CPA CANADA’S NATIONAL CONFERENCE FOR...To help you, we’re offering a SPECIAL dISCOuNT of 50% off your client’s registration fee OR bring them as your guest(s) at the discounted

CPA CANADA’S

NATIONAL CONFERENCE FOR BUSINESS TRANSITIONSNovember 3-4, 2014OPTIONAL WORKSHOP NOVEMBER 5

Renaissance Toronto Downtown HotelTORONTO, ON

Dr. Thomas William Deans

Author of Every Family’s Business

“A New Approach on Business

Succession Planning”

Larry Rosen

Chairman and Chief Executive

Officer, Harry Rosen Inc.

“From Harry to Larry to ??”

KEYNOTE SPEAKERS

SPECIAL 50% DISCOUNTValue-Added Offer

see page 4 for details

New for 2014!

Whether retirement is on

the doorstep, 25 years away

or anytime in between,

every business owner or

practitioner should have

a plan – a strategy to

transition to the next stage

and to plan for unexpected

life events.

Program information is correct at time of print.

For the most current information visit

cpacanada.ca/BusinessTransitions

TO REGISTER, VISIT: cpacanada.ca/BusinessTransitions2

NATIONAL CONFERENCE FOR BUSINESS TRANSITIONSNOvEmBER 3-4, 2014 OPTIONAL WORKSHOP NOVEMBER 5 • Renaissance ToRonTo DownTown HoTel TORONTO, ON

AgENdA DAY ONE — MONDAY, NOVEMbER 3, 2014

7:30 – 8:30 REGISTRATION AND CONTINENTAL bREAKFAST

8:30 – 9:25 WELCOME

OPENING KEYNOTE ADDRESS: From Harry to Larry to ??

Speaker: Larry Rosen, Chairman & Chief Executive Officer, Harry Rosen Inc.

9:25 – 9:30 SESSION CHANGE bREAK

9:30 – 10:30 Navigating business Transitions

Speaker: Luanna Mcgowan, The Mcgowan group

10:30 – 11:00 COFFEE bREAK

11:00 – 12:00 Exiting Public Practice – Exploring Options

Speaker: Morden (Mort) Shapiro, Practice Management Consultant

Exiting the Family business – Exploring Options

Speaker: Troy Macdonald, grant Thornton Corporate Finance Inc.

12:00 – 1:15 NETWORKING LUNCH

1:15 – 2:15 business Valuation – Its Importance in business Transition

Speakers: Ian R. Campbell, Business Transition Counsel Inc.; dennis Leung, grant Thornton LLP


2:20 – 3:20 business Transition – Tax Traps of Your Current Ownership Structure

Speaker: Paul Woolford, KPMg LLP

Growing into Affluence – The Challenges and Opportunities of Owning a Successful business

Speaker: Jennifer East, ONIdA Family Advisors Inc.


3:35 – 4:30 KEYNOTE ADDRESS: A New Approach on business Succession Planning

dr. Thomas William deans, Author of Every Family’s Business

4:30 – 6:00 NETWORKING RECEPTION

http://www.castore.ca/product/2014-cpa-canadas-national-conference-for-business-transitions/1897?urlcode=businesstransitions

3TO REGISTER, VISIT: cpacanada.ca/BusinessTransitions

NATIONAL CONFERENCE FOR BUSINESS TRANSITIONSNOVEmBER 3-4, 2014 OPTIONAL WORKSHOP NOVEMBER 5 • Renaissance ToRonTo DownTown HoTel TORONTO, ON

AgENdA DAY TWO — TUESDAY, NOVEMbER 4, 2014

7:30 – 8:30 CONTINENTAL bREAKFAST

8:30 – 9:30 Insightful Transitions: Understanding Styles and Preferences

Speaker: Wendy Sage-Hayward, SAgE Leadership Advisors Inc.


9:35 – 10:35 The Why and How of a Formal Compensation Policy

Speaker: grant C. Robinson, The BdO SuccessCare ProgramTM

Myera: My time, My journeyTM – A Guide to a Successful Transition For Me (or My Client)

Speaker: Karen Schellinck, Myera Inc.


11:00 – 12:00 Transitions in Family business: Evolution of Governance from Controlling-Owner to Cousin Consortium

Speaker: Michèle desjardins, Lansberg gersick Associates

Running Your business As Though It’s FOR SALE

Speaker: Michele Middlemore, MNP Corporate Finance Inc.


