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 9, 2026
4:00 pm - 7:00 pm ET
September STEPping Out Social
Exclusive event: only open to STEP Ottawa members and students - complimentary registration
Venue: KPMG LLP, Suite 1800, 150 Elgin Street, Ottawa
OCTOBER 2026
BUNDLE SEMINAR - LOCAL EVENT
WEDNESDAY
October 7, 2026
4:00 pm - 5:30 pm ET
Baby Steps: What You Need to Know About Fertility Law and Estates
Followed by a social reception!
Monique Shebbeare, LLB, Vancouver: TD Wealth
Venue: TBA
NOVEMBER 2026
BUNDLE SEMINAR - LOCAL EVENT
WEDNESDAY
November 4, 2026
4:00 pm - 5:30 pm ET
AMT for Inter Vivos/Life Interest Trusts
Followed by a social reception!
Melissa Plunkett, MFA-P, TEP, Ottawa: Scotia Wealth Management
Venue: KPMG LLP, Suite 1800, 150 Elgin Street, Ottawa
SOCIAL EVENT - SEPARATE FROM BUNDLE
In-Person Only
Date & Time TBA
Student Social Event
Exclusive event: only open to STEP Ottawa students - complimentary registration
Venue: TBA
DECEMBER 2026
SOCIAL EVENT - SEPARATE FROM BUNDLE
In-Person Only
WEDNESDAY
December 2, 2026
4:00 pm - 7:00 pm ET
Holiday Social - Jingle & Mingle!
Exclusive event: only open to STEP Ottawa members and students - complimentary registration
Venue: KPMG LLP, Suite 1800, 150 Elgin Street, Ottawa
JANUARY 2027
BUNDLE SEMINAR - LOCAL EVENT
WEDNESDAY
January 6, 2027
4:00 pm - 5:30 pm ET
Seminar Topic TBA
Followed by a social reception!
Nicole Ewing, LLB, CLU, TEP, Ottawa: TD Wealth
Venue: KPMG LLP, Suite 1800, 150 Elgin Street, Ottawa
FEBRUARY 2027
BUNDLE SEMINAR - LOCAL EVENT
WEDNESDAY
February 3, 2027
4:00 pm - 5:30 pm ET
Farm Succession and Taxation
Followed by a social reception!
Benoit Legault, CPA, CA, Hawkesbury: MNP LLP
Venue: KPMG LLP, Suite 1800, 150 Elgin Street, Ottawa
MARCH 2027
NATIONAL COURSE - SEPARATE FROM BUNDLE
In-Person Only
THURSDAY
March 11, 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
MAY 2027
BUNDLE SEMINAR - LOCAL EVENT
WEDNESDAY
May 5, 2027
4:00 pm - 5:30 pm ET
Seminar Topic TBA & Annual Branch Meeting
Followed by a social reception!
Jessica Houle, LLL, JD, Ottawa: Pryor Tax Law
Ian Pryor, LLB, TEP, Ottawa: Pryor Tax Law
Venue: KPMG LLP, Suite 1800, 150 Elgin Street, Ottawa
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.