NASBA SALT Conference #5 Jan. 29, 2014 Truro NS...

8
PROGRAMME 7 Speakers, 12 Co-Sponsors NASBA SAL T Conference #5 Jan. 29, 2014 Truro NS (AST) Speakers, subjects, and time slots are subject to change without notice (Jan28@8am) The NASBA.CA SALT ADVANTAGE... Keeping current & compliant saves you time & money! KEYNOTE Host: Diana Glen Alison Chris Brenda Read- Mike CRA Schmidt Morgan Zinck Parker Miedema Savory GST-HST BA, FCGA LLB P.Eng CGA CPB Sage One Rulings GTS Paerson Zinck Investors Simply Cloud Product Seminars Law Computer Grp Group Financials Manager TAXATION LAW SOFTWARE ACCOUNTING SOFTWARE SOFTWARE TAXATION Planum Sponsor Jeff Brown See 8 sponsors Pg 4 CRA G-HST Rulings Time 8:15am—5:00pm AST | 7:15am-4pm EST | 4:15am—1pm PST Venue 3BL Hub at Simply Financials, 20 Willow St. Truro NS B2N 4Z4 Virtual Long distance? Join us by GoToMeeng—not including CRA Rulings Cost $195 ll Jan 28@9pm. No late fee due to late markeng. $300 less than Knowledge Bureau that doesn’t come to East Coast Discount 10% off Startup Canada, CYBF, Simply Financials’ Clients, Chamber CBDC. + $25 Referral Fee if your contact is not on our lists Register Registraon Form on www.NASBA.ca or email [email protected] Event will not be cancelled—registrants can aend by web PDCs Cerficate for 8 PDCs at 5 pm. Not available for virtual. B & B Belgravia, 5 Broad St. (3 blocks away) www.belgravia.ca $85 Audience CAs, CGAs, CMAs, Controllers, Tax & Acctg Techs, Owners, Startups, Bkprs Grand Prize! Sage 50 Pro $200 value 10% off!

Transcript of NASBA SALT Conference #5 Jan. 29, 2014 Truro NS...

Page 1: NASBA SALT Conference #5 Jan. 29, 2014 Truro NS (AST)simplyfinancials.com/images/uploads/Jan28b... · PROGRAMME 7 Speakers, 12 Co-Sponsors NASBA SALT Conference #5 Jan. 29, 2014 Truro

PROGRAMME 7 Speakers, 12 Co-Sponsors

NASBA SALT Conference #5 Jan. 29, 2014 Truro NS (AST) Speakers, subjects, and time slots are subject to change without notice (Jan28@8am)

The NASBA.CA SALT ADVANTAGE...

Keeping current & compliant saves you time & money!

KEYNOTE Host: Diana Glen Alison Chris Brenda Read- Mike CRA Schmidt Morgan Zinck Parker Miedema Savory GST-HST BA, FCGA LLB P.Eng CGA CPB Sage One Rulings GTS Patterson Zinck Investors Simply Cloud Product Seminars Law Computer Grp Group Financials Manager

TAXATION LAW SOFTWARE ACCOUNTING SOFTWARE SOFTWARE TAXATION

Platinum Sponsor Jeff Brown

See 8 sponsors Pg 4

CRA G-HST Rulings

Time 8:15am—5:00pm AST | 7:15am-4pm EST | 4:15am—1pm PST

Venue 3BL Hub at Simply Financials, 20 Willow St. Truro NS B2N 4Z4

Virtual Long distance? Join us by GoToMeeting—not including CRA Rulings

Cost $195 till Jan 28@9pm. No late fee due to late marketing. $300 less than Knowledge Bureau that doesn’t come to East Coast

Discount 10% off Startup Canada, CYBF, Simply Financials’ Clients, Chamber CBDC. + $25 Referral Fee if your contact is not on our lists

Register Registration Form on www.NASBA.ca or email [email protected] Event will not be cancelled—registrants can attend by web

PDCs Certificate for 8 PDCs at 5 pm. Not available for virtual.

B & B Belgravia, 5 Broad St. (3 blocks away) www.belgravia.ca $85

Audience CAs, CGAs, CMAs, Controllers, Tax & Acctg Techs, Owners, Startups, Bkprs

Grand Prize! Sage 50 Pro $200 value

10%

off!

