEO of Calculated Approach Consulting Inc and
founder of Digits amp Decimals Inc But those are not the titles she loves itrsquos her real job as
a bookkeeping systems specialist that indicates her true passion Her focus is always on
educating clients improving systems and measuring the accomplishments of those
systems This vision empowers small business owners and entrepreneurs and has
commanded an impressive client list that continues to grow Steacutephanie founded Digits amp
Decimals Inc in 2001 a professional bookkeeping company She is the lead trainer and
consultant and has grown the business to include a staff of experts In 2011 Stephanie
launched Calculated Approach Consulting Inc a company that offers mentorship controllership and consulting
services to business owners or other bookkeepers Steacutephaniersquos professional affiliations include membership in the
Canadian Payroll Association (CPA) Institute of Professional Bookkeepers of Canada (IPBC) and Association of
Certified Fraud Examiners (ACFE) She is also a QuickBooks ProAdvisor has completed the Distinguish Financial
Advisor ndash Bookkeeping System Specialist (DFABSS) a 2 years bookkeeping certification with the Knowledge
Bureau she recently became a Sale Partner with Accounting Comes Alive ndash Color Accounting and is one of few
accredited Training Partner in Canada for Accounting Comes Alive ndash Color Accounting Steacutephaniersquos presentations
are available in English or French
Company Calculated Approach Consulting Inc Website wwwdigitsdecimalscom
Twitter DigitsDecimals
Brooks Duncan
Brooks Duncan helps individuals and small businesses go paperless at Docu-
mentSnapcom where he writes about tools workflows and taking action Hes a
CPACMA and a former computer programmer and financial software support manager
Brooks lives in Vancouver BC
Company DocumentSnapcom Website wwwdocumentsnapcom
Webinar Speakers
2020 Dream Practice Virtual Accounting Conference 2014
Chris Fritsch JD
As a Business Development Intelligence Consultant Chris Fritsch works together with
professional services firms to help support their Business Development efforts and
maximize their return on investment Chris and her team at ClientsFirst help Clients
utilize information and competitive intelligence to guide their business development
decisions and strategies to enhance their client development efforts
Chris also writes and speaks nationally on topics including competitive intelligence
business development client relationship management relationship intelligence web
marketing and the use of technology to enhance profitability In her former role as a
Legal Technologist she advised top law firms and professionals about competitive intelligence and innovative uses
of Internet technology Chris has also worked in-house as a Legal Technologist for an Am Law 50 law firm based in
Atlanta and as a Technology Consultant and Webmaster for Emory Law School She was also the Managing
Partner of a consulting firm specializing in providing technology solutions Chris received her law degree from
Emory University School of Law in Atlanta GA where she served as Managing Editor of the Emory International
Law Review as well as student and faculty technology consultant In her spare time Chris blogs and designs
websites and electronic newsletters
Company Clients First Consulting Title Business Development Intelligence Consultant
Website wwwClientsFirstConsultingcom Twitter CRMSuccess
Curtis Findlay
Curtis Findlay CFP is recognized nationally in the Canadian financial industry as both a
mentor of financial advisors as well as a successful advisor After graduating college Curtis
entered the financial industry in 1978 He operates his business activities from Canmore
Alberta Curtis has extensive experience advising entrepreneurs and mid-wealth individuals
with a variety of financial business and personal planning endeavours His comments are
made to Dream Practice through his firm Compass Financial Planning Services Ltd and not
related to a securities entity
Company Compass Financial Planning Services Ltd Website httpwwwcompfinnet
wwwvirtualaccountingconferencecom
Webinar Speakers
Mike Hourigan
Mike Hourigan is the Marketing Manager for Shoeboxedcom He is a graduate of the
University of North Carolina at Chapel Hill where he studied advertising Mike oversees all
of Shoeboxeds online marketing initiatives as well as the companys integrated partner
relations When Mike isnt helping small businesses and accountants get set up with
Shoeboxed he enjoys hiking and walking 18 holes at the nearest public golf course
Company Shoeboxedcom Website wwwshoeboxedcom
Twitter michaelhourigan
Stephen Jones LL M CPA CA
Stephen graduated from Dalhousie Law School He then articled in Toronto Shortly after
he obtained his CA designation working for one of the predecessors or KPMG In 1990
he joined BMO at its head office as a taxation lawyer and accountant
He rounded out his education in 2006 graduating with his Masters of Laws (LLM) in trust
and fiduciary law at Osgoode Stephen now provides counsel for Wealth Stewards
overall tax and estate activities Stephen brings his expertise and experience to the
planning and implementation of individual client situations Stephen is registered with the
Law Society of Upper Canada in private practice and with the Ontario and Canadian
Institutes of Chartered Professional Accountants
Company Wealth Stewards Inc Title Director Tax amp Estate Planning
Website wwwwealthstewardsca
Webinar Speakers
2020 Dream Practice Virtual Accounting Conference 2014
Hamish Knox
As a licensed member of the global Sandler network Hamish works with business owners and chief
executives who are serious about creating sustainable sales cultures Hamish worked in sales across
a variety of industries including media communication services software and professional sports
before joining the Sandler network which melded his passions for sales and education Early in his
Sandler career Hamish was anointed a Sandler Rising Star for quickly building his business and
helping fellow Sandler colleagues with their businesses Hamish is a former Sandler Global Rookie of
the Year is a current member of Sandlers Franchisee Advisory Council and his book Accountability
the Sandler Way will be published in November
Company Sandler Training - Calgary Website wwwhamishsandlercom
Twitter sandlerhamish
Dan Mason
I speak about innovation related to business software and business models that help
small and medium sized businesses to transform and automate their business
processes to achieve maximum efficiency and improve customer experience
Dan Mason focuses on strategic planning and business model innovation by helping
small and medium sized businesses to automate and optimize their business processes
Drawing from his 20 years of experience working with various accounting and ERP
systems Dan has helped several small and medium sized businesses in various
verticals to build robust business software systems Dan started Business Innovation
Technologies Inc in 2008 and has successfully led the company from its inception into a market leading provider
of innovative business software solutions As CEO of Business Innovation Technologies Dan is responsible for
driving the organizationrsquos strategic agenda technology vision and business operations In addition to helping
companies deploy best-of-the-breed business software systems Dan has been working on integrating diverse
business systems through his companyrsquos industry leading software solution to import and export data from ANY
source to various accounting and business software
Company Business Innovation Technologies Inc Title President amp CEO
Website wwwbusinnovatechcom
wwwvirtualaccountingconferencecom
Webinar Speakers
Viola Olah
Viola Olah is a Hungarian born and raised in Transylvania (yes itrsquos a real placehellip) She
lives in Calgary with her hubby and her dog Nikki After she worked as a systems analyst
for a large oil and gas company for a number of years she decided in 2009 to open up her
own business VH Marketing Ltd an online marketing company She thrives on the
challenge of keeping up with the fast changing pace of the Internet world and implementing
cutting edge marketing strategies to her clientsrsquo marketing plan Seeing clients succeed
gives her great satisfaction and she is grateful for the long-term strong relationships she
forged with them Her clients are local small business owners and individual professionals
who are very good at their own craft and donrsquot have the time or the desire to market their own business VH
Marketingrsquos strategy is to build an impactful web presence not just a website by providing clients with an up to date
web design mobile setup and social media presence This is all tied together with strong ongoing SEO
(search engine optimization) placing the clientsrsquo business in front of the right target market generating leads on
consistent basis
Company VH Marketing Ltd Website wwwvhwebsitescom
David Merritt
David Merritt owner and creator of Client Track graduated with a BSc in Computing and has
been designing software ever since David developed Client Track after he saw a real need in
the Accounting Practitioners industry for a solution to help public practice accounting
professionals to organize and control all of their deadlines efficiently Realizing that a large part
of running a successful practice was managing clients chasing down paperwork and handling all
the returns David developed Client Track into a software solution that is built based on the
unique needs of accounting professionals across Canada
Company Client Track Website httpclienttrackca
Twitter Client_Track
Webinar Speakers
2020 Dream Practice Virtual Accounting Conference 2014
Karen Reyburn
Karen Reyburn is a creative-minded individual who specialises in online marketing for
accountancy firms A former accountant (and a Certified Public Accountant in the
States) Karen now assists accountancy firms with understanding and using online
marketing to get more leads A dual British-American citizen Karens past careers
include working with a Glasgow-based accountancy firm setting up and maintaining a
separate consultancy division for this firm She instigated monthly business workshops training and facilitating
business owners in marketing strategy and profitability She has delivered online webinars and offline seminars
for the Chamber of Commerce Bank of Scotland women in business and business growth events She assisted
in the delivery of a comprehensive Business Consulting Programme to accountants for over five years For five
years Karen managed the European office of a global network of accounting firms helping both accountants and
SMEs to improve their marketing efforts This included delivering webinars providing online training website
design and improvement email marketing blogging and marketing action plans Karen is also an
internationally-recognised photographer doing wedding photography family portraits and landscape photography
in Scotland England Ireland Cyprus Australia the United States and more
Company The Profitable Firm Title Owner
Website wwwtheprofitablefirmcom Twitter ProfitableFirm
Graham Smith
Graham Smith is Vice President of Business Development for TSGI-Chartered Accountants
one of the top SRampED consultancies in western Canada He has been active in the SRampED
industry for more than 8 years and has co-taught the course on SRampED for the Institute of
Chartered Accountants of Alberta Graham has worked on wide range of claims for companies
of all sizes and in all industrial sectors
Company TSGI Charted Accountants Title Vice President - Business Development
Website wwwtsgica
wwwvirtualaccountingconferencecom
Webinar Speakers
Rick Solomon CPA CGMA - Keynote Speaker
For over 20 years Rick Solomon has taught professionals around the world how to create
extraordinary results in their professional practices and lives by applying time tested
techniques and sometimes ancient wisdom in a number of ways His past practice as a
CPA and business advisor coupled with years of study at the Sedona Institute have
provided him a deep understanding of how to guide others to be free of the self-created
limitations that for many people make personal and professional success much harder
than it has to be Rick is presently the CEO of Thriving Firm a world leader in helping
professional service providers and advisors build more profitable and rewarding practices
He is the founder and serves as the main facilitator of the Masters Program a two-year workshop and coaching
program offered exclusively to open-minded professionals The Masters Program shares a very unique way to
achieve abundance in ones personal and professional life Rick has challenged thousands of professionals world-
wide to expand their view of themselves and the value they bring to their clients in order to reach new levels of
personal and professional abundance
Company Thriving Firm Title CEO - Founder and Lead Facilitator of the Masters Program
Website wwwthrivingfirmcom Twitter ricksolomoncpa
Amy Shumate
Amy brings 13 years US tax experience to her role as Director in the US Corporate Tax
Advisory practice Amy assists her Canadian clients and their affiliates with their US
federal and state corporate income franchise sales and use tax issues from a unique
cross-border perspective She has worked with all sizes of both public and private
corporations in all types of industries in helping them manage their US federal and state
tax compliance and consulting needs Prior to joining Trowbridge in early 2014 Amy
worked for two of the Big 4 firms beginning in 2001 where she helped clients with US
corporate tax compliance federal and state tax consulting due diligence work
structuring and controversy Amy has a BA and MBA from McMaster University and
an MSc (Tax) from Golden Gate University in San Francisco She is a Canadian Chartered Professional
Accountant registered in Ontario and a Certified Public Accountant registered in Illinois
Company TROWBRIDGE PROFESSIONAL CORPORATION Title Director US Corporate Tax Services
Website wwwtrowbridgeca
Webinar Speakers
2020 Dream Practice Virtual Accounting Conference 2014
Glenn Suart
Glenn Suart is a Calgary-based Strategist Entrepreneur and Host of ldquoTodayrsquos Great Ideardquo
a nationally syndicated program aimed at helping people doing something with their great
ideas Over the past 20 years at WriteMyPlan PricewaterhouseCoopers Consulting and
Nordicity Group Ltd he has helped hundreds of people build successful businesses
Friendly and approachable Glenn and his team create strong viable businesses and craft
compelling winning business plans Glenn also teaches Building An Effective Business
Case at Mount Royal University in Calgary
Company WriteMyPlan Website wwwWriteMyPlancom
Paul Tyers
Paul Tyers is Managing Director of Wealth Stewards Inc and Vice President of Portfolio
Stewards Inc registered with the Ontario Securities Commission He and his team provide
comprehensive wealth management services to affluent Canadians typically in conjunction
with their other ldquotrusted advisorsrdquo A Chartered Professional Accountant (CPA) Certified
Financial Planner (CFP) and Chartered Investment Manager (CIM) Paul has both the
education and experience to provide comprehensive wealth advisory services Upon
completion of a business degree Paul began his career at a major international CA firm
gaining experience in a wide variety of business sectors Moving into corporate finance with
Bank of Montreal followed by Corpfinance International experience was gained in mergers acquisitions succession
and growth financing In 1987 Paul partnered with a venture capital firm to acquire Retirement Counsel of Canada
(RCOC) and led it through substantial growth prior to selling it in 2002 Since 2002 Paul has returned to his passion
of building managing and preserving the wealth of affluent private clients His success is attributed to ensuring
clientsrsquo interests always come first Paul provides advice on the areas noted to the left and has pioneered the
integration of wealth management services into Canadian accountingtax firms
Company Wealth Stewards Inc Title Managing Director
Website httpwealthstewardsca
wwwvirtualaccountingconferencecom
Webinar Speakers
Sam Vassa
Sam Vassa heads PaymentEvolution ndash Canadarsquos largest and most loved cloud payroll and
payments service Sam founded the company with a team of technology and subject
matter specialists and devised an award-winning solution that empowers organizations and
their accountants to manage their own payroll process Previously Sam led business
development for the capital markets industry at Microsoft Corporation His team worked with
leading Microsoft partners to build compelling solutions for the financial services
industry Sam was responsible for alliance relationships with Microsoftrsquos largest global
partners as well as sales and marketing execution with the community He has worked
with Microsoftrsquos US and Canadian subsidiaries and is known for his passion for forming strong partnerships Sam was
a channel manager at Digital Equipment Canada and served with the Canadian Department of Foreign Affairs and
International Trade at their foreign missions worldwide He is a board member of Telecompute ndash a leading software
development firm pioneering the use of portable database technology for vertical markets Sam is active in the
emerging business market as an advisor and mentor to firms seeking management and technology expertise Sam is
a graduate of McMaster University where he studied biochemistry
Company PaymentEvolution Website wwwpaymentevolutioncom
Twitter samvassa
Peggy Tyers BBA - Event Organizer
Peggy Tyers earned an Honours Bachelor of Business Administration from Wilfrid Laurier
University After graduating she entered the retail sector She spent over 20 years
working with National retailers in several areas consulting marketing buying and
merchandising Peggy transferred those skills to another industry sector when she
brought the 2020 Group (leading volunteer membership organization for progressive
accountants in the world) to Canada Peggy looks for products and services to help
accountants improve the efficiency of their practice and improve their bottom lines
Company 2020 Canada Title President
Website www2020canadaca
Webinar Speakers
Scott Zandbergen
Scott Zandbergen has worked in the accounting software world for over 17 years He
spent many years at Sage where he built and grew the Simply Accounting Certified
Consultant program Later as Vice President of Product Management he led the product
strategy for Simply Accounting Accpac and MAS 90500 In early 2011
Scott joined Wave Accounting a fully automated 100 free double entry accounting
software designed for small businesses with less than 10 employees Scotts mission there
is to educate the accounting and bookkeeping communities about the solution Wave
offers their small business clients In a little over 3 years on the market Wave now has over 2 million users on its
platform
Company Wave Accounting Title VP Pro Network
Website wwwwaveappscom Twitter WaveHQ
Wayne Zielke
Wayne is the founder and CEO of LedgerDocs an online document management
application that was designed around the sharing managing and collaboration needs of
bookkeepers accountants and businesses Wayne has spent his career working in the
accounting industry and understands first-hand the workflow and process involved in
providing exceptional full cycle bookkeeping and accounting services to clients From these
experiences he decided to create an application that streamlines the bookkeeping and
accounting process while promoting collaboration among bookkeepers accountants and
their amazing clients
Company LedgerDocs Title Chief Executive Officer
Website wwwledgerdocscom Twitter ledgerdocs
2020 Dream Practice Virtual Accounting Conference 2014
wwwvirtualaccountingconferencecom
2020 Dream Practice
Virtual Accounting Conference
Virtual Conference for Accountants
October 1 and 2 2014
Webinars
Presentations will be held on
Tuesdays and Thursdays from June 3
2014 through January 27 2015
Presentations scheduled from 1100
am MST to 100 pm MST
Schedule includes one hour for
presentation and up to one hour for
questions
Over 32 webinars with
industry experts
wwwvirtualaccountingconferencecom
Collaborate Innovate Prosper
Gold Sponsors
Silver Sponsors
Silver Sponsors
The Accounting Practitioners Symposium is an information
resource for Accounting Professionals to examine bringing
together different technology to create a simplified and
streamlined office process to help grow your business
wwwaccountingsymposiumcom
We build tools that simply make life easier
The goal of Client Track is to help take control of your
practice and save you time by combining all of the office
management tools into one easy-to-use package
wwwclienttrackca
Online Marketing amp Web Design
VH Marketingrsquos strategy is to build an outstanding web
presence not just a website by providing clients with an
up-to-date web design mobile setup and social media
presence tied together with strong ongoing SEO
(search engine optimization) Following this proven strategy
places our clients business in front of the right target
market generating leads on consistent basis
wwwvhwebsitescom
Wealth Stewards Inc is the partner of choice for Chartered
Professional Accountants who want to provide their valued
clients with a wealth management firm that is prudent and
a true steward of their wealth Wealth Stewards Inc
partners with accountants to provide both tax effective and
sound wealth management strategies together we help
our clients achieve long-term financial goals
wwwwealthstewardsca
Wolters Kluwer enables legal tax finance and healthcare
professionals to be more effective and efficient We provide
information software and services that deliver vital in-
sights intelligent tools and the guidance of subject-matter
experts
wwwwolterskluwercom
wwwvirtualaccountingconferencecom
Webinar Schedule SpringSummer
Date Topic Speaker
Last Speaker
First
632014 Connect With Your Clients With Intent Using ASPiRE
Crosser John
6102014 Integrating Wealth Management Tyers Paul
6122014 Learn about XLGL an Excel add-in which connects to Sage 50 databases to produce customized reports
Carrier Daniel
6172014 LedgerDocs Never Lose a Receipt Zielke Wayne
6192014 Protecting Those that Run Your Business Crosser John
6242014 Drop the Struggle amp Thrive Solomon Rick
732014 Working In The Cloud A Bookkeepers Perspective Bouffard Keri
782014 Clouds Taking the First Steps Irving Graham
7102014 Importing Data into Small Business Accounting Programs
Mason Dan
7152014 Shoeboxedcom Hourigan Mike
7222014 5 Ways to Grow Your Business Borschowa Jeff
7242014 Supercharge Your Documentation Bellehumeur Adrienne
7292014 Protecting Your Business Entity Crosser John
7312014 Client Track as a Practice Management Solution Merritt David
852014 Creating and Implementing a Marketing Plan Buol Ruszczyk Bonnie
8122014 Accounting in The Cloud Zandbergen Scott
8192014 High Level Overview of Business Processes Borschowa Jeff
8262014 The Enlightened Accountant Solomon Rick
2020 Dream Practice Virtual Accounting Conference 2014
Webinar Schedule FallWinter
wwwvirtualaccountingconferencecom
Date Topic Speaker
Last Speaker
First
922014 Sandler Rules for Building Your Practice to Work Smarter Not Harder
Knox Hamish
942014 Social Media Strategies for Accountants and Bookkeepers Olah Viola
992014 Make Your Website a Business Development Tool Buol Ruszczyk Bonnie
9112014 Business Development Intelligence (BDI) Fritsch Chris
9162014 Succession Planning Tyers Paul
9182014 Turning Your Accountancy Firm Website Into a Lead Generation Machine
Reyburn Karen
9232014 Benchmarking for Success Borschowa Jeff
9252014 A Brief Tour Through Wills and Estate Planning Jones Stephan
9302014 Sales and Marketing Eden Jan
1072014 Social Media The Good Bad and Effective Buol Ruszczyk Bonnie
1092014 An Introduction to SRampED What It Is and What Can It Do For Your Clients
Smith Graham
10142014 Understanding and Utilizing Insurance Company Investment and Income Products
Findlay Curtis
10162014 Key Elements of a Lead Generating Website Olah Viola
10212014 Improving the Bottom Line Through Niche Marketing Tyers Peggy
10232014 LedgerOnline Zielke Wayne
10282014 Going Paperless Duncan Brooks
1142014 Growing Your Firm with LinkedIn Buol Ruszczyk Bonnie
1162014 Expanding Business Activities to the United States (Canadian Companies)
Shumate Amy
11132014 Business Planning For Organizations of all Sizes Findlay Curtis
11182014 The Power of Niche Marketing for Accountants Reyburn Karen
11252014 Profitable Cloud-Based Payroll for your Practice Vassa Sam
1222014 Turning Great Ideas Into Reality Suart Glenn
1292014 Colour Accounting Descoteaux Stephanie
Webinar Speakers
Adrienne Bellehumeur CA CISA PMP
Adrienne Bellehumeur lives in Calgary Alberta and works as a consultant specializing
in business analysis audit and effective documentation Her focus is on helping
companies track monitor and protect their most valuable assets information and
intellectual capital Adrienne began her career as a Chartered Accountant working with
clients on audits assessing financial controls and Sarbanes-Oxley (SOX) compliance
projects Her experience over the years includes requirements management process
modelling project communications technical writing and developing documentation
strategies and systems Adrienne continues to actively research present on and write
about effective documentation and business analysis practices
Company BELLEHUMEUR amp ASSOCIATES Website wwwleadersinbusinessanalysiscom
Jeff Borschowa - Event Organizer amp Host
I first joined the accounting world in 1991 and became a Chartered Accountant in 2000 I
have spent the bulk of my career working with and advising small to medium-sized
enterprises I have experience working in all sizes of accounting firms from sole
practitioners to international firms My focus in my career has been to find new and better
ways to integrate innovation and technology to enhance the customer experience and
improve efficiency in the accounting process My journey has been unique in that I have
met some very innovative accountants and mentors in my career I have been very
fortunate to be in a position to learn from them compare their ideas and to truly choose
the best of the best Personally I would like nothing more than to free accountants from the stress created by high
volume commodity work allowing them the freedom to pursue work that is rewarding personally and professionally My
overall goal is to reduce the hours worked by accountants and increase overall profitability One of my friendrsquos made an
interesting comment recently ldquoAlmost every accountant that I know can tell me how much his gross revenue is but
very few know what their actual costs arerdquo I challenge you to learn more about your practice so that you can bid on the
right kinds of projects and earn what you are worth ndash your education should be your most valued possession
Company Dream Practice Website wwwdreampracticeca
Twitter DreamPractices
2020 Dream Practice Virtual Accounting Conference 2014
wwwvirtualaccountingconferencecom
Webinar Speakers
Kerri Bouffard
Kerri Bouffard CPB has been a professional bookkeeper for over 20 years and has
been operating her own company Add-Vantage Bookkeeping since 2003
She has been happily working completely in the cloud since 2012 ndash with no copies of
any software loaded directly on her local computer system
Company Add-Vantage Bookkeeping Website httpaddvantagebookkeepingcom
Bonnie Buol Ruszczyk
Bonnie Buol Ruszczyk is the founder and president of bbr marketing which provides
marketing services and strategy for professional services firms Every day she and her
talented staff help accountants all over North America reach their audiences and grow
their firms by creating and implementing customized solutions that differentiate each
client in their individual market Named one of 2013rsquos Top 100 Most Influential People in
accounting by Accounting Today for the 2nd year in a row she is an active volunteer in a
number of organizations including serving as president of the Atlanta AAM Chapter and
a regular contributor to a variety of news and industry websites
Company bbr marketing Title Founder and President
Website wwwbbrmarketingcom
Webinar Speakers
2020 Dream Practice Virtual Accounting Conference 2014
Daniel Carrier
Daniel Carrier has close to 40 yearsrsquo experience in bookkeeping Hersquos worked as a
consultant since 1993 and has recommended and installed a number of bookkeeping
software Daniel founded Logicim in 2004 with his partner his son It is Pierre Alain
Carrier who has created the now famous XLGL and Daniel is proud to be participating in
this great reporting initiative
Company Logicim Inc Website wwwlogicimtechcom
John Crosser
John Crosser is the owner of Knights Financial Management an independent
insurance service company John believes it is important to ensure businesses not only
properly protect their business entity but also those that make their business run At
Knights Financial Management we focus on small to medium sized businesses looking for
help as they navigate their way through the world of business Having the right type
and the right amount of insurance will help provide financial peace of mind to owners
so they can concentrate on ldquodoingrdquo business John is actively involved in his community
As the author of ASPiRE A Financial Workbook for the Canadian Teen John routinely
presents to schools and business to help increase financial literacy By helping people understand the moving parts
of a financial game plan (goals setting cash flow and debt management asset
protect and building wealth) John feels they will be more financially
bull Fit--through wise budgeting of time and money
bull Independent--through discovering their own skills setting and accomplishing goals
bull Responsible--through focused activities and self-discipline
bull Secure--through building multiple streams of cash flow
With proper financial literacy individuals families schools businesses communities provinces and Canada at large
will be stronger In addition to growing his business John enjoys spending time with his wife Jeanelle and their two
daughters Ashley and Jayme John loves working on his golf handicap making furniture and barbecuing with family
and friends
Company Knights Financial Management and Portfolio Strategies Corporation Website httpwwwknightsfmca
wwwvirtualaccountingconferencecom
Webinar Speakers
Stephanie Descoteaux DFA-BSS
Steacutephanie Descocircteaux is president and CEO of Calculated Approach Consulting Inc and
founder of Digits amp Decimals Inc But those are not the titles she loves itrsquos her real job as
a bookkeeping systems specialist that indicates her true passion Her focus is always on
educating clients improving systems and measuring the accomplishments of those
systems This vision empowers small business owners and entrepreneurs and has
commanded an impressive client list that continues to grow Steacutephanie founded Digits amp
Decimals Inc in 2001 a professional bookkeeping company She is the lead trainer and
consultant and has grown the business to include a staff of experts In 2011 Stephanie
launched Calculated Approach Consulting Inc a company that offers mentorship controllership and consulting
services to business owners or other bookkeepers Steacutephaniersquos professional affiliations include membership in the
Canadian Payroll Association (CPA) Institute of Professional Bookkeepers of Canada (IPBC) and Association of
Certified Fraud Examiners (ACFE) She is also a QuickBooks ProAdvisor has completed the Distinguish Financial
Advisor ndash Bookkeeping System Specialist (DFABSS) a 2 years bookkeeping certification with the Knowledge
Bureau she recently became a Sale Partner with Accounting Comes Alive ndash Color Accounting and is one of few
accredited Training Partner in Canada for Accounting Comes Alive ndash Color Accounting Steacutephaniersquos presentations
are available in English or French
Company Calculated Approach Consulting Inc Website wwwdigitsdecimalscom
Twitter DigitsDecimals
Brooks Duncan
Brooks Duncan helps individuals and small businesses go paperless at Docu-
mentSnapcom where he writes about tools workflows and taking action Hes a
CPACMA and a former computer programmer and financial software support manager
Brooks lives in Vancouver BC
Company DocumentSnapcom Website wwwdocumentsnapcom
Webinar Speakers
2020 Dream Practice Virtual Accounting Conference 2014
Chris Fritsch JD
As a Business Development Intelligence Consultant Chris Fritsch works together with
professional services firms to help support their Business Development efforts and
maximize their return on investment Chris and her team at ClientsFirst help Clients
utilize information and competitive intelligence to guide their business development
decisions and strategies to enhance their client development efforts
Chris also writes and speaks nationally on topics including competitive intelligence
business development client relationship management relationship intelligence web
marketing and the use of technology to enhance profitability In her former role as a
Legal Technologist she advised top law firms and professionals about competitive intelligence and innovative uses
of Internet technology Chris has also worked in-house as a Legal Technologist for an Am Law 50 law firm based in
Atlanta and as a Technology Consultant and Webmaster for Emory Law School She was also the Managing
Partner of a consulting firm specializing in providing technology solutions Chris received her law degree from
Emory University School of Law in Atlanta GA where she served as Managing Editor of the Emory International
Law Review as well as student and faculty technology consultant In her spare time Chris blogs and designs
websites and electronic newsletters
Company Clients First Consulting Title Business Development Intelligence Consultant
Website wwwClientsFirstConsultingcom Twitter CRMSuccess
Curtis Findlay
Curtis Findlay CFP is recognized nationally in the Canadian financial industry as both a
mentor of financial advisors as well as a successful advisor After graduating college Curtis
entered the financial industry in 1978 He operates his business activities from Canmore
Alberta Curtis has extensive experience advising entrepreneurs and mid-wealth individuals
with a variety of financial business and personal planning endeavours His comments are
made to Dream Practice through his firm Compass Financial Planning Services Ltd and not
related to a securities entity
Company Compass Financial Planning Services Ltd Website httpwwwcompfinnet
wwwvirtualaccountingconferencecom
Webinar Speakers
Mike Hourigan
Mike Hourigan is the Marketing Manager for Shoeboxedcom He is a graduate of the
University of North Carolina at Chapel Hill where he studied advertising Mike oversees all
of Shoeboxeds online marketing initiatives as well as the companys integrated partner
relations When Mike isnt helping small businesses and accountants get set up with
Shoeboxed he enjoys hiking and walking 18 holes at the nearest public golf course
Company Shoeboxedcom Website wwwshoeboxedcom
Twitter michaelhourigan
Stephen Jones LL M CPA CA
Stephen graduated from Dalhousie Law School He then articled in Toronto Shortly after
he obtained his CA designation working for one of the predecessors or KPMG In 1990
he joined BMO at its head office as a taxation lawyer and accountant
He rounded out his education in 2006 graduating with his Masters of Laws (LLM) in trust
and fiduciary law at Osgoode Stephen now provides counsel for Wealth Stewards
overall tax and estate activities Stephen brings his expertise and experience to the
planning and implementation of individual client situations Stephen is registered with the
Law Society of Upper Canada in private practice and with the Ontario and Canadian
Institutes of Chartered Professional Accountants
Company Wealth Stewards Inc Title Director Tax amp Estate Planning
Website wwwwealthstewardsca
Webinar Speakers
2020 Dream Practice Virtual Accounting Conference 2014
Hamish Knox
As a licensed member of the global Sandler network Hamish works with business owners and chief
executives who are serious about creating sustainable sales cultures Hamish worked in sales across
a variety of industries including media communication services software and professional sports
before joining the Sandler network which melded his passions for sales and education Early in his
Sandler career Hamish was anointed a Sandler Rising Star for quickly building his business and
helping fellow Sandler colleagues with their businesses Hamish is a former Sandler Global Rookie of
the Year is a current member of Sandlers Franchisee Advisory Council and his book Accountability
the Sandler Way will be published in November
Company Sandler Training - Calgary Website wwwhamishsandlercom
Twitter sandlerhamish
Dan Mason
I speak about innovation related to business software and business models that help
