CCPAA-ON 18th Annual Conference – Virtual

Energy in Motion: Cross-Border Expansion, Tax and Reporting PLEASE NOTE: THIS YEAR’S CONFERENCE IS HYBRID. PURCHASING THIS COURSE WILL PROVIDE …

Reviews ,

Students, Category

Created By

CCPAA

, Last Updated

October 12, 2026

, Course Duration

0 Days

This course includes

On Demand Video & Quiz

Units in Course

Access on mobile and TV

Certificate of completion

Energy in Motion: Cross-Border Expansion, Tax and Reporting

PLEASE NOTE: THIS YEAR’S CONFERENCE IS HYBRID. PURCHASING THIS COURSE WILL PROVIDE YOU WITH VIRTUAL ACCESS TO THE CONFERENCE.

If you would like to attend in person, please click here.

Summary

Energy has moved to the centre of today’s economic shifts. Surging electricity demand, driven by artificial intelligence and data centres, electrification, and EV adoption, is colliding with oil price volatility, evolving trade flows, and a global wave of cross-border investment. In Canada, governments and businesses are responding with major investments in data centre capacity, nuclear and small modular reactors (SMRs), and clean energy infrastructure. At the same time, enterprises expanding across borders must navigate complex tax, financial reporting, operational, and governance realities.

CCPAA-ON’s 18th Annual Conference, “Energy in Motion: Cross-Border Expansion, Tax and Reporting” will examine these forces from multiple angles, including macroeconomic and policy trends, tax and structuring, financial reporting, operational execution, and governance.

Event Information

Date & Time:
Sunday, October 25, 2026
9:00 am to 4:30 pm EST

Virtual

Early Bird Price (Ends October 16, 2026):
Member: $125 Non-member: $150

Regular Price:
Member: $140 Non-member: $175

CPD: 5.5 hours (including 1 ethics hour)

*Once registered, you will receive an email confirmation. You will be receiving a link to Zoom closer to the date of the event

**Active participation is mandatory for receiving the CPD certificate.

Agenda

Time	Description
9:00 – 9:30	Breakfast, Registration & Networking
9:30 – 9:35	Conference Introduction
9:35 – 9:45	Opening Remarks from CCPAA-ON
9:45 – 9:55	Remarks from CPA Ontario
9:55 – 10:00	Sponsor Appreciation
10:00 – 11:00	Macro Overview: Energy Sector Dynamics & Canada’s Energy Landscape Overview of the dynamics reshaping Canada’s energy sector, from oil-price swings and EV adoption to the AI-driven data-centre boom increasing electricity demand. Explore Canada’s clean electricity response and investment push: data centre growth, SMRs and nuclear power, and the grid infrastructure and clean energy capacity needed, alongside opportunities and constraints across provinces. Using Ontario examples, the session will examine how these trends are influencing electricity system planning and how planners and decision-makers can align demand, supply, and infrastructure over the long term while managing uncertainty, enabling economic growth, and balancing reliability, affordability, and decarbonization. Speaker: Edmund Tam, Director, Model Development and Analytics, Ontario Power Generation
11:00 – 11:45	Navigating ethical and governance considerations in cross-border energy and infrastructure investments ESG expectations and regulatory compliance When the Numbers Tell Only Half the Story: Transparency, Greenwashing & Reporting Integrity Profit, Purpose & Pressure: Making Responsible Decisions When Commercial Interests Collide with Sustainability Beyond the Numbers: The CPA as a Strategic and Ethical Advisor Speaker: Mary Joy (MJ) Paulo, CPA, MBA, Senior Finance Controller, AsKiyKo Inc.
11:45 – 12:45	Lunch & Networking
12:45 – 13:30	Know Your Business: Tax Considerations for Growth and Investment Practical tax considerations arising from business growth and investment, such as: Business structures, ownership models, and tax considerations Capital investments, CCA developments, and available tax incentives Financing decisions and EIFEL considerations Investing across jurisdictions and related tax considerations Global Minimum Tax considerations for growing enterprises Tax reporting, compliance, and governance considerations Speaker: Glendy Cheung, CPA, CA, Senior Manager – Tax, KPMG LLP
13:30 – 14:15	Financial Reporting Implications across the Energy Sector Accounting and reporting challenges across the energy sector, such as: Government grants, subsidies, and investment tax credits, including clean-technology / SMR credits (IAS 20) Asset impairment, useful lives, and lifecycle valuation (including battery and equipment) Revenue recognition for energy and bundled-service arrangements – PPAs, capacity contracts, and V2G (IFRS 15) Asset capitalization, componentization, and classification (generation, data-centre, and energy assets) Decommissioning and asset retirement obligations (e.g., nuclear / SMR, oil & gas, and battery assets) Speaker: Russell Sweeney, CPA, Senior Manager – Accounting Advisory Services, KPMG LLP
14:15 – 15:15	Executing Trade & Investment Strategies for Canada Challenges in executing cross-border expansion strategies, such as: Investment screening, incentives, and regulatory approvals Customs, trade remedies, and supply chain considerations Operational and geopolitical risks Stakeholder expectations: governance and cultural alignment Speakers: Hannibal El-Mohtar, Counsel, Global Trade, EY Law LLP Janet Zhu, Partner, CFA. FRM, ACCA, Transactions & Corporate Finance – Valuation, Modelling & Economics, EY Parthenon
15:15 – 15:45	Coffee Break & Networking
15:45 – 16:30	Panel Discussion Panelists: Edmund Tam, Director, Model Development and Analytics, Ontario Power Generation Glendy Cheung, CPA, CA, Senior Manager – Tax, KPMG LLP Russell Sweeney, CPA, Senior Manager – Accounting Advisory Services, KPMG LLP Janet Zhu, Partner, CFA. FRM, ACCA, Transactions & Corporate Finance – Valuation, Modelling & Economics, EY Parthenon