Calendar

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Our annual program is designed to be informative and engaging and to help all attendees gain new insights into their businesses and careers.

We know you will find the speakers entertaining as well as shrewd, our events well run and welcoming and our members, advisors and sponsors always eager to hear from you, and help support your business and growth.

We look forward to seeing you at our next event.

 

 

Feb
24
Fri
Generation to Generation – Plan for the Future Starting Now @ Bingemans Conference Centre, Embassy Room
Feb 24 @ 11:00 am – 2:00 pm

sabrina-fPricewaterhouseCoopers CanadaKeynote Speaker:  Sabrina Fitzgerald of PwC

Sabrina’s presentation will be a look at continuity planning for family businesses by starting at the beginning.  A review of the three circle model, a look into board governance and other topics most family businesses dare never to speak of.  Don’t miss out.

Sabrina has a diverse client base with all sizes and types of businesses, she focuses on Canadian corporate compliance, succession planning, remuneration strategies, and corporate reorganizations as well as corporate and personal tax integration. Being in Waterloo allows her time to focus on technology companies and ensuring their structure is right from the beginning. She also works with corporations looking to either expand out of Canada or into Canada.

Sabrina authors several articles in PwC’s Wealth & Tax Matters publication and speaks regularly on structuring your business so it is ready for a planned or unplanned exit, tax minimization strategies as well as succession planning.

Sabrina is an active member in the community; she is a member of the Board of Directors of the Greater Kitchener Waterloo Chamber of Commerce, the Centre for Family Business, and Canada’s Technology Triangle. Sabrina became a chartered accountant (now CPA) in 2001 and completed levels, one, two and three of the In-depth tax courses.

Mar
31
Fri
Don’t be a Victim of Fraud @ Bingemans Conference Centre, Embassy Room
Mar 31 @ 7:00 am – 10:00 am

March is AWRPSnti-Fraud Month.  Join us as a representative from the Waterloo Region Police Service comes to talk to us about a to avoid becoming a victim of fraud.

Apr
28
Fri
More Bang for Your Buck:Getting the Most out of your Banking Relationship @ Bingemans Conference Centre, Embassy Room
Apr 28 @ 7:00 am – 10:00 am

bmo-logoGary Chung Managing Director, BMO

Keynote Speaker: Gary Chung

Gary will talk about:

Banking landscape/Myths and realities of banking

  • Contrast Canada vs US

Company life cycle

  • Startup / development
  • Capital for growth and expansion
  • New markets
  • Acquisitions
  • Succession planning
  • Wealth management

Gary is a Managing Director in the BMO Mid-Market Mergers & Acquisitions group, specializing in investment banking services for mid-market clients. He has been involved in numerous mergers & acquisitions and capital advisory transactions, including divestitures, acquisitions, private placements, and valuations. Gary has broad industry experience in financial services, food processing and business services. Prior to joining BMO’s Corporate Finance Division, Gary spent five years working in BMO’s Financial Strategy Group working on the Bank’s strategic acquisitions and previously held positions as the primary M&A resource at both Aviva Canada and Maple Leaf Foods. In addition, Gary advised on various mid-market transactions while in the Corporate Finance / M&A practices at PwC and Deloitte.

Gary is a CPA (Chartered Professional Accountant of Ontario), CFA charterholder (Chartered Financial Analyst) and CBV (Chartered Business Valuator) and has a Bachelor of Mathematics from the University of Waterloo

  • Premium Sponsor

    BMO
  • Corporate Sponsors