2010 Planning School | The Gold Medal Edition

Information:

In celebration of Vancouver's involvement in the 2010 Winter Olympics, our theme for this year's Planning School is "The Gold Medal Edition". This will once again be a highly technical event featuring professionals from across the country. In honour of the Olympic theme, we are pleased to announce that we will have an athlete as one of our feature speakers. This event entails two full days of informative, engaging and motivating presentations, all focused around a single, in-depth case study developed to feature a wide variety of the issues you encounter on a daily basis. This will be a great educational event that will provide valuable networking opportunities for financial advisors.

Hot Breakfast & Lunch will be provided on both days.

This year's Planning School takes place from October 26th - 27th, once again at Simon Fraser University's spectacular Morris J. Wosk Centre for Dialogue, in the heart of downtown Vancouver. Please reserve your seats early as there are only 160 seats available on a first come first serve basis. 

Attention Sponsors and Exhibitors:
Booths are available on the first day of the 2 day Planning School, Tuesday, October 26th.  The day begins with breakfast in the exhibitor area at 8:00 am.  This opportunity is included in some sponsorship packages and is also available for purchase. All food/beverage service on that day will be held in the exhibitor area.  Please email info@advocisvancouver.ca for more information.

Estimated CEC: 12

Please Note: Name of Attendees and Company name will be published in Planning School Binder given out at Event.

Please click here to view the case study.

Day 1 Speaker Presentations:

Diane Friedman - Getting Your Company Ready for Sale

Bruce Watson - Valuation of Private Companies

Floyd Murphy - General Insurance Agency Valuation Issues

John Bathurst & JJ Kovacs - What Sellers need to know about Acquisition Financing & their Financial Life after the Sale

Keith Brown - The Use of Life Insurance to a Succession Plan

Ian Macnaughton - Managing Family Dynamics in Business Succession

Tom Deans - 1.2 Million Family Businesses: Great Legacies or Full Contact Sport

Day 2 Speaker Presentations:

Tim Cestnick - Business Transition and The Taxman

Josephine Nadel - Business Succession - Structuring a Sale or Transfer - A Legal Perspective

Dr. Larry Stefan - Succession Planning for Someone Very Important - You!

Alain Quennec and Cam MacIntosh - Transitioning a Financial Advisory Practice

Barry LaValley - The Transition into Retirement: The intuitive advisor's guide to helping your client

Lynne Myles - Creating a Comprehensive Plan for Bill and Hillary Poleski Using PlanPlus Planit

Photos:

Click here to view photos.

Date and time:

October 26, 2010 - October 27, 2010

8:00 am - Registration and hot breakfast
9:00 am to 4:45 pm - Presentations (lunch provided)
4:50 pm - Wine and Cheese Reception (On Day 1 - Tuesday, October 26)

Agenda:

Please click here to view the agenda.

Price (for Members):
$359 + tax (no charge for Advisor and Advanced Season Passholders ... Intro passholders receive a 15% discount)

Price (for Non-Members):
$434 + tax

Attention: Large companies ... ask us about our volume discount

HST # 128563152 

How to register:

Registration is closed.

Location:

Morris J Wosk Centre for Dialogue, SFU Downtown, 580 W Hastings St, Vancouver
Click here to view a map of the location

