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2019 Speaker presentation decks

Best practices for converting and onboarding QBO clients

Jeannine Mallett

Exploring advisory services within your firm

Marnie Stretch

Implementing cloud applications for a CPA firm panel

Jason Hastie

Key apps for optimizing your practice

Tanis Young

Productivity tips for QBO & QBOA

Tanis Young

Using Pro Tax to grow your practice

Jason Hastie

What's new In QuickBooks Online and QuickBooks Online Accountant

Marnie Stretch

Edmonton 2019 Speakers



Graham Sharples

Group Product Manager - Intuit Canada

Graham Sharples

Group Product Manager - Intuit Canada

Over 20 years, Graham Sharples has built a record of delivering delightful product solutions across wide range of industries. Today, he is the Canadian Head of Product for Quickbooks Accounting Solutions and Intuit Professional Tax solutions. A passionate advocate for accountants, bookkeepers and tax preparers, Graham’s team continue their push to develop unique solutions that solve big problems through partnerships with accounting professionals like you. Originally from the West, Graham has settled in Toronto, where he lives with his wife, their two sons, dog and cat.



Melika Hope

Sr. Product Manager - Intuit Canada

Melika Hope

Sr. Product Manager - Intuit Canada

Melika Hope is a passionate and dynamic member of the Canadian accounting community. She began her professional career at RSM Richter LLP where she earned her Chartered Accountant designation. She then pivoted to the software industry, gaining experience with desktop accounting products before moving to Intuit where she has been managing the QuickBooks Online and Self Employed products for the past several years. Melika is a self-employed personal trainer on the side and is a passionate advocate for the success of the small business and self-employed industries in Canada, leveraging the partnership of accounting and bookkeeping professionals and the power of cloud technology.



Scott Zandbergen

ProAdvisor Community Advocate

Scott Zandbergen

ProAdvisor Community Advocate

Scott Zandbergen is a 20-year veteran of the accounting software industry. He is now head of product for QuickBooks in Canada and represents the “voice of accountants and bookkeepers” on the Canadian senior leadership team. While his experience has spanned across various organizations, Scott has always remained dedicated to accountants and bookkeepers, leveraging his knowledge of accounting technology as well as the small business market to empower these professionals. Scott lives in Georgetown, along with his wife and their two daughters.



Tanis Young

Owner - Maven Bookkeeping Inc

Tanis Young

Owner - Maven Bookkeeping Inc

Tanis Young is the founder of Maven Bookkeeping Inc located in Okotoks, AB where she journeys alongside her clients to bring life to their finances. Her credentials include Certified Professional Bookkeeper (CPB), Certified Financial Planner (CFP) and Pro Advisor for both QuickBooks Desktop and QuickBooks Online.

Tanis has a passion for education, proudly wearing the “trainer” hat for Quickbooks Online and coaches accountants, bookkeepers and small business owners across the country on the power of clouding accounting.

Work / life balance is of top priority so if she’s not in her tourquoise office, Tanis can be found on her road bike, hiking in the mountains or walking her fur-baby Skoki.



Jason Hastie

Founder & CEO - TenjaGo

Jason Hastie

Founder & CEO - TenjaGo

Musician, Author, Chartered Accountant, world traveller, technology nerd, husband, and proud dad to two beautiful girls ... you could say Jason Hastie is one busy guy. If you'd ask Jason, he'd just say he's somewhat "unfocused" but all that know him understand that he is a serial entrepreneur at heart who is driven by passion, discipline, and adventure.

Jason grew up near Birsay, a small farming town of 68 people in Saskatchewan, Canada. Jason attended the University of Saskatchewan where he completed both his Bachelor of Commerce and Master of Professional Accounting degrees. He then obtained his Chartered Accountant designation and moved to Calgary in September 2002. After moving to Calgary, Jason decided to pursue another passion of his and he 'hit the stage' so to speak. Currently, Jason and his band have three Top50 hits on Canadian country radio and have had appeared on Entertainment Tonight, CMT, and Canada AM.

