2023-24 Branch Seminars

Interested in attending more than two of the seminars below?

Then have a look at the 2023-24 STEP Toronto Hybrid Branch Bundle to see all the seminars offered this season. 
For more information, click below.

OCTOBER

WEDNESDAY
October 11, 2023
3:00 pm – 5:00 pm ET

Probate Planning – Is It Still Worth the Hype?

Moderators:
Jessica Feldman Chittley, LLB, TEP, Toronto: Bales Beall LLP
Emily Hubling, JD, TEP, Toronto: Fasken LLP

Speakers:
Lucy Main, LLB, TEP, Toronto: WeirFoulds LLP
Daniel Stober, LLB, TEP, Toronto: Torkin Manes LLP

NOVEMBER

WEDNESDAY
November 15, 2023
3:00 pm – 5:00 pm ET

Artificial Intelligence – Can It Do Your Work for You?

Moderators:
Nancy Yan, CPA, CA, TEP: Cadesky Tax
David Lobl, LLB, TEP: Gowling WLG (Canada) LLP

Speakers:
Russell Alexander, LLB, Toronto: Russell Alexander Collaborative Family Lawyers
Chris Stankiewicz, JD, Toronto: LAWPRO

APRIL

WEDNESDAY
April 17, 2024
3:00 pm – 5:00 pm ET

Foreign Beneficiaries of Canadian Estates and Trusts (Middle East, UK and East Asia) – Risks, Opportunities and Rewards

Moderator: Katy Basi, LLB, TEP, Toronto: Basi Law Professional Corporation

Speakers:
Sébastien Desmarais, LLB, JD, LLL, TEP, Ottawa: TD Wealth
Nicholas Holland, LLB, London: McDermott Will & Emery

MAY

TUESDAY
May 14, 2024
3:00 pm – 5:00 pm ET

Let’s Hit the Highlights – In Case You Missed It

Moderator: Marni Pernica, LLB, TEP, Toronto: Fasken LLP

Speakers: 
Sara Beheshti, JD, Toronto: Law Office of Sara Beheshti
Michelle Connolly, CPA, CA, CFP, FEA, TEP, Toronto
Michael Goldberg, LLB, FEA, TEP: Aird & Berlis LLP
Henry Shew, CPA, CA, LLM, CPA (WA), MAcc, TEP, Toronto: Our Family Office