Speakers

		Alain Quennec, BComm, CFP, FMA, CIM Financial Advisor, Associate Portfolio Manager and Director, Rogers Group Financial Alain Quennec is a Financial Advisor and Director of Rogers Group Financial. Individual clients benefit from independent financial advice using a disciplined, structured and educational approach provided by Alain and his team. Beginning with a financial plan and/or investment policy statement (IPS), Alain's team builds long-term client relationships and provides advice on issues regarding wealth management, estate planning, risk management and retirement income planning. We believe the knowledge, education and understanding we provide our clients empowers them to feel secure and in control of their financial future.
		Barry LaValley The First Life Approach Barry LaValley is a pioneer in the life planning approach to financial planning. In 2001, he was a contributor to the book “Your Clients for Life—the definitive guide to Financial Life Planning” along with U.S. authors Mitch Anthony and Carol Anderson. Since that book was written, Barry has interviewed hundreds of advisors in both Canada and the United States and created a common sense approach to linking a client’s life planning to his or her financial plan. His main area of specialty is in teaching advisors how to implement a wealth management discovery process that will uncover a client’s true emotional concerns. Barry is on the advisory board for The Canadian Securities Institute Wealth Management Designation Program and currently works with firms in Canada and the U.S. to help them implement a true wealth management strategy for their advisors.
		Bruce Watson, CA, CBV, LLB Partner, Wolrige Mahon LLP Chartered Accountants Bruce Watson is a partner in the Financial Investigations Group. He has a Bachelor of Laws degree from the University of Edinburgh, Scotland, and is a Canadian CA and Chartered Business Valuator. Bruce served as a partner in a national accounting firm from 1981 to 1993, providing assurance and business advisory services to a wide range of clients. He subsequently served as an officer and director of certain public (TSX and NASDAQ) and private companies, working in the United States until returning to Vancouver in 2004. Bruce's practice is focused mainly on business valuations, litigation support (including shareholder disputes, quantification of economic losses, and issues related to accounting principles or auditing standards), and financial modeling services related to public-private partnerships ("P3's").
		Cam MacIntosh, CPCC Retired Independent Advisor Cam spent many years as Manager of Imperial Life in Vancouver, where he worked with many successful and respected financial advisors. Later, he set up his own financial planning practice, which he successfully transitioned to Alain Quennec at Rogers Group Financial three years ago. Since then, Cam has earned the Certified Professional Co-Active Coach (CPCC) designation from the Coaches Training Institute of San Rafael, California and has established Cam Mac Coaching – a business and life style coaching practice. With the combination of this professional designation and a lifetime of marketing and management experience, Cam is helping business and professional leaders “go to the next level” in their business and life relationships.
		Diane Friedman Senior Vice President, Wolrige Mahon Corporate Finance Diane began her career with the TD Commercial Banking Group where she spent 5 years as a commercial lender. From there she joined Roynat Capital and spent 2 years working with growing BC businesses providing term loans, major equipment leases, subordinated debt and equity financing. In 1998 Diane became a founding Investment Manager at Vancity Capital, initially capitalized with $25 million. During her 15 year tenure in the banking and merchant banking, Diane has financed in excess of 400 BC-based businesses, with her last 10 years concentrated on subordinated debt financing for growth, acquisitions, and management buyouts. Diane joined Wolrige Mahon Corporate Finance in 2006 to work as an advisor to business owners in their M&A activities, and to assist them with financing as they grow their businesses organically and through acquisitions.
		Floyd Murphy, CFP CLU CHFC Murrick Insurance Services Floyd Murphy entered the Financial Services Industry in 1971. He was initially based in Edmonton and moved to Vancouver in 1974. Floyd and his wife Gloria own and operate several businesses including Murrick Insurance Services Ltd., Somerset Insurance Services Ltd., Alpine Insurance Services Ltd., Newcombe Insurance Agency Ltd. and Killarney Insurance Services Ltd.. He is a founding member and President of the Nakamun Group with offices in Vancouver, Edmonton, Calgary and Winnipeg.
		Ian Macnaughton, M.B.A., Ph.D. Ian Macnaughton & Associates Inc.  Ian Macnaughton, is an executive coach, organizational consultant, and psycho-therapist in private practice. He has an extensive business background and has taught at Langara College, B.C.I.T., S.F.U. and U.B.C. His training includes Somatic Experiencing®, E.M.D.R., T.F.T., Gestalt Therapy from the Gestalt Training Center, the San Diego Training Centre and other approaches for assisting individuals, families and organizations. He was a senior teacher of Family Systems Therapy at the Pacific Coast Family Therapy Training Association and has extensive in training and experience in family and organizational system dynamics. Ian grew up in a business family and was a second generation owner, further developing the business which he sold some years ago. He has owned a number of businesses in the hospitality and real estate development field. He is a Business Family Advisor and is one of a small group of Canadians to have completed a Certificate in Family Business Advising from the Family Firm Institute. He currently sits on the Professional Advisory Committee for the Business Family Centre at The Sauder School of Business, U.B.C.
