Date
Thursday, January 21, 2021 | 8:00 PM
Webinar Sponsors:
Financial Literacy and Entrepreneurship Presented by the Jewish Foundation and UJA Women’s Philanthropy
Please join the Jewish Foundation and UJA Women’s Philanthropy for the next session in a series of webinars on financial literacy.
This session will focus on entrepreneurship and the financial concerns of owning your own business. We will be joined by experts in the field who will answer the following questions:
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How do I analyze my business’s financial statements?
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Should I make outside investments?
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My business is starting to take off, but I may need to borrow money from a third party. What should I consider when approaching a lender?
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What qualifications should I look for when evaluating a team of advisors?
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How should I plan for the sale of my business? How do I manage the proceeds from the sale in terms of a retirement fund?
Thursday, January 21, 2021
8:00 PM
Please register for this free webinar by 9:00 AM on January 21, 2021.
For more information, please contact Rachel Wolfson at rwolfson@ujafed.org
Panelists
Laura Cukier, CPA, CA
Senior Manager,
Lipton LLP
Karen Rosen
Partner, Financial Services & Insolvency Group Lead,
Fogler, Rubinoff LLP
Melanie Segal, CIM
Senior Vice President and Portfolio Manager,
BMO Nesbitt Burns
Moderators & Event Co-Chairs
Marni Pernica
Partner,
Aird & Berlis LLP
Ali Spinner
Partner, Tax,
Crowe Soberman LLP
Jewish Foundation Chair:
Keith Ray
Jewish Foundation Vice-Chair:
Leonard Abramsky
Women’s Philanthropy Chair:
Melissa Muskat
Women’s Philanthropy Vice-Chair:
Perri Kirshenblatt
MODERATORS
Marni Pernica, Partner, Aird & Berlis LLP
Marni Pernica is a Partner at Aird & Berlis LLP and a member of the firm’s Tax Group, Estates & Trusts Group and Estates & Succession Planning Group. Her practice focuses on estate, income tax and succession planning, including cross-border planning, planning to reduce estate administration tax (formerly known as probate fees), the preparation of wills, powers of attorney and trusts, and assisting with estate administration. Additionally, Marni advises clients on how to reduce personal and corporate tax, including the effective use of a family trust. Marni is a member of the OBA Trusts and Estates Section Executive, the Canadian Tax Foundation and the Society of Trust and Estate Practitioners (STEP).
Marni has been an active participant at UJA and the Jewish Foundation, sitting on the Professional Advisory Committee at the Jewish Foundation for the last few years.
Ali Spinner, Partner, Tax, Crowe Soberman LLP
Alexandra (Ali) Spinner is a partner in the firm’s Tax Group and a member of the firm’s Management Committee. Ali is involved in all aspects of the firm’s domestic and international tax practices. She is also experienced in estate and trust planning, corporate reorganizations and voluntary disclosure applications. Ali specializes in complex tax matters relating to business acquisitions and divestitures, estate freezes, post-mortem tax planning, tax due diligence, and corporate and estate tax returns.
With 19 years of experience in public accounting and tax, Ali provides invaluable insight and expertise to each client scenario. She supports clients in their business planning and day-to-day decision-making. What Ali enjoys most is creating quality relationships with clients.
Ali is a past lecturer in the Commerce Program at the University of Toronto’s Rotman School of Management, CPA Canada’s In-Depth Tax Program, and the School of Accountancy Tax Program administered by the Institute of Chartered Accountants of Ontario. In 2016, Ali was named a winner of the prestigious M&A Advisor Emerging Leaders Award (Top 40 Under 40). In 2015, Ali was the recipient of CPA Ontario and the Institute for Management & Innovation at the University of Toronto’s Alumni Award.
PANELISTS
Laura Cukier, CPA, CA, Senior Manager, Lipton LLP
Laura Cukier is a Senior Manager at Lipton LLP. Her practice focuses on providing assurance and tax services to clients in a variety of industries, including manufacturing and distribution, real estate development, professional services, transportation, and not-for-profit organizations. Laura has experience working with entities that prepare financial statements using the reporting frameworks of Accounting Standards for Private Enterprises (ASPE), International Financial Reporting Standards (IFRS), and Accounting Standards for Not-For-Profit Organizations (ASNPO). Laura supports her clients in making effective business decisions and enjoys building quality relationships with owner-managers and management teams alike, based on trust.
Laura became a fully designated Chartered Professional Accountant of Ontario in 2013 and has been working exclusively with private companies ever since.
Karen Rosen, Partner, Financial Services & Insolvency Group Lead, Fogler, Rubinoff LLP
Karen practises in the firm's Business Law Group. A significant portion of her practice is devoted to corporate and commercial lending. She works in close partnership with her clients, advising them on all aspects of commercial/corporate finance, including syndicated lending, subordinate/mezzanine financing, asset-based lending, and aircraft financing.
Karen is highly regarded for her business-minded approach and has significant expertise in advising clients on mergers, acquisitions and divestitures, private equity investments, corporate structuring and restructuring, commercial agreements, corporate reorganizations, shareholder matters, and aircraft acquisitions and sales.
Public and private companies and financial institutions call upon Karen for her ability to structure innovative financing solutions, both Canadian and cross-border. She regularly acts for lenders and borrowers and provides advice across industries, including, solar energy, food & beverage processing, aviation, e-commerce, natural health products, garment manufacturing and distribution, and telecommunications. Karen is recognized as a leading lawyer in The Best Lawyers™️ in Canada.
Karen represents her firm at the Toronto Opinions Group. She also sits on Foglers' Associates Committee and Conflicts Committee, and has been active throughout her years at Foglers in all aspects of the firm, including its branding and marketing initiatives, student program, and continuing professional development program.
Melanie Segal, CIM, Senior Vice President and Portfolio Manager, BMO Nesbitt Burns
Melanie Segal is a dedicated and loyal investment advisor. She began her career in the investment industry in 1994, joining what was then called Burns Fry. Thus, she has the distinction of having been at BMO Nesbitt Burns for her whole career. It is with this same dedication and philosophy that she treats her clientele.
Melanie's clients consist of high net worth families, professionals, and charities. With a fine balance of closely listening to her clients and actively providing valuable advice, she specializes in building portfolios that cater to her client’s individual goals and needs. As a Portfolio Manager with discretionary capabilities, Melanie is able to make investment decisions on her client’s behalf, allowing her clients to focus on their families, work, and life. With this in mind, her focus is on the preservation of capital and doing what is right for the client.
Prior to joining the investment industry, she worked in commercial real estate in her native city of Montreal, as well as in the Maritimes and Eastern Ontario. Melanie holds a BA from the University of Western Ontario, and the Chartered Investment Manager (CIM) designation. She is actively involved with the Women Presidents’ Organization (WPO), through which she has studied at Harvard University with the Leading High Growth Businesses programs (versions 1.0 and 2.0). Melanie is a member of the Board of Directors of First Narayever Congregation and has engaged with other organizations performing charitable work in Ethiopia, the former Soviet Union, Israel, Lithuania, and Poland.
Melanie lives in Toronto with her husband Dan and their two daughters. With a clear perspective on what is important in life after losing her father in 2016, Melanie and her family visited Australia to meet a gentleman who survived the Holocaust with Melanie’s father. She continues this relationship with his family to this day.