Page 2: NASBA SALT Conference #5 Jan. 29, 2014 Truro NS (AST)simplyfinancials.com/images/uploads/Jan28b... · PROGRAMME 7 Speakers, 12 Co-Sponsors NASBA SALT Conference #5 Jan. 29, 2014 Truro

PAGE 2

Networking Accountants, Startups & Biz Associates is an entrepreneur-run conference that attracts a wide spec-trum of people from Startup to Chartered Accountant. NASBA Canada’s first SALT Conference was held in June 2007 in Best Western Truro to provide Atlantic Canada with an EDUCATIONAL AFFORDABLE ACCESSIBLE gathering of businesses, accountants & experts because:

sharpened skills + compliancy knowledge = increased savings and cash flow for companies regardless of size!

At a Toronto tax convention in January 1990, Diana Read-Miedema became a member of The Assoc of Professional Accounting & Tax Consultants Inc a year after becoming a widow with 3 children under 6 and no life insurance. To find an affordable home to work out of Diana moved to her birthplace Nova Scotia. Sadly, for tax and skills up-dating she had to go to Ontario on annual trips costing $1500- alternating between Sage Simply and APA&TC. Four notable benefits for NASBA SALT Movers & Shakers: 1. Strategic Networking that leads to leads, coworking, connecting, collaboration, innovation, and creativity 2. Exhibits with material to improve your skills and office. 3. Conference Portfolio & Bag contain Programme, Notes

from Speakers, links, research, info kits & swag. 4. Learn Financial knowledge from experts who might

normally be unaffordable or inaccessible, who teach on best office and computer practices, accounting trends, updated tax rates and rules for compliancy.

THE NASBA.CA

SALT ADVANTAGE

Purpose of NASBA Canada

DIANA (902) 895-6074 [email protected]

Page 3: NASBA SALT Conference #5 Jan. 29, 2014 Truro NS (AST)simplyfinancials.com/images/uploads/Jan28b... · PROGRAMME 7 Speakers, 12 Co-Sponsors NASBA SALT Conference #5 Jan. 29, 2014 Truro

FOUNDER: D IANA READ-MIEDEMA CPB THE NASBA.CA SALT ADVANTAGE PAGE 3

SALT BIO SoftwareSoftwareSoftware Accounting Law Taxation

Certifications of Diana Read-Miedema:

*Sage U Contract Instructor 2011-12

*Sage Certified Trainer since 2009

*Sage 50 GOLD Certified since 2009

*Certified Professional Bookkeeper 2008

*Certified Cdn School of Tax Acctg in 1988

Since ACCPAC U certification in Jan 1988, Diana has set up, trained, and been a financial coach to hundreds of new and small businesses including: Petro Canada, Tim Hortons, Brookfield Lumber, manufacturers in industrial parks, lumber mills, shops, non profits, farms, machine shops, wholesale distributors, medical professionals, and two magazines—Progress and… even….Frank!

Financial coaching has given Diana’s clients a head start and is what helps ones she has had for 20 years to finish well. 3 keys have been 1. Advice on current accounting trends including best practices and fraud, 2. Advice on current taxation rates, dates, and regulation—a life saver since CRA INTEREST & PENALTIES ARE NOT DEDUCTIBLE and KILL CASH FLOW. 3. Advice on current software upgrades and tech support for Sage Simply Accounting.

Sage University manuals, “Sage 50 Level 1 & 2”, are used in Simply Financials’ 3BL Hub Training & Meeting Rm and clients’ offices. In 2009 Diana got a copyright for her thorough colour-coded “Small Business Bookkeeping 101 and 102”.

Page 4: NASBA SALT Conference #5 Jan. 29, 2014 Truro NS (AST)simplyfinancials.com/images/uploads/Jan28b... · PROGRAMME 7 Speakers, 12 Co-Sponsors NASBA SALT Conference #5 Jan. 29, 2014 Truro

NASBA 12 CO-SPONSORS! THE NASBA.CA SALT ADVANTAGE PAGE 4

Social Media Twitter @3BLHUB NASBA#4 Jan.15-16/10 on 3BLHub Channel

https://www.facebook.com/NASBACanada

Please support these co-sponsors who made today happen so that you could make new alliances and get strategic knowledge and skills so that you will return

to your business world and be a mover & shaker!

Diana Read-Miedema, CPB Host

Jeff Brown, President, Trainer Platinum

Chris Zinck P.Eng Burnside Dart.

