Fall 2022 Seminar

October 21 & 22, 2022

On-site at Nottawasaga Inn, Alliston, Ontario & online everywhere via Zoom events

Register Now!

Mark Wickersham, FCA

Mark Wickersham Training International 

Chartered Accountant, public speaker and #1 best-selling author, Mark is known as the most sought-after profit improvement expert in the accounting community.  He is famous for helping accounting firms double their profits in less than 18 months without having to work harder or do any uncomfortable marketing.

Mark is passionate about this great accounting profession.  He believes that we have the power to make a profound difference to the lives of our clients and in return accountants should be very richly rewarded.  Unfortunately, the reality is very different; benchmarking studies show over half of accounting firms are actually making a true economic loss.

Mark wants to CHANGE that.

He is passionate about the accounting profession and helping accountants to become much more profitable.  He believes every firm – including you – has the potential to double profits using the 7-step “Fastest Way to Double Your Profits” formula.

He also strongly believes that the old business model (the way accountants are taught to run accounting firms) is not only commercially stupid, but UNETHICAL.  We owe it to our clients to change our focus.

Mark is also a widely published author on practice issues. In May 2011 his first book, “Effective Pricing for Accountants”, was a number 1 Amazon bestseller. His other books include, “A Practical Approach to Value Pricing” and “How to Build a Successful Bookkeeping Business”, both of which have been widely acclaimed.

 In 2015 Mark was shortlisted in the AccountingWeb “Outstanding Contribution to Accounting” award.

 Mark has over 100 recommendations from accountants on LinkedIn; CONNECT with him on LinkedIn to get access to free resources Mark has created for accountants in practice.

Friday, October 21, 2022
9:15 to 11:15 am

with a 30-minute break to stretch, network or visit the tradeshow

Note: Mark will be presenting virtually from Portugal.

Most accountants in Canada are overworked – working far too many hours – for far too little reward.  This needs to change.

The single biggest reason for working too many hours for too little reward is the wrong pricing model.  The old-fashioned pricing model of pricing based upon the hours spent results in low prices, frequent write-offs, and fee disputes.
It’s crazy.  It needs to change.  The profession needs to fully embrace value pricing.

Discover the secrets of value pricing from one of the World’s leading thinkers on the subject, Mark Wickersham FCA.

At the end of this webinar, you will know:

  • The single biggest myth about pricing… a myth which is causing accountants to price too low
  • The 3 big mistakes most accounting professionals make with their pricing (the third one is a real wake-up call)
  • If you have a single price for your services, it is the WRONG PRICE – guaranteed!
  • Why charging different customers different prices is the first foundation of value pricing
  • The pricing journey… the steps to take when moving to value pricing
  • Why fixed pricing is not value pricing… and why you should still start there!
  • Avoid getting the price wrong… how to evaluate scope
  • How to involve your client in the pricing process… and why this is critical for getting higher prices

The session will include at least 10 minutes of Q&A… so get ready to ask Mark your pricing questions.

Rob Katzman

A Taxing Situation

Arthur Miller created a character by the name of Willy Loman in his play “Death of a Salesman”. The story chronicled Willy’s quest to find the “Magic Bullet” to allow him to make it to the Big Time.

In much the same way, Rob Katzman has spent his entire life in one form of sales or another looking to find his Magic Bullet.

His entrepreneurial journey has taken him through the restaurant industry, IT Sales and being a Financial Advisor.

Finally, in 2016 Rob found his Magic Bullet when he founded A Taxing Situation. Here he provides Tax services and based on his company’s success he has even started a Franchising program.

Utilizing all of his experiences along the way, Rob has leveraged his knowledge in not only creating a Tax business but also working in partnership with his business clients employing a business coaching program that he developed himself.

Now Rob has agreed to share some of his program with ATAP to help ensure your success.

Friday, October 21, 2022
11:45 am to 2:45 pm

with a 90-minute break for lunch, networking  and/or visiting the tradeshow

Have you ever wanted to go somewhere or do something but, you found yourself going in circles or spinning your wheels instead?

In the first half of this session, we will provide you with the tools to set effective goals to get you where you need to be (wherever that is).

In the second half of the session, we will break down the decision-making process and explore a useful tool to help you make the right choice.

Michael Lewis

Michael Lewis Training, Motivation and Development

Michael Lewis is Managing Director of Michael Lewis Training, Motivation and Development, a London, Ontario-based training and development firm that was founded in 1994 and specializes in developing and delivering personal and professional development presentations, seminars, webinars, workshops, and teambuilding facilitation to a wide range of clients. Born in 1961, He graduated from the University of Western Ontario with a B.A. in 1983, began a career in training in the corporate world, and eventually started his own training and development firm.

