Being a Company Director in the 21st Century - Investor Readiness ©
a confidential Investor Readiness © workshop for Company Directors, Accredited Investors and Company CEOs.


Who should attend: This unique advanced workshop is designed for existing or future Board Directors, Accredited Investors and Company CEOs who want to upgrade their knowledge and interact with other active directors. It is not for service providers or advisors. Previous workshops on this topic were sold out. This is a private meeting not open to the public and all attendees must pre-register and sign a confidentiality agreement. 

This workshop is for Directors of both public and private companies, but it is not a workshop that covers the 10% of issues (like disclosure obligations, regulatory compliance, insider trading, etc) that make a public company different from a private company.

Why you should attend?  Ask yourself:

  • Having difficulty recruiting Company Directors for your company?

  • Not sure how much Directors should be paid?

  • Uncomfortable with your D&O insurance and personal liabilities?

  • Unsure what your responsibilities are as a Director if your company is being acquired or is short of cash?

  • Concerned about board conflicts of interest?

  • Wondering how Directors can add more value?

  • Want to network with other Company Directors?

"I sit on a number of start-up Boards here on the island, in Boston and Denver…..a good number of people that come to start-up boards, are really not that familiar with the roles and responsibilities of a board and its members. Many are there because they like the company got stock options and see a Board as exciting. Many also do not really understand the role of the chairman and especially many have difficulty when the chair is also the CEO. I have seen Board members walk from being appointed when they truly understand there role….as an example in some jurisdictions, you can be personally responsible for the payroll of a company if it gets into trouble".   a local company director

: 2013   7:30 am check-in, workshop runs 8:00 am to 6:00 pm.

Where: Room 7000 on 7th floor of SFU Harbour Centre, 515 West Hastings St. downtown Vancouver. Map of Streets / Parking and nearest hotel

 Use the "Board Director" link during registration  for this Workshop (click here) and note that we ask a few qualifying questions during registration.


What is the contentThis full day workshop will be a blend of presentations, war stories and panel discussions with local governance experts - with lots of time for Q&A and networking. Because confidential examples will be used (local companies where boards changed CEOs, failed to block hostile takeovers, and killed promising companies), all attendees will be required to sign a simple non-disclosure/confidentiality agreement. For the detailed agenda which is subject to change, please click here .

Here is what attendees said about last year's workshop: 

Excellent Program, very relevant - Len Grenier

Seminar was extremely valuable - Peter Sallaway

Well worth the time, great job! - Danny Robinson

Excellent topics and panel discussions - Yi Liang

Good balance of presentation, discussion and alternate opinions - George Norian

Amazing amount of knowledge and experience in the room - Shawn Stebbins

Great one-stop shop for current information - Andrew Csinger

Comprehensive briefing for everything about being a director - Noulan Bowker

Lead Sponsor                                                                        Sponsors


Confidentiality: This workshop is being held in a confidential setting so everyone will feel comfortable discussing real "war" stories. Because confidential examples will be used (local companies where boards changed CEOs, failed to block hostile takeovers and ruined promising companies) all registrants will be asked during the online registration process to accept a simple non-disclosure / confidentiality agreement and to sign the same agreement before the workshop starts. For privacy reasons, a list of attendees will not be available.


Who is the faculty and organizers?

Basil Peters has been a CEO in Vancouver and in Silicon Valley. Basil founded Nexus Engineering, grew to be the second largest manufacturer of cable television headends in the world. Since Nexus was sold, Basil has founded, and run portfolios in, a hedge fund, venture capital fund and angel fund. He publishes a blog for angel investors and entrepreneurs at


Mike Volker is an active angel investor, director of SFU's Industry Liaison Office  and founder of an angel fund, WUTIF Capital (VCC) Inc.Michael serves on the board of New Ventures BC and public company boards of Angelwest Capital Corp, Plutonic Power Corporation, Visiphor Corporation, Cyberlink Technologies Inc and GraphOn Corporation, as well as various private company boards. 