Gold

Mike Savory, Prod Mgr, Vanc BC Gold

Alison Morgan, LLB, Truro Silver

Brenda Parker, CGA, Stellarton Silver

James Miedema, Broker Silver

Silver Jr, Mike, Angie. Swag: touques, pen, pad, magnet

Bronze:

1. Peter Eastwood, Graphics/Web Design. www.EastwoodDesign.com

2. Dorothy Kelt, BC. Ad on www.taxtips.ca/filing.htm + Calendar

3. McInnes Cooper Law, Henry Visser CA LLB; Atl. Can. Tax Cards

4. Bank of Canada, Alan Paquet. New Money & Anti-Fraud Kits

Page 5: NASBA SALT Conference #5 Jan. 29, 2014 Truro NS (AST)simplyfinancials.com/images/uploads/Jan28b... · PROGRAMME 7 Speakers, 12 Co-Sponsors NASBA SALT Conference #5 Jan. 29, 2014 Truro

SOFTWARE: CHRIS ZINCK, P.ENG DIANA (902)895-6074 [email protected] PAGE 5

SALT BIO SoftwareSoftwareSoftware Accounting Law Taxation

Chris Zinck, P.Eng. www.zcg.com Chris Zinck is the president of Zinck Com-puter Group in Burnside Industrial Park. It helps businesses automate their operations and accounting processes with software

and IT services. Chris holds a Bachelor of Engineering in Electrical Engineering and a Bachelor of Science in Com-puter Science from Dalhousie University. He is past presi-dent of the Software Industry Association of Nova Scotia. In 2008, Chris was awarded an Engineers Canada Fellow-ship. In 2009, he was awarded the Engineers Nova Scotia J.D. Fraser Service Award. He also holds many industry au-thorizations including certifications from Sage, Microsoft and other technology companies.

Mike Savory is a product manager for Sage, with product strategy responsibility for Sage One in North America, part of Sage's global cloud solu-tion for start-ups and small businesses.

Additionally, he is focused on market research, voice of the customer, and helping to coordinate development with other Sage One global platform teams.

Mike joined Sage as part of the Timeslips acquisition in 1994.

Page 6: NASBA SALT Conference #5 Jan. 29, 2014 Truro NS (AST)simplyfinancials.com/images/uploads/Jan28b... · PROGRAMME 7 Speakers, 12 Co-Sponsors NASBA SALT Conference #5 Jan. 29, 2014 Truro

PAGE 6

SALT BIO Software AccountingAccountingAccounting Law Taxation

Brenda Parker is a Certified General Accountant from Pictou area who owns Scotia Accounting and provides accounting services and software assistance to small business ranging from monthly bookkeeping

to temporary controllership. Brenda is also a Financial Planner with Investors Group. Services are provided from her office through remote ac-cess or at the client's place of business which is ideal for employers who are currently experiencing employee shortages on a temporary basis or need training for cur-rent employees. http://www.investorsgroup.com/en/Brenda.Parker/contact

SALT BIO Software Accounting Law Law Law Taxation

www.pattersonlaw.ca Alison’s title for today! “Paving Paradise: Compensating business and land owners when government works interfere with land use”. HOT TOPIC!

Upon being called to the Bar in June, 2013, Alison joined our Litigation group. She started in May 2010 as a summer law student and went on to complete her articles with Patterson Law. While she has experience in various areas of law, her practice focuses mainly on commercial litiga-tion, property litigation including expropriation, and insur-ance litigation. She enjoys working with individual and business clients to resolve legal issues they face. Alison strongly believes in taking her clients’ perspectives seri-ously, and working alongside them to ensure they are part of the process in reaching a solution to their issue.

http://pattersonlaw.ca/PattersonBlogs/ExpropriationBlog/

ACCOUNTING & LAW DIANA (902) 895-6074 [email protected]

Page 7: NASBA SALT Conference #5 Jan. 29, 2014 Truro NS (AST)simplyfinancials.com/images/uploads/Jan28b... · PROGRAMME 7 Speakers, 12 Co-Sponsors NASBA SALT Conference #5 Jan. 29, 2014 Truro

TAXATION: KEYNOTE + CRA THE NASBA.CA SALT ADVANTAGE PAGE 7

SALT BIO Software Accounting Law TaxationTaxation

NASBA KEYNOTE Glen Schmidt, BA, FCGA President of GTS Seminars, Milton ON Note: Glen is the Keynote Speaker at the annual tax conference in Toronto by Assoc. of Professional Accounting & Tax Consultants that Diana attended since 1990 (except for NASBA years!)

