Events

We've hand-picked events throughout the year so you can better connect with like-minded entrepreneurs and learn from the best in the biz.

Business Plans

Tuesday, December 5 | 12:00 PM - 1:00 PM

ATB Entrepreneur Centre, Calgary

Running your own business can be rewarding and exciting. It can also be quite stressful with multiple issues to be solved at the same time. How can you be sure you are solving these issues while maintaining a streamlined path forward? How can you be sure you are solving problems inline with your corporate objectives? In this discussion, we will talk about the importance of creating a business plan and how it can be used to help solve issues in a way so that you, and all of your employees, are working towards a common goal.

Speakers: Jeff Lutzak, CPA, CA & Terry Booth, FCPA, FCA, CF

Jeff Lutzak is a partner at Collins Barrow Calgary with a focus on private companies. Jeff has over 11 years experience working with entrepreneurial private companies over a variety of industries including those in manufacturing, retail, construction and professional services. Jeff provides accounting, audit, tax planning, corporate structuring, assistance with financing and other business advisory services to his clients. Jeff is also a member of the Collins Barrow national IT Committee.

Terry Booth is a partner at Collins Barrow Calgary and leader of the technology practice. Terry has extensive experience working with entrepreneurial public and private companies including those in the technology, manufacturing, retail, agricultural and oilfield services sectors. Terry has focused on technology for over 20 years – as an auditor and advisor, as a CFO and as a board member. Terry provides a wide range of services to his technology clients, including audit and tax services, business consulting, strategic guidance, due diligence assistance, mergers and acquisition consulting and assistance with debt and equity financing.

 

*This session is suitable for all levels.*

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