Jason has also remained doing small business accounting for over 15 years. When he recently saw an opportunity to combine his love of technology with helping small businesses on a large scale, he jumped at it and started TenjaGo. Today, TenjaGo is helping businesses across Canada simplify their accounting while learning how the right financial information can help them grow to levels they've never dreamed.



Marnie Stretch

Owner - Accounting Loft

Marnie Stretch

Owner - Accounting Loft

Marnie is an Advanced Certified ProAdvisor, TWN member, and all-around QuickBooks geek. She collaborated on the desktop to QBO conversion guide, and Intuit has her on speed dial for product feedback and input. Students and customerslove Marnie's energetic teaching style, impressive QuickBooks knowledge, and modern approach to bookkeeping.



David Wickenberg

Founder, KWB LLP

David Wickenberg

Founder - KWB LLP

David grew up in Edmonton and after high school attended the University of Alberta. David initially enrolled in general sciences in order to have some flexibility in deciding what career path to follow. Teaching, computer science and business were all considerations but it was the flexibility and potential of a business career that led David to the faculty of business. An accounting major appealed to David in his final year since it provided the opportunity to interact with many different people and fulfill his desire to teach others what he knows. David received his B.Comm from the University of Alberta in 1987 and was awarded his CA designation in 1990. After articling with one of the large CPA firms he worked for two years in industry. First as a lending officer at a trust company and then at a large retailer as CFO. David began his own practice in 1992 and after 4 years on his own he helped to create what is now KWB LLP. David has his Certified Financial Planner (CFP) designation and uses that knowledge to provide full service plans that merge company and personal strategies. He was also a member of TEC Canada for 14 years and during that time learned a tremendous amount about how to run a successful business. When he’s not preparing tax plans, helping clients run their businesses or managing KWB, David loves to play basketball and also spend lots of time with his family.



Melissa Dyck

Controller – Catalyst Financial Operations (CFO)

Melissa Dyck

Controller – Catalyst Financial Operations (CFO)

Melissa has been with Catalyst since 2015 and is currently a Controller with our Catalyst Financial Operations service area. Her client services focus includes financial Reporting, internal control implementation and monitoring, business consulting and technology / cloud based accounting implementation and consulting for clients. She leads a Niche practice specifically focussing on the needs and collaboration of women entrepreneurs and works extensively with construction companies and other owner managed businesses.



Brad Zander

Manager, Avail Accounting

Brad Zander

Manager - Avail Accounting

Brad Zander is the Manager of the outsourced accounting solutions arm at Avail CPA – the largest independent accounting firm in southern Alberta. His credentials include Chartered Professional Accountant (CPA), and QuickBooks Online Pro-advisor.

Brad’s passion for finding solutions for small business owners lead him to venture into the cloud accounting world which leverages financial technology to streamline the accounting function. This allows key players within organizations spend less time with data entry and more time doing more meaningful work for their organizations.

Brad and the Avail CPA team have been successful in doing cloud implementations for various clients including mom and pop businesses, as well as large not-for-profit organizations.

When not geeking out in the accounting world, Brad can be found playing board games with family and friends – so many great games to chose and play from his personal collection of over 350 different games.



Jeannine Mallett

Principle Consultant, Fresh Perspectives Consulting

Jeannine Mallett

Principle Consultant - Fresh Perspectives Consulting

Jeannine Mallett, received her CMA designation in 2002, but her love of business started in Grade 1 at the feet of her father, a serial entrepreneur.

She was involved in his companies from a young age, working the customer service desk, answering phones, washing vehicles, shuttling equipment, & working in sales... all before she was 16! Her father gave her sage advice, telling her that any good business owner needed a strong accounting knowledge, which sent her off to college for accounting... and eventually her designation.

Since then, she has navigated through sales and acquisitions of both her own company as well as client's, and consulted in industries as varied as automotive, medical, manufacturing, industrial, & oil and gas.

Jeannine's passion is educating and empowering small business owners, and fuelling their relentless drive for success, which has translated into a rapidly growing QBO practice, onboading over 65 clients in the last year.

Edmonton 2019 Sponsors

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