1:15 – 2:15 Securing Your Legacy: Developing Your Next Generation of Leaders

Speakers: Tracy Cocivera and Joe Oswald, Knightsbridge Human Capital Solutions

Paths to Liquidity: Expectations and Experiences from the Frontline

Speaker: Alan g. Sellery, Ironbridge Equity Partners


2:20 – 3:20 Partnering with Private Equity – Planning Your Exit

Speaker: Ed giacomelli, Crosbie & Company Inc.

A New Paradigm: Family Dynamics – The Largest Single Factor in the Long-Term Success of Wealth Transfer

Speaker: Heather Rose, EdmondsRose, Inheritance and Succession Counsel


3:35 – 4:30 Expecting the Unexpected – Contingency Planning: Hope for the best and Plan for the Worst

Speakers: Jordan gould, Richter LLP; david H. Shlagbaum, Robins Appleby LLP

AgENdA DAY THREE — WEDNESDAY, NOVEMbER 5, 2014 OPTIONAL HALF-dAY WORKSHOP

8:00 – 9:00 WORKSHOP REGISTRATION AND CONTINENTAL bREAKFAST

9:00 – 12:00 How to Create an Effective Principles-based Shareholder or Partnership Agreement

Workshop Leader: Patrice S. Walch-Watson, Torys LLP

Note: Agenda information is accurate at time of printing. For the most current conference information visit: cpacanada.ca/BusinessTransitions




ATTENd THIS CONFERENCE ANd gET A COMPREHENSIVE OVERVIEW FROM INduSTRY LEAdERS WHO WILL PROVIdE PRACTICAL INSIgHTS INTO THE:

• playersandprocess

• choices

• failurerisks

• criticalsuccessfactors

…so you can begin your journey toward a successful transition!

WHO SHOuLd ATTENd

• anyonelookingtotransitionoutofafamilybusinessorSMEadvisory

practice

• professionalswhoprovideservicestofamilybusinesses

KEY FEATuRES ANd BENEFITS

• aproductivity-packedprogramwithmultiplesessionstohelpyou

customize your learning experience

• leadingindustryexpertsprovidingthelatestinsights to help you (or to

help you advise your clients) chart a course for a successful transition

• a new approach to business succession planning presented by our

keynote speaker: dr. Thomas William deans

• unprecedented networking and knowledge-sharing opportunities

• informativeoptionalworkshoptohelpyoucreate an effective

principles-based shareholder or partnership agreement

• up to 18 hours CPD credits, plus continue to learn after the conference

with our free streaming media content!

• FREE book with Conference Registration

CONFERENCE AdVISORY COMMITTEE

Paul R. Coleman,

grant Thornton LLP

London

Luanna McGowan,

The Mcgowan group

Hamilton

P. Mary Olynik

Chartered Professional

Accountants of Canada

Toronto

Grant C. Robinson,

The BdO SuccessCare ProgramTM

guelph

David H. Shlagbaum,

Robins Appleby LLP

Toronto

VALuE-AddEd OFFER

Invite your clients to join you at this event. get them out of their offices to work on their transition plan.

To help you, we’re offering a SPECIAL dISCOuNT of 50% off your client’s registration fee

OR bring them as your guest(s) at the discounted price of $497.50 –

A small investment for an opportunity to spend quality time with your clients.




DAy ONE – MONDAy, NOvEMBER 3, 2014

7:30 – 8:30 REGISTRATION AND CONTINTENTAL bREAKFAST

8:30 – 9:25 WELCOME REMARKS

OPENING KEYNOTE ADDRESS: From Harry to Larry to ??

Speaker: Larry Rosen, Chairman & Chief Executive Officer, Harry Rosen Inc.


9:30 – 10:30 Navigating business Transitions

Transitioning a business can be a complicated

process with many issues to address and

dynamics to overcome. It can be a minefield

of unforeseen obstacles and challenges.

The growing complexity of planning for

transition requires a collaborative, team-

based approach. In this session, the speaker

will provide an overview of a typical business

transition and offer tools to navigate

successfully through various phases, from

identifying objectives to visioning to

implementing plans. Cases will be used to

demonstrate what business owners and their

families have done to prepare effectively for

the biggest transition of their lives.

Speaker: Luanna Mcgowan, The Mcgowan group


11:00 – 12:00 CONCURRENT SESSIONS – CHOOSE ONE OF TWO

Exiting Public Practice – Exploring Options

In this session, many of the options available

to practitioners for exiting their practice will be

explored: merge or sell; wind down; lock the

door and walk away; transition internally. The

pros and cons, challenges and issues inherent

in these various strategies will be examined.

