2026-27 Chapter Seminars & Events
BEST VALUE:
Maximize your professional development and simplify your registration with the Chapter Bundle! With an all-in-one registration, enjoy convenient access to a full series of local seminars featuring expert-led technical content, flexible viewing options, valuable networking opportunities, and CPD/CE credits throughout the program.
SEPTEMBER 2026
SPECIAL CHAPTER LAUNCH EVENT - SEPARATE FROM BUNDLE
MONDAY
September 14, 2026
2:45 pm - 5:30 pm PT
The Perils of Being a Personal Representative: A Panel Discussion of the Top Ten Estate Administration Headaches for Executors, Administrators and their Advisors
Complimentary event!
Includes networking reception from 4:30 - 5:30
Moderator: Dawn Tipton, CPA, CA, TEP, Victoria: Doane Grant Thornton LLP; Chair, STEP Vancouver Island
Speakers:
Alana Bryce, CFP, MTI, Victoria: BMO Trust Company
Dwight Dee, LLB, TEP, Miller Thomson LLP; Chair, STEP Vancouver
Kenneth Keung, CPA, CA, CPA (CO, USA), CFP, MTax, LLB, TEP, Victoria: Doane Grant Thornton LLP; Chair, STEP Canada Tax Technical Committee
Venue: Delta Hotels Victoria Ocean Pointe Resort - 100 Harbour Rd, Victoria
NOVEMBER 2026
BUNDLE SEMINAR - LOCAL EVENT
THURSDAY
November 5, 2026
3:00 pm - 5:00 pm PT
Medical Assistance in Dying (MAiD): Legal, Tax, and Estate Planning Considerations for Trust & Estate Professionals
Includes networking reception from 4:30 - 5:00
Colin Flannigan, JD, Kelowna: FH&P Lawyers LLP
Tamara MacIntyre, MSC, DC, DNM, EOLD, Victoria: MAiDHouse
Venue: Doane Grant Thornton LLP, 650-1675 Douglas Street, Victoria
JANUARY 2027
NATIONAL COURSE - SEPARATE FROM BUNDLE
In-Person Only
THURSDAY
January 21, 2027
8:00 am - 5:00 pm PT
National Full-Day Course:
Taxation at Death and Post Mortem Planning
Chris Ireland, CPA, CA, TEP, Vancouver: Tellian Management Co. Ltd.
Kenneth Keung, CPA, CA, CPA (Colorado), CFP, MTax, LLB, TEP, Victoria: Doane Grant Thornton LLP
Venue: TBA
MARCH 2027
BUNDLE SEMINAR - LOCAL EVENT
THURSDAY
March 4, 2027
3:00 pm - 5:00 pm PT
A Year in Review
Includes networking reception from 4:30 - 5:00
Moderator: Kirk O'Brien, MBA, CPA, CMA, CFP, FEA, TEP, Victoria: BMO Private Wealth
Speakers:
Jennifer Leach Sandford, LLB, TEP, Victoria: Horne Coupar LLP
Pam Smith, CPA, CA, TEP, Victoria: MNP LLP
Dawn Tipton, CPA, CA, TEP, Victoria: Doane Grant Thornton LLP
Venue: Doane Grant Thornton LLP, 650-1675 Douglas Street, Victoria
MAY 2027
BUNDLE SEMINAR - LOCAL EVENT
THURSDAY
May 6, 2027
3:00 pm - 5:00 pm PT
Empowering Choices: Estate and Financial Planning for Clients and Beneficiaries with Disabilities & Annual Chapter Meeting
Includes networking reception from 4:30 - 5:00
Moderator: Jennifer Leach Sandford, LLB, TEP, Victoria: Horne Coupar LLP
Speakers:
Caroline Deane, LLB, Victoria: Horne Coupar LLP
Solana Vannus, BA, Vancouver: Plan Institute
Venue: Doane Grant Thornton LLP, 650-1675 Douglas Street, Victoria
BEST VALUE:
Maximize your professional development and simplify your registration with the Chapter Bundle! With an all-in-one registration, enjoy convenient access to a full series of local seminars featuring expert-led technical content, flexible viewing options, valuable networking opportunities, and CPD/CE credits throughout the program.