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 - SEPARATE FROM BUNDLE
In-Person Only
THURSDAY
September 24, 2026
4:00 pm - 7:00 pm CT
Focus Group Discussion & Networking Event
Complimentary to STEP Winnipeg branch bundle registrants, members, students, and sponsors
Venue: SMITH Restaurant - Inn at the Forks, 75 Forks Market Rd, Winnipeg
OCTOBER 2026
BUNDLE SEMINAR - LOCAL EVENT
TUESDAY
October 13, 2026
11:30 am - 1:30 pm CT
"Just a Simple Gift" … Or is it? Navigating Traps in Family Gifting
Includes Lunch!
Daniel Watts, JD, TEP, Winnipeg: CI Assante
Venue: Bergmann's on Lombard, Suite 620, 167 Lombard Avenue, Winnipeg
NOVEMBER 2026
BUNDLE SEMINAR - LOCAL EVENT
TUESDAY
November 24, 2026
11:30 am - 1:30 pm CT
Keeping the Peace (and the CRA Happy): Spousal Trusts in Action
Includes Lunch!
Desiree Katz, JD, Winnipeg: MLT Aikins
Venue: Bergmann's on Lombard, Suite 620, 167 Lombard Avenue, Winnipeg
JANUARY 2027
BUNDLE SEMINAR - LOCAL EVENT
TUESDAY
January 12, 2027
11:30 am - 1:30 pm CT
Canadian Tax Update
Includes Lunch!
Travis Nesbitt, BComm, CPA, Winnipeg: Doane Grant Thornton LLP
Venue: Bergmann's on Lombard, Suite 620, 167 Lombard Avenue, Winnipeg
FEBRUARY 2027
NATIONAL COURSE - SEPARATE FROM BUNDLE
In-Person Only
WEDNESDAY
February 10, 2027
8:00 am - 5:00 pm CT
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
TUESDAY
February 16, 2027
11:30 am - 1:30 pm CT
Planning for Professionals: Corporate, Tax, and Wealth Transfer Strategies
Includes Lunch!
Graham Fuga, MBA, JD, PEng, CPA, CMA, TEP, Winnipeg: Pitblado Law LLP
Venue: Bergmann's on Lombard, Suite 620, 167 Lombard Avenue, Winnipeg
MARCH 2027
BUNDLE SEMINAR - LOCAL EVENT
TUESDAY
March 16, 2027
11:30 am - 1:30 pm CT
Timing, Tax, and Tough Decisions: Estate Planning for Terminal Illness and MAiD
Includes Lunch!
Andrew Torbiak, JD, TEP, Winnipeg: Tradition Law LLP
Venue: Bergmann's on Lombard, Suite 620, 167 Lombard Avenue, Winnipeg
MAY 2027
BUNDLE SEMINAR - LOCAL EVENT
TUESDAY
May 4, 2027
11:30 am - 1:30 pm CT
Estate Planning and Administration for Indigenous Clients & Annual Branch Meeting
Includes Lunch!
Nicole Richmond, JD, Pic River: Nicole Richmond
Venue: Bergmann's on Lombard, Suite 620, 167 Lombard Avenue, Winnipeg
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.