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
BUNDLE SEMINAR - LOCAL EVENT
THURSDAY
September 24, 2026
3:00 pm - 5:00 pm PT
Avoiding Probate: Planning for and Consequences of Having Assets Pass Outside a Will
Followed by a social event!
Aliya Goldan, CPA, CA, Vancouver: Smythe CPA
Laura Peach, JD, TEP, Vancouver: Legacy Tax + Trust Lawyers
Kelsey Sherriff, JD, Vancouver: Miller Thomson LLP
Venue: UBC Robson Square, Theatre (Room C300), 800 Robson Street, Vancouver
NOVEMBER 2026
BUNDLE SEMINAR - LOCAL EVENT
THURSDAY
November 19, 2026
7:30 am - 9:30 am PT
Where There’s No Will, There’s Still a Way: Dealing with a B.C. Resident Intestacy
Includes breakfast from 7:30am - 8:00am
Michelle Isaak, LLB, Vancouver: DLA Piper
Heather MacLean, CPA, CGA, Vancouver: McLaren Trefanenko
Alex Northey, LLB, TEP, Vancouver: Concentra Trust
Venue: UBC Robson Square, Theatre (Room C300), 800 Robson Street, Vancouver
JANUARY 2027
NATIONAL COURSE - SEPARATE FROM BUNDLE
In-Person Only
FRIDAY
January 15, 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
BUNDLE SEMINAR - LOCAL EVENT
THURSDAY
January 21, 2027
7:30 am - 9:30 am PT
Disputes with Decision Makers & Passing of Accounts
Includes breakfast from 7:30am - 8:00am
Amy Mortimore, KC, LLB, Vancouver: Clark Wilson LLP
Yolanda Benoit, BComm, Vancouver: The British Columbia Society for the Prevention of Cruelty to Animals (BC SPCA)
Venue: UBC Robson Square, Theatre (Room C300), 800 Robson Street, Vancouver
MARCH 2027
SOCIAL EVENT - SEPARATE FROM BUNDLE
In-Person Only
THURSDAY
March 4, 2027
12:00 pm - 2:30 pm PT
Annual Student Networking Lunch
Exclusive event: only open to STEP Vancouver students and board members - complimentary registration
Venue: TBA
BUNDLE SEMINAR - LOCAL EVENT
THURSDAY
March 4, 2027
3:00 pm - 5:00 pm PT
How Lifetime Agreements Impact Estate Plans: A Review of Cohabitation, Marriage Agreements and Mutual Wills
Preceded by annual student lunch!
Ingrid Tsui, LLB, TEP, Vancouver: Alexander Holburn Beaudin & Lang
Amanda Winters, JD, Vancouver: Scion Law LLP
Venue: UBC Robson Square, Theatre (Room C300), 800 Robson Street, Vancouver
MAY 2027
BUNDLE SEMINAR - LOCAL EVENT
THURSDAY
May 13, 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 Okanagan) & Annual Branch Meeting
Followed by a social event!
Moderator: Alexander Demner, JD, TEP, Vancouver: Thorsteinssons LLP
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: UBC Robson Square, Theatre (Room C300), 800 Robson Street, Vancouver
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.