small and medium sized businesses to transform and automate their business
processes to achieve maximum efficiency and improve customer experience
Dan Mason focuses on strategic planning and business model innovation by helping
small and medium sized businesses to automate and optimize their business processes
Drawing from his 20 years of experience working with various accounting and ERP
systems Dan has helped several small and medium sized businesses in various
verticals to build robust business software systems Dan started Business Innovation
Technologies Inc in 2008 and has successfully led the company from its inception into a market leading provider
of innovative business software solutions As CEO of Business Innovation Technologies Dan is responsible for
driving the organizationrsquos strategic agenda technology vision and business operations In addition to helping
companies deploy best-of-the-breed business software systems Dan has been working on integrating diverse
business systems through his companyrsquos industry leading software solution to import and export data from ANY
source to various accounting and business software
Company Business Innovation Technologies Inc Title President amp CEO
Website wwwbusinnovatechcom
wwwvirtualaccountingconferencecom
Webinar Speakers
Viola Olah
Viola Olah is a Hungarian born and raised in Transylvania (yes itrsquos a real placehellip) She
lives in Calgary with her hubby and her dog Nikki After she worked as a systems analyst
for a large oil and gas company for a number of years she decided in 2009 to open up her
own business VH Marketing Ltd an online marketing company She thrives on the
challenge of keeping up with the fast changing pace of the Internet world and implementing
cutting edge marketing strategies to her clientsrsquo marketing plan Seeing clients succeed
gives her great satisfaction and she is grateful for the long-term strong relationships she
forged with them Her clients are local small business owners and individual professionals
who are very good at their own craft and donrsquot have the time or the desire to market their own business VH
Marketingrsquos strategy is to build an impactful web presence not just a website by providing clients with an up to date
web design mobile setup and social media presence This is all tied together with strong ongoing SEO
(search engine optimization) placing the clientsrsquo business in front of the right target market generating leads on
consistent basis
Company VH Marketing Ltd Website wwwvhwebsitescom
David Merritt
David Merritt owner and creator of Client Track graduated with a BSc in Computing and has
been designing software ever since David developed Client Track after he saw a real need in
the Accounting Practitioners industry for a solution to help public practice accounting
professionals to organize and control all of their deadlines efficiently Realizing that a large part
of running a successful practice was managing clients chasing down paperwork and handling all
the returns David developed Client Track into a software solution that is built based on the
unique needs of accounting professionals across Canada
Company Client Track Website httpclienttrackca
Twitter Client_Track
Webinar Speakers
2020 Dream Practice Virtual Accounting Conference 2014
Karen Reyburn
Karen Reyburn is a creative-minded individual who specialises in online marketing for
accountancy firms A former accountant (and a Certified Public Accountant in the
States) Karen now assists accountancy firms with understanding and using online
marketing to get more leads A dual British-American citizen Karens past careers
include working with a Glasgow-based accountancy firm setting up and maintaining a
separate consultancy division for this firm She instigated monthly business workshops training and facilitating
business owners in marketing strategy and profitability She has delivered online webinars and offline seminars
for the Chamber of Commerce Bank of Scotland women in business and business growth events She assisted
in the delivery of a comprehensive Business Consulting Programme to accountants for over five years For five
years Karen managed the European office of a global network of accounting firms helping both accountants and
SMEs to improve their marketing efforts This included delivering webinars providing online training website
design and improvement email marketing blogging and marketing action plans Karen is also an
internationally-recognised photographer doing wedding photography family portraits and landscape photography
in Scotland England Ireland Cyprus Australia the United States and more
Company The Profitable Firm Title Owner
Website wwwtheprofitablefirmcom Twitter ProfitableFirm
Graham Smith
Graham Smith is Vice President of Business Development for TSGI-Chartered Accountants
one of the top SRampED consultancies in western Canada He has been active in the SRampED
industry for more than 8 years and has co-taught the course on SRampED for the Institute of
Chartered Accountants of Alberta Graham has worked on wide range of claims for companies
of all sizes and in all industrial sectors
Company TSGI Charted Accountants Title Vice President - Business Development
Website wwwtsgica
wwwvirtualaccountingconferencecom
Webinar Speakers
Rick Solomon CPA CGMA - Keynote Speaker
For over 20 years Rick Solomon has taught professionals around the world how to create
extraordinary results in their professional practices and lives by applying time tested
techniques and sometimes ancient wisdom in a number of ways His past practice as a
CPA and business advisor coupled with years of study at the Sedona Institute have
provided him a deep understanding of how to guide others to be free of the self-created
limitations that for many people make personal and professional success much harder
than it has to be Rick is presently the CEO of Thriving Firm a world leader in helping
professional service providers and advisors build more profitable and rewarding practices
He is the founder and serves as the main facilitator of the Masters Program a two-year workshop and coaching
program offered exclusively to open-minded professionals The Masters Program shares a very unique way to
achieve abundance in ones personal and professional life Rick has challenged thousands of professionals world-
wide to expand their view of themselves and the value they bring to their clients in order to reach new levels of
personal and professional abundance
Company Thriving Firm Title CEO - Founder and Lead Facilitator of the Masters Program
Website wwwthrivingfirmcom Twitter ricksolomoncpa
Amy Shumate
Amy brings 13 years US tax experience to her role as Director in the US Corporate Tax
Advisory practice Amy assists her Canadian clients and their affiliates with their US
federal and state corporate income franchise sales and use tax issues from a unique
cross-border perspective She has worked with all sizes of both public and private
corporations in all types of industries in helping them manage their US federal and state
tax compliance and consulting needs Prior to joining Trowbridge in early 2014 Amy
worked for two of the Big 4 firms beginning in 2001 where she helped clients with US
corporate tax compliance federal and state tax consulting due diligence work
structuring and controversy Amy has a BA and MBA from McMaster University and
an MSc (Tax) from Golden Gate University in San Francisco She is a Canadian Chartered Professional
Accountant registered in Ontario and a Certified Public Accountant registered in Illinois
Company TROWBRIDGE PROFESSIONAL CORPORATION Title Director US Corporate Tax Services
Website wwwtrowbridgeca
Webinar Speakers
2020 Dream Practice Virtual Accounting Conference 2014
Glenn Suart
Glenn Suart is a Calgary-based Strategist Entrepreneur and Host of ldquoTodayrsquos Great Ideardquo
a nationally syndicated program aimed at helping people doing something with their great
ideas Over the past 20 years at WriteMyPlan PricewaterhouseCoopers Consulting and
Nordicity Group Ltd he has helped hundreds of people build successful businesses
Friendly and approachable Glenn and his team create strong viable businesses and craft
compelling winning business plans Glenn also teaches Building An Effective Business
Case at Mount Royal University in Calgary
Company WriteMyPlan Website wwwWriteMyPlancom
Paul Tyers
Paul Tyers is Managing Director of Wealth Stewards Inc and Vice President of Portfolio
Stewards Inc registered with the Ontario Securities Commission He and his team provide
comprehensive wealth management services to affluent Canadians typically in conjunction
with their other ldquotrusted advisorsrdquo A Chartered Professional Accountant (CPA) Certified
Financial Planner (CFP) and Chartered Investment Manager (CIM) Paul has both the
education and experience to provide comprehensive wealth advisory services Upon
completion of a business degree Paul began his career at a major international CA firm
gaining experience in a wide variety of business sectors Moving into corporate finance with
Bank of Montreal followed by Corpfinance International experience was gained in mergers acquisitions succession
and growth financing In 1987 Paul partnered with a venture capital firm to acquire Retirement Counsel of Canada
(RCOC) and led it through substantial growth prior to selling it in 2002 Since 2002 Paul has returned to his passion
of building managing and preserving the wealth of affluent private clients His success is attributed to ensuring
clientsrsquo interests always come first Paul provides advice on the areas noted to the left and has pioneered the
integration of wealth management services into Canadian accountingtax firms
Company Wealth Stewards Inc Title Managing Director
Website httpwealthstewardsca
wwwvirtualaccountingconferencecom
Webinar Speakers
Sam Vassa
Sam Vassa heads PaymentEvolution ndash Canadarsquos largest and most loved cloud payroll and
payments service Sam founded the company with a team of technology and subject
matter specialists and devised an award-winning solution that empowers organizations and
their accountants to manage their own payroll process Previously Sam led business
development for the capital markets industry at Microsoft Corporation His team worked with
leading Microsoft partners to build compelling solutions for the financial services
industry Sam was responsible for alliance relationships with Microsoftrsquos largest global
partners as well as sales and marketing execution with the community He has worked
with Microsoftrsquos US and Canadian subsidiaries and is known for his passion for forming strong partnerships Sam was
a channel manager at Digital Equipment Canada and served with the Canadian Department of Foreign Affairs and
International Trade at their foreign missions worldwide He is a board member of Telecompute ndash a leading software
development firm pioneering the use of portable database technology for vertical markets Sam is active in the
emerging business market as an advisor and mentor to firms seeking management and technology expertise Sam is
a graduate of McMaster University where he studied biochemistry
Company PaymentEvolution Website wwwpaymentevolutioncom
Twitter samvassa
Peggy Tyers BBA - Event Organizer
Peggy Tyers earned an Honours Bachelor of Business Administration from Wilfrid Laurier
University After graduating she entered the retail sector She spent over 20 years
working with National retailers in several areas consulting marketing buying and
merchandising Peggy transferred those skills to another industry sector when she
brought the 2020 Group (leading volunteer membership organization for progressive
accountants in the world) to Canada Peggy looks for products and services to help
accountants improve the efficiency of their practice and improve their bottom lines
Company 2020 Canada Title President
Website www2020canadaca
Webinar Speakers
Scott Zandbergen
Scott Zandbergen has worked in the accounting software world for over 17 years He
spent many years at Sage where he built and grew the Simply Accounting Certified
Consultant program Later as Vice President of Product Management he led the product
strategy for Simply Accounting Accpac and MAS 90500 In early 2011
Scott joined Wave Accounting a fully automated 100 free double entry accounting
software designed for small businesses with less than 10 employees Scotts mission there
is to educate the accounting and bookkeeping communities about the solution Wave
offers their small business clients In a little over 3 years on the market Wave now has over 2 million users on its
platform
Company Wave Accounting Title VP Pro Network
Website wwwwaveappscom Twitter WaveHQ
Wayne Zielke
Wayne is the founder and CEO of LedgerDocs an online document management
application that was designed around the sharing managing and collaboration needs of
bookkeepers accountants and businesses Wayne has spent his career working in the
accounting industry and understands first-hand the workflow and process involved in
providing exceptional full cycle bookkeeping and accounting services to clients From these
experiences he decided to create an application that streamlines the bookkeeping and
accounting process while promoting collaboration among bookkeepers accountants and
their amazing clients
Company LedgerDocs Title Chief Executive Officer
Website wwwledgerdocscom Twitter ledgerdocs
2020 Dream Practice Virtual Accounting Conference 2014
wwwvirtualaccountingconferencecom
2020 Dream Practice
Virtual Accounting Conference
Virtual Conference for Accountants
October 1 and 2 2014
Webinars
Presentations will be held on
Tuesdays and Thursdays from June 3
2014 through January 27 2015
Presentations scheduled from 1100
am MST to 100 pm MST
Schedule includes one hour for
presentation and up to one hour for
questions
Over 32 webinars with
industry experts
wwwvirtualaccountingconferencecom
Collaborate Innovate Prosper
Gold Sponsors
Silver Sponsors
Webinar Schedule SpringSummer
Date Topic Speaker
Last Speaker
First
632014 Connect With Your Clients With Intent Using ASPiRE
Crosser John
6102014 Integrating Wealth Management Tyers Paul
6122014 Learn about XLGL an Excel add-in which connects to Sage 50 databases to produce customized reports
Carrier Daniel
6172014 LedgerDocs Never Lose a Receipt Zielke Wayne
6192014 Protecting Those that Run Your Business Crosser John
6242014 Drop the Struggle amp Thrive Solomon Rick
732014 Working In The Cloud A Bookkeepers Perspective Bouffard Keri
782014 Clouds Taking the First Steps Irving Graham
7102014 Importing Data into Small Business Accounting Programs
Mason Dan
7152014 Shoeboxedcom Hourigan Mike
7222014 5 Ways to Grow Your Business Borschowa Jeff
7242014 Supercharge Your Documentation Bellehumeur Adrienne
7292014 Protecting Your Business Entity Crosser John
7312014 Client Track as a Practice Management Solution Merritt David
852014 Creating and Implementing a Marketing Plan Buol Ruszczyk Bonnie
8122014 Accounting in The Cloud Zandbergen Scott
8192014 High Level Overview of Business Processes Borschowa Jeff
8262014 The Enlightened Accountant Solomon Rick
2020 Dream Practice Virtual Accounting Conference 2014
Webinar Schedule FallWinter
wwwvirtualaccountingconferencecom
Date Topic Speaker
Last Speaker
First
922014 Sandler Rules for Building Your Practice to Work Smarter Not Harder
Knox Hamish
942014 Social Media Strategies for Accountants and Bookkeepers Olah Viola
992014 Make Your Website a Business Development Tool Buol Ruszczyk Bonnie
9112014 Business Development Intelligence (BDI) Fritsch Chris
9162014 Succession Planning Tyers Paul
9182014 Turning Your Accountancy Firm Website Into a Lead Generation Machine
Reyburn Karen
9232014 Benchmarking for Success Borschowa Jeff
9252014 A Brief Tour Through Wills and Estate Planning Jones Stephan
9302014 Sales and Marketing Eden Jan
1072014 Social Media The Good Bad and Effective Buol Ruszczyk Bonnie
1092014 An Introduction to SRampED What It Is and What Can It Do For Your Clients
Smith Graham
10142014 Understanding and Utilizing Insurance Company Investment and Income Products
Findlay Curtis
10162014 Key Elements of a Lead Generating Website Olah Viola
10212014 Improving the Bottom Line Through Niche Marketing Tyers Peggy
10232014 LedgerOnline Zielke Wayne
10282014 Going Paperless Duncan Brooks
1142014 Growing Your Firm with LinkedIn Buol Ruszczyk Bonnie
1162014 Expanding Business Activities to the United States (Canadian Companies)
Shumate Amy
11132014 Business Planning For Organizations of all Sizes Findlay Curtis
11182014 The Power of Niche Marketing for Accountants Reyburn Karen
11252014 Profitable Cloud-Based Payroll for your Practice Vassa Sam
1222014 Turning Great Ideas Into Reality Suart Glenn
1292014 Colour Accounting Descoteaux Stephanie
Webinar Speakers
Adrienne Bellehumeur CA CISA PMP
Adrienne Bellehumeur lives in Calgary Alberta and works as a consultant specializing
in business analysis audit and effective documentation Her focus is on helping
companies track monitor and protect their most valuable assets information and
intellectual capital Adrienne began her career as a Chartered Accountant working with
clients on audits assessing financial controls and Sarbanes-Oxley (SOX) compliance
projects Her experience over the years includes requirements management process
modelling project communications technical writing and developing documentation
strategies and systems Adrienne continues to actively research present on and write
about effective documentation and business analysis practices
Company BELLEHUMEUR amp ASSOCIATES Website wwwleadersinbusinessanalysiscom
Jeff Borschowa - Event Organizer amp Host
I first joined the accounting world in 1991 and became a Chartered Accountant in 2000 I
have spent the bulk of my career working with and advising small to medium-sized
enterprises I have experience working in all sizes of accounting firms from sole
practitioners to international firms My focus in my career has been to find new and better
ways to integrate innovation and technology to enhance the customer experience and
improve efficiency in the accounting process My journey has been unique in that I have
met some very innovative accountants and mentors in my career I have been very
fortunate to be in a position to learn from them compare their ideas and to truly choose
the best of the best Personally I would like nothing more than to free accountants from the stress created by high
volume commodity work allowing them the freedom to pursue work that is rewarding personally and professionally My
overall goal is to reduce the hours worked by accountants and increase overall profitability One of my friendrsquos made an
interesting comment recently ldquoAlmost every accountant that I know can tell me how much his gross revenue is but
very few know what their actual costs arerdquo I challenge you to learn more about your practice so that you can bid on the
right kinds of projects and earn what you are worth ndash your education should be your most valued possession
Company Dream Practice Website wwwdreampracticeca
Twitter DreamPractices
2020 Dream Practice Virtual Accounting Conference 2014
wwwvirtualaccountingconferencecom
Webinar Speakers
Kerri Bouffard
Kerri Bouffard CPB has been a professional bookkeeper for over 20 years and has
been operating her own company Add-Vantage Bookkeeping since 2003
She has been happily working completely in the cloud since 2012 ndash with no copies of
any software loaded directly on her local computer system
Company Add-Vantage Bookkeeping Website httpaddvantagebookkeepingcom
Bonnie Buol Ruszczyk
Bonnie Buol Ruszczyk is the founder and president of bbr marketing which provides
marketing services and strategy for professional services firms Every day she and her
talented staff help accountants all over North America reach their audiences and grow
their firms by creating and implementing customized solutions that differentiate each
client in their individual market Named one of 2013rsquos Top 100 Most Influential People in
accounting by Accounting Today for the 2nd year in a row she is an active volunteer in a
number of organizations including serving as president of the Atlanta AAM Chapter and
a regular contributor to a variety of news and industry websites
Company bbr marketing Title Founder and President
Website wwwbbrmarketingcom
Webinar Speakers
2020 Dream Practice Virtual Accounting Conference 2014
Daniel Carrier
Daniel Carrier has close to 40 yearsrsquo experience in bookkeeping Hersquos worked as a
consultant since 1993 and has recommended and installed a number of bookkeeping
software Daniel founded Logicim in 2004 with his partner his son It is Pierre Alain
Carrier who has created the now famous XLGL and Daniel is proud to be participating in
this great reporting initiative
Company Logicim Inc Website wwwlogicimtechcom
John Crosser
John Crosser is the owner of Knights Financial Management an independent
insurance service company John believes it is important to ensure businesses not only
properly protect their business entity but also those that make their business run At
Knights Financial Management we focus on small to medium sized businesses looking for
help as they navigate their way through the world of business Having the right type
and the right amount of insurance will help provide financial peace of mind to owners
so they can concentrate on ldquodoingrdquo business John is actively involved in his community
As the author of ASPiRE A Financial Workbook for the Canadian Teen John routinely
presents to schools and business to help increase financial literacy By helping people understand the moving parts
of a financial game plan (goals setting cash flow and debt management asset
protect and building wealth) John feels they will be more financially
bull Fit--through wise budgeting of time and money
bull Independent--through discovering their own skills setting and accomplishing goals
bull Responsible--through focused activities and self-discipline
bull Secure--through building multiple streams of cash flow
With proper financial literacy individuals families schools businesses communities provinces and Canada at large
will be stronger In addition to growing his business John enjoys spending time with his wife Jeanelle and their two
daughters Ashley and Jayme John loves working on his golf handicap making furniture and barbecuing with family
and friends
Company Knights Financial Management and Portfolio Strategies Corporation Website httpwwwknightsfmca
wwwvirtualaccountingconferencecom
Webinar Speakers
Stephanie Descoteaux DFA-BSS
Steacutephanie Descocircteaux is president and CEO of Calculated Approach Consulting Inc and
founder of Digits amp Decimals Inc But those are not the titles she loves itrsquos her real job as
a bookkeeping systems specialist that indicates her true passion Her focus is always on
educating clients improving systems and measuring the accomplishments of those
systems This vision empowers small business owners and entrepreneurs and has
commanded an impressive client list that continues to grow Steacutephanie founded Digits amp
Decimals Inc in 2001 a professional bookkeeping company She is the lead trainer and
consultant and has grown the business to include a staff of experts In 2011 Stephanie
launched Calculated Approach Consulting Inc a company that offers mentorship controllership and consulting
services to business owners or other bookkeepers Steacutephaniersquos professional affiliations include membership in the
Canadian Payroll Association (CPA) Institute of Professional Bookkeepers of Canada (IPBC) and Association of
Certified Fraud Examiners (ACFE) She is also a QuickBooks ProAdvisor has completed the Distinguish Financial
Advisor ndash Bookkeeping System Specialist (DFABSS) a 2 years bookkeeping certification with the Knowledge
Bureau she recently became a Sale Partner with Accounting Comes Alive ndash Color Accounting and is one of few
accredited Training Partner in Canada for Accounting Comes Alive ndash Color Accounting Steacutephaniersquos presentations
are available in English or French
Company Calculated Approach Consulting Inc Website wwwdigitsdecimalscom
Twitter DigitsDecimals
Brooks Duncan
Brooks Duncan helps individuals and small businesses go paperless at Docu-
mentSnapcom where he writes about tools workflows and taking action Hes a
CPACMA and a former computer programmer and financial software support manager
Brooks lives in Vancouver BC
Company DocumentSnapcom Website wwwdocumentsnapcom
Webinar Speakers
2020 Dream Practice Virtual Accounting Conference 2014
Chris Fritsch JD
As a Business Development Intelligence Consultant Chris Fritsch works together with
professional services firms to help support their Business Development efforts and
maximize their return on investment Chris and her team at ClientsFirst help Clients
utilize information and competitive intelligence to guide their business development
decisions and strategies to enhance their client development efforts
Chris also writes and speaks nationally on topics including competitive intelligence
business development client relationship management relationship intelligence web
marketing and the use of technology to enhance profitability In her former role as a
Legal Technologist she advised top law firms and professionals about competitive intelligence and innovative uses
of Internet technology Chris has also worked in-house as a Legal Technologist for an Am Law 50 law firm based in
Atlanta and as a Technology Consultant and Webmaster for Emory Law School She was also the Managing
Partner of a consulting firm specializing in providing technology solutions Chris received her law degree from
Emory University School of Law in Atlanta GA where she served as Managing Editor of the Emory International
Law Review as well as student and faculty technology consultant In her spare time Chris blogs and designs
websites and electronic newsletters
Company Clients First Consulting Title Business Development Intelligence Consultant
Website wwwClientsFirstConsultingcom Twitter CRMSuccess
Curtis Findlay
Curtis Findlay CFP is recognized nationally in the Canadian financial industry as both a
mentor of financial advisors as well as a successful advisor After graduating college Curtis
entered the financial industry in 1978 He operates his business activities from Canmore
Alberta Curtis has extensive experience advising entrepreneurs and mid-wealth individuals
with a variety of financial business and personal planning endeavours His comments are
made to Dream Practice through his firm Compass Financial Planning Services Ltd and not
related to a securities entity
Company Compass Financial Planning Services Ltd Website httpwwwcompfinnet
wwwvirtualaccountingconferencecom
Webinar Speakers
Mike Hourigan
Mike Hourigan is the Marketing Manager for Shoeboxedcom He is a graduate of the
University of North Carolina at Chapel Hill where he studied advertising Mike oversees all
of Shoeboxeds online marketing initiatives as well as the companys integrated partner
relations When Mike isnt helping small businesses and accountants get set up with
Shoeboxed he enjoys hiking and walking 18 holes at the nearest public golf course
Company Shoeboxedcom Website wwwshoeboxedcom
Twitter michaelhourigan
Stephen Jones LL M CPA CA
Stephen graduated from Dalhousie Law School He then articled in Toronto Shortly after
he obtained his CA designation working for one of the predecessors or KPMG In 1990
he joined BMO at its head office as a taxation lawyer and accountant
He rounded out his education in 2006 graduating with his Masters of Laws (LLM) in trust
and fiduciary law at Osgoode Stephen now provides counsel for Wealth Stewards
overall tax and estate activities Stephen brings his expertise and experience to the
planning and implementation of individual client situations Stephen is registered with the
Law Society of Upper Canada in private practice and with the Ontario and Canadian
Institutes of Chartered Professional Accountants
Company Wealth Stewards Inc Title Director Tax amp Estate Planning
Website wwwwealthstewardsca
Webinar Speakers
2020 Dream Practice Virtual Accounting Conference 2014
Hamish Knox
As a licensed member of the global Sandler network Hamish works with business owners and chief
executives who are serious about creating sustainable sales cultures Hamish worked in sales across
a variety of industries including media communication services software and professional sports
before joining the Sandler network which melded his passions for sales and education Early in his
Sandler career Hamish was anointed a Sandler Rising Star for quickly building his business and
helping fellow Sandler colleagues with their businesses Hamish is a former Sandler Global Rookie of
the Year is a current member of Sandlers Franchisee Advisory Council and his book Accountability
the Sandler Way will be published in November
Company Sandler Training - Calgary Website wwwhamishsandlercom
Twitter sandlerhamish
Dan Mason
I speak about innovation related to business software and business models that help
small and medium sized businesses to transform and automate their business
processes to achieve maximum efficiency and improve customer experience
Dan Mason focuses on strategic planning and business model innovation by helping
small and medium sized businesses to automate and optimize their business processes
Drawing from his 20 years of experience working with various accounting and ERP
systems Dan has helped several small and medium sized businesses in various
verticals to build robust business software systems Dan started Business Innovation
Technologies Inc in 2008 and has successfully led the company from its inception into a market leading provider
of innovative business software solutions As CEO of Business Innovation Technologies Dan is responsible for
driving the organizationrsquos strategic agenda technology vision and business operations In addition to helping
companies deploy best-of-the-breed business software systems Dan has been working on integrating diverse
business systems through his companyrsquos industry leading software solution to import and export data from ANY
source to various accounting and business software
Company Business Innovation Technologies Inc Title President amp CEO
Website wwwbusinnovatechcom
wwwvirtualaccountingconferencecom
Webinar Speakers
Viola Olah
Viola Olah is a Hungarian born and raised in Transylvania (yes itrsquos a real placehellip) She
lives in Calgary with her hubby and her dog Nikki After she worked as a systems analyst
for a large oil and gas company for a number of years she decided in 2009 to open up her
own business VH Marketing Ltd an online marketing company She thrives on the
challenge of keeping up with the fast changing pace of the Internet world and implementing
cutting edge marketing strategies to her clientsrsquo marketing plan Seeing clients succeed
gives her great satisfaction and she is grateful for the long-term strong relationships she
forged with them Her clients are local small business owners and individual professionals
who are very good at their own craft and donrsquot have the time or the desire to market their own business VH
Marketingrsquos strategy is to build an impactful web presence not just a website by providing clients with an up to date
web design mobile setup and social media presence This is all tied together with strong ongoing SEO
(search engine optimization) placing the clientsrsquo business in front of the right target market generating leads on
consistent basis
Company VH Marketing Ltd Website wwwvhwebsitescom
David Merritt
David Merritt owner and creator of Client Track graduated with a BSc in Computing and has
been designing software ever since David developed Client Track after he saw a real need in
the Accounting Practitioners industry for a solution to help public practice accounting
professionals to organize and control all of their deadlines efficiently Realizing that a large part
of running a successful practice was managing clients chasing down paperwork and handling all
the returns David developed Client Track into a software solution that is built based on the
unique needs of accounting professionals across Canada
Company Client Track Website httpclienttrackca
Twitter Client_Track
Webinar Speakers
2020 Dream Practice Virtual Accounting Conference 2014
Karen Reyburn
Karen Reyburn is a creative-minded individual who specialises in online marketing for
accountancy firms A former accountant (and a Certified Public Accountant in the
States) Karen now assists accountancy firms with understanding and using online
marketing to get more leads A dual British-American citizen Karens past careers
include working with a Glasgow-based accountancy firm setting up and maintaining a
separate consultancy division for this firm She instigated monthly business workshops training and facilitating
business owners in marketing strategy and profitability She has delivered online webinars and offline seminars
for the Chamber of Commerce Bank of Scotland women in business and business growth events She assisted
in the delivery of a comprehensive Business Consulting Programme to accountants for over five years For five
years Karen managed the European office of a global network of accounting firms helping both accountants and
SMEs to improve their marketing efforts This included delivering webinars providing online training website
design and improvement email marketing blogging and marketing action plans Karen is also an
internationally-recognised photographer doing wedding photography family portraits and landscape photography
in Scotland England Ireland Cyprus Australia the United States and more
Company The Profitable Firm Title Owner
Website wwwtheprofitablefirmcom Twitter ProfitableFirm
Graham Smith
Graham Smith is Vice President of Business Development for TSGI-Chartered Accountants
one of the top SRampED consultancies in western Canada He has been active in the SRampED
industry for more than 8 years and has co-taught the course on SRampED for the Institute of
Chartered Accountants of Alberta Graham has worked on wide range of claims for companies
of all sizes and in all industrial sectors
Company TSGI Charted Accountants Title Vice President - Business Development
Website wwwtsgica
wwwvirtualaccountingconferencecom
Webinar Speakers
Rick Solomon CPA CGMA - Keynote Speaker
For over 20 years Rick Solomon has taught professionals around the world how to create
extraordinary results in their professional practices and lives by applying time tested
techniques and sometimes ancient wisdom in a number of ways His past practice as a
CPA and business advisor coupled with years of study at the Sedona Institute have
provided him a deep understanding of how to guide others to be free of the self-created
limitations that for many people make personal and professional success much harder
than it has to be Rick is presently the CEO of Thriving Firm a world leader in helping
professional service providers and advisors build more profitable and rewarding practices
He is the founder and serves as the main facilitator of the Masters Program a two-year workshop and coaching
program offered exclusively to open-minded professionals The Masters Program shares a very unique way to
achieve abundance in ones personal and professional life Rick has challenged thousands of professionals world-
wide to expand their view of themselves and the value they bring to their clients in order to reach new levels of
personal and professional abundance
Company Thriving Firm Title CEO - Founder and Lead Facilitator of the Masters Program
Website wwwthrivingfirmcom Twitter ricksolomoncpa
Amy Shumate
Amy brings 13 years US tax experience to her role as Director in the US Corporate Tax
Advisory practice Amy assists her Canadian clients and their affiliates with their US
federal and state corporate income franchise sales and use tax issues from a unique
cross-border perspective She has worked with all sizes of both public and private
corporations in all types of industries in helping them manage their US federal and state
tax compliance and consulting needs Prior to joining Trowbridge in early 2014 Amy
worked for two of the Big 4 firms beginning in 2001 where she helped clients with US
corporate tax compliance federal and state tax consulting due diligence work
structuring and controversy Amy has a BA and MBA from McMaster University and
an MSc (Tax) from Golden Gate University in San Francisco She is a Canadian Chartered Professional
Accountant registered in Ontario and a Certified Public Accountant registered in Illinois
Company TROWBRIDGE PROFESSIONAL CORPORATION Title Director US Corporate Tax Services
Website wwwtrowbridgeca
Webinar Speakers
2020 Dream Practice Virtual Accounting Conference 2014
Glenn Suart
Glenn Suart is a Calgary-based Strategist Entrepreneur and Host of ldquoTodayrsquos Great Ideardquo
a nationally syndicated program aimed at helping people doing something with their great
ideas Over the past 20 years at WriteMyPlan PricewaterhouseCoopers Consulting and
