Staying ahead of the curve

Watch our charities and NFP lawyers in this continuation of our webinar series from earlier this year as they delve deeper into what this year’s federal budget and disbursement quota changes mean to foundations. They also speak about the growing trend of mergers and amalgamations and what to look for. Kevin O’Sullivan, a portfolio manager at RBC, joins the group to share how to update investment policy statements for your organization.

Topics

• Budget 2022 updates and changes
• Mergers and amalgamations
• Investment policies
• Gifts under a will or trust
• Social enterprise structuring
• Wrongful dismissal

Moderator

• Michael Blatchford, Partner, Norton Rose Fulbright, Vancouver

Speakers

• Kate Braaten, Associate, Norton Rose Fulbright, Vancouver
• Paul Macchione, Senior Associate, Norton Rose Fulbright, Toronto
• Bryan Millman, Senior Associate, Norton Rose Fulbright, Vancouver
• Brian Milne, Partner, Norton Rose Fulbright, Calgary
• Kevin O’Sullivan, Portfolio Manager, RBC Wealth Management, Vancouver
• Laura West, Partner, Norton Rose Fulbright, Vancouver

This is a 2-hour webinar and its delivery is available in English only.

Continuing Professional Development (CPD) credits

	Law Society of British Columbia | This program contains 120 minutes of substantive content.
	Law Society of Ontario | This program contains 120 minutes of substantive content.
	Quebec | This program contains 120 minutes of content. For further information related to accreditation, please contact our team.

Contact us