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• The Closed-Loop Finance Function: Building a Self-Sufficient Finance Department for Your Clients

  • When
    21 Oct 2026
  •  
    11:30 AM - 1:00 PM
  • Location
    Carriage House Inn

  Registration is closed

  The Closed-Loop Finance
  Function:  Building a Self-Sufficient
  Finance Department for Your Clients

  
  Location: Carriage House Inn

  Date: October 21, 2026

  Lunch: 11:30am  

  Presentation: 12:00pm

  Topic Description: Most finance tech stacks are technically "connected," but still run on manual glue work: re-keyed journal entries, monthly reconciliations done by memory, and books that only get sorted out once a year. Laura Acs, founder of Collective Finance, will walk through what it actually takes to build a closed-loop finance function, one where transactions are coded correctly the month they happen, not reconstructed at tax time. For CPAs, this session translates directly into cleaner year-end files, fewer missed deductions, and more time for real advisory work instead of bookkeeping cleanup.

  Laura Acs, CPB, PCP, CNAP, 
  Owner, Collectie Finance 

  Bio
  
  
  

   Laura is the founder of Collective Finance, a firm that partners with businesses needing a strong finance function, giving them the clarity and confidence to grow. With over 20 years of experience in bookkeeping, payroll, and financial operations, Laura has worked across organizations of many sizes. She has experience both managing teams directly and serving as the technical expert others turn to for complex payroll and finance questions, giving her both hands-on depth and big-picture perspective. She's a Certified Professional Bookkeeper and holds a Payroll Compliance Practitioner designation.  

  **NOTE**

  Lunch starts at 11:30 am

  Speaker starts at 12:00 noon

  • In-person event only
  • Registration Cut-off is on Friday, October 17, 2026
  • No refunds, unless ECPAC cancels the event

  Please pass this event information on to your colleagues and invite a guest.

  Members can register guests. Guests are able to attend 2 times per year.

  Please see the main events page for more details on registering.

  
  

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• 2026 Year-end Tax Planning for Owners/Managers

  • When
    18 Nov 2026
  •  
    12:00 PM - 1:00 PM
  • Location
    Virtual Session

  Register

  2026 Year-End Tax Planning
  for Owner-Managers
  
  

  Presented by:  Kim Moody and Jay Goodis

  Date:  November 18, 2026

  Time: 12:00 pm 

  Duration: 1 hour Virtual Session - login instructions will be sent prior to the session.  Please watch your email.

  Session Topic: 2026 Year-End Tax Planning for Owner-Managers

  Join Kim G C Moody and Jay Goodis for a practical discussion of the year-end tax planning issues most relevant to Canadian owner-managers and private companies. The session will examine key 2026 tax developments, integration and compensation planning, corporate distributions, investment income and the Small Business Deduction, capital gains, and other planning opportunities and traps advisors should consider before year-end. The focus will be on practical decision-making: how the rules interact, where planning opportunities exist, and what accountants should be discussing with their owner-manager clients before December 31.

  Bio's

   

  Kim G C Moody, FCPA, FCA, TEP

  
  
  Kim G C Moody is one of Canada’s most recognized voices on tax. He has held senior leadership roles across Canada’s tax community and regularly contributes to national tax policy and public commentary. Kim is a Financial Post columnist, a former Chair of the CBA/CPA Joint Committee on Taxation and the Canadian Tax Foundation, and has appeared as a witness before parliamentary committees on Canadian tax and fiscal policy.

  
  

  
  Jay Goodis, CPA, CA

  
  Jay Goodis is the Founder and CEO of Tax Templates Inc. and a CPA, CA who combines tax strategy, quantitative analysis and technology to help professionals evaluate complex tax and financial planning decisions. His work focuses on tax optimization — turning technical rules and competing strategies into practical calculations, comparisons and better-informed decisions. Jay is a CPA Ontario Emerging Leader, has appeared as a witness before parliamentary committees, and is a national tax and keynote speaker with a particular focus on tax optimization and technology.

  
  

  REGISTRATION DEADLINE: November 13, 2026

  **NOTE**

  • No refunds, unless ECPAC cancels the event. 
  • Only those who register will receive the link.
    

  Please pass this event information on to your colleagues.

  
  

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