2026-27 Chapter 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
BUNDLE SEMINAR - LOCAL EVENT
TUESDAY
September 15, 2026
3:00 pm - 5:00 pm PT
Maximize Your Impact: Advanced Strategies for Effective Gifting
Followed by a social event!
Moderator: Allisa Wu, JD, TEP, Kelowna: Montgomery Miles and Stone Law Firm
Speakers:
Robert Hamanishi, Kelowna: Kelowna General Hospital Foundation
Ken Harvey, CPA, CA, Kelowna: MNP LLP
Danny Mah, CFA, Calgary: PearTree Canada
Venue: BDO Kelowna - Suite 400, 1631 Dickson Avenue, Kelowna
NOVEMBER 2026
BUNDLE SEMINAR - LOCAL EVENT
TUESDAY
November 24, 2026
3:00 pm - 5:00 pm PT
Trusts vs. Modern Alternatives for Protecting Wealth & Family
Moderator: Samantha Ferguson, JD, TEP, Kelowna: Lawson Lundell LLP
Speakers:
Ross Langford, LLB, TEP, Kelowna: Lawson Lundell LLP
Nicole Watson, CPA, CA, TEP, Kelowna: Watson CPA Services Inc.
Venue: BDO Kelowna - Suite 400, 1631 Dickson Avenue, Kelowna
JANUARY 2027
NATIONAL COURSE - SEPARATE FROM BUNDLE
In-Person Only
FRIDAY
January 29, 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
FEBRUARY 2027
BUNDLE SEMINAR - LOCAL EVENT
TUESDAY
February 16, 2027
3:00 pm - 5:00 pm PT
Unmasking the Rogue: Advanced Tactics for Elder Law Practitioners
Moderator: Braeden Rahn, JD, TEP, Kelowna: Geoffrey W. White Law Corporation & Clark Wilson LLP
Speaker: Amy Mortimore, KC, LLB, Vancouver: Clark Wilson LLP
Venue: BDO Kelowna - Suite 400, 1631 Dickson Avenue, Kelowna
MAY 2027
BUNDLE SEMINAR - LOCAL EVENT
TUESDAY
May 11, 2027
3:00 pm - 5:00 pm PT
STEP Year in Review: Update on Trust and Estate Matters During 2026-2027 STEP Year (Collaboration with STEP Vancouver) & Annual Chapter Meeting
Followed by a social event!
Moderator: Judith Charbonneau Kaplan, LLB, LLM Tax, TEP, Kelowna: Wellington-Altus Private Wealth Inc.
Speakers:
Kenneth Keung, CPA, CA, CPA (Colorado), CFP, MTax, LLB, TEP, Victoria: Doane Grant Thornton LLP
Stanley Rule, LLB, TEP, Kelowna: Sabey Rule LLP
Geoffrey White, KC, LLB, TEP, Kelowna: Geoffrey W. White Law Corporation & Clark Wilson LLP
Venue: BDO Kelowna - Suite 400, 1631 Dickson Avenue, Kelowna
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.