This overview will include an exploration of

the internal and external forces that can drive

a practitioner to a less than optimal departure

strategy. This session should be of interest to

all practitioners, including those who wish to

leave and those who will be left behind: all are

players in the departure process.

Speaker: Morden (Mort) Shapiro, Practice Management Consultant

OR Exiting the Family business – Exploring Options

A family business has many options to exit

a business and realize the value they have

created. These options depend on a host of

factors, such as the reasons for the exit, the

scale of the business, industry consolidation,

etc. To determine the best course of action, it is

important to explore this range of alternatives

relative to the family’s objectives, the business

and the industry. Examples of alternatives

may include an outright sale to a strategic

acquirer or a financial acquirer, a partial sale

to a financial partner, leveraging the company

to buy out retiring family members or going

public. In this session, the speaker will provide

an overview of these and other exit options,

as well as review the process for evaluating

alternatives. Real-life situations will be

discussed to illustrate family business learnings

under different exit options.

Speaker: Troy Macdonald, grant Thornton Corporate Finance Inc.


SESSION DESCRIPTIONS




1:15 – 2:15 business Valuation – Its Importance in business Transition

The first fundamental question in any discussion of business transition has to be: Is the business itself going to be viable as a going concern in the long term? Ongoing globalization, growth in public debt and industry consolidation – among other things – bring to the fore the critical question of third-party sale versus generational business transition. Current and prospective business value is ever more important in our current economic and business environment as a report card on business ownership and governance. This in turn requires careful consideration of the difference between stand-alone and strategic purchaser value. This session will deal with all of these things. Professional practice value drivers also will be overviewed.

Speakers: Ian R. Campbell, Business Transition Counsel Inc.; dennis Leung, grant Thornton LLP

2:15-2:20 SESSION CHANGE bREAK


business Transition – Tax Traps of Your Current Ownership Structure

A corporate ownership structure often evolves over time as a result of particular events such as the implementation of planning ideas and additions or buy-outs within the shareholder group. This session will identify tax issues within an ownership holdings and arrangements that could cause the loss of potential tax saving opportunities associated with a business transition. It will also explore alternative ways to restructure or clean up an ownership arrangement in a tax efficient manner in order to realize tax saving benefits currently and in the future. Participants will be able to consider these examples and apply them to their current ownership structure to determine whether any changes may be necessary to effect a more streamlined and tax-efficient business transition.

Speaker: Paul Woolford, KPMg LLP

OR Growing into Affluence – The Challenges and Opportunities of Owning a Successful business

As much as society idealizes wealth and its advantages, statistics demonstrate that the vast majority of successful families lose their wealth after three generations. Why are many of the benefits enjoyed by business families overshadowed by the challenges of being wealthy? How is it that individuals and entire families struggle as they adapt to a new life of affluence?

This session will help business families and their professional advisors better understand the complexities of being successful. Whether you are a family member, or advisor to a SME or a very wealthy family, this session will provide strategies to prepare the next generation for the responsibilities of affluence. Take-aways will include practical approaches to teaching financial literacy, and to assisting family members with personal and professional development.

Speaker: Jennifer East, ONIdA Family Advisors Inc.


3:35 – 4:30 KEYNOTE ADDRESS: A New Approach on business Succession Planning

Speaker: dr. Thomas William deans, Author of Every Family’s Business

Tom deans understands family business relationships and he knows from experience that the smoothest road to family wealth wisdom is through honest conversation. Tom has shown thousands of people how simple it is for family businesses to successfully generate and protect their hard-earned wealth. By combining humor and his experience as president of a family-owned multinational corporation, Tom will present a revolutionary approach to family business succession planning that he has delivered to all manner of families and professionals who advise entrepreneurial businesses.

4:30 – 6:00 NETWORKING RECEPTION




DAy TwO – TUESDAy, NOvEMBER 4, 2014

7:30 – 8:30 CONTINENTAL bREAKFAST

8:30 – 9:30 Insightful Transitions: Understanding Styles and Preferences

Almost everything we want or need depends to a large degree on others. This is true for everyone whether they are teachers, managers, business owners or accountants. Everyone succeeds at getting what they want and need largely because of their ability to communicate effectively. Communication is one of the most important skills on this planet.

during this highly interactive session, we will utilize a simple yet powerful framework called Insights discovery to develop a greater awareness of your individual communication style as well as the style and preferences of others and strategies to interact with and lead others more effectively. The Insights model is easy to follow. People relate to it and remember it; it is readily accepted and transferred to practical applications in the workplace. You’ll leave this session with communication tools you can implement immediately.

