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Spring
2004 seminar series
A series of full day seminar modules
are presented by experts on business topics. Two such
seminars have been held with great appreciation by participants :
Innovator and Project Management (link below).
We are pleased to offer the seminars as part of EPIC EMS initiative. Application will be made to Engineering
Institute of Canada (EIC) for 4
CEU
EIC
credits.
Hi-Tech money
issues: finance,
accounting + tax in 2004 This seminar
will cover the essential of Finance and Accounting needed by
technology entrepreneurs to ensure long term success. Practical
issues are presented by practioners from the field from how to
raise money (internally and externally) and present the best
practices from subject matter experts.
Date: Thursday, 22nd April 2004
8:20 am to 4:30 pm
Target
Audience: Engineers, Managers and Team delivering projects.
Agenda:
08.15 - 08.35 a.m. Registration, coffee and networking
08.35 - 10.05 a.m. Dr.Jean-Paul Paquin – Finance fundamentals and
decision making
10.05 - 10.30 a.m Break/Coffee
10.30 - 11:45 a.m Dr. Michael L. McIntyre - Financial
management of an enterprise
11.45 - 01.00 p.m. Lunch
01.00 - 01.40 p.m. Denzil Doyle – “Winning” Business Plans
01.40 - 03.00 p.m. Kevin Bennett & Cliff Taylor – Critical Success Factors &
Financial Accounting
03.00 - 03.15 p.m Break/Coffee
03.15 - 03.45 p.m. Dr. Vernon Sulway - Industrial Research
Assistance Program (IRAP)
03.45 - 04.30 p.m Michael Dunleavy – Capital Financing
Issues & Trends
Location:
Communication
Research Center 3701 Carling Avenue, Ottawa, in
the main auditorium
Session Cost (includes continental breakfast, breaks,
lunch and handouts):
$120 – Registration before April 21, 2004, (all costs
includes GST)
$90 - OCRI, PEO and OSPE members
$60 - IEEE Members (Membership available now at 50%
discount at www.ieee.org )
$30 - Students, IEEE (EIT)* and EMS Members.
Registration:
click here.
(space is limited to maximum 70 participants, registration
required).
CONTENT
Provides managers a pragmatic approach to
project financial evaluation and decision. Competing approaches to
measuring wealth: Economic versus accounting approaches. What
decision criteria should be used? Errors to avoid when measuring
operating cash flows. Assessing the cost of capital. Economic
factors impacting the project profitability and how to deal with
taxation, inflation, and exchange rates. Related projects and their
assessment. Sensitivity analysis and Break-Even Analysis: An
introduction to risk analysis. Competing methods for dealing with
risk: Normative, probabilistic, and prescriptive approaches.
A primer for managers concerned with the
internal financial management of an enterprise with an emphasis on
liquidity management. An introduction to forecasting liquidity will
also be presented. The presentation will also address issues
relating to managing banking relationships, and key considerations
in structuring a banking relationship.
3.
dr.
denzil doyle
(pm) Chair capital alliance venture
Producing winning business plans. The
essentials that should go into a business plan in order for it to be
understood by the business community.
Discussion on the critical success factors of
early stage companies, focusing on the many accounting, tax, and
finance related issues and opportunities that are important to the
success of companies at this stage.
IRAP - the Industrial Research Assistance
Program of the National Research Council – is a nation-wide network
of technical people that has been providing advice and assistance to
innovative Canadian technology companies for over 50 years. As one
of about 250 advisers in the network, Vernon will describe the
challenges and opportunities that this interaction brings to the
innovation
process.
6.
Mr. Michael Dunleavy (pm) labarge-weinstein
Venture capital financing trends in technology
companies with particular emphasis on technology start-ups.
Dissection of a typical venture capital "term sheet" for a financing
transaction and review current financing trends and their impact on
entrepreneurs. Recommendations on how to maximize value for founding
shareholders and employees in the face of depressed valuations and
competitive market conditions
Some
questions that will be answered
PRESENTERS
Presenter: Dr Jean-Paul
Paquin received his M.Sc. Comm. (Applied mathematics) and D.E.S.
(Master's in applied economics) degrees from the Université de
Montréal (Québec,Canada) in 1969 and 1972 respectively, and his
Ph.D. (Economics) from the University of Ottawa (Ontario, Canada) in
1979. He is currently Professor of Project Management and Project
Financial Evaluation at the Université du Québec.For eight years he
has been the Director of the Master's Program in Project
Management. His research is in the areas of Business Strategy,
Project Management, Quality and Risk Management. His research has
been published in several journals, including the Earned Quality
Method in IEEE Transactions on Engineering Management (Feb. 2000).
