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RECENT EVENTS

  • December 18 and December 19, 2023 CPAO – “Business Value Fundamentals”

  • December 14 and December 15, 2023 CPAO- “Lean for the Finance Manager”

  • December 11 and December 12, 2023 CPAO – “Financing Strategies”

  • November 27 and November 28, 2023 CPAO- “Lean for the Finance Manager

  • November 23 and November 24, 2023 CPAO – “Financing Strategies”

  • November 16 and November 17, 2023 CPAO – “Due Diligence for Acquisitions”

  • November 14 and November 15, 2023 CPAO – “Business Value Fundamentals”

  • November 13 and November 14, 2023 CPAO- “Lean for the Finance Manager”

  • November 9 and November 10, 2023 CPAO – “Financing Strategies”

  • November 7 and November 8, 2023 CPAO – “Due Diligence for Acquisitions”

  • October 25 and October 26, 2023 CPAO- “Lean for the Finance Manager”

  • October 19 and October 20, 2023 CPAO – “Business Value Fundamentals”

  • October 12 and October 13, 2023 CPAO – “Due Diligence for Acquisitions”

  • October 11, 2023 CPAO- “Lean for the Finance Manager”

  • October 5 and October 6, 2023 CPAO – “Financing Strategies”

  • October 3 and October 4, 2023 CPAO – “Business Value Fundamentals”

  • September 14 and September 15, 2023 CPAO – “Due Diligence for Acquisitions”

  • September 12 and September 13, 2023 CPAO – “Business Value Fundamentals”

  • September 11 and September 12, 2023 CPAO – “Financing Strategies”

  • May 30 and June 1, 2022 – "Canadian Employee Ownership Conference"

  • April 6, 2022 – "Introduction to Divorce & Income Assessments"

  • February 9, 2022 – "Divorce & Business Valuations"

  • January 20, 2022 – "FPAC Speaking Opportunity"

  • January 12, 2022 – "The Innovative Accountant - Understanding The Value of your Business"

  • November 30, 2021 – "Humber College"

  • November 24, 2021 – "M&A Club - Changes in Valuation Reporting since 2020"

  • November 15, 2021 – "FDRIO Conference - Determining Pandemic and Post-Pandemic Income”

  • November 12, 2021 – "Podcast interview - Melanie Russell & Tim Coakwell"

  • November 10, 2021 – "Wolters Kluwer - Sale of an Accounting Practice”

  • November 3, 2021 – "W4W Event - Principles of selling your business"

  • November 2, 2021 – "Business Valuation Issues of Importance in Succession Planning"

  • November 2 and December 15, 2021 CPAO – “Financing Strategies”

  • October 6, November 18 and December 8, 2021 CPAO – “Business Valuations – Advanced”

  • October 6, 2021 – "What Family Law Lawyers should know about Business Valuations"

  • September 25, 2021"The Case for Fear Free For Pets, People and The Profession"

  • August 14, 2021  "Beta-i"

  • July 20, 2021 GTAAN/GTAFN – “Valuation:  A Crash Course from A to Z”

  • July 6, 2021 – “Everything You Need to Know (and More) in Two Hours”

  • June 15, 2021 – “Women in Accounting”

  • March 19, 2021 GTAAN/GTAFN – “Valuation Issues for Accounting, Tax and Financial Professionals – A Refresher"

  • December 8, 2020  – "Buying and Selling an Accounting/Tax/Bookkeeping Practice"

  • October 22, 2020 – “The Separating Client:  Taxes, Property Division, and Income Determination”

  • September 9, 2020 – "David Shlagbaum on Valuation Issues"

  • June 25, 2020 – "Virtual CFO conference - Employee Share Ownership Issues in the Current Market”

  • June 24, 2020 GTAAN/GTAFN – “What I Have Learned as a CFO – The Practical Implications”

  • June 18, 2020 and August 20, 2020 “Timing the Sale of Your Business or Acquisition of a Business”

  • May 26, 2020 – "Jason Pereira on Valuation Issues"

  • October 17- 31 and November 13 - 15, 2019 – "Wolters Kluwer - Business Valuations and Taxes"

  • November 26, 2019 – "Presentation for National Bank - Valuation Issues in Shareholders' Matters and Transactions"

  • January 30, 2019 TechConnex – “Valuing a Tech Company: What you need to know (aka Main Street vs Bay Street”

  • January 29, 2019 GTAAN/GTAFN – “Valuations 101 and 201”

  • July 26, 2018 – "Rueter Scargall Bennett LLP - Valuation and Economic Loss Quantification Issues"

  • March 27, 2018 M&A Club –  "Valuation Issues in Shareholders' Issues and Transactions"

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