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RECENT EVENTS

  • May 30-June 1, 2022 Canadian Employee Ownership Conference

  • April 6, 2022 Introduction to Divorce & Income Assessments

  • February 9, 2022 Divorce & Business Valuations with Alexander Russell and Jason Kwiatkowski

  • January 20, 2022 FPAC Speaking Opportunity 

  • January 12, 2022 The Innovative Accountant - Understanding The Value of your Business - interview with Tim Coakwell

  • November 30, 2021 Humber College – “…”

  • November 24, 2021 - M&A Club "Changes in Valuation Reporting since 2020 with Case Studies and Discussion of New Trends"

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

  • November 12, 2021 Podcast interview - Melanie Russell & Tim Coakwell/Riverside 

  • 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, 2021Pets Can’t Be Healthy Without Also Being Happy: The Case for Fear Free For Pets, People and The Profession, co-presenter, Dr. Elizabeth Bellavance 

  • August 14, 2021 - Beta-i 

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

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

  • June 15, 2021 interview by Twyla Verhelst – “Women in Accounting”

  • March 19, 2021 GTAAN/GTAFN – “Valuation Issues for Accounting, Tax and Financial Professionals – A Refresher Plus Common Valuation, Engagement and Professional Issues”

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

  • October 22, 2020 Wolters Kluwer (co-presenter) – “The Separating Client:  Taxes, Property Division, and Income Determination”

  • September 9, 2020 interview by David Shlagbaum on valuation issues

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

  • June 24, 2020 GTAAN/GTAFN (co-presenter) – “Valuation Issues and Impairment Testing:  What I Have Learned as a CFO – The Practical Implications”

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

  • May 26, 2020 interview by Jason Pereira on valuation issues

  • October 17, 18 23, 24, 25, 30, 31, November 13, 14, 15, 2019 Wolters Kluwer (cross-Canada tour) – ”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 – presentations for 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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