Referral page for the CPA Small Practitioners' Forum
The CPA Small Practitioners’ Forum
The CPA Small Practitioners’ Forum is an annual conference built for accountants in small public practice - three days at Lake Louise, streamed live for everyone else.
Register for the virtual seat through my link and I’ll send you my Corporate Structures guide to white-label for your clients, plus a shot at one of ten $100 cash prizes.
You buy the ticket from the The CPA Small Practitioners’ Forum's website.
Event particulars
| Dates | October 15–17, 2026 |
|---|---|
| Format | Virtual, live |
| PD hours | 20.8 total Includes 1.75 ethics hours |
| Speakers | 21 Including Kim Moody, Hugh Neilson and Sam Cao |
| Ticket | $750 Paid to the CPA Small Practitioners’ Forum |
| Canada Training Credit | Up to 50% back Refundable credit on eligible fees, capped at your CTC limit. You need to be 26–65 and the fees must qualify — check your notice of assessment for your limit. |
| Sam Cao’s bonuses | Free White-label Corporate Tax Structure for Business Owners guide, plus a draw entry, for registering through Sam’s link |
The full 3-day schedule
21 sessions, 20.8 PD hours, three days at Lake Louise - or streamed live. Expand below for the day-by-day breakdown, or grab the PDF to keep.
View the day-by-day agenda
Thursday, October 15, 2026
| Time | Session | Competency | PD hrs |
|---|---|---|---|
| Breakfast — 7:00–9:00 | |||
| 8:15–8:30 | Opening Remarks | — | 0.25 |
| 8:30–10:30 | Tax UpdatesKim Moody, Moodys Private Client | Taxation | 2.0 |
| AM Break — 10:30–11:00 | |||
| 11:00–12:00 | Cross-Border Tax Considerations for the Sale of U.S. Real EstateJames Gotsellig, Compasstax | Taxation | 1.0 |
| Lunch — 12:00–13:15 | |||
| 13:15–15:00 | Ethics Round Table: Ethical Situations in Your PracticeNicole Madaisky, Nicole Madaisky CPA Inc. & Sonya Dolguina, Plena Wealth Advisors | Ethics | 1.75 |
| PM Break — 15:00–15:30 | |||
| 15:30–16:30 | Navigating Today's Assurance LandscapeGustavo Jimenez & Sara Jimenez, SG CPAs | Assurance | 1.0 |
| 16:30–17:30 | CPA Alberta Practice Review InsightsMelanie Garon, CPA Alberta | Other | 1.0 |
| Reception — 19:30–22:00 | |||
Friday, October 16, 2026
| Time | Session | Competency | PD hrs |
|---|---|---|---|
| Breakfast — 7:00–8:00 | |||
| 8:00–10:00 | Tax CasesJohn Fuller & Kyle Ross, Felesky Flynn | Taxation | 2.0 |
| AM Break — 10:00–10:30 | |||
| 10:30–12:00 | Alberta Economic UpdateMark Parsons, ATB | Accounting & Finance | 1.5 |
| Lunch — 12:00–13:00 | |||
| 13:00–14:30 | CPA Alberta UpdateLarry Brownoff, Victoria Magpantay & Rachel Miller, CPA Alberta | Other | 1.5 |
| 14:30–15:30 | The Music Advantage: Supporting Focus, Stress Regulation and a Cognitive BoostJennifer Buchanan, JB Music Therapy | Self Management | 1.0 |
| PM Break — 15:30–16:00 | |||
| 16:00–17:30 | Tax IssuesAndrew Bateman, Miller Thomson | Taxation | 1.5 |
| Reception — 19:30–22:00 | |||
Saturday, October 17, 2026
| Time | Session | Competency | PD hrs |
|---|---|---|---|
| Breakfast — 7:00–8:00 | |||
| 8:00–10:00 | Tax Update 3.0Hugh Neilson, KRP Group | Taxation | 2.0 |
| AM Break — 10:00–10:15 | |||
| 10:15–11:15 | Social Media and MarketingSam Cao, Sam Cao Chartered Professional Accountant Inc. | Communication | 1.0 |
| 11:15–12:15 | Current and Emerging AI Technologies Reshaping the Future of Finance and AccountingVince Fung, Expera Information Technology Inc. | Innovation & Technology | 1.0 |
| Lunch — 12:15–13:15 | |||
| 13:15–14:15 | From Copilot to Cowork: A CPA's Field Report on AI in the Modern FirmClayton Achen, Achen Henderson CPAs | Innovation & Technology | 1.0 |
| 14:15–15:15 | Estate Planning the Final FrontierJeff Evans & Vanito Probran, Assante — Succession Planning, Philanthropy | Taxation | 1.0 |
| 15:15–15:30 | Closing Remarks | — | 0.25 |
What you get from me for using my link
How to claim, in three steps
Step three is the one people forget. Until your confirmation is uploaded I have no record that you registered, so I can’t enter you in the draw.
Step 1
Complete the form on this page
The guide lands in your inbox within a few minutes, and the page sends you straight on to the forum’s registration site. You get the guide whether or not you go on to register.
Step 2
Pay for your seat at cpaspf.ca
Virtual registration is $750 + tax, paid to the CPA Small Practitioners’ Forum. Keep the confirmation they send you - you’ll need it for step three.
Step 3
Upload your confirmation
I’ll email you a short form with an upload field. Attach the confirmation from cpaspf.ca within 24 hours and you’re in the draw. It takes about a minute, and it’s the only record I have that you registered.
What you'll actually pay
If you're between 26 and 65 and the fees qualify, the Canada Training Credit refunds up to half of eligible tuition fees, up to your personal CTC limit.
Enter your limit below to estimate your net cost after the credit.
Contest Rules
The draw, in short
Ten prizes, $100 CAD each. Each entrant can win one prize only. No substitutions or cash equivalents.
Odds depend on the number of eligible entries received.
To enter: complete the form on this page, register for the forum on the site it sends you to, then complete the confirmation form emailed to you afterwards, within 24 hours.
Only registrations completed between September 11, 2026 and October 17, 2026 are eligible for the draw.
One entry per registration, plus one for each person who registers and names you as their referrer.
Winners drawn at random on October 21 and contacted by email.
Run by Canadian Tax Enthusiast Inc. Not administered, sponsored, or endorsed by the CPA Small Practitioners’ Forum.
Your entry is recorded when your confirmation form is received. If there's no record of it, you're not in the draw. If you think an entry of yours is missing, email Sam Cao at [email protected] by October 21, 2026.
Sam Cao may disqualifiy entries that are duplicated, fraudulent, or don't meet the eligibility requirements. Decisions on eligibility and on winners are final.
If circumstances beyond Sam Cao's control make it impossible to run the draw as described, Sam Cao may amend or cancel it. Any change will be posted on this page and emailed to everyone who has entered.
Send me the guide and
enter me in the draw
The guide is emailed right away, and this page hands you straight over to cpaspf.ca to pay for your seat.