Venue
The Westin Calgary
The Westin Calgary, 320 4 Ave SW, Calgary, AB T2P 2S6, Canada

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Event Date Tue Nov 2 MDT - Wed Nov 3 MDT (3 months ago)
In your timezone (EST): Tue Nov 2 5:15pm - Wed Nov 3 9:15pm
Location The Westin Calgary
320 4 Ave SW, Calgary, AB T2P 2S6, Canada
Region Americas
Details

At the Business Transitions Forum (BTF), you will garner practical insights from entrepreneurs and business experts that have travelled down the transition path before you.

What can you do to multiply the proceeds of an acquisition? What are your liquidity options? What do acquirers look for? What are the major risks in your business and how can you mitigate them? Even if you are not planning to transition, this event will provide you with tactical takeaways to help you make smarter business decisions in the short term while setting you up for a successful transition in the future.

WHY ATTEND?
• Learn where to begin and how to build your transition roadmap
• Learn strategies to increase the value of your business, even if you have no plan to sell
• Understand what buyers are looking for
• Find out who can help you and what it will cost
• Learn how to avoid transition disasters from other entrepreneurs just like you

Speakers

2020 Speakers

CHAIR:

Allison Maher
Co-founder, Family Wealth Coach Planning Services Inc.

Matthew Kellow
Vice President, Growth & Transition Capital, Western Canada, BDC Capital

SPEAKERS:

Pierre Cléroux
Vice President Research & Chief Economist, BDC

Cody Church
CEO & President, Clear North Capital

Scott Bodie
Partner, Tax, Bennett Jones LLP

Trevor Thomson
Partner, Taxation Services, BDO Canada LLP

Josh Matthews
Managing Director, Corporate Finance, PwC Canada

MODERATORS:

Ilan Jacobson
Founding Partner & CEO, FirePower Capital

Dave Mason
Director, Senior Private Wealth Manager, UBS Bank (Canada)

Bryan Haynes
Partner, Bennett Jones LLP

Allison Maher
Co-founder, Family Wealth Coach Planning Services Inc.

Janie Tremblay
Counsel, McMillan LLP

Mike McIsaac
Founder & President, Renaissance Mergers & Acquisitions Inc.

Matthew Kellow
Vice President, Growth & Transition Capital, Western Canada, BDC Capital

PANELISTS:

Kristi Miller
Founder and National Managing Director, First West Capital

Chad Robinson
Managing Director, SCF Partners

Jon Spencer
Principal, TriWest Capital Partners Inc.

Devin Wagner
Managing Director, Western Region Transactions Leader, Grant Thornton LLP

Alan Chettiar
Partner, Investment Banking, FirePower Capital

Sharon Gray
President, RDT Valuations Group Inc.

Don Montgomery
President, True North Mergers and Acquisitions

Terry Stephenson
President & CEO, Vertex Resources Group

Anthony Strawson
Co-Managing Partner, Felesky Flynn LLP

David C. Curtis
Chairman and CEO, Longview Aviation Capital

Christoffer Mylde
SVP Corporate Development, Sproule

Mark Vodden
Vice President, KPMG Corporate Finance Inc.

Stefan Erasmus
President, Werklund Family Office

Shauna Feth
Executive Director, Alberta Business Family Institute, University of Alberta

Lynne Fisher
National Team Leader, ExitSmart, MNP

Jeff Aplin
President & CEO, David Aplin Group

Jackie Fimrite
Vice President, RBC Mid-Market Mergers and Acquisitions

Vern Malcolm
Managing Director, Growth & Transition Capital, BDC Capital

Mark Brodkin
Managing Director & Head, Roynat Equity Partners, Roynat Capital

Cheryl Grant
Director, Transactions, Grant Thornton Corporate Finance Inc.

Greg McIlwain
Business Law and M&A, McMillan LLP

Greg Tooth
Director, Equicapita

Bill Darling
Former President, Big Guns Energy Services

Jeff Nugent
Chief Strategy & Global Business Development Officer, People 2.0

Cathie Saroka
President & CEO, Goldray Glass

Aroon Sequeira
Chairman, Sequeira Partners

Sponsors & Partners

2020 Sponsors

PRESENTING SPONSOR:
• BDC

ENDEAVOUR SPONSOR:
• MNP

ENTERPRISE SPONSOR:
• Renaissance

VENTURE SPONSORS:
• Grant Thornton
• Fire Power Capital
• True North

REGISTRATION SPONSOR:
• First West Capital

INDIVIDUAL SPONSORS:

BOTTLED WATER:
• Tri West Capital Partners

COCKTAILS & CONVERSATION:
• UBS Wealth Management

LANYARD:
• BDC

MORNING KEYNOTE:
• BDO

LUNCHEON KEYNOTES:
• Roynat
• Scotia Bank

WORKSHOPS:
• Fire Power Capital
• Norton Rose Fulbright

JOURNAL:
• McMillan

GLOSSARY OF TERM:
• Grant Thornton

LUNCH:
• Nerland Lindsey

BADGE:
• Felesky Flynn Llp

SESSION SPONSORS:
• BDC
• Bennett Jones
• True North

SUPPORTING PARTNERS:
• CFIB
• A Higher Level of Management Consulting
• CVCA
• Family Enterprise Change
• NACO
• TEC Canada
• University of Alberta