EVENT DESCRIPTION

Saturday - October 24, 2020

Morning Sessions Registration and Breakfast 8:00AM to 9:00AM

Morning Sessions
Morning Sessions run concurrently from 9:00AM to 12:00 noon with a coffee break at 10:30AM.

Choose from:

 

E - GST/HST & HOT TOPICS FOR BUSINESSES

Speaker: Diane Gaudon, FCPA, FCGA

The complexities of the GST and HST rules continue to challenge businesses of all sizes. In this session, sales tax specialist Diane Gaudon, FCPA, FCGA will provide an overview of issues and common audit exposures faced by businesses on a regular basis. Topics will include a variety of application of tax and recovery issues illustrated with insightful real-life examples, such as a review of the place of supply rules, documentation requirement rules, employee expense reimbursements and more.

F - Designing Retirement Income

Speaker: Kurt Rosentreter CPA, CA, CFP, CLU, FCSI, CIMA, Senior Financial Advisor & Portfolio Manager, Manulife Securities Incorporated, President, Upper Canada Capital Inc.

It is harder than ever to create a worry-free retirement cash flow to pay for lifestyle after 60. Low interest rates on bonds, fewer pensions, fids at home and longer lives have left the average Canadian struggling to find enough money to survive in retirement.

In this fast paced full day course, Kurt Rosentreter will address retirement cash flow questions on retirement age, CPP, RRIF, Income splitting and real estate. The full range of investment products possible considered for retirement including: dividend paying stocks, preferred shares, corporate bonds, GICs, bond funds and ETFs, REITs, TSWP mutual funds, guaranteed withdrawal insurance products, segregated fund from insurance companies and much more will be covered.

TOPICS INCLUDE:

  • Calculating how much money is needed to save for retirement and what is available to spend after retirement.
  • Building an investment portfolio to provide for retirement spending
  • Retirement planning implications for discussion on CPP, real estate, career, length, supporting children, pensions, spousal death and health issues
  • Tax breaks related to retirement
  • Reviewing investment products suitable in retirement

WHO WILL BENEFIT:

Individuals approaching retirement or in retirement now

 

Lunch 12:00 noon to 1:00PM

Afternoon Sessions
Afternoon Sessions run concurrently from 1:00PM – 4:00PM, with a coffee break at 2:30PM

Choose from:

 

G - Designing Retirement Income (continued)

Speaker: Kurt Rosentreter CPA, CA, CFP, CLU, FCSI, CIMA, Senior Financial Advisor & Portfolio Manager, Manulife Securities Incorporated, President, Upper Canada Capital Inc.

H - Data Analysis & Business Modeling Excel

Speaker: David Elsner, President of DHE consulting

Whether you work for a large or small organization, you probably use Microsoft Excel. Your job likely involves analyzing, summarizing, and reporting data. It might also involve building models to help reduce costs, increase profits, or better manage operations. The session will teach participants how to use Microsoft Excel more competently to analyze data, create models, and generate insights. Participants will learn some the key tools in Excel to solve business problems and generate insights. Participants will learn how to work with data, create charts, use formulas, leverage lookup functions, create PivotTables, use data analysis tools, visualize data, and conduct statistical analysis.

TOPICS INCLUDE:

  • Understand and learn some of the key formulas, functions, and tools in Excel to conduct basic to advanced data analysis and model building.
  • Employ PivotTables and Slicers to dynamically generate business insights.
  • Use Formula auditing tools to understand and diagnose spreadsheet and model errors.
  • Conduct detailed statistical tests and analysis using the Data Analysis ToolPak.
  • Discover multiple ways to visualize data to transform basic information into actionable insights.

WHO WILL BENEFIT:

Business professionals that need to learn Excel skills to analyze data, develop broader analytic capabilities to make faster and smarter business decisions, and learn techniques to solve business problems.