A good succession plan not only deals with the transfer of ownership but also the transfer of leadership. Without a clean transition of leadership, relationships and people the chances of failing are much higher. This webinar is designed to cover the essential components of succession planning and provide participants with possible exit strategies for transferring their business.

In this session, you will learn:

    
Where to begin and the succession planning process,
The benefits to succession planning,
Traps to avoid when establishing a succession plan, and
Blind spots to be aware of during the succession planning process.
Meet your facilitator:

Lynne Fisher is the National Team Leader of MNP’s ExitSMART™ service. Located in the firm’s Edmonton office and drawing on more than 15 years of direct experience, Lynne brings her expertise to MNP’s comprehensive succession program, ExitSMARTTM, which offers end-to-end succession planning for privately held companies. She has worked with clients in a variety of industries and brings expertise from having been a business owner, commercial banker, consultant and educator.

As a Certified Family Council Facilitator, Lynne has worked as a trusted advisor with some of western Canada’s leading privately held and family-owned companies, helping in the transition of ownership and leadership from the founder(s) to the next generation of leaders and establishing governance structures to preserve and progress the wealth and wisdom of families.

Lynne holds a Bachelor of Arts degree in Economics and is a Certified Family Council Facilitator. Committed to serving her community, she is currently the president for the Rotary Club (Edmonton South).


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As a small business owner, your business and personal lives are intertwined.  As such, it is important to understand how taxation works and where there are opportunities to effectively structure your business to allow for risk management and minimization of taxes.

This session will:

    
provide participants with an  overview of taxation (both personal and corporate),
outline basic reporting requirements (the basis for taxation and initial tax planning issues),
address year-end determination including dividends versus bonus which form the basis for shareholder/owner remuneration, and
outline expense deductibility and basic tax planning strategies.
Meet Your Facilitator:

Lee Bauer, CPA, CA is a Senior Manager with MNP’ s Private Enterprise team in Saskatoon.  Lee works primarily with small and medium sized owner-managed businesses, preparing corporate financial statements and tax returns and providing general business consulting services.  



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Owners of small and medium-sized businesses are keenly aware that success depends on their most important asset: loyal, long-term employees who serve customers well and keep the business running smoothly. That’s why many are enhancing their compensation packages to include incentives beyond salary, such as group benefit and retirement plans, to help attract and retain the most productive and engaged employees.

In this session, you will learn: 

    
The drivers behind and key benefits of offering a group benefit and retirement plan as part of a competitive compensation package,
The steps you should take to implement a plan and how an insurance advisor can help you achieve your goals, and
The product options available and how to structure a plan to best meet the needs of your employees and your budget.
Meet Your Facilitator:

Don Rowell is a Client Relationship Specialist with CUMIS Life Insurance Company.  Don has nearly 25 years of experience in the group retirement industry. In his role, Don works closely with small to medium-sized businesses to service their new and existing group retirement plans. Don has completed the Certified Employee Benefit Specialist (CEBS) course, which includes the Retirement Plans Associate (RPA) and Compensation Management Specialist designations and received ISCEBS Fellowship Status in 2011.  Don holds two bachelor’s degrees from the University of Saskatchewan and has completed other industry related courses.

Rita Rushton is an Account Manager in Group Benefits at the Cooperators Life Insurance Company.  Rita has been with The Co-operators since 2007 and has over 25 years experience in the Group Insurance Industry. She gained her experience at five different Regina-based insurers in a wide variety of roles, including administration, policy set up, call centre management, and most recently, account 
management. Since joining The Co-operators, Rita has served the Group Benefits needs of credit unions across Canada and has loved every minute of it. Originally raised on a farm in small-town Saskatchewan, Rita been a credit union member for over 30 years.
  



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