Nordicity Group Ltd he has helped hundreds of people build successful businesses
Friendly and approachable Glenn and his team create strong viable businesses and craft
compelling winning business plans Glenn also teaches Building An Effective Business
Case at Mount Royal University in Calgary
Company WriteMyPlan Website wwwWriteMyPlancom
Paul Tyers
Paul Tyers is Managing Director of Wealth Stewards Inc and Vice President of Portfolio
Stewards Inc registered with the Ontario Securities Commission He and his team provide
comprehensive wealth management services to affluent Canadians typically in conjunction
with their other ldquotrusted advisorsrdquo A Chartered Professional Accountant (CPA) Certified
Financial Planner (CFP) and Chartered Investment Manager (CIM) Paul has both the
education and experience to provide comprehensive wealth advisory services Upon
completion of a business degree Paul began his career at a major international CA firm
gaining experience in a wide variety of business sectors Moving into corporate finance with
Bank of Montreal followed by Corpfinance International experience was gained in mergers acquisitions succession
and growth financing In 1987 Paul partnered with a venture capital firm to acquire Retirement Counsel of Canada
(RCOC) and led it through substantial growth prior to selling it in 2002 Since 2002 Paul has returned to his passion
of building managing and preserving the wealth of affluent private clients His success is attributed to ensuring
clientsrsquo interests always come first Paul provides advice on the areas noted to the left and has pioneered the
integration of wealth management services into Canadian accountingtax firms
Company Wealth Stewards Inc Title Managing Director
Website httpwealthstewardsca
wwwvirtualaccountingconferencecom
Webinar Speakers
Sam Vassa
Sam Vassa heads PaymentEvolution ndash Canadarsquos largest and most loved cloud payroll and
payments service Sam founded the company with a team of technology and subject
matter specialists and devised an award-winning solution that empowers organizations and
their accountants to manage their own payroll process Previously Sam led business
development for the capital markets industry at Microsoft Corporation His team worked with
leading Microsoft partners to build compelling solutions for the financial services
industry Sam was responsible for alliance relationships with Microsoftrsquos largest global
partners as well as sales and marketing execution with the community He has worked
with Microsoftrsquos US and Canadian subsidiaries and is known for his passion for forming strong partnerships Sam was
a channel manager at Digital Equipment Canada and served with the Canadian Department of Foreign Affairs and
International Trade at their foreign missions worldwide He is a board member of Telecompute ndash a leading software
development firm pioneering the use of portable database technology for vertical markets Sam is active in the
emerging business market as an advisor and mentor to firms seeking management and technology expertise Sam is
a graduate of McMaster University where he studied biochemistry
Company PaymentEvolution Website wwwpaymentevolutioncom
Twitter samvassa
Peggy Tyers BBA - Event Organizer
Peggy Tyers earned an Honours Bachelor of Business Administration from Wilfrid Laurier
University After graduating she entered the retail sector She spent over 20 years
working with National retailers in several areas consulting marketing buying and
merchandising Peggy transferred those skills to another industry sector when she
brought the 2020 Group (leading volunteer membership organization for progressive
accountants in the world) to Canada Peggy looks for products and services to help
accountants improve the efficiency of their practice and improve their bottom lines
Company 2020 Canada Title President
Website www2020canadaca
Webinar Speakers
Scott Zandbergen
Scott Zandbergen has worked in the accounting software world for over 17 years He
spent many years at Sage where he built and grew the Simply Accounting Certified
Consultant program Later as Vice President of Product Management he led the product
strategy for Simply Accounting Accpac and MAS 90500 In early 2011
Scott joined Wave Accounting a fully automated 100 free double entry accounting
software designed for small businesses with less than 10 employees Scotts mission there
is to educate the accounting and bookkeeping communities about the solution Wave
offers their small business clients In a little over 3 years on the market Wave now has over 2 million users on its
platform
Company Wave Accounting Title VP Pro Network
Website wwwwaveappscom Twitter WaveHQ
Wayne Zielke
Wayne is the founder and CEO of LedgerDocs an online document management
application that was designed around the sharing managing and collaboration needs of
bookkeepers accountants and businesses Wayne has spent his career working in the
accounting industry and understands first-hand the workflow and process involved in
providing exceptional full cycle bookkeeping and accounting services to clients From these
experiences he decided to create an application that streamlines the bookkeeping and
accounting process while promoting collaboration among bookkeepers accountants and
their amazing clients
Company LedgerDocs Title Chief Executive Officer
Website wwwledgerdocscom Twitter ledgerdocs
2020 Dream Practice Virtual Accounting Conference 2014
wwwvirtualaccountingconferencecom
2020 Dream Practice
Virtual Accounting Conference
Virtual Conference for Accountants
October 1 and 2 2014
Webinars
Presentations will be held on
Tuesdays and Thursdays from June 3
2014 through January 27 2015
Presentations scheduled from 1100
am MST to 100 pm MST
Schedule includes one hour for
presentation and up to one hour for
questions
Over 32 webinars with
industry experts
wwwvirtualaccountingconferencecom
Collaborate Innovate Prosper
Gold Sponsors
Silver Sponsors
Webinar Schedule FallWinter
wwwvirtualaccountingconferencecom
Date Topic Speaker
Last Speaker
First
922014 Sandler Rules for Building Your Practice to Work Smarter Not Harder
Knox Hamish
942014 Social Media Strategies for Accountants and Bookkeepers Olah Viola
992014 Make Your Website a Business Development Tool Buol Ruszczyk Bonnie
9112014 Business Development Intelligence (BDI) Fritsch Chris
9162014 Succession Planning Tyers Paul
9182014 Turning Your Accountancy Firm Website Into a Lead Generation Machine
Reyburn Karen
9232014 Benchmarking for Success Borschowa Jeff
9252014 A Brief Tour Through Wills and Estate Planning Jones Stephan
9302014 Sales and Marketing Eden Jan
1072014 Social Media The Good Bad and Effective Buol Ruszczyk Bonnie
1092014 An Introduction to SRampED What It Is and What Can It Do For Your Clients
Smith Graham
10142014 Understanding and Utilizing Insurance Company Investment and Income Products
Findlay Curtis
10162014 Key Elements of a Lead Generating Website Olah Viola
10212014 Improving the Bottom Line Through Niche Marketing Tyers Peggy
10232014 LedgerOnline Zielke Wayne
10282014 Going Paperless Duncan Brooks
1142014 Growing Your Firm with LinkedIn Buol Ruszczyk Bonnie
1162014 Expanding Business Activities to the United States (Canadian Companies)
Shumate Amy
11132014 Business Planning For Organizations of all Sizes Findlay Curtis
11182014 The Power of Niche Marketing for Accountants Reyburn Karen
11252014 Profitable Cloud-Based Payroll for your Practice Vassa Sam
1222014 Turning Great Ideas Into Reality Suart Glenn
1292014 Colour Accounting Descoteaux Stephanie
Webinar Speakers
Adrienne Bellehumeur CA CISA PMP
Adrienne Bellehumeur lives in Calgary Alberta and works as a consultant specializing
in business analysis audit and effective documentation Her focus is on helping
companies track monitor and protect their most valuable assets information and
intellectual capital Adrienne began her career as a Chartered Accountant working with
clients on audits assessing financial controls and Sarbanes-Oxley (SOX) compliance
projects Her experience over the years includes requirements management process
modelling project communications technical writing and developing documentation
strategies and systems Adrienne continues to actively research present on and write
about effective documentation and business analysis practices
Company BELLEHUMEUR amp ASSOCIATES Website wwwleadersinbusinessanalysiscom
Jeff Borschowa - Event Organizer amp Host
I first joined the accounting world in 1991 and became a Chartered Accountant in 2000 I
have spent the bulk of my career working with and advising small to medium-sized
enterprises I have experience working in all sizes of accounting firms from sole
practitioners to international firms My focus in my career has been to find new and better
ways to integrate innovation and technology to enhance the customer experience and
improve efficiency in the accounting process My journey has been unique in that I have
met some very innovative accountants and mentors in my career I have been very
fortunate to be in a position to learn from them compare their ideas and to truly choose
the best of the best Personally I would like nothing more than to free accountants from the stress created by high
volume commodity work allowing them the freedom to pursue work that is rewarding personally and professionally My
overall goal is to reduce the hours worked by accountants and increase overall profitability One of my friendrsquos made an
interesting comment recently ldquoAlmost every accountant that I know can tell me how much his gross revenue is but
very few know what their actual costs arerdquo I challenge you to learn more about your practice so that you can bid on the
right kinds of projects and earn what you are worth ndash your education should be your most valued possession
Company Dream Practice Website wwwdreampracticeca
Twitter DreamPractices
2020 Dream Practice Virtual Accounting Conference 2014
wwwvirtualaccountingconferencecom
Webinar Speakers
Kerri Bouffard
Kerri Bouffard CPB has been a professional bookkeeper for over 20 years and has
been operating her own company Add-Vantage Bookkeeping since 2003
She has been happily working completely in the cloud since 2012 ndash with no copies of
any software loaded directly on her local computer system
Company Add-Vantage Bookkeeping Website httpaddvantagebookkeepingcom
Bonnie Buol Ruszczyk
Bonnie Buol Ruszczyk is the founder and president of bbr marketing which provides
marketing services and strategy for professional services firms Every day she and her
talented staff help accountants all over North America reach their audiences and grow
their firms by creating and implementing customized solutions that differentiate each
client in their individual market Named one of 2013rsquos Top 100 Most Influential People in
accounting by Accounting Today for the 2nd year in a row she is an active volunteer in a
number of organizations including serving as president of the Atlanta AAM Chapter and
a regular contributor to a variety of news and industry websites
Company bbr marketing Title Founder and President
Website wwwbbrmarketingcom
Webinar Speakers
2020 Dream Practice Virtual Accounting Conference 2014
Daniel Carrier
Daniel Carrier has close to 40 yearsrsquo experience in bookkeeping Hersquos worked as a
consultant since 1993 and has recommended and installed a number of bookkeeping
software Daniel founded Logicim in 2004 with his partner his son It is Pierre Alain
Carrier who has created the now famous XLGL and Daniel is proud to be participating in
this great reporting initiative
Company Logicim Inc Website wwwlogicimtechcom
John Crosser
John Crosser is the owner of Knights Financial Management an independent
insurance service company John believes it is important to ensure businesses not only
properly protect their business entity but also those that make their business run At
Knights Financial Management we focus on small to medium sized businesses looking for
help as they navigate their way through the world of business Having the right type
and the right amount of insurance will help provide financial peace of mind to owners
so they can concentrate on ldquodoingrdquo business John is actively involved in his community
As the author of ASPiRE A Financial Workbook for the Canadian Teen John routinely
presents to schools and business to help increase financial literacy By helping people understand the moving parts
of a financial game plan (goals setting cash flow and debt management asset
protect and building wealth) John feels they will be more financially
bull Fit--through wise budgeting of time and money
bull Independent--through discovering their own skills setting and accomplishing goals
bull Responsible--through focused activities and self-discipline
bull Secure--through building multiple streams of cash flow
With proper financial literacy individuals families schools businesses communities provinces and Canada at large
will be stronger In addition to growing his business John enjoys spending time with his wife Jeanelle and their two
daughters Ashley and Jayme John loves working on his golf handicap making furniture and barbecuing with family
and friends
Company Knights Financial Management and Portfolio Strategies Corporation Website httpwwwknightsfmca
wwwvirtualaccountingconferencecom
Webinar Speakers
Stephanie Descoteaux DFA-BSS
Steacutephanie Descocircteaux is president and CEO of Calculated Approach Consulting Inc and
founder of Digits amp Decimals Inc But those are not the titles she loves itrsquos her real job as
a bookkeeping systems specialist that indicates her true passion Her focus is always on
educating clients improving systems and measuring the accomplishments of those
systems This vision empowers small business owners and entrepreneurs and has
commanded an impressive client list that continues to grow Steacutephanie founded Digits amp
Decimals Inc in 2001 a professional bookkeeping company She is the lead trainer and
consultant and has grown the business to include a staff of experts In 2011 Stephanie
launched Calculated Approach Consulting Inc a company that offers mentorship controllership and consulting
services to business owners or other bookkeepers Steacutephaniersquos professional affiliations include membership in the
Canadian Payroll Association (CPA) Institute of Professional Bookkeepers of Canada (IPBC) and Association of
Certified Fraud Examiners (ACFE) She is also a QuickBooks ProAdvisor has completed the Distinguish Financial
Advisor ndash Bookkeeping System Specialist (DFABSS) a 2 years bookkeeping certification with the Knowledge
Bureau she recently became a Sale Partner with Accounting Comes Alive ndash Color Accounting and is one of few
accredited Training Partner in Canada for Accounting Comes Alive ndash Color Accounting Steacutephaniersquos presentations
are available in English or French
Company Calculated Approach Consulting Inc Website wwwdigitsdecimalscom
Twitter DigitsDecimals
Brooks Duncan
Brooks Duncan helps individuals and small businesses go paperless at Docu-
mentSnapcom where he writes about tools workflows and taking action Hes a
CPACMA and a former computer programmer and financial software support manager
Brooks lives in Vancouver BC
Company DocumentSnapcom Website wwwdocumentsnapcom
Webinar Speakers
2020 Dream Practice Virtual Accounting Conference 2014
Chris Fritsch JD
As a Business Development Intelligence Consultant Chris Fritsch works together with
professional services firms to help support their Business Development efforts and
maximize their return on investment Chris and her team at ClientsFirst help Clients
utilize information and competitive intelligence to guide their business development
decisions and strategies to enhance their client development efforts
Chris also writes and speaks nationally on topics including competitive intelligence
business development client relationship management relationship intelligence web
marketing and the use of technology to enhance profitability In her former role as a
Legal Technologist she advised top law firms and professionals about competitive intelligence and innovative uses
of Internet technology Chris has also worked in-house as a Legal Technologist for an Am Law 50 law firm based in
Atlanta and as a Technology Consultant and Webmaster for Emory Law School She was also the Managing
Partner of a consulting firm specializing in providing technology solutions Chris received her law degree from
Emory University School of Law in Atlanta GA where she served as Managing Editor of the Emory International
Law Review as well as student and faculty technology consultant In her spare time Chris blogs and designs
websites and electronic newsletters
Company Clients First Consulting Title Business Development Intelligence Consultant
Website wwwClientsFirstConsultingcom Twitter CRMSuccess
Curtis Findlay
Curtis Findlay CFP is recognized nationally in the Canadian financial industry as both a
mentor of financial advisors as well as a successful advisor After graduating college Curtis
entered the financial industry in 1978 He operates his business activities from Canmore
Alberta Curtis has extensive experience advising entrepreneurs and mid-wealth individuals
with a variety of financial business and personal planning endeavours His comments are
made to Dream Practice through his firm Compass Financial Planning Services Ltd and not
related to a securities entity
Company Compass Financial Planning Services Ltd Website httpwwwcompfinnet
wwwvirtualaccountingconferencecom
Webinar Speakers
Mike Hourigan
Mike Hourigan is the Marketing Manager for Shoeboxedcom He is a graduate of the
University of North Carolina at Chapel Hill where he studied advertising Mike oversees all
of Shoeboxeds online marketing initiatives as well as the companys integrated partner
relations When Mike isnt helping small businesses and accountants get set up with
Shoeboxed he enjoys hiking and walking 18 holes at the nearest public golf course
Company Shoeboxedcom Website wwwshoeboxedcom
Twitter michaelhourigan
Stephen Jones LL M CPA CA
Stephen graduated from Dalhousie Law School He then articled in Toronto Shortly after
he obtained his CA designation working for one of the predecessors or KPMG In 1990
he joined BMO at its head office as a taxation lawyer and accountant
He rounded out his education in 2006 graduating with his Masters of Laws (LLM) in trust
and fiduciary law at Osgoode Stephen now provides counsel for Wealth Stewards
overall tax and estate activities Stephen brings his expertise and experience to the
planning and implementation of individual client situations Stephen is registered with the
Law Society of Upper Canada in private practice and with the Ontario and Canadian
Institutes of Chartered Professional Accountants
Company Wealth Stewards Inc Title Director Tax amp Estate Planning
Website wwwwealthstewardsca
Webinar Speakers
2020 Dream Practice Virtual Accounting Conference 2014
Hamish Knox
As a licensed member of the global Sandler network Hamish works with business owners and chief
executives who are serious about creating sustainable sales cultures Hamish worked in sales across
a variety of industries including media communication services software and professional sports
before joining the Sandler network which melded his passions for sales and education Early in his
Sandler career Hamish was anointed a Sandler Rising Star for quickly building his business and
helping fellow Sandler colleagues with their businesses Hamish is a former Sandler Global Rookie of
the Year is a current member of Sandlers Franchisee Advisory Council and his book Accountability
the Sandler Way will be published in November
Company Sandler Training - Calgary Website wwwhamishsandlercom
Twitter sandlerhamish
Dan Mason
I speak about innovation related to business software and business models that help
small and medium sized businesses to transform and automate their business
processes to achieve maximum efficiency and improve customer experience
Dan Mason focuses on strategic planning and business model innovation by helping
small and medium sized businesses to automate and optimize their business processes
Drawing from his 20 years of experience working with various accounting and ERP
systems Dan has helped several small and medium sized businesses in various
verticals to build robust business software systems Dan started Business Innovation
Technologies Inc in 2008 and has successfully led the company from its inception into a market leading provider
of innovative business software solutions As CEO of Business Innovation Technologies Dan is responsible for
driving the organizationrsquos strategic agenda technology vision and business operations In addition to helping
companies deploy best-of-the-breed business software systems Dan has been working on integrating diverse
business systems through his companyrsquos industry leading software solution to import and export data from ANY
source to various accounting and business software
Company Business Innovation Technologies Inc Title President amp CEO
Website wwwbusinnovatechcom
wwwvirtualaccountingconferencecom
Webinar Speakers
Viola Olah
Viola Olah is a Hungarian born and raised in Transylvania (yes itrsquos a real placehellip) She
lives in Calgary with her hubby and her dog Nikki After she worked as a systems analyst
for a large oil and gas company for a number of years she decided in 2009 to open up her
own business VH Marketing Ltd an online marketing company She thrives on the
challenge of keeping up with the fast changing pace of the Internet world and implementing
cutting edge marketing strategies to her clientsrsquo marketing plan Seeing clients succeed
gives her great satisfaction and she is grateful for the long-term strong relationships she
forged with them Her clients are local small business owners and individual professionals
who are very good at their own craft and donrsquot have the time or the desire to market their own business VH
Marketingrsquos strategy is to build an impactful web presence not just a website by providing clients with an up to date
web design mobile setup and social media presence This is all tied together with strong ongoing SEO
(search engine optimization) placing the clientsrsquo business in front of the right target market generating leads on
consistent basis
Company VH Marketing Ltd Website wwwvhwebsitescom
David Merritt
David Merritt owner and creator of Client Track graduated with a BSc in Computing and has
been designing software ever since David developed Client Track after he saw a real need in
the Accounting Practitioners industry for a solution to help public practice accounting
professionals to organize and control all of their deadlines efficiently Realizing that a large part
of running a successful practice was managing clients chasing down paperwork and handling all
the returns David developed Client Track into a software solution that is built based on the
unique needs of accounting professionals across Canada
Company Client Track Website httpclienttrackca
Twitter Client_Track
Webinar Speakers
2020 Dream Practice Virtual Accounting Conference 2014
Karen Reyburn
Karen Reyburn is a creative-minded individual who specialises in online marketing for
accountancy firms A former accountant (and a Certified Public Accountant in the
States) Karen now assists accountancy firms with understanding and using online
marketing to get more leads A dual British-American citizen Karens past careers
include working with a Glasgow-based accountancy firm setting up and maintaining a
separate consultancy division for this firm She instigated monthly business workshops training and facilitating
business owners in marketing strategy and profitability She has delivered online webinars and offline seminars
for the Chamber of Commerce Bank of Scotland women in business and business growth events She assisted
in the delivery of a comprehensive Business Consulting Programme to accountants for over five years For five
years Karen managed the European office of a global network of accounting firms helping both accountants and
SMEs to improve their marketing efforts This included delivering webinars providing online training website
design and improvement email marketing blogging and marketing action plans Karen is also an
internationally-recognised photographer doing wedding photography family portraits and landscape photography
in Scotland England Ireland Cyprus Australia the United States and more
Company The Profitable Firm Title Owner
Website wwwtheprofitablefirmcom Twitter ProfitableFirm
Graham Smith
Graham Smith is Vice President of Business Development for TSGI-Chartered Accountants
one of the top SRampED consultancies in western Canada He has been active in the SRampED
industry for more than 8 years and has co-taught the course on SRampED for the Institute of
Chartered Accountants of Alberta Graham has worked on wide range of claims for companies
of all sizes and in all industrial sectors
Company TSGI Charted Accountants Title Vice President - Business Development
Website wwwtsgica
wwwvirtualaccountingconferencecom
Webinar Speakers
Rick Solomon CPA CGMA - Keynote Speaker
For over 20 years Rick Solomon has taught professionals around the world how to create
extraordinary results in their professional practices and lives by applying time tested
techniques and sometimes ancient wisdom in a number of ways His past practice as a
CPA and business advisor coupled with years of study at the Sedona Institute have
provided him a deep understanding of how to guide others to be free of the self-created
limitations that for many people make personal and professional success much harder
than it has to be Rick is presently the CEO of Thriving Firm a world leader in helping
professional service providers and advisors build more profitable and rewarding practices
He is the founder and serves as the main facilitator of the Masters Program a two-year workshop and coaching
program offered exclusively to open-minded professionals The Masters Program shares a very unique way to
achieve abundance in ones personal and professional life Rick has challenged thousands of professionals world-
wide to expand their view of themselves and the value they bring to their clients in order to reach new levels of
personal and professional abundance
Company Thriving Firm Title CEO - Founder and Lead Facilitator of the Masters Program
Website wwwthrivingfirmcom Twitter ricksolomoncpa
Amy Shumate
Amy brings 13 years US tax experience to her role as Director in the US Corporate Tax
Advisory practice Amy assists her Canadian clients and their affiliates with their US
federal and state corporate income franchise sales and use tax issues from a unique
cross-border perspective She has worked with all sizes of both public and private
corporations in all types of industries in helping them manage their US federal and state
tax compliance and consulting needs Prior to joining Trowbridge in early 2014 Amy
worked for two of the Big 4 firms beginning in 2001 where she helped clients with US
corporate tax compliance federal and state tax consulting due diligence work
structuring and controversy Amy has a BA and MBA from McMaster University and
an MSc (Tax) from Golden Gate University in San Francisco She is a Canadian Chartered Professional
Accountant registered in Ontario and a Certified Public Accountant registered in Illinois
Company TROWBRIDGE PROFESSIONAL CORPORATION Title Director US Corporate Tax Services
Website wwwtrowbridgeca
Webinar Speakers
2020 Dream Practice Virtual Accounting Conference 2014
Glenn Suart
Glenn Suart is a Calgary-based Strategist Entrepreneur and Host of ldquoTodayrsquos Great Ideardquo
a nationally syndicated program aimed at helping people doing something with their great
ideas Over the past 20 years at WriteMyPlan PricewaterhouseCoopers Consulting and
Nordicity Group Ltd he has helped hundreds of people build successful businesses
Friendly and approachable Glenn and his team create strong viable businesses and craft
compelling winning business plans Glenn also teaches Building An Effective Business
Case at Mount Royal University in Calgary
Company WriteMyPlan Website wwwWriteMyPlancom
Paul Tyers
Paul Tyers is Managing Director of Wealth Stewards Inc and Vice President of Portfolio
Stewards Inc registered with the Ontario Securities Commission He and his team provide
comprehensive wealth management services to affluent Canadians typically in conjunction
with their other ldquotrusted advisorsrdquo A Chartered Professional Accountant (CPA) Certified
Financial Planner (CFP) and Chartered Investment Manager (CIM) Paul has both the
education and experience to provide comprehensive wealth advisory services Upon
completion of a business degree Paul began his career at a major international CA firm
gaining experience in a wide variety of business sectors Moving into corporate finance with
Bank of Montreal followed by Corpfinance International experience was gained in mergers acquisitions succession
and growth financing In 1987 Paul partnered with a venture capital firm to acquire Retirement Counsel of Canada
(RCOC) and led it through substantial growth prior to selling it in 2002 Since 2002 Paul has returned to his passion
of building managing and preserving the wealth of affluent private clients His success is attributed to ensuring
clientsrsquo interests always come first Paul provides advice on the areas noted to the left and has pioneered the
integration of wealth management services into Canadian accountingtax firms
Company Wealth Stewards Inc Title Managing Director
Website httpwealthstewardsca
wwwvirtualaccountingconferencecom
Webinar Speakers
Sam Vassa
Sam Vassa heads PaymentEvolution ndash Canadarsquos largest and most loved cloud payroll and
payments service Sam founded the company with a team of technology and subject
matter specialists and devised an award-winning solution that empowers organizations and
their accountants to manage their own payroll process Previously Sam led business
development for the capital markets industry at Microsoft Corporation His team worked with
leading Microsoft partners to build compelling solutions for the financial services
industry Sam was responsible for alliance relationships with Microsoftrsquos largest global
partners as well as sales and marketing execution with the community He has worked
with Microsoftrsquos US and Canadian subsidiaries and is known for his passion for forming strong partnerships Sam was
a channel manager at Digital Equipment Canada and served with the Canadian Department of Foreign Affairs and
International Trade at their foreign missions worldwide He is a board member of Telecompute ndash a leading software
development firm pioneering the use of portable database technology for vertical markets Sam is active in the
emerging business market as an advisor and mentor to firms seeking management and technology expertise Sam is
a graduate of McMaster University where he studied biochemistry
Company PaymentEvolution Website wwwpaymentevolutioncom
Twitter samvassa
Peggy Tyers BBA - Event Organizer
Peggy Tyers earned an Honours Bachelor of Business Administration from Wilfrid Laurier
University After graduating she entered the retail sector She spent over 20 years
working with National retailers in several areas consulting marketing buying and
merchandising Peggy transferred those skills to another industry sector when she
brought the 2020 Group (leading volunteer membership organization for progressive
accountants in the world) to Canada Peggy looks for products and services to help
accountants improve the efficiency of their practice and improve their bottom lines
Company 2020 Canada Title President
Website www2020canadaca
Webinar Speakers
Scott Zandbergen
Scott Zandbergen has worked in the accounting software world for over 17 years He
spent many years at Sage where he built and grew the Simply Accounting Certified
Consultant program Later as Vice President of Product Management he led the product
strategy for Simply Accounting Accpac and MAS 90500 In early 2011
Scott joined Wave Accounting a fully automated 100 free double entry accounting
software designed for small businesses with less than 10 employees Scotts mission there
is to educate the accounting and bookkeeping communities about the solution Wave
offers their small business clients In a little over 3 years on the market Wave now has over 2 million users on its
platform
Company Wave Accounting Title VP Pro Network
Website wwwwaveappscom Twitter WaveHQ
Wayne Zielke
Wayne is the founder and CEO of LedgerDocs an online document management
application that was designed around the sharing managing and collaboration needs of
bookkeepers accountants and businesses Wayne has spent his career working in the
accounting industry and understands first-hand the workflow and process involved in
providing exceptional full cycle bookkeeping and accounting services to clients From these
experiences he decided to create an application that streamlines the bookkeeping and
accounting process while promoting collaboration among bookkeepers accountants and
their amazing clients
Company LedgerDocs Title Chief Executive Officer
Website wwwledgerdocscom Twitter ledgerdocs
2020 Dream Practice Virtual Accounting Conference 2014
wwwvirtualaccountingconferencecom
2020 Dream Practice
Virtual Accounting Conference
Virtual Conference for Accountants
October 1 and 2 2014
Webinars
Presentations will be held on
Tuesdays and Thursdays from June 3
2014 through January 27 2015
Presentations scheduled from 1100
am MST to 100 pm MST
Schedule includes one hour for
presentation and up to one hour for
questions
Over 32 webinars with
industry experts
wwwvirtualaccountingconferencecom
Collaborate Innovate Prosper
Gold Sponsors
Silver Sponsors
Webinar Speakers
Adrienne Bellehumeur CA CISA PMP
Adrienne Bellehumeur lives in Calgary Alberta and works as a consultant specializing
in business analysis audit and effective documentation Her focus is on helping
companies track monitor and protect their most valuable assets information and
intellectual capital Adrienne began her career as a Chartered Accountant working with
clients on audits assessing financial controls and Sarbanes-Oxley (SOX) compliance
projects Her experience over the years includes requirements management process
modelling project communications technical writing and developing documentation
strategies and systems Adrienne continues to actively research present on and write
about effective documentation and business analysis practices
Company BELLEHUMEUR amp ASSOCIATES Website wwwleadersinbusinessanalysiscom
Jeff Borschowa - Event Organizer amp Host
I first joined the accounting world in 1991 and became a Chartered Accountant in 2000 I
have spent the bulk of my career working with and advising small to medium-sized
enterprises I have experience working in all sizes of accounting firms from sole
practitioners to international firms My focus in my career has been to find new and better
ways to integrate innovation and technology to enhance the customer experience and
improve efficiency in the accounting process My journey has been unique in that I have
met some very innovative accountants and mentors in my career I have been very
fortunate to be in a position to learn from them compare their ideas and to truly choose
the best of the best Personally I would like nothing more than to free accountants from the stress created by high
volume commodity work allowing them the freedom to pursue work that is rewarding personally and professionally My
overall goal is to reduce the hours worked by accountants and increase overall profitability One of my friendrsquos made an
interesting comment recently ldquoAlmost every accountant that I know can tell me how much his gross revenue is but
very few know what their actual costs arerdquo I challenge you to learn more about your practice so that you can bid on the
right kinds of projects and earn what you are worth ndash your education should be your most valued possession
Company Dream Practice Website wwwdreampracticeca
Twitter DreamPractices
2020 Dream Practice Virtual Accounting Conference 2014
wwwvirtualaccountingconferencecom
Webinar Speakers
Kerri Bouffard
Kerri Bouffard CPB has been a professional bookkeeper for over 20 years and has
been operating her own company Add-Vantage Bookkeeping since 2003
She has been happily working completely in the cloud since 2012 ndash with no copies of
any software loaded directly on her local computer system
Company Add-Vantage Bookkeeping Website httpaddvantagebookkeepingcom
Bonnie Buol Ruszczyk
Bonnie Buol Ruszczyk is the founder and president of bbr marketing which provides
marketing services and strategy for professional services firms Every day she and her
talented staff help accountants all over North America reach their audiences and grow
their firms by creating and implementing customized solutions that differentiate each
client in their individual market Named one of 2013rsquos Top 100 Most Influential People in
