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.


Four Points Sheraton Mississauga, 6090 Dixie Rd, Mississauga


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


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


The Morning

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

Keynote Luncheon

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

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 panel members;

  • 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:

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


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.

Keynote Luncheon – Fintech Innovation

Keynote Speaker
Jeff Hindle, Managing Director Fintech and Commerce at MaRS
Jeff leads the MaRS Finance & Commerce sector in helping local ventures become global leaders who innovate across all aspects of financial services, including payments, regulation, inclusion, identification and settlement. Jeff’s 20 years of experience spans three startups and four Fortune 100 firms in the communications, technology and financial service industries.

Fireside Chat Panel

Jeff Mitelman, Chief Executive Officer, Co-Founder, Thinking Capital
Jeff challenges the status quo in financial services and is determined to build businesses focused on those who were underserved. First in ATMs and then in Card payments, the impact of his work can be seen in ease in which these products are used today. At Thinking Capital, Jeff and the team are focused on redefining how small businesses borrow. 

Paul ParisiPresident, PayPal Canada 
Paul has a strong track record of more than 17 years in the payments industry. Paul plays a critical role in identifying strategic partnerships and bringing innovations to market and further solidifying PayPal as the leading digital payments provider in Canada. He leads his team to help more than 250,000 Canadian retailers and small businesses grow their sales both domestic and cross-border.

Jay McKeown, Country Credit Manager, Shell Canada (VP, Credit Institute of Canada Board)
Jay McKeown, CCP, is a dedicated professional with considerable experience in Credit, Collections, and AR management. In his current role, Jay is the Country Credit Manager for Shell Canada. Jay earned his Certified Credit Professional designation in 1992 and has served on the National Board since 2013. Currently Jay McKeown is the Board Vice President.

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.


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
10/17/2018 8:30 AM
Four Points Sheraton Mississauga 6090 Dixie Road Mississauga, ON CANADA
Online registration not available.