2026-27 Branch Seminars & Events
BEST VALUE:
Maximize your professional development and simplify your registration with the Branch 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
SOCIAL EVENT - SEPARATE FROM BUNDLE
In-Person Only
WEDNESDAY
September 16, 2026
5:00 pm - 8:00 pm ET
Welcome Back Social Event
Complimentary to STEP Toronto members and students
Venue: CI Private Wealth, 2nd Floor, 15 York Street, Toronto
OCTOBER 2026
BUNDLE SEMINAR - LOCAL EVENT
WEDNESDAY
October 28, 2026
4:00 pm - 5:30 pm ET
Mind the Gap: Navigating Professional Gray Areas
Followed by a social event!
Moderator: Alex Kerslake, LLB, LLM, FPFS, CFA, CFP, TEP, Toronto: PwC Canada
Speakers:
Justin de Vries, LLB, TEP, Toronto: de VRIES LITIGATION LLP
Adam Shapiro, CPA, CA, CFP, CLU, FEA, TEP, Toronto: Chronicle Wealth
Jin Wen, CPA, CA, CPA (Illinois), TEP, Toronto: Ernst & Young LLP
Venue: Gowling WLG, Suite 1600, 100 King Street W, Toronto
NOVEMBER 2026
STUDENT EVENT - SEPARATE FROM BUNDLE
TUESDAY
November 12, 2026
Time TBA
Student Event: Educational Networking Session
Exclusive event: only open to STEP Toronto students - complimentary registration
Venue: TBA
BUNDLE SEMINAR - LOCAL EVENT
WEDNESDAY
November 25, 2026
4:00 pm - 5:30 pm ET
Trust Us, It Will Be Topical - I: Post-Mortem Family Law Claims and How to Avoid Them
Followed by a social event!
Moderators:
Jeanine Lim, MMPA, CPA, CA, TEP, Toronto: Manulife
Nancy Yan, MBA, CPA, CA, TEP, Toronto: Cadesky Tax
Speakers TBA
Venue: Gowling WLG, Suite 1600, 100 King Street W, Toronto
JANUARY 2027
BUNDLE SEMINAR - LOCAL EVENT
MONDAY
January 18, 2027
4:00 pm - 5:30 pm ET
Trust Us, It Will Be Topical - II
Moderator: Jessica Feldman Chittley, LLB, TEP, Toronto: Bales Beall LLP
Speakers TBA
Venue: Gowling WLG, Suite 1600, 100 King Street W, Toronto
SOCIAL EVENT - SEPARATE FROM BUNDLE
In-Person Only
MONDAY
January 18, 2027
5:30 pm - 8:30 pm
Blue Monday
Exclusive event: only open to STEP Toronto members, students, and sponsors - complimentary registration
Venue: TBA
FEBRUARY 2027
STUDENT EVENT - SEPARATE FROM BUNDLE
THURSDAY
February 4, 2027
Time TBA
Student Event: Next-Gen
Exclusive event: only open to STEP Toronto students - complimentary registration
Venue: TBA
NATIONAL COURSE - SEPARATE FROM BUNDLE
In-Person Only
THURSDAY
February 25, 2027
8:00 am - 5:00 pm ET
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
APRIL 2027
BUNDLE SEMINAR - LOCAL EVENT
In-Person Only
THURSDAY
April 8, 2027
4:00 pm - 5:30 pm ET
Interactive Case Study Workshop
Followed by a social event!
Moderator: Marni Pernica, LLB, TEP, Toronto: Aird & Berlis LLP
Speakers TBA
Venue: Gowling WLG, Suite 1600, 100 King Street W, Toronto
MAY 2027
STUDENT EVENT - SEPARATE FROM BUNDLE
THURSDAY
May 6, 2027
Time TBA
Student Event: Educational Session
Exclusive event: only open to STEP Toronto students - complimentary registration
Venue: TBA
SOCIAL EVENT - SEPARATE FROM BUNDLE
In-Person Only
TUESDAY
May 11, 2027
5:00 pm - 7:00 pm ET
End of Year Reception & Annual Branch Meeting
Complimentary to STEP Toronto members and students
Venue: TBA
BEST VALUE:
Maximize your professional development and simplify your registration with the Branch 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.