accounting by Accounting Today for the 2nd year in a row she is an active volunteer in a
number of organizations including serving as president of the Atlanta AAM Chapter and
a regular contributor to a variety of news and industry websites
Company bbr marketing Title Founder and President
Website wwwbbrmarketingcom
Webinar Speakers
2020 Dream Practice Virtual Accounting Conference 2014
Daniel Carrier
Daniel Carrier has close to 40 yearsrsquo experience in bookkeeping Hersquos worked as a
consultant since 1993 and has recommended and installed a number of bookkeeping
software Daniel founded Logicim in 2004 with his partner his son It is Pierre Alain
Carrier who has created the now famous XLGL and Daniel is proud to be participating in
this great reporting initiative
Company Logicim Inc Website wwwlogicimtechcom
John Crosser
John Crosser is the owner of Knights Financial Management an independent
insurance service company John believes it is important to ensure businesses not only
properly protect their business entity but also those that make their business run At
Knights Financial Management we focus on small to medium sized businesses looking for
help as they navigate their way through the world of business Having the right type
and the right amount of insurance will help provide financial peace of mind to owners
so they can concentrate on ldquodoingrdquo business John is actively involved in his community
As the author of ASPiRE A Financial Workbook for the Canadian Teen John routinely
presents to schools and business to help increase financial literacy By helping people understand the moving parts
of a financial game plan (goals setting cash flow and debt management asset
protect and building wealth) John feels they will be more financially
bull Fit--through wise budgeting of time and money
bull Independent--through discovering their own skills setting and accomplishing goals
bull Responsible--through focused activities and self-discipline
bull Secure--through building multiple streams of cash flow
With proper financial literacy individuals families schools businesses communities provinces and Canada at large
will be stronger In addition to growing his business John enjoys spending time with his wife Jeanelle and their two
daughters Ashley and Jayme John loves working on his golf handicap making furniture and barbecuing with family
and friends
Company Knights Financial Management and Portfolio Strategies Corporation Website httpwwwknightsfmca
wwwvirtualaccountingconferencecom
Webinar Speakers
Stephanie Descoteaux DFA-BSS
Steacutephanie Descocircteaux is president and CEO of Calculated Approach Consulting Inc and
founder of Digits amp Decimals Inc But those are not the titles she loves itrsquos her real job as
a bookkeeping systems specialist that indicates her true passion Her focus is always on
educating clients improving systems and measuring the accomplishments of those
systems This vision empowers small business owners and entrepreneurs and has
commanded an impressive client list that continues to grow Steacutephanie founded Digits amp
Decimals Inc in 2001 a professional bookkeeping company She is the lead trainer and
consultant and has grown the business to include a staff of experts In 2011 Stephanie
launched Calculated Approach Consulting Inc a company that offers mentorship controllership and consulting
services to business owners or other bookkeepers Steacutephaniersquos professional affiliations include membership in the
Canadian Payroll Association (CPA) Institute of Professional Bookkeepers of Canada (IPBC) and Association of
Certified Fraud Examiners (ACFE) She is also a QuickBooks ProAdvisor has completed the Distinguish Financial
Advisor ndash Bookkeeping System Specialist (DFABSS) a 2 years bookkeeping certification with the Knowledge
Bureau she recently became a Sale Partner with Accounting Comes Alive ndash Color Accounting and is one of few
accredited Training Partner in Canada for Accounting Comes Alive ndash Color Accounting Steacutephaniersquos presentations
are available in English or French
Company Calculated Approach Consulting Inc Website wwwdigitsdecimalscom
Twitter DigitsDecimals
Brooks Duncan
Brooks Duncan helps individuals and small businesses go paperless at Docu-
mentSnapcom where he writes about tools workflows and taking action Hes a
CPACMA and a former computer programmer and financial software support manager
Brooks lives in Vancouver BC
Company DocumentSnapcom Website wwwdocumentsnapcom
Webinar Speakers
2020 Dream Practice Virtual Accounting Conference 2014
Chris Fritsch JD
As a Business Development Intelligence Consultant Chris Fritsch works together with
professional services firms to help support their Business Development efforts and
maximize their return on investment Chris and her team at ClientsFirst help Clients
utilize information and competitive intelligence to guide their business development
decisions and strategies to enhance their client development efforts
Chris also writes and speaks nationally on topics including competitive intelligence
business development client relationship management relationship intelligence web
marketing and the use of technology to enhance profitability In her former role as a
Legal Technologist she advised top law firms and professionals about competitive intelligence and innovative uses
of Internet technology Chris has also worked in-house as a Legal Technologist for an Am Law 50 law firm based in
Atlanta and as a Technology Consultant and Webmaster for Emory Law School She was also the Managing
Partner of a consulting firm specializing in providing technology solutions Chris received her law degree from
Emory University School of Law in Atlanta GA where she served as Managing Editor of the Emory International
Law Review as well as student and faculty technology consultant In her spare time Chris blogs and designs
websites and electronic newsletters
Company Clients First Consulting Title Business Development Intelligence Consultant
Website wwwClientsFirstConsultingcom Twitter CRMSuccess
Curtis Findlay
Curtis Findlay CFP is recognized nationally in the Canadian financial industry as both a
mentor of financial advisors as well as a successful advisor After graduating college Curtis
entered the financial industry in 1978 He operates his business activities from Canmore
Alberta Curtis has extensive experience advising entrepreneurs and mid-wealth individuals
with a variety of financial business and personal planning endeavours His comments are
made to Dream Practice through his firm Compass Financial Planning Services Ltd and not
related to a securities entity
Company Compass Financial Planning Services Ltd Website httpwwwcompfinnet
wwwvirtualaccountingconferencecom
Webinar Speakers
Mike Hourigan
Mike Hourigan is the Marketing Manager for Shoeboxedcom He is a graduate of the
University of North Carolina at Chapel Hill where he studied advertising Mike oversees all
of Shoeboxeds online marketing initiatives as well as the companys integrated partner
relations When Mike isnt helping small businesses and accountants get set up with
Shoeboxed he enjoys hiking and walking 18 holes at the nearest public golf course
Company Shoeboxedcom Website wwwshoeboxedcom
Twitter michaelhourigan
Stephen Jones LL M CPA CA
Stephen graduated from Dalhousie Law School He then articled in Toronto Shortly after
he obtained his CA designation working for one of the predecessors or KPMG In 1990
he joined BMO at its head office as a taxation lawyer and accountant
He rounded out his education in 2006 graduating with his Masters of Laws (LLM) in trust
and fiduciary law at Osgoode Stephen now provides counsel for Wealth Stewards
overall tax and estate activities Stephen brings his expertise and experience to the
planning and implementation of individual client situations Stephen is registered with the
Law Society of Upper Canada in private practice and with the Ontario and Canadian
Institutes of Chartered Professional Accountants
Company Wealth Stewards Inc Title Director Tax amp Estate Planning
Website wwwwealthstewardsca
Webinar Speakers
2020 Dream Practice Virtual Accounting Conference 2014
Hamish Knox
As a licensed member of the global Sandler network Hamish works with business owners and chief
executives who are serious about creating sustainable sales cultures Hamish worked in sales across
a variety of industries including media communication services software and professional sports
before joining the Sandler network which melded his passions for sales and education Early in his
Sandler career Hamish was anointed a Sandler Rising Star for quickly building his business and
helping fellow Sandler colleagues with their businesses Hamish is a former Sandler Global Rookie of
the Year is a current member of Sandlers Franchisee Advisory Council and his book Accountability
the Sandler Way will be published in November
Company Sandler Training - Calgary Website wwwhamishsandlercom
Twitter sandlerhamish
Dan Mason
I speak about innovation related to business software and business models that help
small and medium sized businesses to transform and automate their business
processes to achieve maximum efficiency and improve customer experience
Dan Mason focuses on strategic planning and business model innovation by helping
small and medium sized businesses to automate and optimize their business processes
Drawing from his 20 years of experience working with various accounting and ERP
systems Dan has helped several small and medium sized businesses in various
verticals to build robust business software systems Dan started Business Innovation
Technologies Inc in 2008 and has successfully led the company from its inception into a market leading provider
of innovative business software solutions As CEO of Business Innovation Technologies Dan is responsible for
driving the organizationrsquos strategic agenda technology vision and business operations In addition to helping
companies deploy best-of-the-breed business software systems Dan has been working on integrating diverse
business systems through his companyrsquos industry leading software solution to import and export data from ANY
source to various accounting and business software
Company Business Innovation Technologies Inc Title President amp CEO
Website wwwbusinnovatechcom
wwwvirtualaccountingconferencecom
Webinar Speakers
Viola Olah
Viola Olah is a Hungarian born and raised in Transylvania (yes itrsquos a real placehellip) She
lives in Calgary with her hubby and her dog Nikki After she worked as a systems analyst
for a large oil and gas company for a number of years she decided in 2009 to open up her
own business VH Marketing Ltd an online marketing company She thrives on the
challenge of keeping up with the fast changing pace of the Internet world and implementing
cutting edge marketing strategies to her clientsrsquo marketing plan Seeing clients succeed
gives her great satisfaction and she is grateful for the long-term strong relationships she
forged with them Her clients are local small business owners and individual professionals
who are very good at their own craft and donrsquot have the time or the desire to market their own business VH
Marketingrsquos strategy is to build an impactful web presence not just a website by providing clients with an up to date
web design mobile setup and social media presence This is all tied together with strong ongoing SEO
(search engine optimization) placing the clientsrsquo business in front of the right target market generating leads on
consistent basis
Company VH Marketing Ltd Website wwwvhwebsitescom
David Merritt
David Merritt owner and creator of Client Track graduated with a BSc in Computing and has
been designing software ever since David developed Client Track after he saw a real need in
the Accounting Practitioners industry for a solution to help public practice accounting
professionals to organize and control all of their deadlines efficiently Realizing that a large part
of running a successful practice was managing clients chasing down paperwork and handling all
the returns David developed Client Track into a software solution that is built based on the
unique needs of accounting professionals across Canada
Company Client Track Website httpclienttrackca
Twitter Client_Track
Webinar Speakers
2020 Dream Practice Virtual Accounting Conference 2014
Karen Reyburn
Karen Reyburn is a creative-minded individual who specialises in online marketing for
accountancy firms A former accountant (and a Certified Public Accountant in the
States) Karen now assists accountancy firms with understanding and using online
marketing to get more leads A dual British-American citizen Karens past careers
include working with a Glasgow-based accountancy firm setting up and maintaining a
separate consultancy division for this firm She instigated monthly business workshops training and facilitating
business owners in marketing strategy and profitability She has delivered online webinars and offline seminars
for the Chamber of Commerce Bank of Scotland women in business and business growth events She assisted
in the delivery of a comprehensive Business Consulting Programme to accountants for over five years For five
years Karen managed the European office of a global network of accounting firms helping both accountants and
SMEs to improve their marketing efforts This included delivering webinars providing online training website
design and improvement email marketing blogging and marketing action plans Karen is also an
internationally-recognised photographer doing wedding photography family portraits and landscape photography
in Scotland England Ireland Cyprus Australia the United States and more
Company The Profitable Firm Title Owner
Website wwwtheprofitablefirmcom Twitter ProfitableFirm
Graham Smith
Graham Smith is Vice President of Business Development for TSGI-Chartered Accountants
one of the top SRampED consultancies in western Canada He has been active in the SRampED
industry for more than 8 years and has co-taught the course on SRampED for the Institute of
Chartered Accountants of Alberta Graham has worked on wide range of claims for companies
of all sizes and in all industrial sectors
Company TSGI Charted Accountants Title Vice President - Business Development
Website wwwtsgica
wwwvirtualaccountingconferencecom
Webinar Speakers
Rick Solomon CPA CGMA - Keynote Speaker
For over 20 years Rick Solomon has taught professionals around the world how to create
extraordinary results in their professional practices and lives by applying time tested
techniques and sometimes ancient wisdom in a number of ways His past practice as a
CPA and business advisor coupled with years of study at the Sedona Institute have
provided him a deep understanding of how to guide others to be free of the self-created
limitations that for many people make personal and professional success much harder
than it has to be Rick is presently the CEO of Thriving Firm a world leader in helping
professional service providers and advisors build more profitable and rewarding practices
He is the founder and serves as the main facilitator of the Masters Program a two-year workshop and coaching
program offered exclusively to open-minded professionals The Masters Program shares a very unique way to
achieve abundance in ones personal and professional life Rick has challenged thousands of professionals world-
wide to expand their view of themselves and the value they bring to their clients in order to reach new levels of
personal and professional abundance
Company Thriving Firm Title CEO - Founder and Lead Facilitator of the Masters Program
Website wwwthrivingfirmcom Twitter ricksolomoncpa
Amy Shumate
Amy brings 13 years US tax experience to her role as Director in the US Corporate Tax
Advisory practice Amy assists her Canadian clients and their affiliates with their US
federal and state corporate income franchise sales and use tax issues from a unique
cross-border perspective She has worked with all sizes of both public and private
corporations in all types of industries in helping them manage their US federal and state
tax compliance and consulting needs Prior to joining Trowbridge in early 2014 Amy
worked for two of the Big 4 firms beginning in 2001 where she helped clients with US
corporate tax compliance federal and state tax consulting due diligence work
structuring and controversy Amy has a BA and MBA from McMaster University and
an MSc (Tax) from Golden Gate University in San Francisco She is a Canadian Chartered Professional
Accountant registered in Ontario and a Certified Public Accountant registered in Illinois
Company TROWBRIDGE PROFESSIONAL CORPORATION Title Director US Corporate Tax Services
Website wwwtrowbridgeca
Webinar Speakers
2020 Dream Practice Virtual Accounting Conference 2014
Glenn Suart
Glenn Suart is a Calgary-based Strategist Entrepreneur and Host of ldquoTodayrsquos Great Ideardquo
a nationally syndicated program aimed at helping people doing something with their great
ideas Over the past 20 years at WriteMyPlan PricewaterhouseCoopers Consulting and
Nordicity Group Ltd he has helped hundreds of people build successful businesses
Friendly and approachable Glenn and his team create strong viable businesses and craft
compelling winning business plans Glenn also teaches Building An Effective Business
Case at Mount Royal University in Calgary
Company WriteMyPlan Website wwwWriteMyPlancom
Paul Tyers
Paul Tyers is Managing Director of Wealth Stewards Inc and Vice President of Portfolio
Stewards Inc registered with the Ontario Securities Commission He and his team provide
comprehensive wealth management services to affluent Canadians typically in conjunction
with their other ldquotrusted advisorsrdquo A Chartered Professional Accountant (CPA) Certified
Financial Planner (CFP) and Chartered Investment Manager (CIM) Paul has both the
education and experience to provide comprehensive wealth advisory services Upon
completion of a business degree Paul began his career at a major international CA firm
gaining experience in a wide variety of business sectors Moving into corporate finance with
Bank of Montreal followed by Corpfinance International experience was gained in mergers acquisitions succession
and growth financing In 1987 Paul partnered with a venture capital firm to acquire Retirement Counsel of Canada
(RCOC) and led it through substantial growth prior to selling it in 2002 Since 2002 Paul has returned to his passion
of building managing and preserving the wealth of affluent private clients His success is attributed to ensuring
clientsrsquo interests always come first Paul provides advice on the areas noted to the left and has pioneered the
integration of wealth management services into Canadian accountingtax firms
Company Wealth Stewards Inc Title Managing Director
Website httpwealthstewardsca
wwwvirtualaccountingconferencecom
Webinar Speakers
Sam Vassa
Sam Vassa heads PaymentEvolution ndash Canadarsquos largest and most loved cloud payroll and
payments service Sam founded the company with a team of technology and subject
matter specialists and devised an award-winning solution that empowers organizations and
their accountants to manage their own payroll process Previously Sam led business
development for the capital markets industry at Microsoft Corporation His team worked with
leading Microsoft partners to build compelling solutions for the financial services
industry Sam was responsible for alliance relationships with Microsoftrsquos largest global
partners as well as sales and marketing execution with the community He has worked
with Microsoftrsquos US and Canadian subsidiaries and is known for his passion for forming strong partnerships Sam was
a channel manager at Digital Equipment Canada and served with the Canadian Department of Foreign Affairs and
International Trade at their foreign missions worldwide He is a board member of Telecompute ndash a leading software
development firm pioneering the use of portable database technology for vertical markets Sam is active in the
emerging business market as an advisor and mentor to firms seeking management and technology expertise Sam is
a graduate of McMaster University where he studied biochemistry
Company PaymentEvolution Website wwwpaymentevolutioncom
Twitter samvassa
Peggy Tyers BBA - Event Organizer
Peggy Tyers earned an Honours Bachelor of Business Administration from Wilfrid Laurier
University After graduating she entered the retail sector She spent over 20 years
working with National retailers in several areas consulting marketing buying and
merchandising Peggy transferred those skills to another industry sector when she
brought the 2020 Group (leading volunteer membership organization for progressive
accountants in the world) to Canada Peggy looks for products and services to help
accountants improve the efficiency of their practice and improve their bottom lines
Company 2020 Canada Title President
Website www2020canadaca
Webinar Speakers
Scott Zandbergen
Scott Zandbergen has worked in the accounting software world for over 17 years He
spent many years at Sage where he built and grew the Simply Accounting Certified
Consultant program Later as Vice President of Product Management he led the product
strategy for Simply Accounting Accpac and MAS 90500 In early 2011
Scott joined Wave Accounting a fully automated 100 free double entry accounting
software designed for small businesses with less than 10 employees Scotts mission there
is to educate the accounting and bookkeeping communities about the solution Wave
offers their small business clients In a little over 3 years on the market Wave now has over 2 million users on its
platform
Company Wave Accounting Title VP Pro Network
Website wwwwaveappscom Twitter WaveHQ
Wayne Zielke
Wayne is the founder and CEO of LedgerDocs an online document management
application that was designed around the sharing managing and collaboration needs of
bookkeepers accountants and businesses Wayne has spent his career working in the
accounting industry and understands first-hand the workflow and process involved in
providing exceptional full cycle bookkeeping and accounting services to clients From these
experiences he decided to create an application that streamlines the bookkeeping and
accounting process while promoting collaboration among bookkeepers accountants and
their amazing clients
Company LedgerDocs Title Chief Executive Officer
Website wwwledgerdocscom Twitter ledgerdocs
2020 Dream Practice Virtual Accounting Conference 2014
wwwvirtualaccountingconferencecom
2020 Dream Practice
Virtual Accounting Conference
Virtual Conference for Accountants
October 1 and 2 2014
Webinars
Presentations will be held on
Tuesdays and Thursdays from June 3
2014 through January 27 2015
Presentations scheduled from 1100
am MST to 100 pm MST
Schedule includes one hour for
presentation and up to one hour for
questions
Over 32 webinars with
industry experts
wwwvirtualaccountingconferencecom
Collaborate Innovate Prosper
Gold Sponsors
Silver Sponsors
wwwvirtualaccountingconferencecom
Webinar Speakers
Kerri Bouffard
Kerri Bouffard CPB has been a professional bookkeeper for over 20 years and has
been operating her own company Add-Vantage Bookkeeping since 2003
She has been happily working completely in the cloud since 2012 ndash with no copies of
any software loaded directly on her local computer system
Company Add-Vantage Bookkeeping Website httpaddvantagebookkeepingcom
Bonnie Buol Ruszczyk
Bonnie Buol Ruszczyk is the founder and president of bbr marketing which provides
marketing services and strategy for professional services firms Every day she and her
talented staff help accountants all over North America reach their audiences and grow
their firms by creating and implementing customized solutions that differentiate each
client in their individual market Named one of 2013rsquos Top 100 Most Influential People in
accounting by Accounting Today for the 2nd year in a row she is an active volunteer in a
number of organizations including serving as president of the Atlanta AAM Chapter and
a regular contributor to a variety of news and industry websites
Company bbr marketing Title Founder and President
Website wwwbbrmarketingcom
Webinar Speakers
2020 Dream Practice Virtual Accounting Conference 2014
Daniel Carrier
Daniel Carrier has close to 40 yearsrsquo experience in bookkeeping Hersquos worked as a
consultant since 1993 and has recommended and installed a number of bookkeeping
software Daniel founded Logicim in 2004 with his partner his son It is Pierre Alain
Carrier who has created the now famous XLGL and Daniel is proud to be participating in
this great reporting initiative
Company Logicim Inc Website wwwlogicimtechcom
John Crosser
John Crosser is the owner of Knights Financial Management an independent
insurance service company John believes it is important to ensure businesses not only
properly protect their business entity but also those that make their business run At
Knights Financial Management we focus on small to medium sized businesses looking for
help as they navigate their way through the world of business Having the right type
and the right amount of insurance will help provide financial peace of mind to owners
so they can concentrate on ldquodoingrdquo business John is actively involved in his community
As the author of ASPiRE A Financial Workbook for the Canadian Teen John routinely
presents to schools and business to help increase financial literacy By helping people understand the moving parts
of a financial game plan (goals setting cash flow and debt management asset
protect and building wealth) John feels they will be more financially
bull Fit--through wise budgeting of time and money
bull Independent--through discovering their own skills setting and accomplishing goals
bull Responsible--through focused activities and self-discipline
bull Secure--through building multiple streams of cash flow
With proper financial literacy individuals families schools businesses communities provinces and Canada at large
will be stronger In addition to growing his business John enjoys spending time with his wife Jeanelle and their two
daughters Ashley and Jayme John loves working on his golf handicap making furniture and barbecuing with family
and friends
Company Knights Financial Management and Portfolio Strategies Corporation Website httpwwwknightsfmca
wwwvirtualaccountingconferencecom
Webinar Speakers
Stephanie Descoteaux DFA-BSS
Steacutephanie Descocircteaux is president and CEO of Calculated Approach Consulting Inc and
founder of Digits amp Decimals Inc But those are not the titles she loves itrsquos her real job as
a bookkeeping systems specialist that indicates her true passion Her focus is always on
educating clients improving systems and measuring the accomplishments of those
systems This vision empowers small business owners and entrepreneurs and has
commanded an impressive client list that continues to grow Steacutephanie founded Digits amp
Decimals Inc in 2001 a professional bookkeeping company She is the lead trainer and
consultant and has grown the business to include a staff of experts In 2011 Stephanie
launched Calculated Approach Consulting Inc a company that offers mentorship controllership and consulting
services to business owners or other bookkeepers Steacutephaniersquos professional affiliations include membership in the
Canadian Payroll Association (CPA) Institute of Professional Bookkeepers of Canada (IPBC) and Association of
Certified Fraud Examiners (ACFE) She is also a QuickBooks ProAdvisor has completed the Distinguish Financial
Advisor ndash Bookkeeping System Specialist (DFABSS) a 2 years bookkeeping certification with the Knowledge
Bureau she recently became a Sale Partner with Accounting Comes Alive ndash Color Accounting and is one of few
accredited Training Partner in Canada for Accounting Comes Alive ndash Color Accounting Steacutephaniersquos presentations
are available in English or French
Company Calculated Approach Consulting Inc Website wwwdigitsdecimalscom
Twitter DigitsDecimals
Brooks Duncan
Brooks Duncan helps individuals and small businesses go paperless at Docu-
mentSnapcom where he writes about tools workflows and taking action Hes a
CPACMA and a former computer programmer and financial software support manager
Brooks lives in Vancouver BC
Company DocumentSnapcom Website wwwdocumentsnapcom
Webinar Speakers
2020 Dream Practice Virtual Accounting Conference 2014
Chris Fritsch JD
As a Business Development Intelligence Consultant Chris Fritsch works together with
professional services firms to help support their Business Development efforts and
maximize their return on investment Chris and her team at ClientsFirst help Clients
utilize information and competitive intelligence to guide their business development
decisions and strategies to enhance their client development efforts
Chris also writes and speaks nationally on topics including competitive intelligence
business development client relationship management relationship intelligence web
marketing and the use of technology to enhance profitability In her former role as a
Legal Technologist she advised top law firms and professionals about competitive intelligence and innovative uses
of Internet technology Chris has also worked in-house as a Legal Technologist for an Am Law 50 law firm based in
Atlanta and as a Technology Consultant and Webmaster for Emory Law School She was also the Managing
Partner of a consulting firm specializing in providing technology solutions Chris received her law degree from
Emory University School of Law in Atlanta GA where she served as Managing Editor of the Emory International
Law Review as well as student and faculty technology consultant In her spare time Chris blogs and designs
websites and electronic newsletters
Company Clients First Consulting Title Business Development Intelligence Consultant
Website wwwClientsFirstConsultingcom Twitter CRMSuccess
Curtis Findlay
Curtis Findlay CFP is recognized nationally in the Canadian financial industry as both a
mentor of financial advisors as well as a successful advisor After graduating college Curtis
entered the financial industry in 1978 He operates his business activities from Canmore
Alberta Curtis has extensive experience advising entrepreneurs and mid-wealth individuals
with a variety of financial business and personal planning endeavours His comments are
made to Dream Practice through his firm Compass Financial Planning Services Ltd and not
related to a securities entity
Company Compass Financial Planning Services Ltd Website httpwwwcompfinnet
wwwvirtualaccountingconferencecom
Webinar Speakers
Mike Hourigan
Mike Hourigan is the Marketing Manager for Shoeboxedcom He is a graduate of the
University of North Carolina at Chapel Hill where he studied advertising Mike oversees all
of Shoeboxeds online marketing initiatives as well as the companys integrated partner
relations When Mike isnt helping small businesses and accountants get set up with
Shoeboxed he enjoys hiking and walking 18 holes at the nearest public golf course
Company Shoeboxedcom Website wwwshoeboxedcom
Twitter michaelhourigan
Stephen Jones LL M CPA CA
Stephen graduated from Dalhousie Law School He then articled in Toronto Shortly after
he obtained his CA designation working for one of the predecessors or KPMG In 1990
he joined BMO at its head office as a taxation lawyer and accountant
He rounded out his education in 2006 graduating with his Masters of Laws (LLM) in trust
and fiduciary law at Osgoode Stephen now provides counsel for Wealth Stewards
overall tax and estate activities Stephen brings his expertise and experience to the
planning and implementation of individual client situations Stephen is registered with the
Law Society of Upper Canada in private practice and with the Ontario and Canadian
Institutes of Chartered Professional Accountants
Company Wealth Stewards Inc Title Director Tax amp Estate Planning
Website wwwwealthstewardsca
Webinar Speakers
2020 Dream Practice Virtual Accounting Conference 2014
Hamish Knox
As a licensed member of the global Sandler network Hamish works with business owners and chief
executives who are serious about creating sustainable sales cultures Hamish worked in sales across
a variety of industries including media communication services software and professional sports
before joining the Sandler network which melded his passions for sales and education Early in his
Sandler career Hamish was anointed a Sandler Rising Star for quickly building his business and
helping fellow Sandler colleagues with their businesses Hamish is a former Sandler Global Rookie of
the Year is a current member of Sandlers Franchisee Advisory Council and his book Accountability
the Sandler Way will be published in November
Company Sandler Training - Calgary Website wwwhamishsandlercom
Twitter sandlerhamish
Dan Mason
I speak about innovation related to business software and business models that help
small and medium sized businesses to transform and automate their business
processes to achieve maximum efficiency and improve customer experience
Dan Mason focuses on strategic planning and business model innovation by helping
small and medium sized businesses to automate and optimize their business processes
Drawing from his 20 years of experience working with various accounting and ERP
systems Dan has helped several small and medium sized businesses in various
verticals to build robust business software systems Dan started Business Innovation
Technologies Inc in 2008 and has successfully led the company from its inception into a market leading provider
of innovative business software solutions As CEO of Business Innovation Technologies Dan is responsible for
driving the organizationrsquos strategic agenda technology vision and business operations In addition to helping
companies deploy best-of-the-breed business software systems Dan has been working on integrating diverse
business systems through his companyrsquos industry leading software solution to import and export data from ANY
source to various accounting and business software
Company Business Innovation Technologies Inc Title President amp CEO
Website wwwbusinnovatechcom
wwwvirtualaccountingconferencecom
Webinar Speakers
Viola Olah
Viola Olah is a Hungarian born and raised in Transylvania (yes itrsquos a real placehellip) She
lives in Calgary with her hubby and her dog Nikki After she worked as a systems analyst
for a large oil and gas company for a number of years she decided in 2009 to open up her
own business VH Marketing Ltd an online marketing company She thrives on the
challenge of keeping up with the fast changing pace of the Internet world and implementing
cutting edge marketing strategies to her clientsrsquo marketing plan Seeing clients succeed
gives her great satisfaction and she is grateful for the long-term strong relationships she
forged with them Her clients are local small business owners and individual professionals
who are very good at their own craft and donrsquot have the time or the desire to market their own business VH
Marketingrsquos strategy is to build an impactful web presence not just a website by providing clients with an up to date
web design mobile setup and social media presence This is all tied together with strong ongoing SEO
(search engine optimization) placing the clientsrsquo business in front of the right target market generating leads on
consistent basis
Company VH Marketing Ltd Website wwwvhwebsitescom
David Merritt
David Merritt owner and creator of Client Track graduated with a BSc in Computing and has
been designing software ever since David developed Client Track after he saw a real need in
the Accounting Practitioners industry for a solution to help public practice accounting
professionals to organize and control all of their deadlines efficiently Realizing that a large part
of running a successful practice was managing clients chasing down paperwork and handling all
the returns David developed Client Track into a software solution that is built based on the
unique needs of accounting professionals across Canada
Company Client Track Website httpclienttrackca
Twitter Client_Track
Webinar Speakers
2020 Dream Practice Virtual Accounting Conference 2014
Karen Reyburn
Karen Reyburn is a creative-minded individual who specialises in online marketing for
accountancy firms A former accountant (and a Certified Public Accountant in the
States) Karen now assists accountancy firms with understanding and using online
marketing to get more leads A dual British-American citizen Karens past careers
include working with a Glasgow-based accountancy firm setting up and maintaining a
separate consultancy division for this firm She instigated monthly business workshops training and facilitating
business owners in marketing strategy and profitability She has delivered online webinars and offline seminars
for the Chamber of Commerce Bank of Scotland women in business and business growth events She assisted
in the delivery of a comprehensive Business Consulting Programme to accountants for over five years For five
years Karen managed the European office of a global network of accounting firms helping both accountants and
