February 27th - Full Day PD Event

The cost of this webinar $125 (+ tax) and you will earn 8.5 PD hours for registering. 

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

27 Feb 2018, 8:30 AM

8.5 CPD hours

$125

5 (4)

Register Now


Course Description

The following topics will be covered during this webinar:

1. The soft/emotional side of deals and succession planning

Speaking on the emotional and logical sides of Family business succession and transfer, Maria will cover the realities of succession planning, the main steps in the process and she will share some case studies of real succession processes. 

    Speaker: Maria Milanetti, CHRL, ACPC, CFBA of MarchFifteen Consulting

2. The Importance of Shareholder Agreements for Emerging Companies

  • Why shareholder agreements are important both generally and in the context of emerging businesses;
  • What shareholder agreements should generally address and particular elements that should be considered therein; and
  • When and how to address issues that may arise while negotiating and creating a shareholder agreement.

    Speaker: Eric Kleine, LL.B. of Miller Thomson LLP

3. Mediation/arbitration and why it is so superior to the court process for both clients and their lawyers 

    Speaker: Jane Connon, LL.B. 

4. Grey Divorce – It’s That Kind of Different
    

It’s no secret that divorce rates have been steadily climbing for years. But more recently, increasing numbers of middle-aged couples (and older) are deciding they want out. Whether sparked by an empty nest, marital problems that have continued unceasingly for years, or simply the fact that they want to be on their own, many baby boomers and senior citizens have decided that enough is enough. But saying and doing are two separate things. These “grey divorce” couples face unique challenges in retirement planning as a result of later-in-life separations. With limited earning power and less time to recoup their financial losses, grey divorcees need to re-visit their financial plans. Eva Sachs, co-author of the book “When Harry Left Sally –Finding your way through Grey Divorce”  will share her insights when working with this demographic.

   Speaker: Eva Sachs, CFP, CDFA, CFDS of Eva Sachs Divorce Financial Consulting

5. The 2018 CPA Jobs Study by Luminari
Using proprietary data from our community of thousands of CPAs, Luminari is able to pull out unique data that showcases the trends of CPA careers across the country.. In his talk, Adam will be sharing some of the most fascinating stats and figures about how the new generation of CPAs want different things in their career. Focusing on never before shared data, Adam will take you through the state of CPA career progression and what people want from their careers in 2018 (hint; it's not necessarily money). He'll also be discussing some of the early trends Luminari has been seeing from the amalgamation and how it's affecting salary expectations, along with thoughts on the future of designated professionals and their careers as more and more jobs are automated.
   
    Speaker: Adam Bercovici of Luminari

6. Seven Deadly Sins in Estate Planning

    Speaker: Pascal D'Souza, CPA, CA, CFA, CBV of Edward Jones


The cost of the webinar is $125 (+tax), which you can pay by any credit card. You will 8.5 hours of PD credits when you register. We are pleased to offer an easy, inexpensive and enjoyable way to meet your PD requirements. 

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

  • Eva Sachs' Presentation
  • Pascal D'Souza's Presentation
  • Maria Milanetti's Presentation
  • Roche Melon Consulting's Presentation
  • Jane Connon's Presentation
  • Adam Bercovici's Presentation
  • Eric Kleine's Presentation
  • Luminari Salary Guide
  • Maria Milanetti's Recording
  • Eva Sach's Recording
  • Adam Bercovici's Recording
  • Jane Connon's Recording
  • Pascal D'Souza's Recording
  • Eric Kleine's Recording
  • Certificate: February 27th - Full Day PD Event
  • Feedback / comments

About the Instructor(s)

Picture of Adam Bercovici
Adam Bercovici

Adam is the CoFounder of Luminari, Canada's largest CPA community. Their mission is to provide relevant professional opportunities for CPAs and CPA candidates which include; jobs, volunteer opportunities, exclusive content, networking events and their CPA start-up program. The other side of Luminari's marketplace connects companies to these CPAs when they need to hire one. Adam's background is in Marketing & Advertising, and he's worked at some of the world's biggest ad agencies on national brands including RBC, MasterCard & Chevrolet. Although he's not a CPA by trade, the past 2 years running Luminari has made him a de facto expert on all things CPA in the community.