		John Bathurst, CA, CFP Vice President & Regional Director Private Wealth Group BC Region, BMO Harris Private Banking John is focused on providing leadership and direct support to the major clients of BMO HPB in the areas of Tax & Estate planning, Business Succession, Financial Planning and Philanthropy. John obtained his Chartered Accountant’s designation in 1978, completed the CICA In Depth Tax Course in 1981. Prior to joining BMO Harris Private Banking, in 2002, John practiced as CA primarily in the area of tax for over 20 years with KPMG where he was a Partner for 14 years. John is a Certified Financial Planner (CFP), a certificate holder in Business Family Advising from both the Family Firm Institute in the US and the Business Family Centre at UBC, and a member of the Society of Trusts and Estate Practitioners (TEP).
		Josephine Nadel Partner, Borden Ladner Gervais Josephine Nadel is a lawyer and partner of Borden Ladner Gervais LLP, where she practises in the areas of corporate, commercial, tax, wealth management, trusts, estates and succession planning. Her focus is succession, governance and strategic planning for private enterprises and family businesses. Josephine has extensive experience in the implementation of succession and tax planning transactions and, in particular, corporate reorganizations, share capital structures and shareholder agreements. Josephine provides family businesses and private enterprises with a full range of advisory services in the areas of corporate planning, succession, wealth transition, governance and strategic planning. She has experience in tax planning for individuals and privately-held corporations and is a trained facilitator. Josephine's services to family businesses include facilitation of family meetings and advice on governance structures such as family councils, family charters, boards of directors and advisory boards and a range of policies.
		JJ Kovacs Senior Commercial Account Manager of Commercial Banking, BMO Bank of Montreal Over his 5 years in commercial finance, JJ has led over $100 million in financing for growth or acquisitions in mid-sized businesses. Prior to banking, JJ ran a successful online start-up and worked as an accountant at a local non-profit. JJ holds a Masters of Business Administration from the Richard Ivey School of Business and is a Certified Management Accountant. JJ has been a part-time lecturer of Management Finance at Kwantlen Polytechnic University, and also volunteers his time as treasurer of a local church. He enjoys golf and hiking.
		Keith N. Brown, CFP, CLU, ChFC President, Financial Confidence Advisors Inc. Family Business Advisor Keith Brown is President and Principal founder of Financial Confidence Advisors Incorporated. Since entering the financial planning industry in 1981, he has achieved significant success both independently and within leading industry companies. He is the five-time recipient of Prudential Insurance Company of America’s ‘Leading manager in Canada’ title and, in 1999, was named Sun Life Financial’s “Top manager in Canada.” Not only has Keith achieved several years as a Million Dollar Round Table (MDRT) qualifier, including Court of the Table honors – a designation that denotes exceptional professional knowledge, client service and ethical conduct. Well respected by his peers, he has served on the advisory boards for numerous insurance companies and industry associations. Keith received his Chartered Life Underwriter (CLU) designation in 1988, his Chartered Financial Consultant (ChFC) in 1990, and his Certified Financial Planner (CFP) in 1991.
		Larry O. Stefan, Ph.D., R. Psych. President, L. Stefan and Associates Inc. Dr. Larry Stefan is a graduate of The University of Alberta where he received his M.Sc. and Ph.D. in psychology, followed by a two-year post-doctoral fellowship in the university's Faculty of Medicine focusing on productivity and organizational effectiveness. His work experience includes employment with two national firms as a management consultant and corporate psychologist to business and government. In 1991 he founded L. Stefan & Associates Inc., a boutique firm that specializes in management assessments, succession planning, and development of company-wide selection systems. Their clients include companies such as London Drugs, Teck, The Jim Pattison Group, Canfor, and Washington Marine Group, as well as international clients such as Dundee Precious Metals. Dr. Stefan has personally assessed over 10,000 managers and is sought for his expertise and experience in the comprehensive assessment of senior managers for selection and development.
		Lynne Myles, CFP Executive Vice President, Business Transitions PlanPlus Inc. Lynne has over 25 years of experience in the financial services industry. She has extensive experience in financial planning having been a practicing financial advisor as well as President of Page and Associates, an award winning firm of strategic financial advisors. She possesses the ability to transform "sales" and financial planning concepts into easy to use and easy to understand "tools" that illustrate how a concept works and why it's important. She also has an extensive background in teaching financial planning concepts, one–on–one, and in groups and continues to help advisors through case consultations. Lynne has written extensive content for the financial services industry including being a key contributor to the Advocis Best Practices Manual.
		Thomas Deans, Ph.D. President, Détente Financial Corp Thomas Deans Ph.D. is the president of Détente Financial Corp that specializes in teaching family business wealth strategies through seminars sponsored by professional and financial service providers. Two generations of Tom’s family have founded, operated and sold their private and publicly traded companies for a combined value exceeding $100 million. This "start" and "sell" approach has profoundly shaped his unique view of family businesses.
		Tim Cestnick, FCA, CPA, CFP, TEP President and CEO, WaterStreet Family Wealth Counsel Tim enjoys a reputation as one of Canada's most recognized experts in tax and personal finance. Tim is a Fellow of the Institute of Chartered Accountants, a tax columnist for the Globe & Mail, and has written several Canadian best-sellers. In addition to print media, Tim appears regularly on Canada AM, CBC Newsworld, BNN, and the best-known money programs in the country. In 2005, Tim founded WaterStreet Family Wealth Counsel, Canada's leading Family Office firm. In 2010 and 2009 WaterStreet was named as the top firm of its kind in Canada in the Euromoney Private Banking & Wealth Management survey.