SMEs to improve their marketing efforts This included delivering webinars providing online training website
design and improvement email marketing blogging and marketing action plans Karen is also an
internationally-recognised photographer doing wedding photography family portraits and landscape photography
in Scotland England Ireland Cyprus Australia the United States and more
Company The Profitable Firm Title Owner
Website wwwtheprofitablefirmcom Twitter ProfitableFirm
Graham Smith
Graham Smith is Vice President of Business Development for TSGI-Chartered Accountants
one of the top SRampED consultancies in western Canada He has been active in the SRampED
industry for more than 8 years and has co-taught the course on SRampED for the Institute of
Chartered Accountants of Alberta Graham has worked on wide range of claims for companies
of all sizes and in all industrial sectors
Company TSGI Charted Accountants Title Vice President - Business Development
Website wwwtsgica
wwwvirtualaccountingconferencecom
Webinar Speakers
Rick Solomon CPA CGMA - Keynote Speaker
For over 20 years Rick Solomon has taught professionals around the world how to create
extraordinary results in their professional practices and lives by applying time tested
techniques and sometimes ancient wisdom in a number of ways His past practice as a
CPA and business advisor coupled with years of study at the Sedona Institute have
provided him a deep understanding of how to guide others to be free of the self-created
limitations that for many people make personal and professional success much harder
than it has to be Rick is presently the CEO of Thriving Firm a world leader in helping
professional service providers and advisors build more profitable and rewarding practices
He is the founder and serves as the main facilitator of the Masters Program a two-year workshop and coaching
program offered exclusively to open-minded professionals The Masters Program shares a very unique way to
achieve abundance in ones personal and professional life Rick has challenged thousands of professionals world-
wide to expand their view of themselves and the value they bring to their clients in order to reach new levels of
personal and professional abundance
Company Thriving Firm Title CEO - Founder and Lead Facilitator of the Masters Program
Website wwwthrivingfirmcom Twitter ricksolomoncpa
Amy Shumate
Amy brings 13 years US tax experience to her role as Director in the US Corporate Tax
Advisory practice Amy assists her Canadian clients and their affiliates with their US
federal and state corporate income franchise sales and use tax issues from a unique
cross-border perspective She has worked with all sizes of both public and private
corporations in all types of industries in helping them manage their US federal and state
tax compliance and consulting needs Prior to joining Trowbridge in early 2014 Amy
worked for two of the Big 4 firms beginning in 2001 where she helped clients with US
corporate tax compliance federal and state tax consulting due diligence work
structuring and controversy Amy has a BA and MBA from McMaster University and
an MSc (Tax) from Golden Gate University in San Francisco She is a Canadian Chartered Professional
Accountant registered in Ontario and a Certified Public Accountant registered in Illinois
Company TROWBRIDGE PROFESSIONAL CORPORATION Title Director US Corporate Tax Services
Website wwwtrowbridgeca
Webinar Speakers
2020 Dream Practice Virtual Accounting Conference 2014
Glenn Suart
Glenn Suart is a Calgary-based Strategist Entrepreneur and Host of ldquoTodayrsquos Great Ideardquo
a nationally syndicated program aimed at helping people doing something with their great
ideas Over the past 20 years at WriteMyPlan PricewaterhouseCoopers Consulting and
Nordicity Group Ltd he has helped hundreds of people build successful businesses
Friendly and approachable Glenn and his team create strong viable businesses and craft
compelling winning business plans Glenn also teaches Building An Effective Business
Case at Mount Royal University in Calgary
Company WriteMyPlan Website wwwWriteMyPlancom
Paul Tyers
Paul Tyers is Managing Director of Wealth Stewards Inc and Vice President of Portfolio
Stewards Inc registered with the Ontario Securities Commission He and his team provide
comprehensive wealth management services to affluent Canadians typically in conjunction
with their other ldquotrusted advisorsrdquo A Chartered Professional Accountant (CPA) Certified
Financial Planner (CFP) and Chartered Investment Manager (CIM) Paul has both the
education and experience to provide comprehensive wealth advisory services Upon
completion of a business degree Paul began his career at a major international CA firm
gaining experience in a wide variety of business sectors Moving into corporate finance with
Bank of Montreal followed by Corpfinance International experience was gained in mergers acquisitions succession
and growth financing In 1987 Paul partnered with a venture capital firm to acquire Retirement Counsel of Canada
(RCOC) and led it through substantial growth prior to selling it in 2002 Since 2002 Paul has returned to his passion
of building managing and preserving the wealth of affluent private clients His success is attributed to ensuring
clientsrsquo interests always come first Paul provides advice on the areas noted to the left and has pioneered the
integration of wealth management services into Canadian accountingtax firms
Company Wealth Stewards Inc Title Managing Director
Website httpwealthstewardsca
wwwvirtualaccountingconferencecom
Webinar Speakers
Sam Vassa
Sam Vassa heads PaymentEvolution ndash Canadarsquos largest and most loved cloud payroll and
payments service Sam founded the company with a team of technology and subject
matter specialists and devised an award-winning solution that empowers organizations and
their accountants to manage their own payroll process Previously Sam led business
development for the capital markets industry at Microsoft Corporation His team worked with
leading Microsoft partners to build compelling solutions for the financial services
industry Sam was responsible for alliance relationships with Microsoftrsquos largest global
partners as well as sales and marketing execution with the community He has worked
with Microsoftrsquos US and Canadian subsidiaries and is known for his passion for forming strong partnerships Sam was
a channel manager at Digital Equipment Canada and served with the Canadian Department of Foreign Affairs and
International Trade at their foreign missions worldwide He is a board member of Telecompute ndash a leading software
development firm pioneering the use of portable database technology for vertical markets Sam is active in the
emerging business market as an advisor and mentor to firms seeking management and technology expertise Sam is
a graduate of McMaster University where he studied biochemistry
Company PaymentEvolution Website wwwpaymentevolutioncom
Twitter samvassa
Peggy Tyers BBA - Event Organizer
Peggy Tyers earned an Honours Bachelor of Business Administration from Wilfrid Laurier
University After graduating she entered the retail sector She spent over 20 years
working with National retailers in several areas consulting marketing buying and
merchandising Peggy transferred those skills to another industry sector when she
brought the 2020 Group (leading volunteer membership organization for progressive
accountants in the world) to Canada Peggy looks for products and services to help
accountants improve the efficiency of their practice and improve their bottom lines
Company 2020 Canada Title President
Website www2020canadaca
Webinar Speakers
Scott Zandbergen
Scott Zandbergen has worked in the accounting software world for over 17 years He
spent many years at Sage where he built and grew the Simply Accounting Certified
Consultant program Later as Vice President of Product Management he led the product
strategy for Simply Accounting Accpac and MAS 90500 In early 2011
Scott joined Wave Accounting a fully automated 100 free double entry accounting
software designed for small businesses with less than 10 employees Scotts mission there
is to educate the accounting and bookkeeping communities about the solution Wave
offers their small business clients In a little over 3 years on the market Wave now has over 2 million users on its
platform
Company Wave Accounting Title VP Pro Network
Website wwwwaveappscom Twitter WaveHQ
Wayne Zielke
Wayne is the founder and CEO of LedgerDocs an online document management
application that was designed around the sharing managing and collaboration needs of
bookkeepers accountants and businesses Wayne has spent his career working in the
accounting industry and understands first-hand the workflow and process involved in
providing exceptional full cycle bookkeeping and accounting services to clients From these
experiences he decided to create an application that streamlines the bookkeeping and
accounting process while promoting collaboration among bookkeepers accountants and
their amazing clients
Company LedgerDocs Title Chief Executive Officer
Website wwwledgerdocscom Twitter ledgerdocs
2020 Dream Practice Virtual Accounting Conference 2014
wwwvirtualaccountingconferencecom
2020 Dream Practice
Virtual Accounting Conference
Virtual Conference for Accountants
October 1 and 2 2014
Webinars
Presentations will be held on
Tuesdays and Thursdays from June 3
2014 through January 27 2015
Presentations scheduled from 1100
am MST to 100 pm MST
Schedule includes one hour for
presentation and up to one hour for
questions
Over 32 webinars with
industry experts
wwwvirtualaccountingconferencecom
Collaborate Innovate Prosper
Gold Sponsors
Silver Sponsors
Webinar Speakers
2020 Dream Practice Virtual Accounting Conference 2014
Daniel Carrier
Daniel Carrier has close to 40 yearsrsquo experience in bookkeeping Hersquos worked as a
consultant since 1993 and has recommended and installed a number of bookkeeping
software Daniel founded Logicim in 2004 with his partner his son It is Pierre Alain
Carrier who has created the now famous XLGL and Daniel is proud to be participating in
this great reporting initiative
Company Logicim Inc Website wwwlogicimtechcom
John Crosser
John Crosser is the owner of Knights Financial Management an independent
insurance service company John believes it is important to ensure businesses not only
properly protect their business entity but also those that make their business run At
Knights Financial Management we focus on small to medium sized businesses looking for
help as they navigate their way through the world of business Having the right type
and the right amount of insurance will help provide financial peace of mind to owners
so they can concentrate on ldquodoingrdquo business John is actively involved in his community
As the author of ASPiRE A Financial Workbook for the Canadian Teen John routinely
presents to schools and business to help increase financial literacy By helping people understand the moving parts
of a financial game plan (goals setting cash flow and debt management asset
protect and building wealth) John feels they will be more financially
bull Fit--through wise budgeting of time and money
bull Independent--through discovering their own skills setting and accomplishing goals
bull Responsible--through focused activities and self-discipline
bull Secure--through building multiple streams of cash flow
With proper financial literacy individuals families schools businesses communities provinces and Canada at large
will be stronger In addition to growing his business John enjoys spending time with his wife Jeanelle and their two
daughters Ashley and Jayme John loves working on his golf handicap making furniture and barbecuing with family
and friends
Company Knights Financial Management and Portfolio Strategies Corporation Website httpwwwknightsfmca
wwwvirtualaccountingconferencecom
Webinar Speakers
Stephanie Descoteaux DFA-BSS
Steacutephanie Descocircteaux is president and CEO of Calculated Approach Consulting Inc and
founder of Digits amp Decimals Inc But those are not the titles she loves itrsquos her real job as
a bookkeeping systems specialist that indicates her true passion Her focus is always on
educating clients improving systems and measuring the accomplishments of those
systems This vision empowers small business owners and entrepreneurs and has
commanded an impressive client list that continues to grow Steacutephanie founded Digits amp
Decimals Inc in 2001 a professional bookkeeping company She is the lead trainer and
consultant and has grown the business to include a staff of experts In 2011 Stephanie
launched Calculated Approach Consulting Inc a company that offers mentorship controllership and consulting
services to business owners or other bookkeepers Steacutephaniersquos professional affiliations include membership in the
Canadian Payroll Association (CPA) Institute of Professional Bookkeepers of Canada (IPBC) and Association of
Certified Fraud Examiners (ACFE) She is also a QuickBooks ProAdvisor has completed the Distinguish Financial
Advisor ndash Bookkeeping System Specialist (DFABSS) a 2 years bookkeeping certification with the Knowledge
Bureau she recently became a Sale Partner with Accounting Comes Alive ndash Color Accounting and is one of few
accredited Training Partner in Canada for Accounting Comes Alive ndash Color Accounting Steacutephaniersquos presentations
are available in English or French
Company Calculated Approach Consulting Inc Website wwwdigitsdecimalscom
Twitter DigitsDecimals
Brooks Duncan
Brooks Duncan helps individuals and small businesses go paperless at Docu-
mentSnapcom where he writes about tools workflows and taking action Hes a
CPACMA and a former computer programmer and financial software support manager
Brooks lives in Vancouver BC
Company DocumentSnapcom Website wwwdocumentsnapcom
Webinar Speakers
2020 Dream Practice Virtual Accounting Conference 2014
Chris Fritsch JD
As a Business Development Intelligence Consultant Chris Fritsch works together with
professional services firms to help support their Business Development efforts and
maximize their return on investment Chris and her team at ClientsFirst help Clients
utilize information and competitive intelligence to guide their business development
decisions and strategies to enhance their client development efforts
Chris also writes and speaks nationally on topics including competitive intelligence
business development client relationship management relationship intelligence web
marketing and the use of technology to enhance profitability In her former role as a
Legal Technologist she advised top law firms and professionals about competitive intelligence and innovative uses
of Internet technology Chris has also worked in-house as a Legal Technologist for an Am Law 50 law firm based in
Atlanta and as a Technology Consultant and Webmaster for Emory Law School She was also the Managing
Partner of a consulting firm specializing in providing technology solutions Chris received her law degree from
Emory University School of Law in Atlanta GA where she served as Managing Editor of the Emory International
Law Review as well as student and faculty technology consultant In her spare time Chris blogs and designs
websites and electronic newsletters
Company Clients First Consulting Title Business Development Intelligence Consultant
Website wwwClientsFirstConsultingcom Twitter CRMSuccess
Curtis Findlay
Curtis Findlay CFP is recognized nationally in the Canadian financial industry as both a
mentor of financial advisors as well as a successful advisor After graduating college Curtis
entered the financial industry in 1978 He operates his business activities from Canmore
Alberta Curtis has extensive experience advising entrepreneurs and mid-wealth individuals
with a variety of financial business and personal planning endeavours His comments are
made to Dream Practice through his firm Compass Financial Planning Services Ltd and not
related to a securities entity
Company Compass Financial Planning Services Ltd Website httpwwwcompfinnet
wwwvirtualaccountingconferencecom
Webinar Speakers
Mike Hourigan
Mike Hourigan is the Marketing Manager for Shoeboxedcom He is a graduate of the
University of North Carolina at Chapel Hill where he studied advertising Mike oversees all
of Shoeboxeds online marketing initiatives as well as the companys integrated partner
relations When Mike isnt helping small businesses and accountants get set up with
Shoeboxed he enjoys hiking and walking 18 holes at the nearest public golf course
Company Shoeboxedcom Website wwwshoeboxedcom
Twitter michaelhourigan
Stephen Jones LL M CPA CA
Stephen graduated from Dalhousie Law School He then articled in Toronto Shortly after
he obtained his CA designation working for one of the predecessors or KPMG In 1990
he joined BMO at its head office as a taxation lawyer and accountant
He rounded out his education in 2006 graduating with his Masters of Laws (LLM) in trust
and fiduciary law at Osgoode Stephen now provides counsel for Wealth Stewards
overall tax and estate activities Stephen brings his expertise and experience to the
planning and implementation of individual client situations Stephen is registered with the
Law Society of Upper Canada in private practice and with the Ontario and Canadian
Institutes of Chartered Professional Accountants
Company Wealth Stewards Inc Title Director Tax amp Estate Planning
Website wwwwealthstewardsca
Webinar Speakers
2020 Dream Practice Virtual Accounting Conference 2014
Hamish Knox
As a licensed member of the global Sandler network Hamish works with business owners and chief
executives who are serious about creating sustainable sales cultures Hamish worked in sales across
a variety of industries including media communication services software and professional sports
before joining the Sandler network which melded his passions for sales and education Early in his
Sandler career Hamish was anointed a Sandler Rising Star for quickly building his business and
helping fellow Sandler colleagues with their businesses Hamish is a former Sandler Global Rookie of
the Year is a current member of Sandlers Franchisee Advisory Council and his book Accountability
the Sandler Way will be published in November
Company Sandler Training - Calgary Website wwwhamishsandlercom
Twitter sandlerhamish
Dan Mason
I speak about innovation related to business software and business models that help
small and medium sized businesses to transform and automate their business
processes to achieve maximum efficiency and improve customer experience
Dan Mason focuses on strategic planning and business model innovation by helping
small and medium sized businesses to automate and optimize their business processes
Drawing from his 20 years of experience working with various accounting and ERP
systems Dan has helped several small and medium sized businesses in various
verticals to build robust business software systems Dan started Business Innovation
Technologies Inc in 2008 and has successfully led the company from its inception into a market leading provider
of innovative business software solutions As CEO of Business Innovation Technologies Dan is responsible for
driving the organizationrsquos strategic agenda technology vision and business operations In addition to helping
companies deploy best-of-the-breed business software systems Dan has been working on integrating diverse
business systems through his companyrsquos industry leading software solution to import and export data from ANY
source to various accounting and business software
Company Business Innovation Technologies Inc Title President amp CEO
Website wwwbusinnovatechcom
wwwvirtualaccountingconferencecom
Webinar Speakers
Viola Olah
Viola Olah is a Hungarian born and raised in Transylvania (yes itrsquos a real placehellip) She
lives in Calgary with her hubby and her dog Nikki After she worked as a systems analyst
for a large oil and gas company for a number of years she decided in 2009 to open up her
own business VH Marketing Ltd an online marketing company She thrives on the
challenge of keeping up with the fast changing pace of the Internet world and implementing
cutting edge marketing strategies to her clientsrsquo marketing plan Seeing clients succeed
gives her great satisfaction and she is grateful for the long-term strong relationships she
forged with them Her clients are local small business owners and individual professionals
who are very good at their own craft and donrsquot have the time or the desire to market their own business VH
Marketingrsquos strategy is to build an impactful web presence not just a website by providing clients with an up to date
web design mobile setup and social media presence This is all tied together with strong ongoing SEO
(search engine optimization) placing the clientsrsquo business in front of the right target market generating leads on
consistent basis
Company VH Marketing Ltd Website wwwvhwebsitescom
David Merritt
David Merritt owner and creator of Client Track graduated with a BSc in Computing and has
been designing software ever since David developed Client Track after he saw a real need in
the Accounting Practitioners industry for a solution to help public practice accounting
professionals to organize and control all of their deadlines efficiently Realizing that a large part
of running a successful practice was managing clients chasing down paperwork and handling all
the returns David developed Client Track into a software solution that is built based on the
unique needs of accounting professionals across Canada
Company Client Track Website httpclienttrackca
Twitter Client_Track
Webinar Speakers
2020 Dream Practice Virtual Accounting Conference 2014
Karen Reyburn
Karen Reyburn is a creative-minded individual who specialises in online marketing for
accountancy firms A former accountant (and a Certified Public Accountant in the
States) Karen now assists accountancy firms with understanding and using online
marketing to get more leads A dual British-American citizen Karens past careers
include working with a Glasgow-based accountancy firm setting up and maintaining a
separate consultancy division for this firm She instigated monthly business workshops training and facilitating
business owners in marketing strategy and profitability She has delivered online webinars and offline seminars
for the Chamber of Commerce Bank of Scotland women in business and business growth events She assisted
in the delivery of a comprehensive Business Consulting Programme to accountants for over five years For five
years Karen managed the European office of a global network of accounting firms helping both accountants and
SMEs to improve their marketing efforts This included delivering webinars providing online training website
design and improvement email marketing blogging and marketing action plans Karen is also an
internationally-recognised photographer doing wedding photography family portraits and landscape photography
in Scotland England Ireland Cyprus Australia the United States and more
Company The Profitable Firm Title Owner
Website wwwtheprofitablefirmcom Twitter ProfitableFirm
Graham Smith
Graham Smith is Vice President of Business Development for TSGI-Chartered Accountants
one of the top SRampED consultancies in western Canada He has been active in the SRampED
industry for more than 8 years and has co-taught the course on SRampED for the Institute of
Chartered Accountants of Alberta Graham has worked on wide range of claims for companies
of all sizes and in all industrial sectors
Company TSGI Charted Accountants Title Vice President - Business Development
Website wwwtsgica
wwwvirtualaccountingconferencecom
Webinar Speakers
Rick Solomon CPA CGMA - Keynote Speaker
For over 20 years Rick Solomon has taught professionals around the world how to create
extraordinary results in their professional practices and lives by applying time tested
techniques and sometimes ancient wisdom in a number of ways His past practice as a
CPA and business advisor coupled with years of study at the Sedona Institute have
provided him a deep understanding of how to guide others to be free of the self-created
limitations that for many people make personal and professional success much harder
than it has to be Rick is presently the CEO of Thriving Firm a world leader in helping
professional service providers and advisors build more profitable and rewarding practices
He is the founder and serves as the main facilitator of the Masters Program a two-year workshop and coaching
program offered exclusively to open-minded professionals The Masters Program shares a very unique way to
achieve abundance in ones personal and professional life Rick has challenged thousands of professionals world-
wide to expand their view of themselves and the value they bring to their clients in order to reach new levels of
personal and professional abundance
Company Thriving Firm Title CEO - Founder and Lead Facilitator of the Masters Program
Website wwwthrivingfirmcom Twitter ricksolomoncpa
Amy Shumate
Amy brings 13 years US tax experience to her role as Director in the US Corporate Tax
Advisory practice Amy assists her Canadian clients and their affiliates with their US
federal and state corporate income franchise sales and use tax issues from a unique
cross-border perspective She has worked with all sizes of both public and private
corporations in all types of industries in helping them manage their US federal and state
tax compliance and consulting needs Prior to joining Trowbridge in early 2014 Amy
worked for two of the Big 4 firms beginning in 2001 where she helped clients with US
corporate tax compliance federal and state tax consulting due diligence work
structuring and controversy Amy has a BA and MBA from McMaster University and
an MSc (Tax) from Golden Gate University in San Francisco She is a Canadian Chartered Professional
Accountant registered in Ontario and a Certified Public Accountant registered in Illinois
Company TROWBRIDGE PROFESSIONAL CORPORATION Title Director US Corporate Tax Services
Website wwwtrowbridgeca
Webinar Speakers
2020 Dream Practice Virtual Accounting Conference 2014
Glenn Suart
Glenn Suart is a Calgary-based Strategist Entrepreneur and Host of ldquoTodayrsquos Great Ideardquo
a nationally syndicated program aimed at helping people doing something with their great
ideas Over the past 20 years at WriteMyPlan PricewaterhouseCoopers Consulting and
Nordicity Group Ltd he has helped hundreds of people build successful businesses
Friendly and approachable Glenn and his team create strong viable businesses and craft
compelling winning business plans Glenn also teaches Building An Effective Business
Case at Mount Royal University in Calgary
Company WriteMyPlan Website wwwWriteMyPlancom
Paul Tyers
Paul Tyers is Managing Director of Wealth Stewards Inc and Vice President of Portfolio
Stewards Inc registered with the Ontario Securities Commission He and his team provide
comprehensive wealth management services to affluent Canadians typically in conjunction
with their other ldquotrusted advisorsrdquo A Chartered Professional Accountant (CPA) Certified
Financial Planner (CFP) and Chartered Investment Manager (CIM) Paul has both the
education and experience to provide comprehensive wealth advisory services Upon
completion of a business degree Paul began his career at a major international CA firm
gaining experience in a wide variety of business sectors Moving into corporate finance with
Bank of Montreal followed by Corpfinance International experience was gained in mergers acquisitions succession
and growth financing In 1987 Paul partnered with a venture capital firm to acquire Retirement Counsel of Canada
(RCOC) and led it through substantial growth prior to selling it in 2002 Since 2002 Paul has returned to his passion
of building managing and preserving the wealth of affluent private clients His success is attributed to ensuring
clientsrsquo interests always come first Paul provides advice on the areas noted to the left and has pioneered the
integration of wealth management services into Canadian accountingtax firms
Company Wealth Stewards Inc Title Managing Director
Website httpwealthstewardsca
wwwvirtualaccountingconferencecom
Webinar Speakers
Sam Vassa
Sam Vassa heads PaymentEvolution ndash Canadarsquos largest and most loved cloud payroll and
payments service Sam founded the company with a team of technology and subject
matter specialists and devised an award-winning solution that empowers organizations and
their accountants to manage their own payroll process Previously Sam led business
development for the capital markets industry at Microsoft Corporation His team worked with
leading Microsoft partners to build compelling solutions for the financial services
industry Sam was responsible for alliance relationships with Microsoftrsquos largest global
partners as well as sales and marketing execution with the community He has worked
with Microsoftrsquos US and Canadian subsidiaries and is known for his passion for forming strong partnerships Sam was
a channel manager at Digital Equipment Canada and served with the Canadian Department of Foreign Affairs and
International Trade at their foreign missions worldwide He is a board member of Telecompute ndash a leading software
development firm pioneering the use of portable database technology for vertical markets Sam is active in the
emerging business market as an advisor and mentor to firms seeking management and technology expertise Sam is
a graduate of McMaster University where he studied biochemistry
Company PaymentEvolution Website wwwpaymentevolutioncom
Twitter samvassa
Peggy Tyers BBA - Event Organizer
Peggy Tyers earned an Honours Bachelor of Business Administration from Wilfrid Laurier
University After graduating she entered the retail sector She spent over 20 years
working with National retailers in several areas consulting marketing buying and
merchandising Peggy transferred those skills to another industry sector when she
brought the 2020 Group (leading volunteer membership organization for progressive
accountants in the world) to Canada Peggy looks for products and services to help
accountants improve the efficiency of their practice and improve their bottom lines
Company 2020 Canada Title President
Website www2020canadaca
Webinar Speakers
Scott Zandbergen
Scott Zandbergen has worked in the accounting software world for over 17 years He
spent many years at Sage where he built and grew the Simply Accounting Certified
Consultant program Later as Vice President of Product Management he led the product
strategy for Simply Accounting Accpac and MAS 90500 In early 2011
Scott joined Wave Accounting a fully automated 100 free double entry accounting
software designed for small businesses with less than 10 employees Scotts mission there
is to educate the accounting and bookkeeping communities about the solution Wave
offers their small business clients In a little over 3 years on the market Wave now has over 2 million users on its
platform
Company Wave Accounting Title VP Pro Network
Website wwwwaveappscom Twitter WaveHQ
Wayne Zielke
Wayne is the founder and CEO of LedgerDocs an online document management
application that was designed around the sharing managing and collaboration needs of
bookkeepers accountants and businesses Wayne has spent his career working in the
accounting industry and understands first-hand the workflow and process involved in
providing exceptional full cycle bookkeeping and accounting services to clients From these
experiences he decided to create an application that streamlines the bookkeeping and
accounting process while promoting collaboration among bookkeepers accountants and
their amazing clients
Company LedgerDocs Title Chief Executive Officer
Website wwwledgerdocscom Twitter ledgerdocs
2020 Dream Practice Virtual Accounting Conference 2014
wwwvirtualaccountingconferencecom
2020 Dream Practice
Virtual Accounting Conference
Virtual Conference for Accountants
October 1 and 2 2014
Webinars
Presentations will be held on
Tuesdays and Thursdays from June 3
2014 through January 27 2015
Presentations scheduled from 1100
am MST to 100 pm MST
Schedule includes one hour for
presentation and up to one hour for
questions
Over 32 webinars with
industry experts
wwwvirtualaccountingconferencecom
Collaborate Innovate Prosper
Gold Sponsors
Silver Sponsors
wwwvirtualaccountingconferencecom
Webinar Speakers
Stephanie Descoteaux DFA-BSS
Steacutephanie Descocircteaux is president and CEO of Calculated Approach Consulting Inc and
founder of Digits amp Decimals Inc But those are not the titles she loves itrsquos her real job as
a bookkeeping systems specialist that indicates her true passion Her focus is always on
educating clients improving systems and measuring the accomplishments of those
systems This vision empowers small business owners and entrepreneurs and has
commanded an impressive client list that continues to grow Steacutephanie founded Digits amp
Decimals Inc in 2001 a professional bookkeeping company She is the lead trainer and
consultant and has grown the business to include a staff of experts In 2011 Stephanie
launched Calculated Approach Consulting Inc a company that offers mentorship controllership and consulting
services to business owners or other bookkeepers Steacutephaniersquos professional affiliations include membership in the
Canadian Payroll Association (CPA) Institute of Professional Bookkeepers of Canada (IPBC) and Association of
Certified Fraud Examiners (ACFE) She is also a QuickBooks ProAdvisor has completed the Distinguish Financial
Advisor ndash Bookkeeping System Specialist (DFABSS) a 2 years bookkeeping certification with the Knowledge
Bureau she recently became a Sale Partner with Accounting Comes Alive ndash Color Accounting and is one of few
accredited Training Partner in Canada for Accounting Comes Alive ndash Color Accounting Steacutephaniersquos presentations
are available in English or French
Company Calculated Approach Consulting Inc Website wwwdigitsdecimalscom
Twitter DigitsDecimals
Brooks Duncan
Brooks Duncan helps individuals and small businesses go paperless at Docu-
mentSnapcom where he writes about tools workflows and taking action Hes a
CPACMA and a former computer programmer and financial software support manager
Brooks lives in Vancouver BC
Company DocumentSnapcom Website wwwdocumentsnapcom
Webinar Speakers
2020 Dream Practice Virtual Accounting Conference 2014
Chris Fritsch JD
As a Business Development Intelligence Consultant Chris Fritsch works together with
professional services firms to help support their Business Development efforts and
maximize their return on investment Chris and her team at ClientsFirst help Clients
utilize information and competitive intelligence to guide their business development
decisions and strategies to enhance their client development efforts
Chris also writes and speaks nationally on topics including competitive intelligence
business development client relationship management relationship intelligence web
marketing and the use of technology to enhance profitability In her former role as a
Legal Technologist she advised top law firms and professionals about competitive intelligence and innovative uses
of Internet technology Chris has also worked in-house as a Legal Technologist for an Am Law 50 law firm based in
Atlanta and as a Technology Consultant and Webmaster for Emory Law School She was also the Managing
Partner of a consulting firm specializing in providing technology solutions Chris received her law degree from
Emory University School of Law in Atlanta GA where she served as Managing Editor of the Emory International
Law Review as well as student and faculty technology consultant In her spare time Chris blogs and designs
websites and electronic newsletters
Company Clients First Consulting Title Business Development Intelligence Consultant
Website wwwClientsFirstConsultingcom Twitter CRMSuccess
Curtis Findlay
Curtis Findlay CFP is recognized nationally in the Canadian financial industry as both a
mentor of financial advisors as well as a successful advisor After graduating college Curtis
entered the financial industry in 1978 He operates his business activities from Canmore
Alberta Curtis has extensive experience advising entrepreneurs and mid-wealth individuals
with a variety of financial business and personal planning endeavours His comments are
made to Dream Practice through his firm Compass Financial Planning Services Ltd and not
related to a securities entity
Company Compass Financial Planning Services Ltd Website httpwwwcompfinnet
wwwvirtualaccountingconferencecom
Webinar Speakers
Mike Hourigan
Mike Hourigan is the Marketing Manager for Shoeboxedcom He is a graduate of the
University of North Carolina at Chapel Hill where he studied advertising Mike oversees all
of Shoeboxeds online marketing initiatives as well as the companys integrated partner
relations When Mike isnt helping small businesses and accountants get set up with
Shoeboxed he enjoys hiking and walking 18 holes at the nearest public golf course
