Chapter PD: Exchange Trade Fund and Family Law

September 9, 2017

CPABC’s Burnaby/New Westminster Chapter is pleased to offer you back to back Chapter PD Sessions on Saturday, September 9th, 2017. You may register for one or both sessions.

Date: Saturday, September 9, 2017
Time: 7:00 am Registration and Breakfast; 10:00 am Refreshment; Session 1: 8:00 am to 10:00 am & Session 2 :10:15 am to 12:15 pm
Location: Executive Hotel and Conference Centre, 4201 Lougheed Highway, Burnaby, BC ; This event is near the Gilmore Skytrain/Brentwood Mall Location
Who: CPABC Members and Students
Early Bird Registration for both sessions: $75.00 + GST (deadline for early bird is August 27, 2017)
Registration for both sessions: $80.00 + GST (after August 27, 2017)
Registration for one session only: $40.00 + GST
CPD: Both events qualify for 4 hours verifiable CPD & one event qualifies for 2 hours verifiable CPD each
To register: Register here

Session 1 – Exchange Trade Fund

The following topics will be addressed:

What are ETFs (Exchange Traded Funds) are?
What are the differences between index funds and ETFs?
How are ETFs used in investment portfolios?

By the end of this course, participants will have a clear understanding of how ETF’s are different from other investment vehicles and what are some the key advantages and disadvantages of ETFs.

Speaker’s Biography

Mark Webster

Vice president at Minet International Professional Indemnity Ltd.

Mark is the BMO ETF team’s representative for Western Canada. With over 25 years of experience in the financial services industry, Mark has covered many diverse forms of financial risk. He began his career as a professional indemnity broker, becoming a vice president at Minet International Professional Indemnity Ltd. (now part of AON), conducting risk analysis for the Big 8 global accounting firms, as well as some of the top U.S. law firms. He has worked as a retail investment advisor with RBC DS; in the mutual fund industry with First Trust Portfolios; and has held several other positions in the pension industry. He brings with him a Master’s degree in Russian History from McGill University and several industry accreditations.

Session 2 – Family Law

This course provides an overview of the Divorce Act and Family Law Act in BC, key aspects of family law issues, developing new trends and their implication for your clients and your practice; lots of legal anecdotes and new cases will be provided.

Topic of interest in Family Law and Divorce Act for Accounting Professional:

1. Frame work of Federal Divorce Act and BC Family Law Act
2. Possible Roles for CPAs in a family file; consultant; expert witness; court appointed expert; mutually agreed on expert
3. Limitation Periods
4. Common law Relationships
5. Separation – impact on your clients
6. Agreements – Cohabitation, Marriage and Separation Agreements
7. Support for children and spouses; spousal and child support guidelines
8. Financial Disclosure in a Family file and valuations
9. Division of Property – family vs excluded property- new cases- the future? ; treatment of gifts, loans lottery winnings, inheritances and superannuation
10. Debt
11. Tracing Assets- all around the world
12. Foreign divorce decisions; are they enforceable in BC?
13. Consequences of settlements and judgments

Speaker’s Biography

Gayle Myers

Director of Academic Relations, Senior SFU Administrator

Gayle began her career as Social Worker with Children’s Aid and the Vancouver Resources Board. She gained significant experience in child protection, juvenile and adoption cases, as she handled a complex and high volume child protection, family, juvenile, and adoptions caseload which required many attendances in court.

Gayle’s legal career developed as a Litigation lawyer who successfully prosecuted, defended, mediated and resolved Insurance, Professional Negligence, Personal Injury, Administrative, Employment and Family Law cases at all levels of court and tribunals at two well known Vancouver law Firms. Gayle was certified as a Family law Mediator and took advanced negotiation programs.

Gayle’s experience as a lawyer in the professional regulatory, administrative, employment law, board and governance fields stems from her work as a staff lawyer at the Law Society of British Columbia. She served in the Competency Department (Now Practice Standards) assisting lawyers with competency difficulties and then in the Professional Conduct Department conducting investigations and assisting with disciplinary and credentials complaints.

Gayle’s administrative law and regulatory knowledge further developed from her position as Director of Academic Relations, a senior SFU Administrator, where she oversaw a team providing advice on complex policy, procedural and legal matters to Senior Management as well as advice and services to 1200 faculty, their staff and Leaders. As Director of Special Projects Gayle developed and administered the first annual Academic Leadership Training program for new Faculty administrators at SFU.

Areas of Practice:

  • Family Law
  • Professional Governance and Regulation
  • Administrative Law
  • Immigration
  • Employment Law
  • Dispute Resolution

Registration for these events

Early bird registration for both events runs until August 27, 2017 at $75.00 + GST, which qualifies for 2 hours verifiable CPD for each session (4 in total). After August 27, 2017, both events cost $80+ GST which also qualifies for 2 hours verifiable CPD each session. Alternatively, you can take either one of these sessions individually for $40 + GST each and are 2 hours verifiable CPD each.

Please note Chapter events are not eligible for the CPABC PD Passport. We apologize for any inconvenience.

Please also kindly note that we do not accept walk-in at the registration desk. Registration must be completed using ePly, the online registration form.

Parking at the hotel facility is free for this event but please check with the hotel registration desk to confirm whether you need to provide them with your license plate number. Additional overflow paid parking is also available.

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One comment on “Chapter PD: Exchange Trade Fund and Family Law
  1. S. Mah says:

    Burnaby, Vancouver, Richmond chapters all have their PD seminars on the same September 9 date so that members are forced to choose only one and cannot attend the others?