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Highlight presentations

Global trends in accounting

Managing business mobility

QuickBooks Online Workflows

Navigating clients through cashflow uncertainty

QBOA Year-End - Book to tax is faster than ever!

Finding and supporting remote clients (Panel)

Looking inside a QBO conversion and client onboarding

Accounting in 2025 - A conversation about a changing industry (Panel)

Get Connected Speakers 2020



David Marquis

Country Manager, Intuit Canada

David Marquis

Country Manager - Intuit Canada

With more than 20 years of experience driving transformational growth for companies in North America, David is an accomplished technology leader.

Today, he’s at the helm of Intuit Canada. As Country Manager, he leads a team that’s passionate about powering prosperity for Canadians – and in turn, the country’s economy. David is driven to improve Canada’s position as a technology leader on the world stage.

Before joining Intuit Canada, David held leadership roles within Google and Bell Canada. At both companies, he played an integral role in business development and growth strategy, including through mergers and acquisitions, reseller channels and the SMB segments.

As an accredited professional engineer, who has also earned an MBA from one of Canada’s top business schools, David has a number of R&D and design accomplishments under his belt, within the automotive, aerospace, financial services and technology sectors.

When he’s not hard at work alongside the Intuit Canada team, David loves to hit the ski slopes, tennis court and sometimes even surf. As a proud father of two girls, he also loves spending time with his family. David is also a dedicated supporter of Parkinson’s Canada, Prostate Cancer Canada and Girls Who STEM.



Ariege Misherghi

Accountant Leader, Intuit QuickBooks

Ariege Misherghi

Accountant Leader - Intuit QuickBooks

Ariege Misherghi is Accountant Product Leader for the Accountant Segment within Intuit’s Small Business Self-Employed Group. She is a customer-focused, creative leader who is committed to the customer experience and has a passion for solving the tough and unique challenges accountants face. Her team serves the more than 700,000 accountants globally that use QuickBooks Online Accountant (QBOA) to help grow their firms and better manage their practices, allowing them to focus on being strategic advisors to their clients.



Graham Sharples

Head of Product, Accountant Ecosystem, Canada

Graham Sharples

Head of Product - Accountant Ecosystem - Canada

Over 20 years, Graham Sharples has built a record of delivering delightful product solutions across wide range of industries. Today, he is Head of Product for Quickbooks Accountant Ecosystem Canada. 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, a dog and a cat.



Melika Hope

Head of Product, Small Business & Self Employed Group at Intuit Canada

Melika Hope

Head of Product - Small Business & Self Employed Group at 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.



Andrew Zakharia

Founder, AZ Accounting Firm

Andrew Zakharia

Founder - AZ Accounting Firm

Andrew has an accounting practice established in 2014 specializing in small owner managed businesses. He has developed a reputation in the business community for his expertise in small business financing and works with businesses to secure funding through non-traditional lending platforms. In addition, Andrew specializes in cash management and works with businesses to implement best practices to manage cash flow fluctuations during periods of seasonality and business growth.

Andrew is a graduate of the University of Western Ontario, with a Bachelor of Management and Organizational Studies. He then articled with PricewaterhouseCoopers which served as the launch pad for his career. Andrew is a trusted voice on accounting practices for the achievement-oriented business community and regularly lends his expertise to The Globe and Mail on various entrepreneurship topics.



Bridget Noonan

Director, Clearline CPA | Co-founder, Clearline Consulting

Bridget Noonan

Director, Clearline CPA - Co-founder, Clearline Consulting

Bridget is CPA, CA and an assurance partner at Clearline CPA and co-founder of Clearline Consulting. Bridget is the lead in four areas of the firm; consulting and training services for small to mid-size firms in Western Canada, internal finance, cloud accounting implementation and the not-for-profit sector. Through these roles Bridget is transitioning not only clients but also the firm into a cloud-based organization while ensuring all professional and regulatory requirements for CPA firms are met. CPA firms of the future are going to have to move away from 30+ years of static processes and resources to navigate this new world.



Bogdan Masala

Regional Leader, Western Canada, Intuit

Bogdan Masala

Regional Leader - Western Canada, Intuit

Bogdan is the Intuit, Inc. regional leader for western Canada, supporting local partners and associations. In his 6 years with the company he has assisted over 300 accounting and bookkeeping firms adopt robotic process automation to help grow and optimize.



Helina Patience

CEO - Entreflow Consulting Group

Helina Patience

CEO - Entreflow Consulting Group

Helina Patience, CPA, CMA is CEO of Entreflow Consulting Group, a Finance, HR and Marketing consulting firm. She has nearly 15 years experience in finance and HR in the UK, Ireland, India and Canada. Helina managed HR and compensation for multi-national corporations before working as a Financial Analyst at Lululemon. She runs a team of 15 consultants dedicated to innovative, tech-focused and goal-crushing consulting.



David Bergstein

Change-agent Catalyst for Intuit's Accountant Group

David Bergstein

Change-agent Catalyst for Intuit's Accountant Group

He is a C.P.A., C.I.T.P., C.G.M.A., and a notary public (in case you want to get married in Florida). David is a member of the A.I.C.P.A. and F.I.C.P.A.