Company Shoeboxedcom Website wwwshoeboxedcom
Twitter michaelhourigan
Stephen Jones LL M CPA CA
Stephen graduated from Dalhousie Law School He then articled in Toronto Shortly after
he obtained his CA designation working for one of the predecessors or KPMG In 1990
he joined BMO at its head office as a taxation lawyer and accountant
He rounded out his education in 2006 graduating with his Masters of Laws (LLM) in trust
and fiduciary law at Osgoode Stephen now provides counsel for Wealth Stewards
overall tax and estate activities Stephen brings his expertise and experience to the
planning and implementation of individual client situations Stephen is registered with the
Law Society of Upper Canada in private practice and with the Ontario and Canadian
Institutes of Chartered Professional Accountants
Company Wealth Stewards Inc Title Director Tax amp Estate Planning
Website wwwwealthstewardsca
Webinar Speakers
2020 Dream Practice Virtual Accounting Conference 2014
Hamish Knox
As a licensed member of the global Sandler network Hamish works with business owners and chief
executives who are serious about creating sustainable sales cultures Hamish worked in sales across
a variety of industries including media communication services software and professional sports
before joining the Sandler network which melded his passions for sales and education Early in his
Sandler career Hamish was anointed a Sandler Rising Star for quickly building his business and
helping fellow Sandler colleagues with their businesses Hamish is a former Sandler Global Rookie of
the Year is a current member of Sandlers Franchisee Advisory Council and his book Accountability
the Sandler Way will be published in November
Company Sandler Training - Calgary Website wwwhamishsandlercom
Twitter sandlerhamish
Dan Mason
I speak about innovation related to business software and business models that help
small and medium sized businesses to transform and automate their business
processes to achieve maximum efficiency and improve customer experience
Dan Mason focuses on strategic planning and business model innovation by helping
small and medium sized businesses to automate and optimize their business processes
Drawing from his 20 years of experience working with various accounting and ERP
systems Dan has helped several small and medium sized businesses in various
verticals to build robust business software systems Dan started Business Innovation
Technologies Inc in 2008 and has successfully led the company from its inception into a market leading provider
of innovative business software solutions As CEO of Business Innovation Technologies Dan is responsible for
driving the organizationrsquos strategic agenda technology vision and business operations In addition to helping
companies deploy best-of-the-breed business software systems Dan has been working on integrating diverse
business systems through his companyrsquos industry leading software solution to import and export data from ANY
source to various accounting and business software
Company Business Innovation Technologies Inc Title President amp CEO
Website wwwbusinnovatechcom
wwwvirtualaccountingconferencecom
Webinar Speakers
Viola Olah
Viola Olah is a Hungarian born and raised in Transylvania (yes itrsquos a real placehellip) She
lives in Calgary with her hubby and her dog Nikki After she worked as a systems analyst
for a large oil and gas company for a number of years she decided in 2009 to open up her
own business VH Marketing Ltd an online marketing company She thrives on the
challenge of keeping up with the fast changing pace of the Internet world and implementing
cutting edge marketing strategies to her clientsrsquo marketing plan Seeing clients succeed
gives her great satisfaction and she is grateful for the long-term strong relationships she
forged with them Her clients are local small business owners and individual professionals
who are very good at their own craft and donrsquot have the time or the desire to market their own business VH
Marketingrsquos strategy is to build an impactful web presence not just a website by providing clients with an up to date
web design mobile setup and social media presence This is all tied together with strong ongoing SEO
(search engine optimization) placing the clientsrsquo business in front of the right target market generating leads on
consistent basis
Company VH Marketing Ltd Website wwwvhwebsitescom
David Merritt
David Merritt owner and creator of Client Track graduated with a BSc in Computing and has
been designing software ever since David developed Client Track after he saw a real need in
the Accounting Practitioners industry for a solution to help public practice accounting
professionals to organize and control all of their deadlines efficiently Realizing that a large part
of running a successful practice was managing clients chasing down paperwork and handling all
the returns David developed Client Track into a software solution that is built based on the
unique needs of accounting professionals across Canada
Company Client Track Website httpclienttrackca
Twitter Client_Track
Webinar Speakers
2020 Dream Practice Virtual Accounting Conference 2014
Karen Reyburn
Karen Reyburn is a creative-minded individual who specialises in online marketing for
accountancy firms A former accountant (and a Certified Public Accountant in the
States) Karen now assists accountancy firms with understanding and using online
marketing to get more leads A dual British-American citizen Karens past careers
include working with a Glasgow-based accountancy firm setting up and maintaining a
separate consultancy division for this firm She instigated monthly business workshops training and facilitating
business owners in marketing strategy and profitability She has delivered online webinars and offline seminars
for the Chamber of Commerce Bank of Scotland women in business and business growth events She assisted
in the delivery of a comprehensive Business Consulting Programme to accountants for over five years For five
years Karen managed the European office of a global network of accounting firms helping both accountants and
SMEs to improve their marketing efforts This included delivering webinars providing online training website
design and improvement email marketing blogging and marketing action plans Karen is also an
internationally-recognised photographer doing wedding photography family portraits and landscape photography
in Scotland England Ireland Cyprus Australia the United States and more
Company The Profitable Firm Title Owner
Website wwwtheprofitablefirmcom Twitter ProfitableFirm
Graham Smith
Graham Smith is Vice President of Business Development for TSGI-Chartered Accountants
one of the top SRampED consultancies in western Canada He has been active in the SRampED
industry for more than 8 years and has co-taught the course on SRampED for the Institute of
Chartered Accountants of Alberta Graham has worked on wide range of claims for companies
of all sizes and in all industrial sectors
Company TSGI Charted Accountants Title Vice President - Business Development
Website wwwtsgica
wwwvirtualaccountingconferencecom
Webinar Speakers
Rick Solomon CPA CGMA - Keynote Speaker
For over 20 years Rick Solomon has taught professionals around the world how to create
extraordinary results in their professional practices and lives by applying time tested
techniques and sometimes ancient wisdom in a number of ways His past practice as a
CPA and business advisor coupled with years of study at the Sedona Institute have
provided him a deep understanding of how to guide others to be free of the self-created
limitations that for many people make personal and professional success much harder
than it has to be Rick is presently the CEO of Thriving Firm a world leader in helping
professional service providers and advisors build more profitable and rewarding practices
He is the founder and serves as the main facilitator of the Masters Program a two-year workshop and coaching
program offered exclusively to open-minded professionals The Masters Program shares a very unique way to
achieve abundance in ones personal and professional life Rick has challenged thousands of professionals world-
wide to expand their view of themselves and the value they bring to their clients in order to reach new levels of
personal and professional abundance
Company Thriving Firm Title CEO - Founder and Lead Facilitator of the Masters Program
Website wwwthrivingfirmcom Twitter ricksolomoncpa
Amy Shumate
Amy brings 13 years US tax experience to her role as Director in the US Corporate Tax
Advisory practice Amy assists her Canadian clients and their affiliates with their US
federal and state corporate income franchise sales and use tax issues from a unique
cross-border perspective She has worked with all sizes of both public and private
corporations in all types of industries in helping them manage their US federal and state
tax compliance and consulting needs Prior to joining Trowbridge in early 2014 Amy
worked for two of the Big 4 firms beginning in 2001 where she helped clients with US
corporate tax compliance federal and state tax consulting due diligence work
structuring and controversy Amy has a BA and MBA from McMaster University and
an MSc (Tax) from Golden Gate University in San Francisco She is a Canadian Chartered Professional
Accountant registered in Ontario and a Certified Public Accountant registered in Illinois
Company TROWBRIDGE PROFESSIONAL CORPORATION Title Director US Corporate Tax Services
Website wwwtrowbridgeca
Webinar Speakers
2020 Dream Practice Virtual Accounting Conference 2014
Glenn Suart
Glenn Suart is a Calgary-based Strategist Entrepreneur and Host of ldquoTodayrsquos Great Ideardquo
a nationally syndicated program aimed at helping people doing something with their great
ideas Over the past 20 years at WriteMyPlan PricewaterhouseCoopers Consulting and
Nordicity Group Ltd he has helped hundreds of people build successful businesses
Friendly and approachable Glenn and his team create strong viable businesses and craft
compelling winning business plans Glenn also teaches Building An Effective Business
Case at Mount Royal University in Calgary
Company WriteMyPlan Website wwwWriteMyPlancom
Paul Tyers
Paul Tyers is Managing Director of Wealth Stewards Inc and Vice President of Portfolio
Stewards Inc registered with the Ontario Securities Commission He and his team provide
comprehensive wealth management services to affluent Canadians typically in conjunction
with their other ldquotrusted advisorsrdquo A Chartered Professional Accountant (CPA) Certified
Financial Planner (CFP) and Chartered Investment Manager (CIM) Paul has both the
education and experience to provide comprehensive wealth advisory services Upon
completion of a business degree Paul began his career at a major international CA firm
gaining experience in a wide variety of business sectors Moving into corporate finance with
Bank of Montreal followed by Corpfinance International experience was gained in mergers acquisitions succession
and growth financing In 1987 Paul partnered with a venture capital firm to acquire Retirement Counsel of Canada
(RCOC) and led it through substantial growth prior to selling it in 2002 Since 2002 Paul has returned to his passion
of building managing and preserving the wealth of affluent private clients His success is attributed to ensuring
clientsrsquo interests always come first Paul provides advice on the areas noted to the left and has pioneered the
integration of wealth management services into Canadian accountingtax firms
Company Wealth Stewards Inc Title Managing Director
Website httpwealthstewardsca
wwwvirtualaccountingconferencecom
Webinar Speakers
Sam Vassa
Sam Vassa heads PaymentEvolution ndash Canadarsquos largest and most loved cloud payroll and
payments service Sam founded the company with a team of technology and subject
matter specialists and devised an award-winning solution that empowers organizations and
their accountants to manage their own payroll process Previously Sam led business
development for the capital markets industry at Microsoft Corporation His team worked with
leading Microsoft partners to build compelling solutions for the financial services
industry Sam was responsible for alliance relationships with Microsoftrsquos largest global
partners as well as sales and marketing execution with the community He has worked
with Microsoftrsquos US and Canadian subsidiaries and is known for his passion for forming strong partnerships Sam was
a channel manager at Digital Equipment Canada and served with the Canadian Department of Foreign Affairs and
International Trade at their foreign missions worldwide He is a board member of Telecompute ndash a leading software
development firm pioneering the use of portable database technology for vertical markets Sam is active in the
emerging business market as an advisor and mentor to firms seeking management and technology expertise Sam is
a graduate of McMaster University where he studied biochemistry
Company PaymentEvolution Website wwwpaymentevolutioncom
Twitter samvassa
Peggy Tyers BBA - Event Organizer
Peggy Tyers earned an Honours Bachelor of Business Administration from Wilfrid Laurier
University After graduating she entered the retail sector She spent over 20 years
working with National retailers in several areas consulting marketing buying and
merchandising Peggy transferred those skills to another industry sector when she
brought the 2020 Group (leading volunteer membership organization for progressive
accountants in the world) to Canada Peggy looks for products and services to help
accountants improve the efficiency of their practice and improve their bottom lines
Company 2020 Canada Title President
Website www2020canadaca
Webinar Speakers
Scott Zandbergen
Scott Zandbergen has worked in the accounting software world for over 17 years He
spent many years at Sage where he built and grew the Simply Accounting Certified
Consultant program Later as Vice President of Product Management he led the product
strategy for Simply Accounting Accpac and MAS 90500 In early 2011
Scott joined Wave Accounting a fully automated 100 free double entry accounting
software designed for small businesses with less than 10 employees Scotts mission there
is to educate the accounting and bookkeeping communities about the solution Wave
offers their small business clients In a little over 3 years on the market Wave now has over 2 million users on its
platform
Company Wave Accounting Title VP Pro Network
Website wwwwaveappscom Twitter WaveHQ
Wayne Zielke
Wayne is the founder and CEO of LedgerDocs an online document management
application that was designed around the sharing managing and collaboration needs of
bookkeepers accountants and businesses Wayne has spent his career working in the
accounting industry and understands first-hand the workflow and process involved in
providing exceptional full cycle bookkeeping and accounting services to clients From these
experiences he decided to create an application that streamlines the bookkeeping and
accounting process while promoting collaboration among bookkeepers accountants and
their amazing clients
Company LedgerDocs Title Chief Executive Officer
Website wwwledgerdocscom Twitter ledgerdocs
2020 Dream Practice Virtual Accounting Conference 2014
wwwvirtualaccountingconferencecom
2020 Dream Practice
Virtual Accounting Conference
Virtual Conference for Accountants
October 1 and 2 2014
Webinars
Presentations will be held on
Tuesdays and Thursdays from June 3
2014 through January 27 2015
Presentations scheduled from 1100
am MST to 100 pm MST
Schedule includes one hour for
presentation and up to one hour for
questions
Over 32 webinars with
industry experts
wwwvirtualaccountingconferencecom
Collaborate Innovate Prosper
Gold Sponsors
Silver Sponsors
Webinar Speakers
2020 Dream Practice Virtual Accounting Conference 2014
Chris Fritsch JD
As a Business Development Intelligence Consultant Chris Fritsch works together with
professional services firms to help support their Business Development efforts and
maximize their return on investment Chris and her team at ClientsFirst help Clients
utilize information and competitive intelligence to guide their business development
decisions and strategies to enhance their client development efforts
Chris also writes and speaks nationally on topics including competitive intelligence
business development client relationship management relationship intelligence web
marketing and the use of technology to enhance profitability In her former role as a
Legal Technologist she advised top law firms and professionals about competitive intelligence and innovative uses
of Internet technology Chris has also worked in-house as a Legal Technologist for an Am Law 50 law firm based in
Atlanta and as a Technology Consultant and Webmaster for Emory Law School She was also the Managing
Partner of a consulting firm specializing in providing technology solutions Chris received her law degree from
Emory University School of Law in Atlanta GA where she served as Managing Editor of the Emory International
Law Review as well as student and faculty technology consultant In her spare time Chris blogs and designs
websites and electronic newsletters
Company Clients First Consulting Title Business Development Intelligence Consultant
Website wwwClientsFirstConsultingcom Twitter CRMSuccess
Curtis Findlay
Curtis Findlay CFP is recognized nationally in the Canadian financial industry as both a
mentor of financial advisors as well as a successful advisor After graduating college Curtis
entered the financial industry in 1978 He operates his business activities from Canmore
Alberta Curtis has extensive experience advising entrepreneurs and mid-wealth individuals
with a variety of financial business and personal planning endeavours His comments are
made to Dream Practice through his firm Compass Financial Planning Services Ltd and not
related to a securities entity
Company Compass Financial Planning Services Ltd Website httpwwwcompfinnet
wwwvirtualaccountingconferencecom
Webinar Speakers
Mike Hourigan
Mike Hourigan is the Marketing Manager for Shoeboxedcom He is a graduate of the
University of North Carolina at Chapel Hill where he studied advertising Mike oversees all
of Shoeboxeds online marketing initiatives as well as the companys integrated partner
relations When Mike isnt helping small businesses and accountants get set up with
Shoeboxed he enjoys hiking and walking 18 holes at the nearest public golf course
Company Shoeboxedcom Website wwwshoeboxedcom
Twitter michaelhourigan
Stephen Jones LL M CPA CA
Stephen graduated from Dalhousie Law School He then articled in Toronto Shortly after
he obtained his CA designation working for one of the predecessors or KPMG In 1990
he joined BMO at its head office as a taxation lawyer and accountant
He rounded out his education in 2006 graduating with his Masters of Laws (LLM) in trust
and fiduciary law at Osgoode Stephen now provides counsel for Wealth Stewards
overall tax and estate activities Stephen brings his expertise and experience to the
planning and implementation of individual client situations Stephen is registered with the
Law Society of Upper Canada in private practice and with the Ontario and Canadian
Institutes of Chartered Professional Accountants
Company Wealth Stewards Inc Title Director Tax amp Estate Planning
Website wwwwealthstewardsca
Webinar Speakers
2020 Dream Practice Virtual Accounting Conference 2014
Hamish Knox
As a licensed member of the global Sandler network Hamish works with business owners and chief
executives who are serious about creating sustainable sales cultures Hamish worked in sales across
a variety of industries including media communication services software and professional sports
before joining the Sandler network which melded his passions for sales and education Early in his
Sandler career Hamish was anointed a Sandler Rising Star for quickly building his business and
helping fellow Sandler colleagues with their businesses Hamish is a former Sandler Global Rookie of
the Year is a current member of Sandlers Franchisee Advisory Council and his book Accountability
the Sandler Way will be published in November
Company Sandler Training - Calgary Website wwwhamishsandlercom
Twitter sandlerhamish
Dan Mason
I speak about innovation related to business software and business models that help
small and medium sized businesses to transform and automate their business
processes to achieve maximum efficiency and improve customer experience
Dan Mason focuses on strategic planning and business model innovation by helping
small and medium sized businesses to automate and optimize their business processes
Drawing from his 20 years of experience working with various accounting and ERP
systems Dan has helped several small and medium sized businesses in various
verticals to build robust business software systems Dan started Business Innovation
Technologies Inc in 2008 and has successfully led the company from its inception into a market leading provider
of innovative business software solutions As CEO of Business Innovation Technologies Dan is responsible for
driving the organizationrsquos strategic agenda technology vision and business operations In addition to helping
companies deploy best-of-the-breed business software systems Dan has been working on integrating diverse
business systems through his companyrsquos industry leading software solution to import and export data from ANY
source to various accounting and business software
Company Business Innovation Technologies Inc Title President amp CEO
Website wwwbusinnovatechcom
wwwvirtualaccountingconferencecom
Webinar Speakers
Viola Olah
Viola Olah is a Hungarian born and raised in Transylvania (yes itrsquos a real placehellip) She
lives in Calgary with her hubby and her dog Nikki After she worked as a systems analyst
for a large oil and gas company for a number of years she decided in 2009 to open up her
own business VH Marketing Ltd an online marketing company She thrives on the
challenge of keeping up with the fast changing pace of the Internet world and implementing
cutting edge marketing strategies to her clientsrsquo marketing plan Seeing clients succeed
gives her great satisfaction and she is grateful for the long-term strong relationships she
forged with them Her clients are local small business owners and individual professionals
who are very good at their own craft and donrsquot have the time or the desire to market their own business VH
Marketingrsquos strategy is to build an impactful web presence not just a website by providing clients with an up to date
web design mobile setup and social media presence This is all tied together with strong ongoing SEO
(search engine optimization) placing the clientsrsquo business in front of the right target market generating leads on
consistent basis
Company VH Marketing Ltd Website wwwvhwebsitescom
David Merritt
David Merritt owner and creator of Client Track graduated with a BSc in Computing and has
been designing software ever since David developed Client Track after he saw a real need in
the Accounting Practitioners industry for a solution to help public practice accounting
professionals to organize and control all of their deadlines efficiently Realizing that a large part
of running a successful practice was managing clients chasing down paperwork and handling all
the returns David developed Client Track into a software solution that is built based on the
unique needs of accounting professionals across Canada
Company Client Track Website httpclienttrackca
Twitter Client_Track
Webinar Speakers
2020 Dream Practice Virtual Accounting Conference 2014
Karen Reyburn
Karen Reyburn is a creative-minded individual who specialises in online marketing for
accountancy firms A former accountant (and a Certified Public Accountant in the
States) Karen now assists accountancy firms with understanding and using online
marketing to get more leads A dual British-American citizen Karens past careers
include working with a Glasgow-based accountancy firm setting up and maintaining a
separate consultancy division for this firm She instigated monthly business workshops training and facilitating
business owners in marketing strategy and profitability She has delivered online webinars and offline seminars
for the Chamber of Commerce Bank of Scotland women in business and business growth events She assisted
in the delivery of a comprehensive Business Consulting Programme to accountants for over five years For five
years Karen managed the European office of a global network of accounting firms helping both accountants and
SMEs to improve their marketing efforts This included delivering webinars providing online training website
design and improvement email marketing blogging and marketing action plans Karen is also an
internationally-recognised photographer doing wedding photography family portraits and landscape photography
in Scotland England Ireland Cyprus Australia the United States and more
Company The Profitable Firm Title Owner
Website wwwtheprofitablefirmcom Twitter ProfitableFirm
Graham Smith
Graham Smith is Vice President of Business Development for TSGI-Chartered Accountants
one of the top SRampED consultancies in western Canada He has been active in the SRampED
industry for more than 8 years and has co-taught the course on SRampED for the Institute of
Chartered Accountants of Alberta Graham has worked on wide range of claims for companies
of all sizes and in all industrial sectors
Company TSGI Charted Accountants Title Vice President - Business Development
Website wwwtsgica
wwwvirtualaccountingconferencecom
Webinar Speakers
Rick Solomon CPA CGMA - Keynote Speaker
For over 20 years Rick Solomon has taught professionals around the world how to create
extraordinary results in their professional practices and lives by applying time tested
techniques and sometimes ancient wisdom in a number of ways His past practice as a
CPA and business advisor coupled with years of study at the Sedona Institute have
provided him a deep understanding of how to guide others to be free of the self-created
limitations that for many people make personal and professional success much harder
than it has to be Rick is presently the CEO of Thriving Firm a world leader in helping
professional service providers and advisors build more profitable and rewarding practices
He is the founder and serves as the main facilitator of the Masters Program a two-year workshop and coaching
program offered exclusively to open-minded professionals The Masters Program shares a very unique way to
achieve abundance in ones personal and professional life Rick has challenged thousands of professionals world-
wide to expand their view of themselves and the value they bring to their clients in order to reach new levels of
personal and professional abundance
Company Thriving Firm Title CEO - Founder and Lead Facilitator of the Masters Program
Website wwwthrivingfirmcom Twitter ricksolomoncpa
Amy Shumate
Amy brings 13 years US tax experience to her role as Director in the US Corporate Tax
Advisory practice Amy assists her Canadian clients and their affiliates with their US
federal and state corporate income franchise sales and use tax issues from a unique
cross-border perspective She has worked with all sizes of both public and private
corporations in all types of industries in helping them manage their US federal and state
tax compliance and consulting needs Prior to joining Trowbridge in early 2014 Amy
worked for two of the Big 4 firms beginning in 2001 where she helped clients with US
corporate tax compliance federal and state tax consulting due diligence work
structuring and controversy Amy has a BA and MBA from McMaster University and
an MSc (Tax) from Golden Gate University in San Francisco She is a Canadian Chartered Professional
Accountant registered in Ontario and a Certified Public Accountant registered in Illinois
Company TROWBRIDGE PROFESSIONAL CORPORATION Title Director US Corporate Tax Services
Website wwwtrowbridgeca
Webinar Speakers
2020 Dream Practice Virtual Accounting Conference 2014
Glenn Suart
Glenn Suart is a Calgary-based Strategist Entrepreneur and Host of ldquoTodayrsquos Great Ideardquo
a nationally syndicated program aimed at helping people doing something with their great
ideas Over the past 20 years at WriteMyPlan PricewaterhouseCoopers Consulting and
Nordicity Group Ltd he has helped hundreds of people build successful businesses
Friendly and approachable Glenn and his team create strong viable businesses and craft
compelling winning business plans Glenn also teaches Building An Effective Business
Case at Mount Royal University in Calgary
Company WriteMyPlan Website wwwWriteMyPlancom
Paul Tyers
Paul Tyers is Managing Director of Wealth Stewards Inc and Vice President of Portfolio
Stewards Inc registered with the Ontario Securities Commission He and his team provide
comprehensive wealth management services to affluent Canadians typically in conjunction
with their other ldquotrusted advisorsrdquo A Chartered Professional Accountant (CPA) Certified
Financial Planner (CFP) and Chartered Investment Manager (CIM) Paul has both the
education and experience to provide comprehensive wealth advisory services Upon
completion of a business degree Paul began his career at a major international CA firm
gaining experience in a wide variety of business sectors Moving into corporate finance with
Bank of Montreal followed by Corpfinance International experience was gained in mergers acquisitions succession
and growth financing In 1987 Paul partnered with a venture capital firm to acquire Retirement Counsel of Canada
(RCOC) and led it through substantial growth prior to selling it in 2002 Since 2002 Paul has returned to his passion
of building managing and preserving the wealth of affluent private clients His success is attributed to ensuring
clientsrsquo interests always come first Paul provides advice on the areas noted to the left and has pioneered the
integration of wealth management services into Canadian accountingtax firms
Company Wealth Stewards Inc Title Managing Director
Website httpwealthstewardsca
wwwvirtualaccountingconferencecom
Webinar Speakers
Sam Vassa
Sam Vassa heads PaymentEvolution ndash Canadarsquos largest and most loved cloud payroll and
payments service Sam founded the company with a team of technology and subject
matter specialists and devised an award-winning solution that empowers organizations and
their accountants to manage their own payroll process Previously Sam led business
development for the capital markets industry at Microsoft Corporation His team worked with
leading Microsoft partners to build compelling solutions for the financial services
industry Sam was responsible for alliance relationships with Microsoftrsquos largest global
partners as well as sales and marketing execution with the community He has worked
with Microsoftrsquos US and Canadian subsidiaries and is known for his passion for forming strong partnerships Sam was
a channel manager at Digital Equipment Canada and served with the Canadian Department of Foreign Affairs and
International Trade at their foreign missions worldwide He is a board member of Telecompute ndash a leading software
development firm pioneering the use of portable database technology for vertical markets Sam is active in the
emerging business market as an advisor and mentor to firms seeking management and technology expertise Sam is
a graduate of McMaster University where he studied biochemistry
Company PaymentEvolution Website wwwpaymentevolutioncom
Twitter samvassa
Peggy Tyers BBA - Event Organizer
Peggy Tyers earned an Honours Bachelor of Business Administration from Wilfrid Laurier
University After graduating she entered the retail sector She spent over 20 years
working with National retailers in several areas consulting marketing buying and
merchandising Peggy transferred those skills to another industry sector when she
brought the 2020 Group (leading volunteer membership organization for progressive
accountants in the world) to Canada Peggy looks for products and services to help
accountants improve the efficiency of their practice and improve their bottom lines
Company 2020 Canada Title President
Website www2020canadaca
Webinar Speakers
Scott Zandbergen
Scott Zandbergen has worked in the accounting software world for over 17 years He
spent many years at Sage where he built and grew the Simply Accounting Certified
Consultant program Later as Vice President of Product Management he led the product
strategy for Simply Accounting Accpac and MAS 90500 In early 2011
Scott joined Wave Accounting a fully automated 100 free double entry accounting
software designed for small businesses with less than 10 employees Scotts mission there
is to educate the accounting and bookkeeping communities about the solution Wave
offers their small business clients In a little over 3 years on the market Wave now has over 2 million users on its
platform
Company Wave Accounting Title VP Pro Network
Website wwwwaveappscom Twitter WaveHQ
Wayne Zielke
Wayne is the founder and CEO of LedgerDocs an online document management
application that was designed around the sharing managing and collaboration needs of
bookkeepers accountants and businesses Wayne has spent his career working in the
accounting industry and understands first-hand the workflow and process involved in
providing exceptional full cycle bookkeeping and accounting services to clients From these
experiences he decided to create an application that streamlines the bookkeeping and
accounting process while promoting collaboration among bookkeepers accountants and
their amazing clients
Company LedgerDocs Title Chief Executive Officer
Website wwwledgerdocscom Twitter ledgerdocs
2020 Dream Practice Virtual Accounting Conference 2014
wwwvirtualaccountingconferencecom
2020 Dream Practice
Virtual Accounting Conference
Virtual Conference for Accountants
October 1 and 2 2014
Webinars
Presentations will be held on
Tuesdays and Thursdays from June 3
2014 through January 27 2015
Presentations scheduled from 1100
am MST to 100 pm MST
Schedule includes one hour for
presentation and up to one hour for
questions
Over 32 webinars with
industry experts
wwwvirtualaccountingconferencecom
Collaborate Innovate Prosper
Gold Sponsors
Silver Sponsors
wwwvirtualaccountingconferencecom
Webinar Speakers
Mike Hourigan
Mike Hourigan is the Marketing Manager for Shoeboxedcom He is a graduate of the
University of North Carolina at Chapel Hill where he studied advertising Mike oversees all
of Shoeboxeds online marketing initiatives as well as the companys integrated partner
relations When Mike isnt helping small businesses and accountants get set up with
Shoeboxed he enjoys hiking and walking 18 holes at the nearest public golf course
Company Shoeboxedcom Website wwwshoeboxedcom
Twitter michaelhourigan
Stephen Jones LL M CPA CA
Stephen graduated from Dalhousie Law School He then articled in Toronto Shortly after
he obtained his CA designation working for one of the predecessors or KPMG In 1990
he joined BMO at its head office as a taxation lawyer and accountant
He rounded out his education in 2006 graduating with his Masters of Laws (LLM) in trust
and fiduciary law at Osgoode Stephen now provides counsel for Wealth Stewards
overall tax and estate activities Stephen brings his expertise and experience to the
planning and implementation of individual client situations Stephen is registered with the
Law Society of Upper Canada in private practice and with the Ontario and Canadian
Institutes of Chartered Professional Accountants
Company Wealth Stewards Inc Title Director Tax amp Estate Planning
Website wwwwealthstewardsca
Webinar Speakers
2020 Dream Practice Virtual Accounting Conference 2014
Hamish Knox
As a licensed member of the global Sandler network Hamish works with business owners and chief
executives who are serious about creating sustainable sales cultures Hamish worked in sales across
a variety of industries including media communication services software and professional sports
before joining the Sandler network which melded his passions for sales and education Early in his
Sandler career Hamish was anointed a Sandler Rising Star for quickly building his business and
helping fellow Sandler colleagues with their businesses Hamish is a former Sandler Global Rookie of
the Year is a current member of Sandlers Franchisee Advisory Council and his book Accountability
the Sandler Way will be published in November
Company Sandler Training - Calgary Website wwwhamishsandlercom
Twitter sandlerhamish
Dan Mason
I speak about innovation related to business software and business models that help
small and medium sized businesses to transform and automate their business
processes to achieve maximum efficiency and improve customer experience
Dan Mason focuses on strategic planning and business model innovation by helping
small and medium sized businesses to automate and optimize their business processes
Drawing from his 20 years of experience working with various accounting and ERP