Speaker: Wendy Sage-Hayward, SAgE Leadership Advisors Inc.

9:30 -9:35 SESSION CHANGE bREAK


The Why and How of a Formal Compensation Policy

Compensation is an emotional topic for all of us and is definitely something that can trigger issues within a family business. In this session, you will explore a process for helping your clients separate compensation for their role in the business from the shareholders’ return on investment so that they are better prepared for the inevitable transition of ownership and leadership.

Speaker: grant C. Robinson, The BdO SuccessCare ProgramTM

OR Myera: My time, My journeyTM – A Guide to a Successful Transition For Me (or My Client)

Myera is a period of time in which you live a full and deeply satisfying life. While living in Myera you use your accumulated life experience, education, skills, and knowledge to facilitate personal growth. Myera may include life-long learning, entrepreneurship, leisure activities, travel, volunteering, improving physical, mental and spiritual health, building relationships and more.

Whether you are five, 10, 20 years away from retiring or maybe you don’t plan on fully retiring, you’ll gain insights into what Myera could look like for you in this fun, informative, educational and inspiring session. In this session, you’ll gain a better understanding of the importance of early pre-planning and the many areas to consider in the planning process. You’ll learn creative strategies, share new ideas and thoughts and develop a greater confidence about the future. For professional advisors, you’ll gain valuable information that can be shared with clients.

Speaker: Karen Schellinck, Myera Inc.



Transitions in Family business: Evolution of Governance from Controlling-Owner to Cousin Consortium

governance is the combination of structures, policies and processes by which stakeholders with different needs and perspectives define their common objectives and make effective decisions in a sustainable manner to ensure long-term continuity of the enterprise. In a family business, as the family, the business and the ownership become more complex over time, governance must also evolve to meet the changing needs of different stakeholders and work out ground rules and procedures that make the ongoing negotiation of common interests and strategies possible.

This session will discuss the different components of a family-enterprise governance system and how the governance model evolves over the generations of owners – with a special focus on how the board of directors changes at different stages of development of the business. It will also cover the different agreements required as the family enterprise moves to complexity and explain how to communicate them to all stakeholders.

Speaker: Michèle desjardins, Lansberg gersick Associates

OR Running Your business As Though It’s FOR SALE

No matter how distant the possibility of selling might seem to you now, advance planning can ensure you remain in control, dictating when and how your business is transitioned even if an unexpected event such as a health crisis forces your hand.

In this session, operational insights, practical recommendations and value-enhancement strategies that you can put into practice right away will be provided. Examples of real-life situations will be used to illustrate what business owners and their families have done to prepare effectively for an eventual transition and to ensure they are ready.

Speaker: Michele Middlemore, MNP Corporate Finance Inc.






Securing Your Legacy: Developing Your Next Generation of Leaders

Identifying and preparing a successor is one of the most important responsibilities of managing partners, sole practitioners or the head of a family business. despite the need for succession, identifying and developing the next generation of leaders seldom happens using a planned strategic approach. Oftentimes, a reactionary approach is taken, where selection is made from a sparse pool of talent and opportunities to engage in robust assessments are missed. As a result, many businesses or practices experience the pain of selecting successors who wreak havoc. This session will provide practical insights and tools that will enable family business leaders or the practitioners who advise them to identify and develop the next generation of leaders so they can confidently transition their life’s work.

Speaker: Tracy Cocivera and Joe Oswald, Knightsbridge Human Capital Solutions

OR Paths to Liquidity: Expectations and Experiences from the Frontline

From the frontlines of succession financing, a private equity fund manager will cover the lessons learned from financing growth and investments in small companies. This session will discuss valuation and deal terms that are presently being experienced in the marketplace for SME transactions. In addition, the liquidity process, funding sources, alternative capital structure, risks and post-close expectations will be explored.