Picture of Jane Connon
Jane Connon

Jane Connon is a lawyer, mediator and arbitrator.  She was called to the Ontario Bar and started her family law career in 1982, mentored by Suzanne Hillier.  She specialized in family law for over 35 years in Brampton and throughout the GTA.  Jane represented countless clients in relationship breakdowns and handled all types of family law cases in the courtroom and in mediation and mediation/arbitration.  She has a wealth of experience dealing with parenting, child and spousal support, and equalization of net family property.  She dealt with hundreds of cases involving valuation of business assets and determination of income for child and spousal support.

Jane began her mediation training with Helen Goudge in 1998, and over the years studied with Rick Shields, Hilary Linton, Margot Hallman, and Stephen Grant.  In 2010 she earned a Master of Laws in Advanced Family Law and Alternative Dispute Resolution from Osgoode Hall Law School. 

Jane is a member of Mediation Arbitration Peel (MAP), Peel Law Association, Halton Mediators’ Group, the Ontario Association for Family Mediation (OAFM), the Family Dispute Resolution Institution of Ontario (FDRIO) and the Women’s Law Association of Ontario.  She has served on the Bench and Bar Committee for Central West Region since 1990.  Jane gained invaluable experience both as an adjudicator and facilitator, hearing trials and pre-trials while presiding as a Deputy Judge of the Small Claims Court.

Jane speaks frequently about family law and process in various forums and has been a guest on Biz-TV and BuzzTalk Radio. 


Picture of Pascal D'Souza
Pascal D'Souza

Pascal D'Souza is a financial advisor with Edward Jones, specializing in high net worth individuals and small business clientele. He combines years of institutional investment experience with his accounting background. His institutional investment experience includes over 10 years with the Ontario Teachers’ Pension Plan and The Carlyle Group. His portfolio management experience is supported by his Chartered Financial Analyst designation. Estate planning for small business owners has been critical in the transfer of wealth process, between generations. He has years of experience working with small businesses to enhance value, relying on his Chartered Business Valuation designation. 

His Chartered Professional Accountant designation allows him to co-ordinate his financial clientele with accounting practitioners to assist with tax planning and resolve related accounting matters. 


Picture of Eric Kleine
Eric Kleine

Eric Kleine is a corporate lawyer at Miller Thomson. In addition to a law degree, Eric holds a Master of Laws in Corporate Law and Finance. Eric’s practice focuses on M&A, structured finance and securitization, and private equity. In addition, Eric regularly provides advice to clients on a variety of corporate law matters. Eric has experience with transactions in a variety of industries including financial services, food and beverage, technology, automotive, transportation and logistics, and construction.

Picture of Maria Milanetti
Maria Milanetti

Maria Milanetti is a Partner of MarchFifteen Consulting, and has over 20 years of expertise in transition, strategic planning, and change management.  She works with business families on their transitions to the next generation.

Maria holds a master’s degree in business administration from the Rotman School of Management, University of Toronto, and is a certified human resources professional (CHRP) through the Human Resources Professional Association.

Maria also holds certificates in Family Business Advising from the Family Firm Institute in the U.S., and, in organizational development from The Canadian Organizational Development Institute.

Maria is an Adler trained and certified coach, and grew up in a Family Business family.


Picture of Eva Sachs
Eva Sachs

Eva Sachs is a recognized expert in financial planning in divorce. She has limited her practice to fee only financial divorce consulting work for the last 10 years. Eva is often quoted and interviewed in many publications, radio, and TV and she is regularly asked to address business groups, legal and financial events in Canada and the U.S.

Eva is a Certified Financial Planner (CFP®), Certified Divorce Financial Analyst (CDFA™), Chartered Financial Divorce Specialist  (CFDS)  and a Collaborative Divorce Practitioner. She has a Bachelor of Commerce from University of Toronto. She is a former board member of Collaborative Practice Toronto. She is a member of the Institute of Divorce Financial Analysts, Academy of Financial Divorce Specialists, International Academy of Collaborative Professionals, and Collaborative Practice Toronto.

She is co-founder of “Mutual Solutions,” a unique financial mediation practice for separating couples. She is co-author of the book “When Harry left Sally – Finding your Way through Grey Divorce” published in 2014.


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