November 12, 2019 Full Day Live Webinar

This live webinar will be held on November 12, 2019 at 9:00 a.m. to 5:30 p.m. The cost of this webinar $150 (+ tax) and you will earn 7.0 PD hours for registering. 

Please click the above link for more information on the topic descriptions and how to register. 

12 Nov 2019, 9:00 AM

7 CPD hours

$150

Register Now


Course Description

1. TBA (9:00 a.m. to 10:00 a.m.)

    Speaker: Adam McHenry, CFA of Manulife Securities Incorporated 

2. TBA (10:05 a.m. to 11:05 a.m.)

    Speakers: Clare Burns, LL.B., LL.M. & Hayley Peglar, J.D. of WeirFoulds LLP    

3. TBA (11:10 a.m. to 12:10 p.m.)

    Speaker: Maria Velichko, J.D. of Wilson Vukelich LLP

4. My Client’s Disputes are Affecting Business. What do I do? (1:15 p.m. to 2:15 p.m.)

You are a most trusted advisor to your clients. What do you do when your client is involved in a family or business dispute that is affecting their ability to focus on their business and personal objectives?  What can you do if you cannot get instructions ?What happens when disputes become all out wars and litigation and what can happen if conflict is dealt with in a mediation process. Learn more about your super powers and how to deepen your relationship as a trusted advisor to your clients.

    Speaker: Robin Dodokin LLB, LLM., Q. Med (Mediator/Lawyer)

5. (2:20 p.m. to 3:20 p.m.)

6. (3:25 p.m. to 4:25 p.m.)

7. (4:30 p.m. to 5:30 p.m.)


Within 48 hours of the webinar, we will forward you an e-mail with instructions for accessing the live webinar.

We look forward to seeing you at our upcoming events.  Should you have any ideas for topics, speakers, or anything else, feel free to contact Melanie Russell, CPA, CA, CBV, CIM, CFE, CFF, ABV at 416-488-9590 x 225. 

Course Walkthrough

  • Certificate: November 12, 2019 Full Day Live Webinar
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About the Instructor(s)

Picture of Clare Burns
Clare Burns
Picture of Robin Dodokin
Robin Dodokin

Robin Dodokin is a conflict resolution expert who is committed to assisting parties repair and preserve relationships, wherever possible. Her conflict resolution expertise includes effectively representing, business owners, shareholders, companies, creditors, financial institutions, debtors, trustees, insolvency practitioners and individuals in business and insolvency matters and mediating disputes between business partners or owners, family members, shareholders and / or beneficiaries.

Robin brings 25 years of unique experience as a commercial litigator, insolvency lawyer, certified mediator, negotiator coach and problem solver to all of her engagements. Robin is a persuasive and effective advocate. Her reputation enables her to build referral and working relationships with lawyers, accountants, tax specialists, real estate lawyers, bankers, investment advisors, insolvency practitioners, business consultants, coaches, and form multi-disciplinary teams when required. 

Since 2010, Robin is regularly appointed to mediate all aspects of litigation disputes. She mediates matters between business partners, shareholders, beneficiaries and other litigants about business matters, succession, family business matters, contractual disputes, negligence and elder care. As an intuitive and creative mediator with an ability to diffuse highly charged situations, Robin is expert at reframing perspectives, exploring narratives and encouraging parties to reach agreements with levity. She assists parties to understand their conflict resolution preferences and learn to approach their conflicts from a more thoughtful and less reactive perspective. In addition, she has facilitated communication workshops and family meetings for families.

Having studied system theory in groups and being keenly aware of how individuals and systems have a tendency to repeat behaviours and patterns when involved in stressful situations or conflict, Robin believes that the best solutions to disputes between parties with on-going relationships are created by the parties and not imposed by a judge. She also appreciates that there are circumstances when litigation may be the logical route, especially in those matters where court supervised processes are required or fraud is involved.

Robin has extensive experience in the Superior Court of Justice, Commercial and Bankruptcy Courts, commencing and litigating court proceedings to obtain court orders for injunctive relief; appointing and representing receivers; preserving and freezing property; setting aside fraudulent conveyances; attacking preferences; tracing proceeds and pursuing frauds; court supervised sales and claims processes; determining priorities; respecting rights; and obtaining damages. In addition, she has expertise in representing business partners and shareholders, litigating business and shareholder disputes including seeking oppression and winding up and all related remedies.

As an acknowledged expert in her areas of practice, Robin is frequently invited to speak on topical and timely subjects, including insolvency issues, family business disputes, mediation and conflict resolution. 

Robin is a past Chair of the Ontario Bar Association Insolvency Law Section and a long­ standing member of the Toronto Commercial Court Users Committee, Turn Around Management Association, ADR Institute, Purposeful Planning Institute and Family Firm Institute. Robin is also a volunteer mediator with Pro Bono Ontario.


Picture of Adam McHenry
Adam McHenry

Adam McHenry, CFA

www.adammchenry.com

Adam wants to live in a world where he can play golf daily, his coffee cup is always full and drivers wave in thanks when you let them merge.

As a Chartered Financial Analyst and Registered Representative, Adam brings a depth of knowledge and experience to his clients. With more than a decade of professional experience at CIBC Wood Gundy and BMO Nesbitt Burns, he’s helped hundreds of people reach their personal finance goals and supervised a discretionary portfolio with more than $200 million in assets. 

Originally from London, Ontario, Adam grew up at the hockey rink and on the golf course. He had the unique experience of playing junior hockey for the Strathroy Rockets and the Elmira Sugar Kings. Like most recreational golfers, Adam is still finessing his golf game and finds that his early season rounds are usually his best of the year.

When he’s not managing portfolios, you’ll find Adam at home with his wife Katherine, young daughter Victoria and newborn William, along with a constant stream of daily visitors, a requirement of marrying into a Portuguese family.  Adam and his family are residents of the Port Credit Neighbourhood of Mineola and take full advantage of the Port Credit community's beautiful lakefront, marina, many parks and downtown.

Adam graduated from Wilfrid Laurier with a BA in economics and communications studies with Business Administration Option. As a lifelong learner, he’s currently pursuing his MBA at Laurier’s Toronto campus.

You can reach Adam at (416) 901-6500 or adam.McHenry@manulifesecurities.ca.

Picture of Hayley Peglar
Hayley Peglar
Picture of Maria Velichko
Maria Velichko
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