Speaker: Alan g. Sellery, Ironbridge Equity Partners

2:15 -2:20 SESSION CHANGE bREAK


Partnering with Private Equity – Planning Your Exit

Family enterprises frequently have a need to create liquidity events – either planned or unplanned. Partnering with private equity requires business owners to confront and manage difficult issues like “losing/sharing control of the business”, “managing a family legacy”, and “maximizing value”. This session will discuss the optimal conditions for a successful partnership with private equity and the steps that can be taken in advance of initiating such a relationship. It will explore a few case studies and touch on a number of key themes, including the benefits of a succession plan, achieving an alignment of interests, finding the right fit, the state of readiness to take on a partner, obtaining the optimal valuation, and ongoing governance when the new partner is on board.

Speaker: Ed giacomelli, Crosbie & Company Inc.

OR A New Paradigm: Family Dynamics – The Largest Single Factor in the Long-Term Success of Wealth Transfer

Financial advisors and estate planners have been successful – very successful – in developing strategies and plans for preparing assets for heirs. unfortunately, as a result of family dynamics, these assets frequently pass to individuals and families who are not aware, and therefore, not prepared for, all that inheritance encompasses. As a result, conflict, mismanagement, uninformed decisions, and unforeseen issues tend to undo the good work that preceded the wealth transfer. Thus, the largest single factor in the long-term success of wealth transfers has largely been ignored. Family dynamics have been beyond the province of the traditional financial advisor or wealth planner. Yet even the best estate plan and most savvy financial strategy cannot shield a family or their resources (financial and relational) from the issues that often accompany passing of assets and money to unprepared heirs.

In this session, you will: learn how the role of family dynamics influence wealth transfer and how families define successful wealth transfer; find out how advisors can make a difference by educating themselves and their client families about the impact of family dynamics on wealth transfers; learn the benefits and process of initiating conversation with clients about non-financial issues around wealth transfer; realize the significant opportunities for advisors who are able to have the important conversation with client families to connect with multi-generations; and finally, understand how you fill a gap in the competencies of the family’s other professional advisors.

Speaker: Heather Rose, EdmondsRose, Inheritance and Succession Counsel





3:35 – 4:30 Expecting the Unexpected – Contingency Planning: Hope for the best and Plan for the Worst

death, disability, partnership breakup, economic downturn, loss of a major customer/supplier. The list of ‘unexpected’ circumstances a business could, and often will, encounter in its life cycle can be daunting and sometimes have catastrophic results. Although everyone would agree that ‘hoping for the best’ is not a viable strategy, too often business owners conduct their business affairs in a manner that suggests that is their strategy. There are no contingency plans. disaster strikes and the business owners and/or their families are left desperately trying to cope in a downward spiral of diminishing options.

But it doesn’t have to be that way. death, although inevitable, is generally unpredictable. However, the consequences of death and many other unforeseen factors can be planned for. This session will look at legal, financial, and structural tools and strategies that can assist in the development of contingency plans that work for your business and for your family. Although each business faces unique challenges and family business dynamics in particular differ radically from one family enterprise to another, we will, through the use of case studies, address some of the recurring themes we encounter in our practices and demonstrate how the assistance of a collaborative group of trusted advisors can help business owners and their families deal effectively with the things that keep them up at night – or should.

Speakers: Jordan gould, Richter LLP and david H. Shlagbaum, Robins Appleby LLP

DAy ThREE – wEDNESDAy NOvEMBER 5, 2014 OPTIONAL hALF-DAy OPTIONAL wORkShOP

8:00 – 9:00 REGISTRATION AND CONTINENTAL bREAKFAST

9:00 – 12:00 How to Create an Effective Principles-based Shareholder or Partnership Agreement

A good partnership or shareholder agreement provides a valuable framework for effectively running and, when appropriate, transitioning a business from current ownership or management to the next. “One-size-fits-all” shareholder or partnership agreements do not exist. A good agreement will deal with the complex issues in a way that is tailored to fit your circumstances and will follow guiding principles that make sense to those involved.

This informative half-day workshop, led by an experienced corporate lawyer, is designed to help business owners or their advisors chart a path for working through these management and transition issues productively and effectively to end up with a shareholder or partnership agreement that reflects what is needed in the circumstances.

Workshop Leader: Patrice S. Walch-Watson, Torys LLP

.




HOTEL INFORMATION:

Renaissance Toronto Downtown Hotel

1 Blue Jays Way, Toronto, ON

Phone 416-341-7100, 1-800-237-1512

http://renaissancetoronto.com/

Renaissance Toronto downtown Hotel is the world’s only hotel located

in a major league sports and entertainment venue, the Rogers Centre.

Premier among Toronto downtown hotels, this full-service CAA/AAA Four

diamond hotel is ideally situated on the edge of Toronto’s financial core

and in the heart of its entertainment district.