Glen Schmidt, FCGA, has presented numerous accounting, tax and auditing seminars for CGA provincial associations and other organizations. Glen is the co-author of six Internet-based learning projects for CGA Ontario. He is the thought leader for Taxation & Financial Accounting on PD Net, which is part of the CGA Canada Competency Framework, and the former course author for Taxation 1. Previously, Glen had 26 years of experience with the Canada Revenue Agency, primarily in the audit, verification and enforcement and appeals divisions of the CRA. Glen was a member of the Panel of Experts, Taxation, for the International Monetary Fund, and in the last seven years Glen has worked on tax modernization, administration and reform projects in Cambodia, Vietnam, six Caribbean and one Central America country.

GST-HST Rulings Staff, Sylvie and Allison, work at CRA Hollis Street Halifax. Presentation will be on these lines: What companies need to know—Basics, ITCs, Links, and Examples of good applications. Ask your private questions at 1-800-959-8287.

Form RC 4405: Our Commitment: GST/HST Rulings is the centre of technical expertise on the goods and services tax/harmonized sales tax (GST/HST) in the Canada Revenue Agency (CRA). Through our rulings and interpretations program, we provide timely, accurate, and accessible technical information on entitlements and obligations under the Excise Tax Act (the Act) and related regulations.

http://www.cra-arc.gc.ca/tx/bsnss/tpcs/gst-tps/rlngs/menu-eng.html

Page 8: NASBA SALT Conference #5 Jan. 29, 2014 Truro NS (AST)simplyfinancials.com/images/uploads/Jan28b... · PROGRAMME 7 Speakers, 12 Co-Sponsors NASBA SALT Conference #5 Jan. 29, 2014 Truro

8:15-8:40 25m

Sign In Name Badge Wireless password Portfolio & Bag Meet exhibitors Coffee/Teas

12:10-12:50 40m Lunch 20m Sage One webcast-Mike Savory dev’r 12:30-12:50

Homemade Beef chili, Split Pea-Ham Soup, White Chicken Strips Veggie stiks-Epicure Dip, Cheesecake Draws for prizes

8:40-8:55 15m

60 secs to tell us who you are and hand out your business card

1:00-2:15 75m

CRA GST-HST RULINGS What companies need to know—Basics, ITCs, Links, Examples, Q&A

9:00-9:40 40m

Financial Planning for Small Businesses Brenda Parker CGA FP- Investors Group

2:15-3:15 55m

ERP and the Cloud Chris Zinck, P. Eng. Zinck Computer Group

9:40-9:55 15m

Networking Break: Coffee/Teas, Baking

3:15-3:30 15m

Networking Break: Hot Cider, Coffee/Teas Yogurt, Granola Bars

10 –Noon 2hr webcast

T1 Tax Updates for Individuals & Self Em-ployed + Q & A! Glen Schmidt, FCGA

3:30-4:15 45m HOT TOPIC!

“Govt Interference with Business & Land Use”. Alison Morgan, LLB. Patterson Law

12:00-12:10 10m

Break: check emails while Diana sets up buffet

4:15-5:00 45m

Sage 50 Cdn 2014 Tips + Efile T4 & G-HST + Q & A with DRM

NEWS! 4:15–20 5m CRA Jan 17, 2014 RTPP Proposal

Registration of Tax Preparers Program. Join LinkedIn Group

5:30-6:00 FREE tech support for Sage 50! Bring your problems on laptop

Diana Read-Miedema *Sage Certified Trainer *Gold Certified Consult *Startup Can Mentor *Certified Prof Bkpr *Certified in Tax Acctg *Financial Coach from start to succession

NASBA SALT Conference #5—7 Speakers & 12 Co-Sponsors! Colour Coded: Software Accounting Law Taxation

Speakers, topics, time slots subject to change without notice

Disclaimer NASBA Canada Conferences are for Educational purposes only and are not an

“Engagement of Services” by Speakers, Exhibitors, or Organizer and therefore none of us

we will be held responsible for the material, its contents or any consequences arising

from its use. Attendees must hire an expert for personalized advice.

AGENDA (Jan28@8am)

Jan 29, 2014 8:15 to 5pm (AST) NS