Event Details

Questions?  Contact Irene Dorsman - irene@angelforum.org

Alternative Funding -  including Government Funding and Tax Credits for Entrepreneurs and Investors Module

A large percentage of entrepreneurs indicates that finding the right investor(s) is the biggest challenge facing their start-up, while many of them haven't accessed government grants and leave that free money on the table.

This is a workshop not to be missed.

Who doesn't want free money? Both entrepreneurs and angel investors investing in those entrepreneurs,  should be aware what is out there and accessible. Granted, it can be confusing  but we will give you a very clear overview so you can see the trees through the forest.

We are very pleased to partner with Dr Jason Neale, General Partner of Old Kent Road Financial (OKR) who has a real love for starting new ventures, turning around struggling companies, developing novel technology and managing fast growing opportunities and has direct experience of raising Government funding and equity (circa $200 million). Jason will give a detailed overview of Government Funding Programs and alternative options available. 

Our second presenter of the day will Jason Cheng, CA, CGA, Partner Tax Services Practice, PwC Canada. Jason will cover SR&ED and pick up the tax implications for Angels, such as EBC status and capital gains tax exemptions.

Erik Kaas - Industrial Technology Advisor at NRC-IRAP will be there as well to give his side of the process.

You can expect a lot of very practical information, you also want to be aware of as an angel investor. 

Case studies, and instructor-led group discussions will predominate the methods used.


Workshop Schedule - 650 West Georgia Street, 16th Floor, Vancouver


12.45pm  Registration


1pm         Workshop - Alternative Finance - Government Incentives

                 Jason Neale, Phd, MBA

                 Managing Partner OKR Financial


2.30pm    Break - coffee and tea provided   


3pm         Workshop - SR&ED Tax Incentive Program

                 Jason Cheng, CPA, CA

                 Partner Tax Services Practice PwC Canada.


4.30pm   Wrap up and time for a beer/wine or other drink

Cost $100 for non-members, $75 for members in good standing. 

This is a serious  workshop, not a simple 1 hour overview.

Who should attend: these half day workshops is primarily designed for founders and investors in startup to early revenue technology companies, seeking Seed or Series A stage funding.

Format: These workshops are designed to be highly interactive for all attendees in a confidential protected environment (no solicitations), with lots of time for Q&A and networking. 

Expert Panelists: tba 

Networking: All attendees are asked to stand-up and introduce themselves in 20 seconds (suggested content could include the name of a company that you are an investor in or founder of and one key issue you want to learn about). This is great for networking among attendees.

Handout Materials: A workbook of the presentation and resource materials will be provided at check-in to aid in your note taking at the workshop. 

Important to Workshop Attendees:

  • Bring a friend 
  • Seating is limited and is on a first completed registration basis. There is no on-site registration.
  • No refund or credit but another person may attend in your place.
  • 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 afternoon
  • Networking over drinks included
  • Your payment will be receipted immediately via e-mail.
  • You will receive by e-mail further details approx. 1 week before the Workshop date.
Ticket Name Sale Ends Price Quantity
Angel Forum Member Registration
21 Feb 2019
Sale Ended
Investor/Founder Non Member Registration
21 Feb 2019
Sale Ended
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21 Feb 2019
12:45pm - 6:30pm PST

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  • 650 W Georgia St 16th Floor, Vancouver, BC V6B 4N7, Canada