Hotel reservations are the responsibility of the participant. CPA Canada

has arranged for a special conference rate of $189 (plus applicable taxes)

for the deluxe room.

guaranteed rate available until October 10, 2014 (or when room block is

sold out). Book early to avoid disappointment.

Contact hotel at Tel: 416-341-7100 or 1-800-237-1512 Toll Free. Identify

yourself as a “CPA National Conference for Business Transitions”

participant (reference # M-1J4BKZW) to qualify for the special conference

rate. To make your reservations online, visit the conference website at

www.cpacanada.ca/BusinessTransitions and click on Accommodations.

PROgRAM dISCLAIMER:

The Conference/Workshop may be cancelled and all fees refunded

if the required minimum enrolment is not obtained. The speakers,

topics, program format and events are correct at the time of printing. If

unforeseen circumstances occur, CPA Canada reserves the right to alter or

delete items from the program or cancel the Conference/Workshop.

CANCELLATION POLICY:

If you are unable to attend an event for any reason, you may substitute,

by emailing and arranging with the Participant Coordinator, someone

else from your organization or you may cancel up to 14 calendar days

prior to the event start date for a full refund. Cancellations received

within 14 calendar days of the event start date will be subject to a $150

administration fee (plus applicable taxes). All cancellation requests must

be received by 5:00 p.m. ET on the day prior to the event start date.

Refunds are not available after that point.

All cancellation requests must be received in writing by email to

[email protected].

REgISTRATION INFORMATION AND CONDITIONS




REgISTRATION FORMYES! I would like to attend the 2014 CPA Canada’s National Conference for business Transitions. Please register me for the following:

Conference* (November 3-4, 2014) $995

Workshop: How to Create an Effective Principles-based Shareholder or Partnership Agreement (November 5, 2014) $295

*Conference registration includes online access to recorded presentations. (Online access available approximately 4-6 weeks post-event.)

To get a SPECIAL dISCOuNT of 50% off your client’s registration fee, please contact the Participant Coordinator at 416-204-3263 or email [email protected]. Subtotal

PLuS 13% HST

gST/HST: 83173 3647 RT0001 TOTAL

wAyS TO REgISTER

ONLINEwww.cpacanada.ca/BusinessTransitions

bY PHONECall (416) 204-3263

FAX REGISTRATION FORM AND PAYMENT INFORMATION TO(416) 204-3415

YOU MUST HAVE AN ACCOUNT TO REGISTERI have an up-to-date account/profile at the CPAStore:

YES NO

If NO, visit the CPA Store at www.cpastore.ca and click “my account” (top right-hand corner), and either Login and ensure your profile information is current, or create a profile if you do not have an account.

PAYMENT OPTIONS(NOTE: registration cannot be processed until payment is received.)

Credit Card: Visa MasterCard AMEX

CARd NO. EXPIRY dATE

NAME OF CARdHOLdER

FIRST NAME (PREFERREd) MIddLE INITIAL(S)

SuRNAME

dESIgNATION(S)

TITLE

FIRM/EMPLOYER

dEPARTMENT

BuSINESS AddRESS

CITY

PROVINCE POSTAL COdE

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SPECIAL dIETARY OR OTHER REQuIREMENTS (NEEdS, NOT PREFERENCES)



277 WELLINgTON STREET WEST TORONTO, ON M5V 3H2 CANAdA

CPA CANADA’S

NATIONAL CONFERENCE FOR BUSINESS TRANSITIONSNovember 3-4, 2014OPTIONAL WORKSHOP NOVEMBER 5

Renaissance Toronto Downtown HotelTORONTO, ON

Dr. Thomas William DeansAuthor of Every Family’s Business

“A New Approach on Business Succession Planning”

Larry RosenChairman and Chief Executive Officer, Harry Rosen Inc.

“From Harry to Larry to ??”

KEYNOTE SPEAKERS

SPECIAL 50% DISCOUNT

Value-Added Offersee page 4 for details

New for 2014!

Whether retirement is on

the doorstep, 25 years away

or anytime in between,

every business owner or

practitioner should have a

plan – a strategy to transition

to the next stage and to plan

for unexpected life events.

Documents

CPA CANADA’S NATIONAL CONFERENCE FOR...To help you, we’re offering a SPECIAL dISCOuNT of 50% off your client’s registration fee OR bring them as your guest(s) at the discounted