Lunch & Learn Sessions

Tuesdays, February 9th to April 20th, 2010
12:00 PM to 1:30 PM, Six Luncheon Sessions
Alcatel·Lucent Showcase, Room 133/134
1380 Rodick Road · Markham
$30 ea./per person · Pre-registration required.

Lunch & Learn

The following may be subject to change or modification by the ISCM or Wilson Vukelich LLP.

Table 1 . 2010 Building Blocks Program · Lunch & Learn Session Outlines
Lunch & Learn Session Date Learning Objectives
Luncheon One:
The Colour of My Business Parachute		 Tuesday,
09 February		 Business structures and their tax consequences.
  • What is a sole proprietorship?
  • What is a partnership?
  • What is a corporation?
  • What are the pros and cons of each?
  • Debt vs. equity financing - what's the difference?
  • GST/HST issues, registration and compliance.
  • Income tax issues, such as losses, directors liability.
Luncheon Two:
Keep Your Customers Close, and Your Suppliers Closer		 Tuesday,
23 February		 Contracts with customers and suppliers
  • How do you make a contract?
  • Why contracts in writing are prefereable.
  • What are the remedies if someone does not follow the contract?
  • Special contract types: leases, franchise agreements, trademark and trade name licences.
  • Consumer protection and privacy issues.
Luncheon Three:
Getting Money on the Table		 Tuesday,
02 March		 Financing your business.
  • The bankers view of your business.
  • What to watch for in loan and security agreements.
  • The perils of guarantees.
  • Alternate sources of credit, supplier credit.
  • Making sure you get paid, protecting your accounts receivable.
  • Does credit insurance make sense?
Luncheon Four:
The Care and Feeding
of Your Enterprise		 Tuesday,
23 March		 Maintaining and growing your business.
  • Corporate housekeeping – why minute books are important
  • Bringing in new investors and partners
  • Sources of capital – friends and family, angels, venture capital and beyond
  • Debt or equity?
  • The need for shareholder agreements
  • Growing by acquisition – should you buy assets or shares?
  • What is a Letter of Intent and why do I need another purchase agreement?
  • Unique purchase opportunities – dealing with receivers
Luncheon Five:
May the Work Force
Be With You		 Tuesday,
06 April		 Dealing with your workers and contractors.
  • The basics of hiring and firing staff – wrongful hiring and wrongful dismissal
  • Why you should use employment and consulting agreements
  • Maintaining control – over employees, consultants, trade secrets, customer lists, and all the important intangibles in your business
  • Policies for special situations – dealing with maternity and paternity leave, human rights complaints, discrimination in the workplace
  • The pros and cons of employee shareholders
Luncheon Six:
How Do I Jump?		 Tuesday,
20 April		 Your exit strategy - for better or worse.
  • What should you do if the business isn’t successful?
  • How should you protect your non-business assets?
  • Protecting the business from marriage breakdown and other involuntary events
  • Exit provisions in your shareholder agreement – shotguns, tag-alongs, drag-alongs
  • Other methods of exit
  • Tax consequences – using the lifetime capital gains exemption