2025-26 Branch Seminars & Events
BEST VALUE:
Interested in attending three or more of the Bundle Seminars listed below? Register for the Branch Bundle and receive access to all five local hybrid seminars! The Branch Bundle provides in-depth technical content, accessible viewing options, valuable networking opportunities, and CPD/CE credits.
SEPTEMBER 2025
SEPTEMBER SHOWCASE - INCLUDED IN BUNDLE
In-Person Only
TUESDAY
September 9, 2025
4:00 pm - 6:00 pm MT
Case Law Update
Shelley Waite, KC, LLB, TEP, Calgary: McLeod Law LLP
Venue: Calgary Petroleum Club – McMurray Room, 319 Fifth Avenue SW
NOVEMBER 2025
BUNDLE SEMINAR - LOCAL EVENT
WEDNESDAY
November 26, 2025
12:00 pm – 2:00 pm MT
Charitable Giving - Opportunities & Pitfalls for Client's Estates
Kristina Graburn, JD, Calgary: Miller Thomson LLP
Maddalena (Maddy) Marchese, Calgary: Scotia Wealth Management
Venue: Calgary Petroleum Club – McMurray Room, 319 Fifth Avenue SW
DECEMBER 2025
SOCIAL EVENT - SEPARATE FROM BUNDLE
WEDNESDAY
December 3, 2025
4:30 pm – 6:30 pm MT
101 Pitfalls of Trusts and Estates Practitioners: Fireside Chat and STEP Calgary Student Event
Complimentary to All STEP Calgary Students!
Lori Bokenfohr, LLB, ACTEC Fellow, TEP, Calgary: Fasken LLP
Jenna Carvalho, MTI, TEP, Calgary: Guardian Estate Company
Katherine (Kat) Ratcliffe, JD, TEP, Calgary: Linmac LLP
Venue: Rodney’s Oyster House, 355-10 Ave SW, Calgary
JANUARY 2026
BUNDLE SEMINAR - LOCAL EVENT
TUESDAY
January 27, 2026
12:00 pm – 2:00 pm MT
Business Beyond the Grave: Navigating Planning and Administering Estates With an Operating Business
Kimiko Comeau, CFA, FEA, Calgary: BMO Private Wealth
Nancy Golding, KC, ACIArb, TEP (EM), Calgary: Moodys Private Client
Sally Lewis, TEP, Calgary: TD Wealth Advisory Services
Venue: Calgary Petroleum Club – McMurray Room, 319 Fifth Avenue SW
FEBRUARY 2026
BUNDLE SEMINAR - LOCAL EVENT
TUESDAY
February 24, 2026
12:00 pm – 2:00 pm MT
Navigating Change Without a Compass: 2025 Tax Update for Canadian Estates and Trusts
Ben Hudson, LLB, Calgary: MLT Aikins LLP
Matt Sharp, CPA, CA, TEP, Calgary: Structure Chartered Professional Accountants LLP
Venue: Calgary Petroleum Club – McMurray Room, 319 Fifth Avenue SW
APRIL 2026
BUNDLE SEMINAR - LOCAL EVENT
WEDNESDAY
April 8, 2026
7:30 am – 9:30 am MT
Lasting Legacies: Succession Planning for Farmers & Ranchers
Tracy Hanson, LLB, Calgary: Walsh LLP
Aidan Nicholson, JD, Calgary: Linmac LLP
Venue: Calgary Petroleum Club – McMurray Room, 319 Fifth Avenue SW
MAY 2026
SOCIAL EVENT - SEPARATE FROM BUNDLE
THURSDAY
May 7, 2026
4:00 pm - 6:00 pm MT
Social Event & Annual Branch Meeting
John L. Connell, San Fransisco, CA: Focal AI
Venue: The Ranchmen’s Club - Bennett Room - Cochrane Lounge, 710 13th Avenue SW, Calgary
(Strict "no jeans" policy.)
JUNE 2026
STUDENT EVENT - SEPARATE FROM BUNDLE
THURSDAY
June 18, 2026
4:30 pm - 6:30 pm MT
How to Build a Practice: Fireside Chat and Student Networking Event
Venue: Rodney’s Oyster House, 355-10 Ave SW, Calgary
BEST VALUE:
Interested in attending three or more of the Bundle Seminars listed above? Register for the Branch Bundle and receive access to all five local hybrid seminars! The Branch Bundle provides in-depth technical content, accessible viewing options, valuable networking opportunities, and CPD/CE credits.