Accounting Today listed him as one of their Top 100 Most Influential People in both 2015 and 2017. He is also an Adjunct Professor at Valencia College.



Kristin Thompson

Bookkeeping Manager, DMC Chartered Professional Accountants Inc.

Kristin Thompson

Bookkeeping Manager - DMC Chartered Professional Accountants Inc.

I have been lucky enough throughout my career to experience the growth in our industry. From ledger paper to Receipt Bank, it’s been an incredible journey. I am a proud member of IPBC and a designated CPB and soon to be PCP. Currently I am serving as the Bookkeeping Manager at DMC Chartered Professional Accountants Inc. since 2013. We are the largest independently owned CPA firm in Northern BC. Our team consists of 7 amazing bookkeepers with a wide variety of experience and expertise in a variety of different industries. After attending my first IPBC conference in 2016, we started the process of switching our clients over to QBO and utilizing other third-party applications. We have never looked back. Our CPA’s are now seeing the benefits of the cloud technology and are also recommending the solutions to external clients outside our bookkeeping department. I am a self-proclaimed nerd and Pod cast junkie, with a new founded appreciation to self-help books on audible



Grant Galbraith

Managing Partner, Baker Tilly Nova Scotia | Chair of Baker Tilly Canada

Grant Galbraith

Managing Partner, Baker Tilly Nova Scotia - Chair of Baker Tilly Canada

Grant Galbraith splits his time between being the Managing Partner of Baker Tilly Nova Scotia and Chair of Baker Tilly Canada which includes being on the Board of Baker Tilly International. His primary focus is leading digital transformation and service line expansion for Baker Tilly locally and nationally.

Grant’s passion has always been technology innovation and leading change. Embracing change with enthusiasm is part of his DNA.

Finding balance with work-life integration is a challenge for all of us. Grant believes in commitment to finding that balance which is usually achieved for him by spending summers in PEI at the beach and golf course.



Marnie Stretch

Owner, Accounting Loft

Marnie Stretch

Owner - Accounting Loft

Marnie is an Advanced Certified ProAdvisor, member of the Intuit Trainer Writer Network, and all-around QuickBooks geek. She's a frequent presenter at conferences and webinars, and Intuit has her email at the ready for product feedback and input. Students and customers love Marnie's energetic teaching style, impressive QuickBooks knowledge, and modern approach to bookkeeping. Marnie was named an Insightful Accountant 2019 Top 100 ProAdvisor. Things that keep her centered include disco, photography, and endless adventures with her fiancé, who's trying to teach her French.



James Astor

Product Manager, QuickBooks Online Accountant Canada

James Astor

Product Manager - QuickBooks Online Accountant Canada

James Astor is a product manager for QuickBooks Online Accountant Canada and is currently focusing on our Workpapers product. He’s passionate about bringing new innovations to the accounting community and loves it when technology can make a real impact on people’s lives. James has built other great software at RedFlagDeals, Loblaw Digital, and was a finance officer in the Canadian Armed Forces. He lives with his wife and son in Toronto, Ontario and enjoys rock climbing whenever possible.



Martha Banner

National Manager, Cloud Practice Development, Grant Thornton LLP

Martha Banner

National Manager - Cloud Practice Development, Grant Thornton LLP

Martha Banner has been in the cloud accounting services space since 2015. She is currently the National Manager, Cloud Practice Development with Grant Thornton LLP and holds her CPA designation. As part of a smaller CPA firm of about 20 people to now one of the largest firms in Canada, she has a broad range of experience in implementing cloud accounting services. She is a firm believer that cloud accounting is the future of how bookkeepers, accountants and CPAs will service and interact with their clients.



Jason Hastie

CEO - TenjaGo

Jason Hastie

CEO - TenjaGo

Jason Hastie, CPA, CA is originally from Sask and has called Calgary home for the past 17 years. After obtaining his Masters Degree in Accounting (UofS) and becoming a Chartered Accountant, Jason started his own consulting practice with a focus on small business tax and accounting. Three years ago, having observed the trend of technology in accounting, Jason launched a cloud-based bookkeeping and accounting practice, “TenjaGo” which has grown rapidly in Canada and recently expanded to the U.S. Jason is a technology geek and spoken on accounting and technology across Canada.



Tania Franolic

Service Delivery Manager

Tania Franolic

Service Delivery Manager - QuickBooks Online, Accountant Division, Intuit Canada

Tania is a ProAdvisor and has been bookkeeping for approximately 20 years. She has her own practice with a niche in lawyers. Tania joined Intuit as a Service Delivery Manager in 2018 because she wanted to share the knowledge she acquired from her own journey with her colleagues.



Mike Ilniki

Product Manager, QuickBooks Online Accountant Pro Tax & Innovation Catalyst

Mike Ilniki

Product Manager - QuickBooks Online Accountant Pro Tax & Innovation Catalyst

Before becoming a product manager, Mike spent the first 10 years of his career working in space and atmospheric sciences focusing on terrestrial and planetary exploration. He now lives with his wife, two kids and cat in Toronto. At Intuit, he is always looking for ways to innovate and support his community.



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.

Get Connected Sponsors 2020

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