Summer Session for Accountants

This half-day, online networking and education workshop is designed exclusively for our community of accounting professionals with opportunities to share ideas, exchange thought leadership, and grow our professions together while reviewing the latest developments and trends.

Wednesday, July 6, 2022

8:30 a.m. MDT - 1 p.m. MDT

$197 for a single admission to the event

Free for existing Moodys Private Client+ members

Virtual

Why You Should Attend

Get up-to-speed on the latest legislation affecting private clients and individuals, including the Federal Budget and the introduction of Reportable Transactions

Discuss innovative solutions to resourcing & technological challenges commonly faced by Accountants & Accounting Firms

An exclusive opportunity to network and share ideas with the best and brightest minds from the Accounting Industry

Presenters

Moody@2x

Kim G C Moody FCPA, FCA, TEP | CEO
Moodys Private Client, Moodys Tax

Kim’s primary area of expertise is tax and estate planning for owner-managers of private corporations and executives, particularly those who have entered into the tax complexities that come with being affluent. Kim’s unique ability is being a loyal, transparent, and honest intellectual rebel who always does the right thing. His passion to lead, teach, never settle, and both seek and speak the truth aid in his contributions to the tax landscape. Kim desires to be an inspirational example for those around him to continuously grow. In March 2020, Kim published his first book, Making Life Less Taxing: Pay Attention To Your Taxes So You Can Pay Less Tax and Build a Strong, Smarter Canada – an Amazon bestseller in a number of categories.

dave-bio-headshot

Dave Lorenzo
The Godfather of Growth

Since 1998 Dave Lorenzo has helped B2B professionals increase client lifetime value, shorten the sales cycle and build high-impact revenue growth systems.

Three things make Dave different:

1. A focus on solutions that last for the life of your business. Dave will analyze your client relationships and develop a process that delivers value for decades.

2. Dedication to B2B professionals. You cannot sell B2B services like you sell soap or cars. Dave's entire career has been dedicated to helping people like you increase profitability.

3. Connections. During his 30-year career, Dave has developed a community of professionals and he is a catalyst for opportunity discovery, referrals, and organic growth. Ask him to connect you with your next big client.

Dave Lorenzo is the Godfather of Growth. If you want to grow your revenue, increase client lifetime value, and attract more referrals, Dave will make you an offer you can't refuse.

amish

Amish Morjaria | Founder and CEO
Forward Level Marketing

Amish is the Founder + CEO of Forward Level Marketing. A storyteller at heart, combined with his ability to connect dots that otherwise may seem unrelated to others, Amish works with clients to develop their marketing and brand strategies.

In 2019, Amish was named one of the Top 40 under 40 in Calgary by Avenue Magazine for his business achievement and contributions to the community. Always an active supporter of community initiatives, he currently sits on the Board of the Calgary Film Festival. Forever an entrepreneur, his latest venture is Pluto Apparel, a Canadian lifestyle brand that celebrates the notion that everyone has their own story that is worth sharing.

Keung

Kenneth Keung CPA, CA, CPA (CO, USA), TEP, CFP, MTAX, LLB | Director, Canadian Tax Advisory
Moodys Tax

If credentials are any indication of Kenneth’s drive, the dizzying array of letters behind his name tells a convincing story. But his in-depth education and experience back one thing: a deep love of and commitment to tax. Finding creative tax solutions is his mantra, and he possesses the patient demeanour, broad perspective, and focus needed to take on any intellectual challenge in the tactical tax arena.

Kenneth has built an increasingly successful professional career advising local and multinational enterprises and high net worth individuals with an upfront, transparent, and responsive approach. He is an active author, speaker, and instructor for professional tax courses across Canada, including the CPA Canada’s In-Depth Tax Program. With a tax virtuoso like Kenneth on your team, you can confidently waltz through the complexities of tax law, while finding opportunities you may not know existed.

Hijri

Aasim Hirji JD | Director, Canadian Tax Law | Barrister & Solicitor
Moodys Tax

In a world fuelled by transactions, Aasim stays focused on his values; building relationships based on understanding and trust. Having experience in both accounting and law firms, Aasim brings with him a well-rounded perspective on the industry he loves.

Aasim finds joy in the intellectually diverse and dynamic field of tax law. He loves nothing more than providing creative and personalized solutions to get his clients the best possible result.

summer-session-for-accountants

Exclusive Offer: Registrants receive 3 months of access to the Moodys Private Client+ community for $1/month*

Learn More

Register Now

Agenda

Normally, we would be elbow to elbow creating great relationships with a session like this. However, given the activities of the recent past, we have planned this shorter event online in anticipation of our main platform Fall 2022 session (details to be announced later this summer) which kicks off a new year of best-practice sharing for the Moodys Private Client Plus community live and in-person in Calgary, AB.

8:45 a.m. – 9 a.m.

Welcome, Introductions and Learning Objectives for the Day

9 a.m. – 10 a.m.

The 2022 Federal Budget – A Review

A detailed overview of the main elements of the April 7, 2022, federal budget that impacts tax and accounting practitioners for owner-managers of private businesses and individuals

    • What should you know?
    • How will the budget impact your practice?
    • How will it impact your clients?

10:05 a.m. – 11:05 am

The Introduction of the Reportable Transaction Regime

On February 4, 2022, the Department of Finance released draft legislation that, if enacted, will introduce tremendous new reporting obligations both for accountants / tax advisors and taxpayers. Failure to comply with the new regime will result in significant new penalties. 

    • What should accountants / tax advisors be aware of with this potential new regime?
    • Will the proposed new regime result in tax planning being significantly curtailed?
    • Will the proposed new regime cause some accounting practitioners to reduce or sell their practices?
    • What should be done now?

11:15 a.m. – 12 p.m.

Sharing Marketing trade secrets with Amish Morjaria, Founder and CEO of Forward Level Marketing

Marketing is an essential piece of the puzzle when growing your business. Building a strategy with purpose is equally important in creating meaningful connections with your customers. In this session, Amish will share some of the tools he uses to help businesses develop a successful Marketing and Brand Strategy:

  • Understanding where your company is in the Marketing Journey and allocating resources effectively
  • How to develop a brand that drives business growth
  • Fireside chat with Kim G C Moody reviewing the firm’s Marketing Journey over the past decade

12:00 – 12:30 p.m.

How to Maximize Referrals from Your Community with Dave Lorenzo

During your time with 3-time best-selling author Dave Lorenzo you will discover:

  • Why networking is dead and building community is the way to go
  • The five reasons people are not referring you as much as they should be
  • The way you give is the way you receive and how that impacts the quality of your referrals
  • An offer from the Godfather of Growth that you Can't Refuse

12:30 – 12:35 pm

Closing Comments

Exclusive Offer

3 months of access to the Moodys Private Client+ community for $1/month*

Moodys Private Client+ is a professional community where lawyers, accountants, financial advisors, and business professionals can access an esteemed network and exclusive resources to share their expertise, gain knowledge, and grow their business.

Members enjoy VIP benefits, including direct access to the Moodys Private Client team for professional assistance, priority registration to networking events and information sessions, and opportunities to share ideas, exchange thought leadership, and grow our professions together.

*This offer only valid for new Moodys Private Client+ members. After 3 months, full price memberships start at $499.99. This offer will be emailed to you following the event. The Moodys Private Client+ memberships will be activated on the day following the event.

You’ll be among an exclusive community of leaders from the accounting industry for an informative and practical exploration of topics important to our profession.