systems Dan has helped several small and medium sized businesses in various
verticals to build robust business software systems Dan started Business Innovation
Technologies Inc in 2008 and has successfully led the company from its inception into a market leading provider
of innovative business software solutions As CEO of Business Innovation Technologies Dan is responsible for
driving the organizationrsquos strategic agenda technology vision and business operations In addition to helping
companies deploy best-of-the-breed business software systems Dan has been working on integrating diverse
business systems through his companyrsquos industry leading software solution to import and export data from ANY
source to various accounting and business software
Company Business Innovation Technologies Inc Title President amp CEO
Website wwwbusinnovatechcom
wwwvirtualaccountingconferencecom
Webinar Speakers
Viola Olah
Viola Olah is a Hungarian born and raised in Transylvania (yes itrsquos a real placehellip) She
lives in Calgary with her hubby and her dog Nikki After she worked as a systems analyst
for a large oil and gas company for a number of years she decided in 2009 to open up her
own business VH Marketing Ltd an online marketing company She thrives on the
challenge of keeping up with the fast changing pace of the Internet world and implementing
cutting edge marketing strategies to her clientsrsquo marketing plan Seeing clients succeed
gives her great satisfaction and she is grateful for the long-term strong relationships she
forged with them Her clients are local small business owners and individual professionals
who are very good at their own craft and donrsquot have the time or the desire to market their own business VH
Marketingrsquos strategy is to build an impactful web presence not just a website by providing clients with an up to date
web design mobile setup and social media presence This is all tied together with strong ongoing SEO
(search engine optimization) placing the clientsrsquo business in front of the right target market generating leads on
consistent basis
Company VH Marketing Ltd Website wwwvhwebsitescom
David Merritt
David Merritt owner and creator of Client Track graduated with a BSc in Computing and has
been designing software ever since David developed Client Track after he saw a real need in
the Accounting Practitioners industry for a solution to help public practice accounting
professionals to organize and control all of their deadlines efficiently Realizing that a large part
of running a successful practice was managing clients chasing down paperwork and handling all
the returns David developed Client Track into a software solution that is built based on the
unique needs of accounting professionals across Canada
Company Client Track Website httpclienttrackca
Twitter Client_Track
Webinar Speakers
2020 Dream Practice Virtual Accounting Conference 2014
Karen Reyburn
Karen Reyburn is a creative-minded individual who specialises in online marketing for
accountancy firms A former accountant (and a Certified Public Accountant in the
States) Karen now assists accountancy firms with understanding and using online
marketing to get more leads A dual British-American citizen Karens past careers
include working with a Glasgow-based accountancy firm setting up and maintaining a
separate consultancy division for this firm She instigated monthly business workshops training and facilitating
business owners in marketing strategy and profitability She has delivered online webinars and offline seminars
for the Chamber of Commerce Bank of Scotland women in business and business growth events She assisted
in the delivery of a comprehensive Business Consulting Programme to accountants for over five years For five
years Karen managed the European office of a global network of accounting firms helping both accountants and
SMEs to improve their marketing efforts This included delivering webinars providing online training website
design and improvement email marketing blogging and marketing action plans Karen is also an
internationally-recognised photographer doing wedding photography family portraits and landscape photography
in Scotland England Ireland Cyprus Australia the United States and more
Company The Profitable Firm Title Owner
Website wwwtheprofitablefirmcom Twitter ProfitableFirm
Graham Smith
Graham Smith is Vice President of Business Development for TSGI-Chartered Accountants
one of the top SRampED consultancies in western Canada He has been active in the SRampED
industry for more than 8 years and has co-taught the course on SRampED for the Institute of
Chartered Accountants of Alberta Graham has worked on wide range of claims for companies
of all sizes and in all industrial sectors
Company TSGI Charted Accountants Title Vice President - Business Development
Website wwwtsgica
wwwvirtualaccountingconferencecom
Webinar Speakers
Rick Solomon CPA CGMA - Keynote Speaker
For over 20 years Rick Solomon has taught professionals around the world how to create
extraordinary results in their professional practices and lives by applying time tested
techniques and sometimes ancient wisdom in a number of ways His past practice as a
CPA and business advisor coupled with years of study at the Sedona Institute have
provided him a deep understanding of how to guide others to be free of the self-created
limitations that for many people make personal and professional success much harder
than it has to be Rick is presently the CEO of Thriving Firm a world leader in helping
professional service providers and advisors build more profitable and rewarding practices
He is the founder and serves as the main facilitator of the Masters Program a two-year workshop and coaching
program offered exclusively to open-minded professionals The Masters Program shares a very unique way to
achieve abundance in ones personal and professional life Rick has challenged thousands of professionals world-
wide to expand their view of themselves and the value they bring to their clients in order to reach new levels of
personal and professional abundance
Company Thriving Firm Title CEO - Founder and Lead Facilitator of the Masters Program
Website wwwthrivingfirmcom Twitter ricksolomoncpa
Amy Shumate
Amy brings 13 years US tax experience to her role as Director in the US Corporate Tax
Advisory practice Amy assists her Canadian clients and their affiliates with their US
federal and state corporate income franchise sales and use tax issues from a unique
cross-border perspective She has worked with all sizes of both public and private
corporations in all types of industries in helping them manage their US federal and state
tax compliance and consulting needs Prior to joining Trowbridge in early 2014 Amy
worked for two of the Big 4 firms beginning in 2001 where she helped clients with US
corporate tax compliance federal and state tax consulting due diligence work
structuring and controversy Amy has a BA and MBA from McMaster University and
an MSc (Tax) from Golden Gate University in San Francisco She is a Canadian Chartered Professional
Accountant registered in Ontario and a Certified Public Accountant registered in Illinois
Company TROWBRIDGE PROFESSIONAL CORPORATION Title Director US Corporate Tax Services
Website wwwtrowbridgeca
Webinar Speakers
2020 Dream Practice Virtual Accounting Conference 2014
Glenn Suart
Glenn Suart is a Calgary-based Strategist Entrepreneur and Host of ldquoTodayrsquos Great Ideardquo
a nationally syndicated program aimed at helping people doing something with their great
ideas Over the past 20 years at WriteMyPlan PricewaterhouseCoopers Consulting and
Nordicity Group Ltd he has helped hundreds of people build successful businesses
Friendly and approachable Glenn and his team create strong viable businesses and craft
compelling winning business plans Glenn also teaches Building An Effective Business
Case at Mount Royal University in Calgary
Company WriteMyPlan Website wwwWriteMyPlancom
Paul Tyers
Paul Tyers is Managing Director of Wealth Stewards Inc and Vice President of Portfolio
Stewards Inc registered with the Ontario Securities Commission He and his team provide
comprehensive wealth management services to affluent Canadians typically in conjunction
with their other ldquotrusted advisorsrdquo A Chartered Professional Accountant (CPA) Certified
Financial Planner (CFP) and Chartered Investment Manager (CIM) Paul has both the
education and experience to provide comprehensive wealth advisory services Upon
completion of a business degree Paul began his career at a major international CA firm
gaining experience in a wide variety of business sectors Moving into corporate finance with
Bank of Montreal followed by Corpfinance International experience was gained in mergers acquisitions succession
and growth financing In 1987 Paul partnered with a venture capital firm to acquire Retirement Counsel of Canada
(RCOC) and led it through substantial growth prior to selling it in 2002 Since 2002 Paul has returned to his passion
of building managing and preserving the wealth of affluent private clients His success is attributed to ensuring
clientsrsquo interests always come first Paul provides advice on the areas noted to the left and has pioneered the
integration of wealth management services into Canadian accountingtax firms
Company Wealth Stewards Inc Title Managing Director
Website httpwealthstewardsca
wwwvirtualaccountingconferencecom
Webinar Speakers
Sam Vassa
Sam Vassa heads PaymentEvolution ndash Canadarsquos largest and most loved cloud payroll and
payments service Sam founded the company with a team of technology and subject
matter specialists and devised an award-winning solution that empowers organizations and
their accountants to manage their own payroll process Previously Sam led business
development for the capital markets industry at Microsoft Corporation His team worked with
leading Microsoft partners to build compelling solutions for the financial services
industry Sam was responsible for alliance relationships with Microsoftrsquos largest global
partners as well as sales and marketing execution with the community He has worked
with Microsoftrsquos US and Canadian subsidiaries and is known for his passion for forming strong partnerships Sam was
a channel manager at Digital Equipment Canada and served with the Canadian Department of Foreign Affairs and
International Trade at their foreign missions worldwide He is a board member of Telecompute ndash a leading software
development firm pioneering the use of portable database technology for vertical markets Sam is active in the
emerging business market as an advisor and mentor to firms seeking management and technology expertise Sam is
a graduate of McMaster University where he studied biochemistry
Company PaymentEvolution Website wwwpaymentevolutioncom
Twitter samvassa
Peggy Tyers BBA - Event Organizer
Peggy Tyers earned an Honours Bachelor of Business Administration from Wilfrid Laurier
University After graduating she entered the retail sector She spent over 20 years
working with National retailers in several areas consulting marketing buying and
merchandising Peggy transferred those skills to another industry sector when she
brought the 2020 Group (leading volunteer membership organization for progressive
accountants in the world) to Canada Peggy looks for products and services to help
accountants improve the efficiency of their practice and improve their bottom lines
Company 2020 Canada Title President
Website www2020canadaca
Webinar Speakers
Scott Zandbergen
Scott Zandbergen has worked in the accounting software world for over 17 years He
spent many years at Sage where he built and grew the Simply Accounting Certified
Consultant program Later as Vice President of Product Management he led the product
strategy for Simply Accounting Accpac and MAS 90500 In early 2011
Scott joined Wave Accounting a fully automated 100 free double entry accounting
software designed for small businesses with less than 10 employees Scotts mission there
is to educate the accounting and bookkeeping communities about the solution Wave
offers their small business clients In a little over 3 years on the market Wave now has over 2 million users on its
platform
Company Wave Accounting Title VP Pro Network
Website wwwwaveappscom Twitter WaveHQ
Wayne Zielke
Wayne is the founder and CEO of LedgerDocs an online document management
application that was designed around the sharing managing and collaboration needs of
bookkeepers accountants and businesses Wayne has spent his career working in the
accounting industry and understands first-hand the workflow and process involved in
providing exceptional full cycle bookkeeping and accounting services to clients From these
experiences he decided to create an application that streamlines the bookkeeping and
accounting process while promoting collaboration among bookkeepers accountants and
their amazing clients
Company LedgerDocs Title Chief Executive Officer
Website wwwledgerdocscom Twitter ledgerdocs
2020 Dream Practice Virtual Accounting Conference 2014
wwwvirtualaccountingconferencecom
2020 Dream Practice
Virtual Accounting Conference
Virtual Conference for Accountants
October 1 and 2 2014
Webinars
Presentations will be held on
Tuesdays and Thursdays from June 3
2014 through January 27 2015
Presentations scheduled from 1100
am MST to 100 pm MST
Schedule includes one hour for
presentation and up to one hour for
questions
Over 32 webinars with
industry experts
wwwvirtualaccountingconferencecom
Collaborate Innovate Prosper
Gold Sponsors
Silver Sponsors
Webinar Speakers
2020 Dream Practice Virtual Accounting Conference 2014
Hamish Knox
As a licensed member of the global Sandler network Hamish works with business owners and chief
executives who are serious about creating sustainable sales cultures Hamish worked in sales across
a variety of industries including media communication services software and professional sports
before joining the Sandler network which melded his passions for sales and education Early in his
Sandler career Hamish was anointed a Sandler Rising Star for quickly building his business and
helping fellow Sandler colleagues with their businesses Hamish is a former Sandler Global Rookie of
the Year is a current member of Sandlers Franchisee Advisory Council and his book Accountability
the Sandler Way will be published in November
Company Sandler Training - Calgary Website wwwhamishsandlercom
Twitter sandlerhamish
Dan Mason
I speak about innovation related to business software and business models that help
small and medium sized businesses to transform and automate their business
processes to achieve maximum efficiency and improve customer experience
Dan Mason focuses on strategic planning and business model innovation by helping
small and medium sized businesses to automate and optimize their business processes
Drawing from his 20 years of experience working with various accounting and ERP
systems Dan has helped several small and medium sized businesses in various
verticals to build robust business software systems Dan started Business Innovation
Technologies Inc in 2008 and has successfully led the company from its inception into a market leading provider
of innovative business software solutions As CEO of Business Innovation Technologies Dan is responsible for
driving the organizationrsquos strategic agenda technology vision and business operations In addition to helping
companies deploy best-of-the-breed business software systems Dan has been working on integrating diverse
business systems through his companyrsquos industry leading software solution to import and export data from ANY
source to various accounting and business software
Company Business Innovation Technologies Inc Title President amp CEO
Website wwwbusinnovatechcom
wwwvirtualaccountingconferencecom
Webinar Speakers
Viola Olah
Viola Olah is a Hungarian born and raised in Transylvania (yes itrsquos a real placehellip) She
lives in Calgary with her hubby and her dog Nikki After she worked as a systems analyst
for a large oil and gas company for a number of years she decided in 2009 to open up her
own business VH Marketing Ltd an online marketing company She thrives on the
challenge of keeping up with the fast changing pace of the Internet world and implementing
cutting edge marketing strategies to her clientsrsquo marketing plan Seeing clients succeed
gives her great satisfaction and she is grateful for the long-term strong relationships she
forged with them Her clients are local small business owners and individual professionals
who are very good at their own craft and donrsquot have the time or the desire to market their own business VH
Marketingrsquos strategy is to build an impactful web presence not just a website by providing clients with an up to date
web design mobile setup and social media presence This is all tied together with strong ongoing SEO
(search engine optimization) placing the clientsrsquo business in front of the right target market generating leads on
consistent basis
Company VH Marketing Ltd Website wwwvhwebsitescom
David Merritt
David Merritt owner and creator of Client Track graduated with a BSc in Computing and has
been designing software ever since David developed Client Track after he saw a real need in
the Accounting Practitioners industry for a solution to help public practice accounting
professionals to organize and control all of their deadlines efficiently Realizing that a large part
of running a successful practice was managing clients chasing down paperwork and handling all
the returns David developed Client Track into a software solution that is built based on the
unique needs of accounting professionals across Canada
Company Client Track Website httpclienttrackca
Twitter Client_Track
Webinar Speakers
2020 Dream Practice Virtual Accounting Conference 2014
Karen Reyburn
Karen Reyburn is a creative-minded individual who specialises in online marketing for
accountancy firms A former accountant (and a Certified Public Accountant in the
States) Karen now assists accountancy firms with understanding and using online
marketing to get more leads A dual British-American citizen Karens past careers
include working with a Glasgow-based accountancy firm setting up and maintaining a
separate consultancy division for this firm She instigated monthly business workshops training and facilitating
business owners in marketing strategy and profitability She has delivered online webinars and offline seminars
for the Chamber of Commerce Bank of Scotland women in business and business growth events She assisted
in the delivery of a comprehensive Business Consulting Programme to accountants for over five years For five
years Karen managed the European office of a global network of accounting firms helping both accountants and
SMEs to improve their marketing efforts This included delivering webinars providing online training website
design and improvement email marketing blogging and marketing action plans Karen is also an
internationally-recognised photographer doing wedding photography family portraits and landscape photography
in Scotland England Ireland Cyprus Australia the United States and more
Company The Profitable Firm Title Owner
Website wwwtheprofitablefirmcom Twitter ProfitableFirm
Graham Smith
Graham Smith is Vice President of Business Development for TSGI-Chartered Accountants
one of the top SRampED consultancies in western Canada He has been active in the SRampED
industry for more than 8 years and has co-taught the course on SRampED for the Institute of
Chartered Accountants of Alberta Graham has worked on wide range of claims for companies
of all sizes and in all industrial sectors
Company TSGI Charted Accountants Title Vice President - Business Development
Website wwwtsgica
wwwvirtualaccountingconferencecom
Webinar Speakers
Rick Solomon CPA CGMA - Keynote Speaker
For over 20 years Rick Solomon has taught professionals around the world how to create
extraordinary results in their professional practices and lives by applying time tested
techniques and sometimes ancient wisdom in a number of ways His past practice as a
CPA and business advisor coupled with years of study at the Sedona Institute have
provided him a deep understanding of how to guide others to be free of the self-created
limitations that for many people make personal and professional success much harder
than it has to be Rick is presently the CEO of Thriving Firm a world leader in helping
professional service providers and advisors build more profitable and rewarding practices
He is the founder and serves as the main facilitator of the Masters Program a two-year workshop and coaching
program offered exclusively to open-minded professionals The Masters Program shares a very unique way to
achieve abundance in ones personal and professional life Rick has challenged thousands of professionals world-
wide to expand their view of themselves and the value they bring to their clients in order to reach new levels of
personal and professional abundance
Company Thriving Firm Title CEO - Founder and Lead Facilitator of the Masters Program
Website wwwthrivingfirmcom Twitter ricksolomoncpa
Amy Shumate
Amy brings 13 years US tax experience to her role as Director in the US Corporate Tax
Advisory practice Amy assists her Canadian clients and their affiliates with their US
federal and state corporate income franchise sales and use tax issues from a unique
cross-border perspective She has worked with all sizes of both public and private
corporations in all types of industries in helping them manage their US federal and state
tax compliance and consulting needs Prior to joining Trowbridge in early 2014 Amy
worked for two of the Big 4 firms beginning in 2001 where she helped clients with US
corporate tax compliance federal and state tax consulting due diligence work
structuring and controversy Amy has a BA and MBA from McMaster University and
an MSc (Tax) from Golden Gate University in San Francisco She is a Canadian Chartered Professional
Accountant registered in Ontario and a Certified Public Accountant registered in Illinois
Company TROWBRIDGE PROFESSIONAL CORPORATION Title Director US Corporate Tax Services
Website wwwtrowbridgeca
Webinar Speakers
2020 Dream Practice Virtual Accounting Conference 2014
Glenn Suart
Glenn Suart is a Calgary-based Strategist Entrepreneur and Host of ldquoTodayrsquos Great Ideardquo
a nationally syndicated program aimed at helping people doing something with their great
ideas Over the past 20 years at WriteMyPlan PricewaterhouseCoopers Consulting and
Nordicity Group Ltd he has helped hundreds of people build successful businesses
Friendly and approachable Glenn and his team create strong viable businesses and craft
compelling winning business plans Glenn also teaches Building An Effective Business
Case at Mount Royal University in Calgary
Company WriteMyPlan Website wwwWriteMyPlancom
Paul Tyers
Paul Tyers is Managing Director of Wealth Stewards Inc and Vice President of Portfolio
Stewards Inc registered with the Ontario Securities Commission He and his team provide
comprehensive wealth management services to affluent Canadians typically in conjunction
with their other ldquotrusted advisorsrdquo A Chartered Professional Accountant (CPA) Certified
Financial Planner (CFP) and Chartered Investment Manager (CIM) Paul has both the
education and experience to provide comprehensive wealth advisory services Upon
completion of a business degree Paul began his career at a major international CA firm
gaining experience in a wide variety of business sectors Moving into corporate finance with
Bank of Montreal followed by Corpfinance International experience was gained in mergers acquisitions succession
and growth financing In 1987 Paul partnered with a venture capital firm to acquire Retirement Counsel of Canada
(RCOC) and led it through substantial growth prior to selling it in 2002 Since 2002 Paul has returned to his passion
of building managing and preserving the wealth of affluent private clients His success is attributed to ensuring
clientsrsquo interests always come first Paul provides advice on the areas noted to the left and has pioneered the
integration of wealth management services into Canadian accountingtax firms
Company Wealth Stewards Inc Title Managing Director
Website httpwealthstewardsca
wwwvirtualaccountingconferencecom
Webinar Speakers
Sam Vassa
Sam Vassa heads PaymentEvolution ndash Canadarsquos largest and most loved cloud payroll and
payments service Sam founded the company with a team of technology and subject
matter specialists and devised an award-winning solution that empowers organizations and
their accountants to manage their own payroll process Previously Sam led business
development for the capital markets industry at Microsoft Corporation His team worked with
leading Microsoft partners to build compelling solutions for the financial services
industry Sam was responsible for alliance relationships with Microsoftrsquos largest global
partners as well as sales and marketing execution with the community He has worked
with Microsoftrsquos US and Canadian subsidiaries and is known for his passion for forming strong partnerships Sam was
a channel manager at Digital Equipment Canada and served with the Canadian Department of Foreign Affairs and
International Trade at their foreign missions worldwide He is a board member of Telecompute ndash a leading software
development firm pioneering the use of portable database technology for vertical markets Sam is active in the
emerging business market as an advisor and mentor to firms seeking management and technology expertise Sam is
a graduate of McMaster University where he studied biochemistry
Company PaymentEvolution Website wwwpaymentevolutioncom
Twitter samvassa
Peggy Tyers BBA - Event Organizer
Peggy Tyers earned an Honours Bachelor of Business Administration from Wilfrid Laurier
University After graduating she entered the retail sector She spent over 20 years
working with National retailers in several areas consulting marketing buying and
merchandising Peggy transferred those skills to another industry sector when she
brought the 2020 Group (leading volunteer membership organization for progressive
accountants in the world) to Canada Peggy looks for products and services to help
accountants improve the efficiency of their practice and improve their bottom lines
Company 2020 Canada Title President
Website www2020canadaca
Webinar Speakers
Scott Zandbergen
Scott Zandbergen has worked in the accounting software world for over 17 years He
spent many years at Sage where he built and grew the Simply Accounting Certified
Consultant program Later as Vice President of Product Management he led the product
strategy for Simply Accounting Accpac and MAS 90500 In early 2011
Scott joined Wave Accounting a fully automated 100 free double entry accounting
software designed for small businesses with less than 10 employees Scotts mission there
is to educate the accounting and bookkeeping communities about the solution Wave
offers their small business clients In a little over 3 years on the market Wave now has over 2 million users on its
platform
Company Wave Accounting Title VP Pro Network
Website wwwwaveappscom Twitter WaveHQ
Wayne Zielke
Wayne is the founder and CEO of LedgerDocs an online document management
application that was designed around the sharing managing and collaboration needs of
bookkeepers accountants and businesses Wayne has spent his career working in the
accounting industry and understands first-hand the workflow and process involved in
providing exceptional full cycle bookkeeping and accounting services to clients From these
experiences he decided to create an application that streamlines the bookkeeping and
accounting process while promoting collaboration among bookkeepers accountants and
their amazing clients
Company LedgerDocs Title Chief Executive Officer
Website wwwledgerdocscom Twitter ledgerdocs
2020 Dream Practice Virtual Accounting Conference 2014
wwwvirtualaccountingconferencecom
2020 Dream Practice
Virtual Accounting Conference
Virtual Conference for Accountants
October 1 and 2 2014
Webinars
Presentations will be held on
Tuesdays and Thursdays from June 3
2014 through January 27 2015
Presentations scheduled from 1100
am MST to 100 pm MST
Schedule includes one hour for
presentation and up to one hour for
questions
Over 32 webinars with
industry experts
wwwvirtualaccountingconferencecom
Collaborate Innovate Prosper
Gold Sponsors
Silver Sponsors
wwwvirtualaccountingconferencecom
Webinar Speakers
Viola Olah
Viola Olah is a Hungarian born and raised in Transylvania (yes itrsquos a real placehellip) She
lives in Calgary with her hubby and her dog Nikki After she worked as a systems analyst
for a large oil and gas company for a number of years she decided in 2009 to open up her
own business VH Marketing Ltd an online marketing company She thrives on the
challenge of keeping up with the fast changing pace of the Internet world and implementing
cutting edge marketing strategies to her clientsrsquo marketing plan Seeing clients succeed
gives her great satisfaction and she is grateful for the long-term strong relationships she
forged with them Her clients are local small business owners and individual professionals
who are very good at their own craft and donrsquot have the time or the desire to market their own business VH
Marketingrsquos strategy is to build an impactful web presence not just a website by providing clients with an up to date
web design mobile setup and social media presence This is all tied together with strong ongoing SEO
(search engine optimization) placing the clientsrsquo business in front of the right target market generating leads on
consistent basis
Company VH Marketing Ltd Website wwwvhwebsitescom
David Merritt
David Merritt owner and creator of Client Track graduated with a BSc in Computing and has
been designing software ever since David developed Client Track after he saw a real need in
the Accounting Practitioners industry for a solution to help public practice accounting
professionals to organize and control all of their deadlines efficiently Realizing that a large part
of running a successful practice was managing clients chasing down paperwork and handling all
the returns David developed Client Track into a software solution that is built based on the
unique needs of accounting professionals across Canada
Company Client Track Website httpclienttrackca
Twitter Client_Track
Webinar Speakers
2020 Dream Practice Virtual Accounting Conference 2014
Karen Reyburn
Karen Reyburn is a creative-minded individual who specialises in online marketing for
accountancy firms A former accountant (and a Certified Public Accountant in the
States) Karen now assists accountancy firms with understanding and using online
marketing to get more leads A dual British-American citizen Karens past careers
include working with a Glasgow-based accountancy firm setting up and maintaining a
separate consultancy division for this firm She instigated monthly business workshops training and facilitating
business owners in marketing strategy and profitability She has delivered online webinars and offline seminars
for the Chamber of Commerce Bank of Scotland women in business and business growth events She assisted
in the delivery of a comprehensive Business Consulting Programme to accountants for over five years For five
years Karen managed the European office of a global network of accounting firms helping both accountants and
SMEs to improve their marketing efforts This included delivering webinars providing online training website
design and improvement email marketing blogging and marketing action plans Karen is also an
internationally-recognised photographer doing wedding photography family portraits and landscape photography
in Scotland England Ireland Cyprus Australia the United States and more
Company The Profitable Firm Title Owner
Website wwwtheprofitablefirmcom Twitter ProfitableFirm
Graham Smith
Graham Smith is Vice President of Business Development for TSGI-Chartered Accountants
one of the top SRampED consultancies in western Canada He has been active in the SRampED
industry for more than 8 years and has co-taught the course on SRampED for the Institute of
Chartered Accountants of Alberta Graham has worked on wide range of claims for companies
of all sizes and in all industrial sectors
Company TSGI Charted Accountants Title Vice President - Business Development
Website wwwtsgica
wwwvirtualaccountingconferencecom
Webinar Speakers
Rick Solomon CPA CGMA - Keynote Speaker
For over 20 years Rick Solomon has taught professionals around the world how to create
extraordinary results in their professional practices and lives by applying time tested
techniques and sometimes ancient wisdom in a number of ways His past practice as a
CPA and business advisor coupled with years of study at the Sedona Institute have
provided him a deep understanding of how to guide others to be free of the self-created
limitations that for many people make personal and professional success much harder
than it has to be Rick is presently the CEO of Thriving Firm a world leader in helping
professional service providers and advisors build more profitable and rewarding practices
He is the founder and serves as the main facilitator of the Masters Program a two-year workshop and coaching
program offered exclusively to open-minded professionals The Masters Program shares a very unique way to
achieve abundance in ones personal and professional life Rick has challenged thousands of professionals world-
wide to expand their view of themselves and the value they bring to their clients in order to reach new levels of
personal and professional abundance
Company Thriving Firm Title CEO - Founder and Lead Facilitator of the Masters Program
Website wwwthrivingfirmcom Twitter ricksolomoncpa
Amy Shumate
Amy brings 13 years US tax experience to her role as Director in the US Corporate Tax
Advisory practice Amy assists her Canadian clients and their affiliates with their US
federal and state corporate income franchise sales and use tax issues from a unique
cross-border perspective She has worked with all sizes of both public and private
corporations in all types of industries in helping them manage their US federal and state
tax compliance and consulting needs Prior to joining Trowbridge in early 2014 Amy
worked for two of the Big 4 firms beginning in 2001 where she helped clients with US
corporate tax compliance federal and state tax consulting due diligence work
structuring and controversy Amy has a BA and MBA from McMaster University and
an MSc (Tax) from Golden Gate University in San Francisco She is a Canadian Chartered Professional
Accountant registered in Ontario and a Certified Public Accountant registered in Illinois
Company TROWBRIDGE PROFESSIONAL CORPORATION Title Director US Corporate Tax Services
Website wwwtrowbridgeca
Webinar Speakers
2020 Dream Practice Virtual Accounting Conference 2014
Glenn Suart
Glenn Suart is a Calgary-based Strategist Entrepreneur and Host of ldquoTodayrsquos Great Ideardquo
a nationally syndicated program aimed at helping people doing something with their great
ideas Over the past 20 years at WriteMyPlan PricewaterhouseCoopers Consulting and
Nordicity Group Ltd he has helped hundreds of people build successful businesses
Friendly and approachable Glenn and his team create strong viable businesses and craft
compelling winning business plans Glenn also teaches Building An Effective Business
Case at Mount Royal University in Calgary
Company WriteMyPlan Website wwwWriteMyPlancom
Paul Tyers
Paul Tyers is Managing Director of Wealth Stewards Inc and Vice President of Portfolio
Stewards Inc registered with the Ontario Securities Commission He and his team provide
comprehensive wealth management services to affluent Canadians typically in conjunction
with their other ldquotrusted advisorsrdquo A Chartered Professional Accountant (CPA) Certified
Financial Planner (CFP) and Chartered Investment Manager (CIM) Paul has both the
education and experience to provide comprehensive wealth advisory services Upon
completion of a business degree Paul began his career at a major international CA firm
gaining experience in a wide variety of business sectors Moving into corporate finance with
Bank of Montreal followed by Corpfinance International experience was gained in mergers acquisitions succession
and growth financing In 1987 Paul partnered with a venture capital firm to acquire Retirement Counsel of Canada
(RCOC) and led it through substantial growth prior to selling it in 2002 Since 2002 Paul has returned to his passion
of building managing and preserving the wealth of affluent private clients His success is attributed to ensuring
clientsrsquo interests always come first Paul provides advice on the areas noted to the left and has pioneered the
integration of wealth management services into Canadian accountingtax firms
Company Wealth Stewards Inc Title Managing Director
Website httpwealthstewardsca
wwwvirtualaccountingconferencecom