Michael Lewis is a very experienced and popular speaker and trainer. As of July 2022, he has spoken and/or presented workshops, seminars, webinars, and team-building sessions almost 6000 times in 394 different communities across Ontario.

As he is fond of saying, “I love what I do, and do what I love, and how great a blessing it is to have a life in which love, purpose, and passion can all come together so wonderfully”.

Saturday, October 22, 2022
3:15 pm to 5:15 pm

with a 30-minute break to stretch, network or visit the tradeshow

Throughout our personal and professional life, we will all have to deal with difficult and challenging people and their behaviours. This webinar examines difficult people and their behaviours, provides how to be more assertive and confident around them and presents seven very basic and common-sense steps to enact when you find yourself having to go “toe to toe” with that difficult person.

Louie Prosperi

Strategic Clarity

The knowledge and experience I have acquired over the past 25+ years as a consultant and executive have given me a unique perspective on how organizations work.

Therefore, my work of late has been to utilize this background and help professionals create solutions to reach their desired goals and overcome obstacles in their paths.  The best way to summarize my expertise is as a Professional Business Strategist and mentor. 

I work with firms to help them develop a realistic, functional strategy and walk them through the implementation phase to reach the best possible transformation outcomes possible.   The Webinar I will be talking about at this event “ To Start With The End In Mind” is just one of the many processes applied to transform a firm.

Saturday, October 22, 2022
9:15 am to 11:15 am

with a 30-minute break to stretch, network or visit the tradeshow

This session will be of value to anyone professional who would like the following questions answered:

  • Is your Professional business model set up for growth?
  • Do you have your ideal work/life balance plan in place and implemented
  • Are your goals in sync with your practice?
  • Are you tracking your progress?
  • Do you have a process to review and assess the risks in your firm? 
  • Would like to learn how to grow and build a model that meets your future expectations?

To Answer these questions, we will cover the following:

  • How to Start with the end in mind.
  • Build and develop what your work/life balance should look like
  • Where you are today.
  • How to sync these goals to your practice.
  • What business model do you need?
    o   Do you want a firm that can grow to the next level?
    o   Stay where you are but improve work/life balance
    o   Build to acquire the highest value when you sell.
    o   All the above.
  • Tracking and assessing to stay on track.

The goal of the session is for you to understand where you are and what you need to put the correct model in place.

Anna Mancini

Canadian Federation of Independent Business

Anna Mancini is a National Account Executive at the Canadian Federation of Independent Business. Anna is committed to helping small business owners succeed by providing support for mentorship, tools, and resources. Following 20 years as a manager and VP in both the Financial and Fitness Industries and entrepreneur, Anna brings extensive knowledge of small business and is passionate about supporting entrepreneurs in every industry. Anna currently resides in Burlington, where she enjoys being active outdoors with her two daughters.

Saturday, October 22, 2022
11:45 am to 12:15 pm

Join Anna Mancini, National Account Executive at the Canadian Federation of Independent Business, to learn the ways you can maximize your CFIB membership benefits to support all stages of your business. CFIB offers its members great tools, resources, and support from start up to succession planning and everything in between!

Don’t miss this interactive conversation and Q & A about advocacy issues of concern, HR and compliance support, great online business courses for you and your employees, and AMAZING savings programs to help reduce your business costs. With over 95,000 members coast to coast, CFIB is Canada’s largest non-profit organization devoted to creating and supporting an environment where your business can succeed.


Tania Franolic

Intuit Canada

A Certified Professional Bookkeeper with CPB Canada, Tania has 20 years of bookkeeping experience with a niche in the legal industry. She has successfully transitioned her own practice to the cloud and has seen the benefits of value pricing her services and automation. With her experience in the accounting industry, Tania is able to impart her knowledge to those who are either new to the cloud or looking to take the next step in their cloud journey. As a Solutions Architect at Intuit Canada, she is passionate about helping customers with onboarding and removing barriers to their growth through education.

Alex Koort

Alex has 8+ years of experience within the Financial and Information Technology industries and has been part of the Intuit team for over 5 years.

With a background in Psychology, Alex follows an empathy-based approach and is passionate about understanding client needs to meet them where they are in their journeys. Alex has extensive knowledge of the QBOA ecosystem, and is proficient in identifying solutions to inefficiencies, providing resources to remove barriers, and enhancing client experiences with the cloud.

Saturday, October 22, 2022
2:00 pm to 4:00 pm

with a 30-minute break to stretch, network or visit the tradeshow

In this interactive session, you will better understand the importance of defining, creating, and implementing standardized workflows for your practice. We will demonstrate how this can be achieved by leveraging the power of QuickBooks Online Accountant Work/Practice Management and Workpapers.

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