SR&ED Clinic

COMPLIMENTARY WEBINAR

Part 1

Tuesday, June 23

11:00 – 12:00 PM EST

Part 2

Wednesday, June 24

10:00 – 11:00 AM EST

Join Bruce Singer, Melanie Russell and Marc Belaiche 

and Guests Leaders

Attending this webinar you will learn:

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• Additional ways to find cash inside your business.

• Government money that could be available and might be leaving on the table

• Digging in even deeper into reducing costs, that may or may not have been considered, revisiting priorities and watching out for cutting  “muscle”. 

• Revisiting programs and previous initiatives to find every last drop of more cash saving and/or cash recoveries

• The timing/speed of initiatives and address the sense of urgency for more cash during COVID-19

About Our Host

Bruce Singer, CPA. CA

CEO 

CFO Services By BizON Capital Corpotation

Bruce is the CEO of BizON Capital Corporation and CFO Services By BizON Capital Corporation. He is the founder and Host of “The 9am Spot” Series.

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About Our Moderators

Melanie Russell, CPA,CA, CBV, CIM, CFE, CFF, ABV

President

Kalex Valuations Inc.

Melanie is the founder of Kalex Valuations Inc. She has qualified as an expert in the areas of business/asset valuation, quantification of damages, income determination and forensic accounting. She has testified as an expert in business valuations in the Ontario Court of Justice and the Ontario Superior Court, and for the Investment Dealers’ Association and the Discipline Committee of the Institute of Chartered Professional Accountants of Ontario, as well as in alternative dispute forums.

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Moderator

Marc Belaiche, CPA, CA

President

BizON Capital Corporation

Marc Belaiche, CPA, CA is President of BizON Capital Corporation, an organization that is involved in acquisition of SME businesses and provides CFO Staffing Services.

Marc is also President of TorontoJobs.ca and is author of the book “Tales from the Recruiter – A Canadian Recruiter’s Perspective on How To Get that Perfect Job“.

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Marc has been involved in the entrepreneurship and recruitment communities for over 25 years and is a member of the Human Resources Professionals Association (HRPA) as well as on the Board of the Halton-Peel CPA Ontario Association.
 

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About Our Leaders

Scott Spence

Managing Director, Fundsquire

As the Managing Director of Fundsquire Canada, Scott Spence helps small and mid-sized businesses and startups improve cash flow by providing funds quickly against future tax credits. Fundsquire finances customers in Canada, Australia and the UK, and provides valuable connections to equity and growth partners.

Douglas Samuel

Principal, SR&ED Clinic

Doug Samuel is a SR&ED expert responsible for over $37,000,000 in claims paid from the government to clients in a wide variety of industries.  Doug has also turned numerous “hopeless case” audits into successful claims despite the jaded scrutiny of hard-boiled CRA auditors, and has defended dozens of claims filed by 3rd parties.

Katie Mills

Principal, EMBUS Consulting Inc.

Katie Mills is a Fractional CFO and experienced in both Canada and Internationally in a wide variety of industries.  She has earned a Masters in Accounting Degree from Wilfred Laurier and qualified for a CPA in the State or Oregon. In terms of her accomplishments, in one client, she reduced operating costs by $1.5 million annually, and in another mid-sized manufacturing firm, improved operating cash flow by $ 2.5 Million annually.

Mustafa Ali, Certified Treasury Professional (CTP)
Principal, iConsult Businesses

Mustafa is an expert in cash flow strategies,  optimizing working capital, cash management, and process re-engineering.  During COVID-19, he has helped a manufacturer secure $ 6.25 Million of government secured funding within a 4-week timeframe, and in another client increased their borrowing capabilities by 15% with their lender. In a different situation, his analysis and procurement efforts also helped increase annual cash flow annually by over $ 20 Million. 

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Anne Falomo, CPA, CMA

Strategic Partner

Schooley Mitchell, Vaughan

Anne Falomo, CPA, CMA is an expert in cost reduction and service optimization.

She provides contingency-based consulting services for SMEs in the Manufacturing and Professional Services industries and has achieved annual cost savings in multiple clients. Savings for her clients average over 30%, ranging from 12% in Waste & Merchant Services to 52% in Telecom Expense savings.

Jason Sudbury

OFX, Alliance and Partnership Manager

Jason Sudbury is the Alliances and Partnership Leader in Canada for OFX,  an online international currency exchange and payments platform with over $120 Billion of transfers made to date. OFX has saved companies Millions as compared to more traditional sources through better foreign exchange rates when they send or receive money internationally. 

Brian Litvin

Principal 

Litvin Muir and Associates

Brian Litvin is an expert in Canadian Sales Taxes and International Value Added Taxes. Clients include Multinationals, Canadian and U.S. 

companies,  many of which are household names.  Brian has recovered over $45 Million in cash from indirect taxes for clients and has an unparalleled review success rate.

Bob Hill, CPA, CA

President, R.J Hill Consulting 

Bob Hill is a CPA, CA is Chief Financial Officer, and worked at industries that include Consumer Packaged Goods, Pharmaceuticals/Biotechnology, Manufacturing, and Cannabis Bob has led various cost reduction and efficiency initiatives.  One which drove the top line and at the same time reduced costs of the program by 15%, equaling over $ 1 Million annually.  He also restructured another company to reduce annual costs by over $5 Million.