Event Details

PLEASE NOTE  NEW VENUE

Questions?  Contact Irene Dorsman - irene@angelforum.org

Alternative/Non-dilutive 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 an non-dilutive (!) 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 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.

Our other speaker will be Douglas Saxon - Venture Partner of Old Kent Road Financial (OKR). Doug is a CFA with deep experience in financial services ranging from Investment Advisor to leading the Corporate Finance/Due Diligence team at Canada’s largest EMD and has a focus on Private Debt/Capital markets including negotiating, structuring, and due diligence on transactions.

Erik Kaas - Industry Technology Advisor at NRC-IRAP will share his insights and give his side of the process - and provide registrants with highly relevant advice. We will round out the group with Alexandre Paré - Founder and Managing Director of Streamline Athletes - whose early stage startup has tapped into a number of grants over the last year. He will share his experience and his experience with "hiring grants",  will resonate in particular with the early stage founders.

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 - 14th Floor 250 Howe Street, Vancouver

 

1.30pm  Registration

1.45pm   Alternative Finance - Government Incentives

                 Douglas Saxon, Venture Partner of Old Kent Road Financial (OKR)      2.30pm    Break - coffee and tea provided   

3.00pm    SR&ED and Investor Tax Incentive Program

                 Jason Cheng, CPA, CA

                 Partner Tax Services Practice PwC Canada

4.00pm    The NRC - IRAP Program 

                 Erik Kaas - Industry Technology Advisor 

4.30pm   How to make grants work - stories from the ground

                Alexandre Paré - Founder and Managing Director of Streamline Athletes

4.30pm   Wrap up 

Cost $75 for non-members, $50 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
Government Funding and Tax Credits 09 Mar 2020 $50.00

10 Mar 2020
1:30pm - 6:30pm PDT

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  • 250 Howe St 14th Floor, Vancouver, BC V6C 3R8, Canada
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