Bob Chaworth-Musters has a corporate finance, international banking and private investment management background. In 1997, he started the ANGEL Forum - Vancouver - one of the largest angel groups in Canada and he is a Director of the Canada's National Angel Organization. At the Angel Forum, usually 30+ pre-screened companies present to 70+ pre-screened investors.

Other local faculty are: Steve Lukas, Richard Berrow and Blair Horn from Fasken Martineau,  Roger Gurr - Compensation Specialist, and David Rowat with others tba.


How is the workshop taught?  This workshop is designed to be highly interactive for both Board Directors and Accredited Investors in a confidential protected environment (no solicitations). The format will be a blend of presentations, war stories and panel discussions with local governance experts, with lots of time for Q&A and networking. 


Introductions: Attendees are asked in the morning to introduce themselves (suggested content could include 1 to 2 names of companies they are Directors of or Investors in and the one key Board Director issue they want to learn about). This is great for networking among attendees. 

Handout Materials: Presentation materials in a bound book will be provided at check in to aid in your note taking at the workshop. For privacy reasons, a list of attendees will not be available.

H1N1 (Swine) Flu Precautions: On the workshop day, please do not attend if you feel sick and we will mail the presentation book to you. We will have alcohol based hand washing gel dispensers and ask that people wash their hands at each break period and to refrain from shaking hands etc.  

What is the Cost to Attend?  Space is limited and is on a first come basis before October 20 (our workbook printing deadline). This workshop is only for active Board Directors, Accredited Investors and Company CEOs. Bring a friend at a $30 savings. The registration fee for this full-day, all-inclusive workshop includes book of workbook handouts, coffee and muffins at check-in, mid morning coffee; sandwich lunch in the workshop room and mid afternoon refreshments. Already 44 people have registered - 3 seats left at the $295 normal price, then 10% higher.

Registration Fee - Tax Deductible

(per person) plus 5% GST, in Canadian dollars. 




Next 20


Late Registrations

by Oct 26 2009    

Board Director, Accredited Investor
 or Company CEO





Bring a qualified friend on same registration

their fee is approx ~10% lower per additional person.






 Please u
se the "Board Director" link during registration for this workshop (click here) and note that we ask a few qualifying questions during registration.


Want to amend your existing registration?  

 - Use the UserID and Password emailed from after you registered for the first time,

 - Use them to log in here and then use the Investor Workshop link on the left column to return to this page,

 - Return here to click and amend your registration.   Any problems, email us 


Important to Workshop Attendees:

  • Bring a qualifying colleague - For extra people on the same registration, their fee is ~10% lower per additional person. 

  • Seating is limited and is on a first completed registration basis and there is no on-site registration.

  • Only VISA and MasterCard credit cards are accepted to reserve a seat (no Cheques).

  • If payment online is not completed within 24 hours, a seat will not be reserved and your registration will be void. 

  • No refunds within 60 days of the event date, but another qualifying person may attend in your place if you notify us.

  • Registrants who fail to attend will not receive a refund or credit.

  • A workbook of the PowerPoint presentations and Articles is included for note taking 

  • Coffee/tea available early and mid morning with cold drinks at mid afternoon. Sandwich Lunch is included 

  • Your registration and payment will be receipted immediately via e-mail from  

  • You will receive by e-mail further details approx. 1 week before the Workshop date.

Questions or Feedback?  please contact Bob Chaworth-Musters  by email.


"This was a great workshop - the most value for me came out of Q&A and the way experienced confident presenters dealt with them from the hip - and very well managed in terms of keeping it moving along", Simon Russell 


"Kudos for pulling off a great Company Directors workshop. Your commitment to helping the tech community improve its best practices is again being selflessly and abundantly shared." Joseph Bowes 


"Excellent Program, very relevant" - Len Grenier   "Comprehensive briefing for everything about being a director" - Noulan Bowker 

Site updated Sept 25, 2009