2025-26 Branch Seminars & Events
BEST VALUE:
Interested in attending two or more of the Bundle Seminars listed below? Register for the Branch Bundle and receive access to all four local hybrid seminars! The Branch Bundle provides in-depth technical content, accessible viewing options, valuable networking opportunities, and CPD/CE credits.
SEPTEMBER 2025
SOCIAL EVENT - SEPARATE FROM BUNDLE
MONDAY
September 8, 2025
5:00 pm - 8:00 pm ET
Welcome Back Social Event
Complimentary to Members and Students
Venue: CI Private Wealth, 15 York St., 9th Floor, Toronto
OCTOBER 2025
BUNDLE SEMINAR - LOCAL EVENT
THURSDAY
October 9, 2025
4:00 pm - 5:30 pm ET
After the Diagnosis: Estate and Incapacity Planning
Followed by a social event!
Moderator: Harmanjit Mavi, JD/MBA, TEP, Toronto: Davies Ward Phillips & Vineberg LLP
Matthew Cho, CPA, CA, TEP, Toronto: Cadesky Tax
Alex Lee, CPA, CA, MTax, Markham: TD Wealth
Audrey Miller, MSW, RSW, Toronto: Elder Caring Inc.
Dr. Sara Mitchell, MD, FRCPC, MPH, Toronto: Sunnybrook Health Sciences Centre
Kim Whaley, CS, LLB, LLM, TEP, Toronto: WEL Partners
Venue: Aird & Berlis LLP, 1800-181 Bay Street, Toronto
NOVEMBER 2025
SOCIAL EVENT - SEPARATE FROM BUNDLE
FRIDAY
November 7, 2025
6:15 pm - 8:00 pm ET
Tax & Tacos Night!
Student Social Event
Venue: PwC, 2500-18 York St, Toronto
BUNDLE SEMINAR - LOCAL EVENT
THURSDAY
November 20, 2025
4:00 pm - 5:30 pm ET
Trust Us - It Will Be Topical - Part I: Responsible Integration of AI into Your Practice
Followed by a social event!
Moderators: Marni Pernica, LLB, TEP, Toronto: Aird & Berlis LLP | Alex Kerslake, CFA, CFP, TEP, Toronto: PwC Canada
Monica Carinci, JD, Toronto: Aird & Berlis LLP
Jingchan Hu, CPA, CA, TEP: Crowe Soberman LLP
Junaid Mirza, Oakville: PwC Canada
Samantha Prasad, LLB, TEP, Toronto: Cassels Brock & Blackwell LLP
Venue: Aird & Berlis LLP, 1800-181 Bay Street, Toronto
JANUARY 2026
SOCIAL EVENT - SEPARATE FROM BUNDLE
MONDAY
January 19, 2026
5:00 pm - 7:00 pm ET
Blue Monday Social Event
Member and Student Social Event
Venue: BMO, First Canadian Place 68th Floor, 100 King Street W., Toronto
FEBRUARY 2026
BUNDLE SEMINAR - LOCAL EVENT
THURSDAY
February 26, 2026
4:00 pm - 5:30 pm ET
Trust Us - It Will Be Topical - Part II: Tales from the Trenches
Followed by a social event!
Moderators:
Mark Biderman, LLB, TEP, Toronto: Cidel Trust Company
Emily Hubling, JD, TEP, Toronto: Fasken LLP
Ed Esposto, LLB, TEP, Toronto:
Aird & Berlis LLP
Kyle Lamothe, JD, TEP, Toronto: Thorsteinssons LLP
Angela Ross, LLB, TEP, Toronto: PwC Canada
Venue: Aird & Berlis LLP, 1800-181 Bay Street, Toronto
APRIL 2026
SOCIAL EVENT - SEPARATE FROM BUNDLE
WEDNESDAY
April 15, 2026
5:00 pm - 8:00 pm ET
Snakes and Ladders Trivia Night
Board Member and Student Social Event
Venue: TD Tower, 66 Wellington Street West - 10th Floor, Toronto
MAY 2026
BUNDLE SEMINAR - LOCAL EVENT
In-Person Only
THURSDAY
May 7, 2026
4:00 pm - 6:00 pm ET
Interactive Case Study Workshop
Followed by a social event!
Moderator: Marni Pernica, LLB, TEP, Toronto: Aird & Berlis LLP
Hemal Balsara, CPA, CA, CFP, FEA, TEP, Mississauga: Manulife Financial
Rachel Blumenfeld, LLB, TEP, Toronto: Aird & Berlis LLP
Chantal Copithorn, CPA, CA, TEP, Toronto: PwC Canada
Ian Lebane, LLB, LLM, TEP, Toronto: TD Wealth
David P. Stevens, LLB, DDN, TEP, Toronto: Gowling WLG (Canada) LLP
Venue: Aird & Berlis LLP, 1800-181 Bay Street, Toronto
SOCIAL EVENT - SEPARATE FROM BUNDLE
TUESDAY
May 12, 2026
Time TBA
End of Year Reception & Annual Branch Meeting
Venue: Mawer Investment Management Ltd., TD South Tower, 79 Wellington St W. Suite 3410, Toronto,
BEST VALUE:
Interested in attending two or more of the Bundle Seminars listed above? Register for the Branch Bundle and receive access to all four local hybrid seminars! The Branch Bundle provides in-depth technical content, accessible viewing options, valuable networking opportunities, and CPD/CE credits.