Date(s) - March 7, 2018
7:30 am - 9:30 am
Power to Change National Office
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If you are an entrepreneur, business owner, or NPO leader, you may have tried to find a director for your board. Or, possibly you want to set up an advisory board and you are involved in the same pursuit. You may run a company or a NPO and are trying to find the right people. Or you may be on the other side of the equation. You may be the person that others are asking to be on their boards. In either scenario what should you know about the liabilities, obligations and responsibilities of being a board member or member of an advisory board? This ELO Workshop will feature three experts to highlight different aspects of being on a board. The major take-away: you will never think about a board the same way again!
Covenant Family Wealth Advisors (www.covenant.ca) – Covenant assists a wide range of entrepreneurs, family business owners throughout Canada to develop holistic stewardship plans that encompass financial planning, estate planning, family business transition and philanthropy. Covenant typically takes on a trusted advisor role providing strategic input on key hiring, establishing advisory boards and growth / exit options.
McQuarrie Hunter LLP, Barristers & Solicitors (www.mcquarrie.com) – is a multi-practice firm that is optimally sized to meet the needs of a diverse range of business, individual and institutional clients. They believe trust is the foundation of every good client-lawyer relationship and they value the trust and confidence that clients have placed in their firm. They work hard to earn that confidence by understanding the diverse needs of their clients and responding to those needs with careful preparation, attention to detail and proactive, practical solutions. Conveniently located in the Central City Tower in Surrey, British Columbia, they serve clients with business or legal interests in New Westminster, Surrey and the surrounding areas including Metro Vancouver and the Fraser Valley.
Avisar Chartered Professional Accountants (www.avisar.ca) – Avisar’s trusted team of professionals provide a ‘beyond the numbers’ approach to problems and questions, by working in the details without losing perspective on the big picture as it relates to the client’s individual needs, business and industry. Professional service advisors at Avisar understand that examining statements, ensuring compliance and balancing the books are only parts of the process. Providing perspective and advice to assist clients in the day-to-day management and the larger decisions their company faces, is just as crucial. They provide a wide range of services tailored to their client’s needs, including accounting services for privately-owned businesses, not-for-profit organizations and public companies, as well as tax and CFO consulting services.