Beyond Billables: Increasing Efficiency & Developing Lastly Client Relationships

Followed by A Student Networking Event

Join fellow STEP Calgary students for a fireside chat with senior practitioners in the estate planning field. Hear firsthand how lawyers, accountants, trust advisors, and other professionals work together to improve efficiency, navigate complex files, and build strong, lasting relationships with their clients.

Following the discussion, stay for drinks, appetizers, and networking with practitioners and peers. It’s a great opportunity to ask questions, make connections, and gain practical insights you can carry into your future career.

Pre-register by Monday, November 2, 2026.
Don’t miss your chance to join the fun!

Complimentary to all STEP Calgary students.

EVENT DETAILS

👥 IN-PERSON ONLY

📅 DATE:
Thursday, November 5, 2026

AGENDA: 
4:30 pm to 5:00 pm
Reception & Welcoming Guests
5:00 pm to 5:30 pm
Fireside Chat
5:30 pm to 5:45 pm
Q&A
5:45 pm to 6:30 pm
Networking

📍 LOCATION:
Mercato Mission – Restaurant, 2224 4 St SW, Calgary

MEET YOUR MODERATOR & GUEST SENIOR PRACTITIONERS

Boston Rowe

CFP, BComm, CIM, Calgary
Lougheed Wealth Management

Raymond Li

CPA, CGA, TEP, Calgary
KPMG LLP

Sander Van Der Wissel

LLB, LLM, TEP, Calgary
VDW Law

Shelley Waite

KC, TEP, Calgary
McLeod Law LLP

SPECIAL THANKS TO OUR SOCIAL SPONSOR