Congratulations on your graduation!  Thinking about starting your own practice?  Then this webinar is for you!   This webinar is designed to cover the essential information to consider as you begin your journey to launch your practice.  

In this session, you will learn about:

                
The different structures and what may work best for you (i.e. sole proprietor, partnership and incorporation)
Action steps required in setting up your practice
Options and tax considerations when reviewing insurance and disability needs 
Planning and considerations when choosing office space
Bookkeeping options for a new practice
Financial planning for new businesses and owners
The value of a team of advisors
Meet Your Facilitator

Kerry Smith, CPA, CA, is a Partner within MNP’s Professional Services team in the Vancouver, B.C. office. With a strong focus on incorporated professionals, Kerry provides efficient and effective accounting, taxation and consulting services. He takes pride in looking beyond tax returns and financial statements to help clients achieve their personal and business goals. Drawing on his experience with the firm’s Professional Services team as well as two years overseeing the financial planning of high net-worth individuals at a boutique wealth management firm, Kerry is able to assist clients in many aspects of their professional career such as cash flow management, debt repayment, retirement, and strategic tax and estate planning.

            
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Business owners need to communicate effectively to promote their business to customers and potential customers.  There are a range of promotional activities to invest your limited promotional dollars, so the key is focusing on cost-effective methods of gaining exposure and building awareness and credibility.  

In this webinar, participants will learn:

                
the communication process and how to choose between the different methods of communicating to achieve their business goals, and
hands-on methods proven to develop clear and effective messages that will resonate with target markets.

Meet Your Facilitator

As a National Marketing Manager, Morgan Melnyk manages the marketing strategy for MNP LTD, the largest insolvency firm in Canada, which provides both consumer insolvency and corporate recovery services in 17 regions across Canada. In this role, he implements a variety of marketing tactics across multiple channels including, Digital, Content, Social, PR and Traditional Advertising. Morgan believes that a wholistic marketing strategy based on research, analysis, optimization and ultimately accountability is fundamental to achieving, and exceeding, business objectives. 

For nearly 10 years, Morgan has worked in Calgary developing marketing strategies for a variety of industries, including professional services, technology, energy, retail and environmental businesses. Morgan holds a Bachelor of Commerce with a double major in Marketing and International Business and a double minor in Economics and Political Science. 

            
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Businesses rely upon solid financial planning techniques in order to maximize cash flows and monitor and manage expenditures.  Financial matters do not come naturally to many business owners.  This course helps business owners and their management teams to learn and understand the overall process for budgeting, including basic budgeting guidelines and how to ensure roles and responsibilities encompass this important area.

In this session we will cover:

                
forecasting or planning revenue and expenses of a program or for an organization as a whole,
planning activities for the next fiscal year,
allowing an organization to allocate overall resources,
securing funding, and
planning for future cash flow needs.

Meet Your Facilitator

Annette Bester is a partner in MNP’s Saskatoon office. Partnering and working with companies in all stages of their business cycle for almost 19 years, Annette helps to support and strengthen their leadership. Over her career Annette has worked with a number of businesses with a focus to helping clients understand not just their historical financial information but what the information is telling them from a forward-looking perspective.

            
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