Webinar Speakers
Sam Vassa
Sam Vassa heads PaymentEvolution ndash Canadarsquos largest and most loved cloud payroll and
payments service Sam founded the company with a team of technology and subject
matter specialists and devised an award-winning solution that empowers organizations and
their accountants to manage their own payroll process Previously Sam led business
development for the capital markets industry at Microsoft Corporation His team worked with
leading Microsoft partners to build compelling solutions for the financial services
industry Sam was responsible for alliance relationships with Microsoftrsquos largest global
partners as well as sales and marketing execution with the community He has worked
with Microsoftrsquos US and Canadian subsidiaries and is known for his passion for forming strong partnerships Sam was
a channel manager at Digital Equipment Canada and served with the Canadian Department of Foreign Affairs and
International Trade at their foreign missions worldwide He is a board member of Telecompute ndash a leading software
development firm pioneering the use of portable database technology for vertical markets Sam is active in the
emerging business market as an advisor and mentor to firms seeking management and technology expertise Sam is
a graduate of McMaster University where he studied biochemistry
Company PaymentEvolution Website wwwpaymentevolutioncom
Twitter samvassa
Peggy Tyers BBA - Event Organizer
Peggy Tyers earned an Honours Bachelor of Business Administration from Wilfrid Laurier
University After graduating she entered the retail sector She spent over 20 years
working with National retailers in several areas consulting marketing buying and
merchandising Peggy transferred those skills to another industry sector when she
brought the 2020 Group (leading volunteer membership organization for progressive
accountants in the world) to Canada Peggy looks for products and services to help
accountants improve the efficiency of their practice and improve their bottom lines
Company 2020 Canada Title President
Website www2020canadaca
Webinar Speakers
Scott Zandbergen
Scott Zandbergen has worked in the accounting software world for over 17 years He
spent many years at Sage where he built and grew the Simply Accounting Certified
Consultant program Later as Vice President of Product Management he led the product
strategy for Simply Accounting Accpac and MAS 90500 In early 2011
Scott joined Wave Accounting a fully automated 100 free double entry accounting
software designed for small businesses with less than 10 employees Scotts mission there
is to educate the accounting and bookkeeping communities about the solution Wave
offers their small business clients In a little over 3 years on the market Wave now has over 2 million users on its
platform
Company Wave Accounting Title VP Pro Network
Website wwwwaveappscom Twitter WaveHQ
Wayne Zielke
Wayne is the founder and CEO of LedgerDocs an online document management
application that was designed around the sharing managing and collaboration needs of
bookkeepers accountants and businesses Wayne has spent his career working in the
accounting industry and understands first-hand the workflow and process involved in
providing exceptional full cycle bookkeeping and accounting services to clients From these
experiences he decided to create an application that streamlines the bookkeeping and
accounting process while promoting collaboration among bookkeepers accountants and
their amazing clients
Company LedgerDocs Title Chief Executive Officer
Website wwwledgerdocscom Twitter ledgerdocs
2020 Dream Practice Virtual Accounting Conference 2014
wwwvirtualaccountingconferencecom
2020 Dream Practice
Virtual Accounting Conference
Virtual Conference for Accountants
October 1 and 2 2014
Webinars
Presentations will be held on
Tuesdays and Thursdays from June 3
2014 through January 27 2015
Presentations scheduled from 1100
am MST to 100 pm MST
Schedule includes one hour for
presentation and up to one hour for
questions
Over 32 webinars with
industry experts
wwwvirtualaccountingconferencecom
Collaborate Innovate Prosper
Gold Sponsors
Silver Sponsors
Webinar Speakers
2020 Dream Practice Virtual Accounting Conference 2014
Karen Reyburn
Karen Reyburn is a creative-minded individual who specialises in online marketing for
accountancy firms A former accountant (and a Certified Public Accountant in the
States) Karen now assists accountancy firms with understanding and using online
marketing to get more leads A dual British-American citizen Karens past careers
include working with a Glasgow-based accountancy firm setting up and maintaining a
separate consultancy division for this firm She instigated monthly business workshops training and facilitating
business owners in marketing strategy and profitability She has delivered online webinars and offline seminars
for the Chamber of Commerce Bank of Scotland women in business and business growth events She assisted
in the delivery of a comprehensive Business Consulting Programme to accountants for over five years For five
years Karen managed the European office of a global network of accounting firms helping both accountants and
SMEs to improve their marketing efforts This included delivering webinars providing online training website
design and improvement email marketing blogging and marketing action plans Karen is also an
internationally-recognised photographer doing wedding photography family portraits and landscape photography
in Scotland England Ireland Cyprus Australia the United States and more
Company The Profitable Firm Title Owner
Website wwwtheprofitablefirmcom Twitter ProfitableFirm
Graham Smith
Graham Smith is Vice President of Business Development for TSGI-Chartered Accountants
one of the top SRampED consultancies in western Canada He has been active in the SRampED
industry for more than 8 years and has co-taught the course on SRampED for the Institute of
Chartered Accountants of Alberta Graham has worked on wide range of claims for companies
of all sizes and in all industrial sectors
Company TSGI Charted Accountants Title Vice President - Business Development
Website wwwtsgica
wwwvirtualaccountingconferencecom
Webinar Speakers
Rick Solomon CPA CGMA - Keynote Speaker
For over 20 years Rick Solomon has taught professionals around the world how to create
extraordinary results in their professional practices and lives by applying time tested
techniques and sometimes ancient wisdom in a number of ways His past practice as a
CPA and business advisor coupled with years of study at the Sedona Institute have
provided him a deep understanding of how to guide others to be free of the self-created
limitations that for many people make personal and professional success much harder
than it has to be Rick is presently the CEO of Thriving Firm a world leader in helping
professional service providers and advisors build more profitable and rewarding practices
He is the founder and serves as the main facilitator of the Masters Program a two-year workshop and coaching
program offered exclusively to open-minded professionals The Masters Program shares a very unique way to
achieve abundance in ones personal and professional life Rick has challenged thousands of professionals world-
wide to expand their view of themselves and the value they bring to their clients in order to reach new levels of
personal and professional abundance
Company Thriving Firm Title CEO - Founder and Lead Facilitator of the Masters Program
Website wwwthrivingfirmcom Twitter ricksolomoncpa
Amy Shumate
Amy brings 13 years US tax experience to her role as Director in the US Corporate Tax
Advisory practice Amy assists her Canadian clients and their affiliates with their US
federal and state corporate income franchise sales and use tax issues from a unique
cross-border perspective She has worked with all sizes of both public and private
corporations in all types of industries in helping them manage their US federal and state
tax compliance and consulting needs Prior to joining Trowbridge in early 2014 Amy
worked for two of the Big 4 firms beginning in 2001 where she helped clients with US
corporate tax compliance federal and state tax consulting due diligence work
structuring and controversy Amy has a BA and MBA from McMaster University and
an MSc (Tax) from Golden Gate University in San Francisco She is a Canadian Chartered Professional
Accountant registered in Ontario and a Certified Public Accountant registered in Illinois
Company TROWBRIDGE PROFESSIONAL CORPORATION Title Director US Corporate Tax Services
Website wwwtrowbridgeca
Webinar Speakers
2020 Dream Practice Virtual Accounting Conference 2014
Glenn Suart
Glenn Suart is a Calgary-based Strategist Entrepreneur and Host of ldquoTodayrsquos Great Ideardquo
a nationally syndicated program aimed at helping people doing something with their great
ideas Over the past 20 years at WriteMyPlan PricewaterhouseCoopers Consulting and
Nordicity Group Ltd he has helped hundreds of people build successful businesses
Friendly and approachable Glenn and his team create strong viable businesses and craft
compelling winning business plans Glenn also teaches Building An Effective Business
Case at Mount Royal University in Calgary
Company WriteMyPlan Website wwwWriteMyPlancom
Paul Tyers
Paul Tyers is Managing Director of Wealth Stewards Inc and Vice President of Portfolio
Stewards Inc registered with the Ontario Securities Commission He and his team provide
comprehensive wealth management services to affluent Canadians typically in conjunction
with their other ldquotrusted advisorsrdquo A Chartered Professional Accountant (CPA) Certified
Financial Planner (CFP) and Chartered Investment Manager (CIM) Paul has both the
education and experience to provide comprehensive wealth advisory services Upon
completion of a business degree Paul began his career at a major international CA firm
gaining experience in a wide variety of business sectors Moving into corporate finance with
Bank of Montreal followed by Corpfinance International experience was gained in mergers acquisitions succession
and growth financing In 1987 Paul partnered with a venture capital firm to acquire Retirement Counsel of Canada
(RCOC) and led it through substantial growth prior to selling it in 2002 Since 2002 Paul has returned to his passion
of building managing and preserving the wealth of affluent private clients His success is attributed to ensuring
clientsrsquo interests always come first Paul provides advice on the areas noted to the left and has pioneered the
integration of wealth management services into Canadian accountingtax firms
Company Wealth Stewards Inc Title Managing Director
Website httpwealthstewardsca
wwwvirtualaccountingconferencecom
Webinar Speakers
Sam Vassa
Sam Vassa heads PaymentEvolution ndash Canadarsquos largest and most loved cloud payroll and
payments service Sam founded the company with a team of technology and subject
matter specialists and devised an award-winning solution that empowers organizations and
their accountants to manage their own payroll process Previously Sam led business
development for the capital markets industry at Microsoft Corporation His team worked with
leading Microsoft partners to build compelling solutions for the financial services
industry Sam was responsible for alliance relationships with Microsoftrsquos largest global
partners as well as sales and marketing execution with the community He has worked
with Microsoftrsquos US and Canadian subsidiaries and is known for his passion for forming strong partnerships Sam was
a channel manager at Digital Equipment Canada and served with the Canadian Department of Foreign Affairs and
International Trade at their foreign missions worldwide He is a board member of Telecompute ndash a leading software
development firm pioneering the use of portable database technology for vertical markets Sam is active in the
emerging business market as an advisor and mentor to firms seeking management and technology expertise Sam is
a graduate of McMaster University where he studied biochemistry
Company PaymentEvolution Website wwwpaymentevolutioncom
Twitter samvassa
Peggy Tyers BBA - Event Organizer
Peggy Tyers earned an Honours Bachelor of Business Administration from Wilfrid Laurier
University After graduating she entered the retail sector She spent over 20 years
working with National retailers in several areas consulting marketing buying and
merchandising Peggy transferred those skills to another industry sector when she
brought the 2020 Group (leading volunteer membership organization for progressive
accountants in the world) to Canada Peggy looks for products and services to help
accountants improve the efficiency of their practice and improve their bottom lines
Company 2020 Canada Title President
Website www2020canadaca
Webinar Speakers
Scott Zandbergen
Scott Zandbergen has worked in the accounting software world for over 17 years He
spent many years at Sage where he built and grew the Simply Accounting Certified
Consultant program Later as Vice President of Product Management he led the product
strategy for Simply Accounting Accpac and MAS 90500 In early 2011
Scott joined Wave Accounting a fully automated 100 free double entry accounting
software designed for small businesses with less than 10 employees Scotts mission there
is to educate the accounting and bookkeeping communities about the solution Wave
offers their small business clients In a little over 3 years on the market Wave now has over 2 million users on its
platform
Company Wave Accounting Title VP Pro Network
Website wwwwaveappscom Twitter WaveHQ
Wayne Zielke
Wayne is the founder and CEO of LedgerDocs an online document management
application that was designed around the sharing managing and collaboration needs of
bookkeepers accountants and businesses Wayne has spent his career working in the
accounting industry and understands first-hand the workflow and process involved in
providing exceptional full cycle bookkeeping and accounting services to clients From these
experiences he decided to create an application that streamlines the bookkeeping and
accounting process while promoting collaboration among bookkeepers accountants and
their amazing clients
Company LedgerDocs Title Chief Executive Officer
Website wwwledgerdocscom Twitter ledgerdocs
2020 Dream Practice Virtual Accounting Conference 2014
wwwvirtualaccountingconferencecom
2020 Dream Practice
Virtual Accounting Conference
Virtual Conference for Accountants
October 1 and 2 2014
Webinars
Presentations will be held on
Tuesdays and Thursdays from June 3
2014 through January 27 2015
Presentations scheduled from 1100
am MST to 100 pm MST
Schedule includes one hour for
presentation and up to one hour for
questions
Over 32 webinars with
industry experts
wwwvirtualaccountingconferencecom
Collaborate Innovate Prosper
Gold Sponsors
Silver Sponsors
wwwvirtualaccountingconferencecom
Webinar Speakers
Rick Solomon CPA CGMA - Keynote Speaker
For over 20 years Rick Solomon has taught professionals around the world how to create
extraordinary results in their professional practices and lives by applying time tested
techniques and sometimes ancient wisdom in a number of ways His past practice as a
CPA and business advisor coupled with years of study at the Sedona Institute have
provided him a deep understanding of how to guide others to be free of the self-created
limitations that for many people make personal and professional success much harder
than it has to be Rick is presently the CEO of Thriving Firm a world leader in helping
professional service providers and advisors build more profitable and rewarding practices
He is the founder and serves as the main facilitator of the Masters Program a two-year workshop and coaching
program offered exclusively to open-minded professionals The Masters Program shares a very unique way to
achieve abundance in ones personal and professional life Rick has challenged thousands of professionals world-
wide to expand their view of themselves and the value they bring to their clients in order to reach new levels of
personal and professional abundance
Company Thriving Firm Title CEO - Founder and Lead Facilitator of the Masters Program
Website wwwthrivingfirmcom Twitter ricksolomoncpa
Amy Shumate
Amy brings 13 years US tax experience to her role as Director in the US Corporate Tax
Advisory practice Amy assists her Canadian clients and their affiliates with their US
federal and state corporate income franchise sales and use tax issues from a unique
cross-border perspective She has worked with all sizes of both public and private
corporations in all types of industries in helping them manage their US federal and state
tax compliance and consulting needs Prior to joining Trowbridge in early 2014 Amy
worked for two of the Big 4 firms beginning in 2001 where she helped clients with US
corporate tax compliance federal and state tax consulting due diligence work
structuring and controversy Amy has a BA and MBA from McMaster University and
an MSc (Tax) from Golden Gate University in San Francisco She is a Canadian Chartered Professional
Accountant registered in Ontario and a Certified Public Accountant registered in Illinois
Company TROWBRIDGE PROFESSIONAL CORPORATION Title Director US Corporate Tax Services
Website wwwtrowbridgeca
Webinar Speakers
2020 Dream Practice Virtual Accounting Conference 2014
Glenn Suart
Glenn Suart is a Calgary-based Strategist Entrepreneur and Host of ldquoTodayrsquos Great Ideardquo
a nationally syndicated program aimed at helping people doing something with their great
ideas Over the past 20 years at WriteMyPlan PricewaterhouseCoopers Consulting and
Nordicity Group Ltd he has helped hundreds of people build successful businesses
Friendly and approachable Glenn and his team create strong viable businesses and craft
compelling winning business plans Glenn also teaches Building An Effective Business
Case at Mount Royal University in Calgary
Company WriteMyPlan Website wwwWriteMyPlancom
Paul Tyers
Paul Tyers is Managing Director of Wealth Stewards Inc and Vice President of Portfolio
Stewards Inc registered with the Ontario Securities Commission He and his team provide
comprehensive wealth management services to affluent Canadians typically in conjunction
with their other ldquotrusted advisorsrdquo A Chartered Professional Accountant (CPA) Certified
Financial Planner (CFP) and Chartered Investment Manager (CIM) Paul has both the
education and experience to provide comprehensive wealth advisory services Upon
completion of a business degree Paul began his career at a major international CA firm
gaining experience in a wide variety of business sectors Moving into corporate finance with
Bank of Montreal followed by Corpfinance International experience was gained in mergers acquisitions succession
and growth financing In 1987 Paul partnered with a venture capital firm to acquire Retirement Counsel of Canada
(RCOC) and led it through substantial growth prior to selling it in 2002 Since 2002 Paul has returned to his passion
of building managing and preserving the wealth of affluent private clients His success is attributed to ensuring
clientsrsquo interests always come first Paul provides advice on the areas noted to the left and has pioneered the
integration of wealth management services into Canadian accountingtax firms
Company Wealth Stewards Inc Title Managing Director
Website httpwealthstewardsca
wwwvirtualaccountingconferencecom
Webinar Speakers
Sam Vassa
Sam Vassa heads PaymentEvolution ndash Canadarsquos largest and most loved cloud payroll and
payments service Sam founded the company with a team of technology and subject
matter specialists and devised an award-winning solution that empowers organizations and
their accountants to manage their own payroll process Previously Sam led business
development for the capital markets industry at Microsoft Corporation His team worked with
leading Microsoft partners to build compelling solutions for the financial services
industry Sam was responsible for alliance relationships with Microsoftrsquos largest global
partners as well as sales and marketing execution with the community He has worked
with Microsoftrsquos US and Canadian subsidiaries and is known for his passion for forming strong partnerships Sam was
a channel manager at Digital Equipment Canada and served with the Canadian Department of Foreign Affairs and
International Trade at their foreign missions worldwide He is a board member of Telecompute ndash a leading software
development firm pioneering the use of portable database technology for vertical markets Sam is active in the
emerging business market as an advisor and mentor to firms seeking management and technology expertise Sam is
a graduate of McMaster University where he studied biochemistry
Company PaymentEvolution Website wwwpaymentevolutioncom
Twitter samvassa
Peggy Tyers BBA - Event Organizer
Peggy Tyers earned an Honours Bachelor of Business Administration from Wilfrid Laurier
University After graduating she entered the retail sector She spent over 20 years
working with National retailers in several areas consulting marketing buying and
merchandising Peggy transferred those skills to another industry sector when she
brought the 2020 Group (leading volunteer membership organization for progressive
accountants in the world) to Canada Peggy looks for products and services to help
accountants improve the efficiency of their practice and improve their bottom lines
Company 2020 Canada Title President
Website www2020canadaca
Webinar Speakers
Scott Zandbergen
Scott Zandbergen has worked in the accounting software world for over 17 years He
spent many years at Sage where he built and grew the Simply Accounting Certified
Consultant program Later as Vice President of Product Management he led the product
strategy for Simply Accounting Accpac and MAS 90500 In early 2011
Scott joined Wave Accounting a fully automated 100 free double entry accounting
software designed for small businesses with less than 10 employees Scotts mission there
is to educate the accounting and bookkeeping communities about the solution Wave
offers their small business clients In a little over 3 years on the market Wave now has over 2 million users on its
platform
Company Wave Accounting Title VP Pro Network
Website wwwwaveappscom Twitter WaveHQ
Wayne Zielke
Wayne is the founder and CEO of LedgerDocs an online document management
application that was designed around the sharing managing and collaboration needs of
bookkeepers accountants and businesses Wayne has spent his career working in the
accounting industry and understands first-hand the workflow and process involved in
providing exceptional full cycle bookkeeping and accounting services to clients From these
experiences he decided to create an application that streamlines the bookkeeping and
accounting process while promoting collaboration among bookkeepers accountants and
their amazing clients
Company LedgerDocs Title Chief Executive Officer
Website wwwledgerdocscom Twitter ledgerdocs
2020 Dream Practice Virtual Accounting Conference 2014
wwwvirtualaccountingconferencecom
2020 Dream Practice
Virtual Accounting Conference
Virtual Conference for Accountants
October 1 and 2 2014
Webinars
Presentations will be held on
Tuesdays and Thursdays from June 3
2014 through January 27 2015
Presentations scheduled from 1100
am MST to 100 pm MST
Schedule includes one hour for
presentation and up to one hour for
questions
Over 32 webinars with
industry experts
wwwvirtualaccountingconferencecom
Collaborate Innovate Prosper
Gold Sponsors
Silver Sponsors
Webinar Speakers
2020 Dream Practice Virtual Accounting Conference 2014
Glenn Suart
Glenn Suart is a Calgary-based Strategist Entrepreneur and Host of ldquoTodayrsquos Great Ideardquo
a nationally syndicated program aimed at helping people doing something with their great
ideas Over the past 20 years at WriteMyPlan PricewaterhouseCoopers Consulting and
Nordicity Group Ltd he has helped hundreds of people build successful businesses
Friendly and approachable Glenn and his team create strong viable businesses and craft
compelling winning business plans Glenn also teaches Building An Effective Business
Case at Mount Royal University in Calgary
Company WriteMyPlan Website wwwWriteMyPlancom
Paul Tyers
Paul Tyers is Managing Director of Wealth Stewards Inc and Vice President of Portfolio
Stewards Inc registered with the Ontario Securities Commission He and his team provide
comprehensive wealth management services to affluent Canadians typically in conjunction
with their other ldquotrusted advisorsrdquo A Chartered Professional Accountant (CPA) Certified
Financial Planner (CFP) and Chartered Investment Manager (CIM) Paul has both the
education and experience to provide comprehensive wealth advisory services Upon
completion of a business degree Paul began his career at a major international CA firm
gaining experience in a wide variety of business sectors Moving into corporate finance with
Bank of Montreal followed by Corpfinance International experience was gained in mergers acquisitions succession
and growth financing In 1987 Paul partnered with a venture capital firm to acquire Retirement Counsel of Canada
(RCOC) and led it through substantial growth prior to selling it in 2002 Since 2002 Paul has returned to his passion
of building managing and preserving the wealth of affluent private clients His success is attributed to ensuring
clientsrsquo interests always come first Paul provides advice on the areas noted to the left and has pioneered the
integration of wealth management services into Canadian accountingtax firms
Company Wealth Stewards Inc Title Managing Director
Website httpwealthstewardsca
wwwvirtualaccountingconferencecom
Webinar Speakers
Sam Vassa
Sam Vassa heads PaymentEvolution ndash Canadarsquos largest and most loved cloud payroll and
payments service Sam founded the company with a team of technology and subject
matter specialists and devised an award-winning solution that empowers organizations and
their accountants to manage their own payroll process Previously Sam led business
development for the capital markets industry at Microsoft Corporation His team worked with
leading Microsoft partners to build compelling solutions for the financial services
industry Sam was responsible for alliance relationships with Microsoftrsquos largest global
partners as well as sales and marketing execution with the community He has worked
with Microsoftrsquos US and Canadian subsidiaries and is known for his passion for forming strong partnerships Sam was
a channel manager at Digital Equipment Canada and served with the Canadian Department of Foreign Affairs and
International Trade at their foreign missions worldwide He is a board member of Telecompute ndash a leading software
development firm pioneering the use of portable database technology for vertical markets Sam is active in the
emerging business market as an advisor and mentor to firms seeking management and technology expertise Sam is
a graduate of McMaster University where he studied biochemistry
Company PaymentEvolution Website wwwpaymentevolutioncom
Twitter samvassa
Peggy Tyers BBA - Event Organizer
Peggy Tyers earned an Honours Bachelor of Business Administration from Wilfrid Laurier
University After graduating she entered the retail sector She spent over 20 years
working with National retailers in several areas consulting marketing buying and
merchandising Peggy transferred those skills to another industry sector when she
brought the 2020 Group (leading volunteer membership organization for progressive
accountants in the world) to Canada Peggy looks for products and services to help
accountants improve the efficiency of their practice and improve their bottom lines
Company 2020 Canada Title President
Website www2020canadaca
Webinar Speakers
Scott Zandbergen
Scott Zandbergen has worked in the accounting software world for over 17 years He
spent many years at Sage where he built and grew the Simply Accounting Certified
Consultant program Later as Vice President of Product Management he led the product
strategy for Simply Accounting Accpac and MAS 90500 In early 2011
Scott joined Wave Accounting a fully automated 100 free double entry accounting
software designed for small businesses with less than 10 employees Scotts mission there
is to educate the accounting and bookkeeping communities about the solution Wave
offers their small business clients In a little over 3 years on the market Wave now has over 2 million users on its
platform
Company Wave Accounting Title VP Pro Network
Website wwwwaveappscom Twitter WaveHQ
Wayne Zielke
Wayne is the founder and CEO of LedgerDocs an online document management
application that was designed around the sharing managing and collaboration needs of
bookkeepers accountants and businesses Wayne has spent his career working in the
accounting industry and understands first-hand the workflow and process involved in
providing exceptional full cycle bookkeeping and accounting services to clients From these
experiences he decided to create an application that streamlines the bookkeeping and
accounting process while promoting collaboration among bookkeepers accountants and
their amazing clients
Company LedgerDocs Title Chief Executive Officer
Website wwwledgerdocscom Twitter ledgerdocs
2020 Dream Practice Virtual Accounting Conference 2014
wwwvirtualaccountingconferencecom
2020 Dream Practice
Virtual Accounting Conference
Virtual Conference for Accountants
October 1 and 2 2014
Webinars
Presentations will be held on
Tuesdays and Thursdays from June 3
2014 through January 27 2015
Presentations scheduled from 1100
am MST to 100 pm MST
Schedule includes one hour for
presentation and up to one hour for
questions
Over 32 webinars with
industry experts
wwwvirtualaccountingconferencecom
Collaborate Innovate Prosper
Gold Sponsors
Silver Sponsors
wwwvirtualaccountingconferencecom
Webinar Speakers
Sam Vassa
Sam Vassa heads PaymentEvolution ndash Canadarsquos largest and most loved cloud payroll and
payments service Sam founded the company with a team of technology and subject
matter specialists and devised an award-winning solution that empowers organizations and
their accountants to manage their own payroll process Previously Sam led business
development for the capital markets industry at Microsoft Corporation His team worked with
leading Microsoft partners to build compelling solutions for the financial services
industry Sam was responsible for alliance relationships with Microsoftrsquos largest global
partners as well as sales and marketing execution with the community He has worked
with Microsoftrsquos US and Canadian subsidiaries and is known for his passion for forming strong partnerships Sam was
a channel manager at Digital Equipment Canada and served with the Canadian Department of Foreign Affairs and
International Trade at their foreign missions worldwide He is a board member of Telecompute ndash a leading software
development firm pioneering the use of portable database technology for vertical markets Sam is active in the
emerging business market as an advisor and mentor to firms seeking management and technology expertise Sam is
a graduate of McMaster University where he studied biochemistry
Company PaymentEvolution Website wwwpaymentevolutioncom
Twitter samvassa
Peggy Tyers BBA - Event Organizer
Peggy Tyers earned an Honours Bachelor of Business Administration from Wilfrid Laurier
University After graduating she entered the retail sector She spent over 20 years
working with National retailers in several areas consulting marketing buying and
merchandising Peggy transferred those skills to another industry sector when she
brought the 2020 Group (leading volunteer membership organization for progressive
accountants in the world) to Canada Peggy looks for products and services to help
accountants improve the efficiency of their practice and improve their bottom lines
Company 2020 Canada Title President
Website www2020canadaca
Webinar Speakers
Scott Zandbergen
Scott Zandbergen has worked in the accounting software world for over 17 years He
spent many years at Sage where he built and grew the Simply Accounting Certified
Consultant program Later as Vice President of Product Management he led the product
strategy for Simply Accounting Accpac and MAS 90500 In early 2011
Scott joined Wave Accounting a fully automated 100 free double entry accounting
software designed for small businesses with less than 10 employees Scotts mission there
is to educate the accounting and bookkeeping communities about the solution Wave
offers their small business clients In a little over 3 years on the market Wave now has over 2 million users on its
platform
Company Wave Accounting Title VP Pro Network
Website wwwwaveappscom Twitter WaveHQ
Wayne Zielke
Wayne is the founder and CEO of LedgerDocs an online document management
application that was designed around the sharing managing and collaboration needs of
bookkeepers accountants and businesses Wayne has spent his career working in the
accounting industry and understands first-hand the workflow and process involved in
providing exceptional full cycle bookkeeping and accounting services to clients From these
experiences he decided to create an application that streamlines the bookkeeping and
accounting process while promoting collaboration among bookkeepers accountants and
their amazing clients
Company LedgerDocs Title Chief Executive Officer
Website wwwledgerdocscom Twitter ledgerdocs
2020 Dream Practice Virtual Accounting Conference 2014
wwwvirtualaccountingconferencecom
2020 Dream Practice
Virtual Accounting Conference
Virtual Conference for Accountants
October 1 and 2 2014
Webinars
Presentations will be held on
Tuesdays and Thursdays from June 3
2014 through January 27 2015
Presentations scheduled from 1100
am MST to 100 pm MST
Schedule includes one hour for
presentation and up to one hour for
questions
Over 32 webinars with
industry experts
wwwvirtualaccountingconferencecom
Collaborate Innovate Prosper
Gold Sponsors
Silver Sponsors
Webinar Speakers
Scott Zandbergen
Scott Zandbergen has worked in the accounting software world for over 17 years He
spent many years at Sage where he built and grew the Simply Accounting Certified
Consultant program Later as Vice President of Product Management he led the product
strategy for Simply Accounting Accpac and MAS 90500 In early 2011
Scott joined Wave Accounting a fully automated 100 free double entry accounting
software designed for small businesses with less than 10 employees Scotts mission there
is to educate the accounting and bookkeeping communities about the solution Wave
offers their small business clients In a little over 3 years on the market Wave now has over 2 million users on its
platform
Company Wave Accounting Title VP Pro Network
Website wwwwaveappscom Twitter WaveHQ
Wayne Zielke
Wayne is the founder and CEO of LedgerDocs an online document management
application that was designed around the sharing managing and collaboration needs of
bookkeepers accountants and businesses Wayne has spent his career working in the
accounting industry and understands first-hand the workflow and process involved in
providing exceptional full cycle bookkeeping and accounting services to clients From these
experiences he decided to create an application that streamlines the bookkeeping and
accounting process while promoting collaboration among bookkeepers accountants and
their amazing clients
Company LedgerDocs Title Chief Executive Officer
Website wwwledgerdocscom Twitter ledgerdocs
2020 Dream Practice Virtual Accounting Conference 2014
wwwvirtualaccountingconferencecom
2020 Dream Practice
Virtual Accounting Conference
Virtual Conference for Accountants
October 1 and 2 2014
Webinars
Presentations will be held on
Tuesdays and Thursdays from June 3
2014 through January 27 2015
Presentations scheduled from 1100
am MST to 100 pm MST
Schedule includes one hour for
presentation and up to one hour for
questions
Over 32 webinars with
industry experts
wwwvirtualaccountingconferencecom
Collaborate Innovate Prosper
Gold Sponsors
Silver Sponsors
wwwvirtualaccountingconferencecom
2020 Dream Practice
Virtual Accounting Conference
Virtual Conference for Accountants
October 1 and 2 2014
Webinars
Presentations will be held on
Tuesdays and Thursdays from June 3
2014 through January 27 2015
Presentations scheduled from 1100
am MST to 100 pm MST
Schedule includes one hour for
presentation and up to one hour for
questions
Over 32 webinars with
industry experts
wwwvirtualaccountingconferencecom
Collaborate Innovate Prosper
Gold Sponsors
Silver Sponsors
2020 Dream Practice
Virtual Accounting Conference
Virtual Conference for Accountants
October 1 and 2 2014
Webinars
Presentations will be held on
Tuesdays and Thursdays from June 3
2014 through January 27 2015
Presentations scheduled from 1100
am MST to 100 pm MST
Schedule includes one hour for
presentation and up to one hour for
questions
Over 32 webinars with
industry experts
wwwvirtualaccountingconferencecom
Collaborate Innovate Prosper
Gold Sponsors
Silver Sponsors