He is President of Strategia Project Management Group. His work
experience includes cost-benefit and financial evaluation (Senegal,
Morocco, Tunisia) and input-output economic planning (CARICOM
countries) with the World Bank and private consulting firms as well
as financial risk assessment for the Department of National Defense
(Canada). Dr. Paquin is member of the Project Management Institute (PMI).
Presenter: Dr. Michael L. McIntyre:
Michael received his Ph.D.from Queen's University School of Business
and is currently an assistant professor at the Eric Sprott School of
Business (Carleton University). He is a Chartered Accountant in the
province of Ontario. He was with the Bank of Nova Scotia in the area
of credit assessment and management, loan work-outs, corporate
finance, mergers and acquisitions. At Coopers & Lybrand, he
performed audit, insolvency, and financial investigations. He has
written a number of journal articles and technical reports in the
area of finance. He is currently Division Chair, Finance Division of
the Administrative Sciences Association of Canada Conference.
Presenter:
Dr. Denzil Doyle is chairman of Capital Alliance Ventures
Inc., a venture capital firm specializing in high technology
investing. He is also chairman of Doyletech Corporation, a high
technology consulting firm. Prior to these careers, he spent
eighteen years as president of Digital Equipment of Canada Limited.
He has a detailed knowledge of the high technology industry, not
only in the Ottawa area, but also across Canada. He has advised all
three levels of government on industrial and science policy. In
recognition of his pioneering efforts in the creation and
development of Ottawa’s high technology industry, he received an
honorary Doctorate of Engineering from Carleton University in 1981.
He has been instrumental in the creation and development of several
high technology companies and serves on several boards of
directors. He is the author of several business articles as well as
the textbook, “Making Technology Happen”.
Presenter: Mr. Kevin
Bennett: Kevin is a Manager in the Tax Services practice of
PricewaterhouseCoopers LLP (Ottawa). Since joining the firm in 1996,
Kevin has worked with a variety of clients in several economic
sectors. Over the past several years, Kevin has been focused on
providing tax compliance and tax consulting services to technology
companies conducting research and development in Canada. Kevin’s
client’s range in size from small locally owned start-ups to large
multinational companies operating in Canada. Kevin is a 1997
graduate of Memorial University of Newfoundland Bachelor of Commerce
(honours) program. Kevin is a member of the Canadian Institute of
Chartered Accountants and is also a Certified Financial Planner.
Presenter: Mr. Cliff
Taylor Cliff Taylor is a Partner in the Tax Services of
PricewaterhouseCoopers in Ottawa and specializes in providing value
added tax services to public medium sized and early stage technology
companies. Cliff advises on abroad range of corporate and personal
tax planning and compliance issues, including the various Canadian
R&D tax credit programs. Cliff also has extensive experience with
the various Canadian tax authorities regarding the resolution of
personal and corporate tax issues on behalf of clients. Cliff has
also led and participated in a number of significant merger and
acquisition transactions. Cliff received his B.A. from the
University of Waterloo and is a Chartered Accountant.
Presenter: Dr. Vernon
Sulway: After 20 years as an Industrial Technology Adviser (ITA)
with the Industrial Research Assistance Program (IRAP) he brings a
wide range of experiences to working with SMEs. Coming from a
background in electronics and semiconductor physics, component and
systems reliability, starting up a high-tech instrument company,
developing and operating networked computer applications, he still
enjoys the challenges of working with companies from “pre-startup”
to well established to help them in their growth. Helping to make
the appropriate resources available to this varied clientele is the
stock-in-trade of an ITA.
Presenter: Mr. Mike
Dunleavy is a partner of LaBarge Weinstein LLP, having joined the
firm July 2000 after seven years of practice at two major Toronto
law firms. Mike's clients include small and large technology
companies, venture capital firms and investment banks. He has
represented purchasers and vendors in a variety of mergers and
acquisitions, issuers and underwriters in public offerings, and has
substantial experience in venture capital and other private
financing transactions. Mike also has an extensive background in
technology contracting, including the drafting and negotiating of
agreements for the licensing, development and distribution of
technology and the outsourcing of technology services. Mike’s
current clients include ZIM Corporation, MetroPhotonics Inc., Protus
IP Solutions Inc., Critical Telecom Corp. and BelAir Networks Inc.,
among others.
Seminar
Timeline:
*
For additional information or to indicate transition please contact:
John Grefford at Grefford@ieee.org
, or call 613-839-1108. You may become a member at www.ieee.org
Sponsors
are welcome, please contact our Seminar Coordinator, Leo Berndt, at Leo.Berndt@rcmp-grc.gc.ca
to obtain the advantages of sponsorship.
THANKS TO OUR SPONSOR:
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