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Credit Management Workshop

Credit Management Workshop

Join Credit Professionals from across Ontario for a day of learning, sharing and networking.
Workshops, round table discussions and key note speakers make this a must do event for credit professionals.

Where

Four Points Sheraton Mississauga, 6090 Dixie Rd, Mississauga

When

Wednesday, October 17, 2018
Breakfast served at 8:30am, Beginning at 9:30am

Cost

$119 for members & $139 for non-members
Cost includes workshops, seminars, breakfast & lunch


 

The Morning

An interactive session that will demonstrate how analysis of financial information can assist in assessing financial statement reliability and identify areas requiring further investigation. 
Behind the numbers; Financial statement analysis for credit professionals 
Led by Crowe Soberman LLP

Keynote Luncheon

Jeff Hindle, Managing Director Fintech and Commerce at MaRS, is the Keynote Speaker and his topic is; Fintech innovation is an evolving force in the Canadian and global economy - what does that mean for the commercial credit sector.

The Keynote Address will be followed by a 'Fireside Chat'
You will participate in an engaging fireside chat on key topics in fintech that are disrupting the market. Learn how your roles will not be displaced, but become a key foundation for the evolution in commercial credit. The Fireside Chat includes; 
  • Jeff Mitelman, CEO, Thinking Capital
  • Paul Parisi, President, PayPal Canada
  • Jay McKeown, CCP, V.P., CIC Board

The Afternoon

A panel of seasoned professionals will lead an interactive discussion on issues that impact credit; bankruptcy, fraud, litigation, the application process and more. Our panel of executives includes:

  • Kosta Tsambourlianos, President, MedSleep
  • Stephen McIntyre, President, SKM Forensic Investigations
  • Lou Brzezinski, Partner, Blaney McMurtry, LLP


Speakers

Behind the numbers – Financial statement analysis for credit professionals


Daniel Edwards, CPA, Partner, Crowe Soberman LLP
Daniel’s expertise will be of value to all attendees; his insights will better position credit managers in their decision making. Daniel has been designated as a specialist in Investigative and Forensic Accounting, as well as a Certified Fraud Examiner. He has 25 years of experience in quantification of losses or payments in insurance or litigation claims. Daniel has testified as an expert witness in various forums on over 50 occasions. Furthermore, his writing has been featured in various professional publications. Since 2002, Daniel has taught (online) in loss quantification courses within the Diploma of Investigative and Forensic Accounting program at the University of Toronto.

Jim Muccilli, CPA, Partner, Crowe Soberman LLP

Jim’s practice is broader than many of his peers. He consults on matters involving economic loss assessment, business valuation and forensic accounting. In areas of business valuation, loss quantification or forensic investigations, the breadth of his direct experiences allow him to provide advice on most financial matters from a practical rather than ‘textbook’ perspective. Jim has qualified as an expert witness in Federal and Provincial Courts, and has testified at Arbitration and Mediation Hearings before the Ontario Municipal Board and Ontario Insurance Commission. He applies his expertise to shareholder disputes; purchase/sale transactions, Family Law Act matters, income tax and financial reporting compliance, breach of contract and breach of fiduciary duty.

Issues Impacting Credit; a panel discussion

Lou Brzezinski, Partner, Blaney McMurtry, LLP
Lou Brzezinski is a partner of the firm’s Commercial Litigation Group and practices in all areas of business reorganization, insolvency, liquidation and bankruptcy. He has consistently argued complex cases before all levels of courts and tribunals, including the Supreme Court of Canada, Court of Appeal for Ontario, Federal Court of Appeal, and Divisional Court. Variety in representation, Lou has acted for a number of high profile insolvencies in Canada, including Sears Canada, Target Canada, Coopers & Lybrand, Crystallex, US Steel Canada Inc. and Essar Steel Algoma Inc.



Kosta Tsambourlianos, President, MedSleep
Kosta held leadership positions with MedSleep, the Schulich School of Business, and IBM Canada. While at IBM, he spearheaded strategic planning for a unit that included 10 Fortune 500 clients serviced by 100 people. Currently, at MedSleep, Kosta is responsible for over 300 professionals across more than 35 offices, P&L, growth strategies for multiple jurisdictions throughout Canada, and achieved a significant revenue increase from $2 million to $40 million in a span of seven years.








Stephen McIntyre, President at SKM Forensic Investigations Inc.
Stephen McIntyre is the principal of SKM Forensics. He is a former member of the Toronto Police Service, where he was assigned to the Financial Crimes Unit shortly after he joined. After leaving in 1995, Stephen has been providing private investigative services specializing in the areas of fraud and theft. His clients include national manufacturing and construction corporations as well as law firms, government agencies and not-for-profit organizations. He has provided testimony in criminal and civil court proceedings and has presented seminars for professional associations, industry executives, the Toronto Police Service, the Ontario Provincial Police and other government organizations.






CLICK HERE for the event poster
When
2018-10-17 8:30 AM
Where
Four Points Sheraton Mississauga 6090 Dixie Road Mississauga, ON CANADA
PD Points
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CCP and ACI members earn 25 Professional Development Points for attending this event.

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