Free Toronto Seminar- IP and SR&ED Management for CFOs and General Counsel

When it comes to intellectual property (IP) and Scientific Research and Experimental Development (SR&ED) tax credits, CFOs must constantly assess the value of the services that they receive in exchange for engagement fees. Making this assessment can be challenging to the point of frustrating. CFOs must keep the bigger picture of overall financial health of their organization, while dealing with a complex management regime consisting of CTOs and CMOs. Further challenges arise due to complex and opaque billing practices by law firms and SR&ED consultation firms.

Agenda for SR&ED:

  • Basic overview
  • Tracking experimentation for CRA compliance
  • Labour tracking for CRA compliance
  • Integrating SR&ED intro tracking systems
  • Setting up a strategy

Agenda for Intellectual Property:

  • Basic overview of IP regimes
  • Identifying points of differences in your business
  • Selecting an appropriate IP regime that provides a barrier to entry for those points of difference
  • Setting an IP strategy for your company
  • Setting an IP management committee
  • Business case criteria for IP filings
  • Setting fee schedules and billing practices to maximize transparency and accountability

Event details:

Speakers:
Gerry Fung, CPA CMA, P.Eng.
VP of Business Services at NorthBridge Consultants

Andrew Currier, BSEE, LL.B., P.Eng.
CEO of Perry + Currier Inc.

Register Online 

* Eligible for substantive hours

For more information please contact:

 NorthBridge Consultants
1-519-623-2486 x230
ela@northbridgeconsultants.com

or

PCK IP
1-416-920-8170 x136
low@pckip.com


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Date/Time
Date(s) - September 22, 2017
8:00 am - 10:00 am

Location
PCK Perry + Currier Inc.

Categories


Speakers

Gerry Fung
CPA, CMA, P.Eng. Vice President, Business Services at NorthBridge Consulting Services Inc.

Andrew Currier
BSEE, LL.B., P.Eng. Co-Founder and CEO of PCK | Perry + Currier Inc. | Currier + Kao LLP


If the event days do not work for you or you would prefer a more focused discussion, please contact us to set up an individual meeting.

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