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
SEPTEMBER SHOWCASE - INCLUDED IN BUNDLE
In-Person Only
TUESDAY
September 15, 2026
2:30 pm - 5:00 pm MT
Welcome Back Seminar and Social: Case Law Update
Shannon James, JD, LLL, TEP, Calgary: Carscallen LLP
Venue: Calgary Petroleum Club – McMurray Room, 319 Fifth Avenue SW, Calgary
NOVEMBER 2026
BUNDLE SEMINAR - LOCAL EVENT
WEDNESDAY
November 18, 2026
11:30 am – 2:00 pm MT
Considerations When Dealing with Non-Resident Representatives, Beneficiaries and Assets
Includes Lunch!
Eleanor Carlson, JD, MA, TEP, Calgary: Carbert Waite
Nadia Hubocan, JD, LLM, TEP, Calgary: Moody's Private Client
Philip Mei, CPA, CGA, CPA (North Dakota), TEP, Calgary: Doane Grant Thornton LLP
Venue: Calgary Petroleum Club – McMurray Room, 319 Fifth Avenue SW, Calgary
JANUARY 2027
BUNDLE SEMINAR - LOCAL EVENT
TUESDAY
January 26, 2027
11:30 am – 2:00 pm MT
Registered Accounts Before and After Death: Planning, Pitfalls and Practical Solutions
Includes Lunch!
Aaron Hector, CFP, RFP, TEP, Calgary: TIER Wealth
Athenea O'Bryan, LLB, JD, RRC, TEP, Calgary: IG Wealth Management
Venue: Calgary Petroleum Club – McMurray Room, 319 Fifth Avenue SW, Calgary
FEBRUARY 2027
NATIONAL COURSE - SEPARATE FROM BUNDLE
In-Person Only
THURSDAY
February 4, 2027
8:00 am – 5:00 pm MT
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
WEDNESDAY
February 24, 2027
11:30 am – 2:00 pm MT
Tax Update
Includes Lunch!
Kim Moody, FCPA, FCA, TEP, Calgary: Moody's Tax / Moody's Private Client
Venue: Calgary Petroleum Club – McMurray Room, 319 Fifth Avenue SW, Calgary
APRIL 2027
BUNDLE SEMINAR - LOCAL EVENT
TUESDAY
April 6, 2027
11:30 am – 2:00 pm MT
Protecting the Vulnerable Beneficiary: Henson Trusts, RDSPs and Benefit Preservation in Post-2026 Alberta
Includes Lunch!
Gordon VanderLeek, LLB, TEP, Calgary: VanderLeek Law
Maya Claire Gordon, LLB, TEP, Edmonton: Reynolds Mirth Richards & Farmer
Venue: Calgary Petroleum Club – McMurray Room, 319 Fifth Avenue SW, Calgary
MAY 2027
SOCIAL EVENT - SEPARATE FROM BUNDLE
In-Person Only
WEDNESDAY
May 5, 2027
4:00 pm - 6:00 pm MT
Social Event, Annual Branch Meeting, and Special Presentation
Complimentary to STEP Calgary members and students
Speakers TBA
Venue: The Ranchmen’s Club - Bennett Room - Cochrane Lounge, 710 13th Avenue SW, Calgary
(Please follow the dress code)
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.