PRIVATE ENTERPRISE SERIES - What Keeps You Up at Night?
In today’s competitive business landscape, we know that as an owner, executive, director or manager, you work around the clock. MNP presents our Private Enterprise series featuring a number of business issues and key considerations to enhance the strength of your business and keep you from having to be logged on at all hours.
Intergenerational Wealth
We invite you to join us on Thursday, September 29, 2016 for an insightful presentation where award-winning speaker and author Dr. Tom Deans will discuss intergenerational wealth and how wealth transfer will transform Canadian business. Dr. Tom Deans will be followed by a panel discussion on some of the typical challenges encountered when running a family business along with key considerations to keep in mind for future succession or transition planning. For your convenience, we will be hosting this event in both Vancouver and Surrey.
_______________________________________________________________________________________________________________________________________________
Itinerary
Date: Thursday, September 29, 2016
Time:
7:30 am – Registration & Breakfast
8:00 am to 8:45 am – Presentation by Tom Deans
8:45 am to 9:45 am – Panel Discussion
9:45 am to 10:00 am – Q&A
10:00 am to 10:30 am – Networking
Location: Sheraton Guilford Hotel, 15269 104 Avenue, Surrey, B.C.
______________________________________________________________________________________________________________________________________
Presentation by Tom Deans
Over the next 20 years, Canadians will have one trillion dollars passed on to them as inheritance. Award-winning speaker and Globe and Mail bestselling author Dr. Tom Deans explains how this unprecedented wealth transfer will transform lives, culture, and Canada itself. Thought provoking and contrarian, Dr. Deans inspires his audiences to cast an eye forward to their own future as both beneficiaries and benefactors and he makes a powerful case for audiences–regardless of their wealth–to live extraordinary and purposeful lives in the service of others.
Dr. Deans is the President of Détente Financial Press, specializing in offering advanced executive training for financial institutions, charities as well legal and accounting firms. Previously, he worked in banking, was a CEO of a multinational for almost a decade, was the president of a railway, and chaired a federal government committee on tax credits.
He is the author of the international bestseller, Every Family’s Business, which has sold more than 500,000 copies in 30 countries to date. His latest book, Willing Wisdom, represents a return to his doctoral research conducted in the US, Canada and the UK.
Dr. Deans has been featured in numerous magazines and journals including Profit, Money Sense, Investment Executive and The New York Times. He is also a frequent guest on CBC, MoneyLine and BNN on succession planning, intergenerational wealth transfers and philanthropic giving.
Panel Discussion
Moderator
Robert Napoli, Vice President, First West Capital
Robert is Vice-President of First West Capital with more than 20 years of expertise in corporate finance, accounting, and subordinated debt and mezzanine financing. Robert specializes in financing expansion, acquisitions, management and shareholder buyouts along with, high ratio real estate for mid-market businesses across all industries in Western Canada and Ontario.
Previous positions include Senior Investment Manager with Vancity Capital, and Manager, Corporate Finance with PricewaterhouseCoopers LLP.
Robert holds an Honours Degree in Commerce and Law from Monash University, Australia, and a Graduate Diploma in Applied Finance and Investment from the Securities Institute of Australia. He is also a Chartered Accountant in Canada and Australia, and is an adviser to the Accounting Standards Board of Canada on Accounting Standards for Private Enterprises.
He is past president of the Association for Corporate Growth (ACG) Vancouver Chapter and a former director and executive member of the ACG Global Board.
Panellist
Shane King, Director, Succession Services, MNP LLP
Shane King, CPA, CA, is a Partner with MNP’s Assurance and Accounting Services group in South Surrey as well as the firm’s Director, Succession Services. With more than 20 years of experience, Shane helps owner-managed family enterprises in various industries get retirement ready.
To help clients get the most out of their businesses, Shane takes them through MNP’s ExitSMART™ process, allowing them to exit their business on their terms through careful planning.
Shane earned a Financial Management diploma from Kwantlen Polytechnic University in 1992. He is a Chartered Professional Accountant (CPA), qualifying as a Chartered Accountant (CA) in 1999, and has completed CPA Canada’s In-Depth Tax course.
Panellist
Elyssa Lockhart, Partner, McQuarrie Hunter LLP
Elyssa Lockhart is a Partner at McQuarrie Hunter LLP, practicing in the Corporate and Wealth Preservation departments.
Called to the British Columbia Bar in February of 2001, Elyssa completed her articles and then practiced with a well-respected mid-sized firm in downtown Vancouver. In 2005 she took over the management of her father’s law practice in the Fraser Valley. Over the following decade, Elyssa established herself as both a well-respected practitioner in her field and as a community leader.
In her Corporate practice, Elyssa primarily assists Owner / Operators with structure and governance issues associated with incorporation, sale and acquisition of corporate assets and of corporations themselves, succession planning and transition of ownership, as well as with windup and dissolution.
Elyssa also chooses to adopt a collaborative and interdisciplinary approach in her estate planning and estate administration practice. Her practice includes family enterprise clients involved in farming, manufacturing and real estate development.
Panellist
Mike McKee, Partner, Pacific Liquor Store
Mike McKee is a partner in the JAK Group of pubs and liquor stores, which was founded by Mike’s father-in-law, John Kettlewell, in 1981 with a single pub in Coquitlam. The JAK Group has grown to 10 liquor stores and two pubs. The partnership is made up of John; his two sons Damian and Matthew; and his two son-in-laws, Geoff Dear and Mike McKee.
Prior to joining the JAK Group in 2009, Mike founded and ran his own junk and recycling company called TrashBusters, which operated in six cities throughout North America.
Mike’s responsibilities for the JAK Group include being the operating partner of two locations, the CFO and the government and industry relations officer. He also sits on the boards of the BC Liquor Alliance and the BC Private Liquor Store Association.
__________________________________________________________________________________________________________________________________
Future Presentations Series Include:
Employment Law: October 2016
Tax Implications for Your Business: November 2016
Cybersecurity - Don’t be a Statistic: January 2017
What’s Your Business Worth?: May 2017
For more information, contact:
