Business Learning - Are You Facing Difficult Decisions?

Business Learning - Are You Facing Difficult Decisions?
. Please Note --> This is a Past Event!! .

Date: 2/12/2013
Time: 7:30 AM TO 11:00 AM

Corporate Event Centre at CHSI
5110 Creekbank Road
Mississauga, ON L4W 0A1

(905) 273-6151

Event Description:




Panel of Legal, Tax and Accounting Experts to answer all questions.




 Tweet @MBOTOntario at this event using #mbotbizlearning

Most business owners will crawl over hot coals to control expenses or close a new deal but rarely stop to consider the implications tax, finance and legal decisions can have on one another. 2013’s first Business Learning Session provides you with the rare opportunity to speak to a super panel of specialists who will consider your questions from both financial and legal perspectives and help you to understand how they impact one another.

This session gives you direct access to our experts in small facilitated groups but also the opportunity to hear from other business owner attendees as they present their scenarios to our panel. Overall this session will provide you with invaluable guidance for protecting your business’ interests.


Joe Conte, Senior Counsel, Pallett Valo LLP
Andy Balaura, Lawyer, Pallett Valo LLP
Stephen Meade, Assurance and Accounting, BDO Canada LLP
Sandy Hale, Tax Partner, BDO Canada LLP

 Read Keynote Speaker Biographies

Event Details:

 7:30 a.m. to 8 a.m.
Breakfast & Networking

8 a.m. to 11 a.m.
Professional Development Series










 Student (Member Schools Only)


 Buy Four, Get One Free!

Prices include breakfast, admission and 13% HST 


Credit card payments:
online registrations will be processed automatically.
Fax and telephone registrations will be processed 48 hours prior to the event.
Cancellations within 48 hours of event are non-refundable. 



Keynote Speaker Biographies

Joe Conte
Senior Counsel
Pallett Valo LLP

Headshot - Joe Conte Web

Joe Conte is Senior Counsel at Pallett Valo LLP and heads its Business Law Practice. He is also a member of the firm’s Insolvency & Corporate Restructuring Practice Group.

Joe has over twenty years of experience as a lawyer in Ontario and, prior to joining Pallet Valo, spent 15 years as in-house Canadian counsel and senior executive in the Canadian commercial finance industry for well-known international companies such as Textron, GE and Deutsche Bank.

During his diverse and generalist career, Joe has had significant experience and exposure to commercial finance, debtor/creditor matters, secured transactions and insolvency law, aviation finance, technology transfers, employment law, general corporate and commercial law, mergers & acquisitions, administrative law, regulatory compliance matters, competition law, intellectual property law and litigation management in all jurisdictions across Canada.

As a former director and officer of large Canadian corporations, he has also shown sound business management and leadership skills in the areas of contract negotiation and drafting, strategic and organizational planning, organizational development, policy setting and employee mentoring and has become known as someone who can apply practical business solutions to complex commercial matters.

Andy Balaura
Pallett Valo LLP

Headshot - Andy Balaura Web

Andy Balaura is a member of the firm's Labour and Employment Practice as well as the
Privacy Law Group.


Andy practices exclusively in the area of management-side Labour and Employment
Law. He advises corporate clients on a wide range of human resource issues, including employee discipline and discharge, employment and consulting contracts, workplace investigations, collective agreement administration, obligations of departing employees,
and the statutory obligations of employers pursuant to the Employment Standards Act and Ontario Human Rights Code. He has presented seminars, training programs, and
papers on a variety of employment law topics.

Andy has appeared as litigation counsel before the Ontario Courts on wrongfuldismissal matters, injunctive proceedings, and occupational health and safety
prosecutions. He has represented employer clients before the Ontario Labour Relations
Board, Workplace Safety and Insurance Tribunal and the Ontario Human Rights Tribunal. Andy is also active as a member of the Board of Directors of several not-forprofit organizations.

B.A. (Hons.), University of Toronto (1996)
LL.B., University of Windsor (2000)
Called to the Ontario Bar, 2002


Stephen Meade, CA
Assurance & Accounting
BDO Canada LLP

Headshot - Stephen Meade Web

Expertise Summary

Stephen has over 15 years of experience in BDO’s Assurance and Accounting practice, serving owner-managed clients in a wide range of industries, including manufacturing, construction and distribution.

Stephen has worked with numerous clients to significantly grow the financial performance of their business through the use of cash flow projections and forecasts He has coordinated the completion of both medium and large engagements with an emphasis on timely completion and proactive service.

Stephen is an active member of the community; his leadership contributions include sitting on the Board of Directors for Kids CAN Charity and playing a key role as a member of BDO’s Mississauga office Fundraising Committee. The Committee has raised over $300,000 for local and provincial community causes over the last five years.

Professional Affiliations
•Institute of Chartered Accountants of Ontario (ICAO)
•Canadian Institute of Chartered Accountants (CICA)
•Team Leader – BDO Mississauga Real Estate and Construction Industry Group
•Team Member – BDO Mississauga Manufacturing Industry Group

Professional Designations & Education
•Chartered Accountant, Ontario (2000)
•Bachelor of Accounting, Brock University (1999)

Sandy Hale, CA
Tax Partner
BDO Canada LLP

Headshot - Sandy Hale Web

Expertise Summary

Sandy has over 25 years of experience providing both corporate and personal tax planning strategies for family-owned businesses, entrepreneurs and large corporations. She is actively involved in structuring and advising on tax minimization strategies for corporate purchases and sales.

Her expertise includes advising companies on corporate reorganizations, as well as estate planning strategies. Sandy has negotiated with the CRA on clients’ behalves to resolve sensitive taxation issues regarding voluntary disclosures. She also regularly presents to clients and the business community on tax matters and has written numerous articles that have appeared in 20/20 Magazine, Enterprise Magazine and The Mississauga Business Times.

Professional Affiliations

•Institute of Chartered Accountants of Ontario (ICAO)
•Canadian Institute of Chartered Accountants (CICA)
•International Fiscal Association
•Canadian Tax Foundation
•Past Chairperson, Mississauga Stakeholders Group for SR&ED
•Liaison Group Member, Toronto West CRA Tax Practitioners
•Past Member, Voluntary Disclosures Committee
•Past Member, CRA Appeals advisory Committee
•2010/2011 Ontario Tax Conference Committee Member
Professional Designations & Education
•Chartered Accountant, Ontario (1988)
•Bachelor of Commerce, Wilfrid Laurier University (1985)
•CICA In-depth Tax Course


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BDO Canada LLP
Pallett Valo LLP

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