Relationships and Dispute Resolution between Family Members

March 12, 2020 8:00 am

Edwards Family Centre – 333 4th Avenue North

Register today

This event is Part 3 of a 4 part series of breakfast events with KPMG, Banda Marketing Group & FBAS. Each event will coincide with the release of the article in The Business Advisor.

Business relationships can be complicated, and that is often even more true when you add a family component to the mix. Join us for breakfast and a lively panel discussion focused on relationships and dispute resolution in family business, sponsored by KPMG. You’ll hear stories and advice about navigating these relationships both from professional advisers who have helped families navigate business transactions, and from the perspective of a 2nd generation family business owner with his own success story.

Breakfast will be served at the event.

Location: Edwards Family Center, 333 4th Avenue North, across from Saskatoon Funeral Home. There is free parking in the lot at the funeral home.

Time: 8:00 AM – 9:30 AM

Cost for the event is $25.

Non members are welcome to attend these events as well. Please feel free to bring guests.

Panelists:

Gord Stewart, FCPA, FCA

Gord Stewart is a partner with KPMG LLP in Saskatoon, Canada. Gord grew up on a farm in rural Saskatchewan, joined the firm in 1979 after obtaining his business degree and became a partner with in 1990. During his career, Gord has served as the lead audit partner responsible for a number of public companies (including Cameco Corporation, Claude Resources Inc., Shore Gold Inc., Wescan Goldfields Inc., Great Western Minerals Ltd. and Versa Bank) in both Saskatchewan and Ontario, a large number of not for profit organizations (including Saskatchewan Medical Association, College of Physicians and Surgeons of Saskatchewan, The Saskatoon Visitor and Convention Bureau, Riverside Country Club and Saskatoon Golf and Country Club and the City of Saskatoon to name a few), many First Nations and Metis organizations (including Gabriel Dumont Institute, Central Urban Metis Federation, Saskatoon Indian and Metis Friendship Centre and La Ronge, English River and Muskeg Lake Indian Band) and numerous for profit entities in the manufacturing, agriculture, private equity, co-operative and retail sectors. Gord also led a Canadian project team in conducting an operational review of a gold mining project in central Asia.

Gord has served on the Board of Directors of Saskatchewan Blue Cross, Saskatchewan Jazz Festival, the University of Saskatchewan Alumni Association and has been a member of the University of Saskatchewan Senate where he participated in a number of committees involving Dean review, executive hiring and honorary degree approval. Gord was also involved with the University of Saskatchewan 5th year advisory board which led to the creation of a new graduate program called the Masters of Professional Accounting. He has contributed extensively to the educational activities in his profession.

Gord has considerable experience when it comes to relationships and dispute resolution in family business, having provided professional advice in many such situations. He recently served as the subject matter expert for the 3rd article in the “Family Matters” educational series, titled “Dispute Resolution: Keeping Family Together” in The Business Advisor magazine, sharing the knowledge he’s gained over decades of experience.

Nancy Hopkins Q.C., (Hon) CPA

Nancy Hopkins practices business law, with an emphasis on corporate governance, mergers and acquisitions, taxation law, and IT law. Nancy has led McDougall Gauley teams on numerous mergers and acquisitions, acting for vendors, purchasers or the corporation being acquired.

Nancy was involved for many years with the chartered accounting profession, including serving as public director of the Canadian Institute of Chartered Accountants, as it then was, from 1998 to 2004. During that time she served on the Public Interest and Integrity Committee of the CICA for the development of revised independence rules for the C.A. profession. She was granted honorary membership in the Saskatchewan Institute of Chartered Accountants in 1997.

In December 2014, Nancy was a recipient of the Women’s Executive Network’s (WXN) 2013 Canada’s Most Powerful Women: Top 100 Awards in the Corporate Directors category. These awards celebrate and highlight the professional achievements of women across the country in the private, public, and not-for-profit sectors. Award winners were selected based on their strategic vision and leadership, commitment to their communities and the financial performance of their organizations.

Brian Wallace – Wallace Construction Specialties Inc.

Brian Wallace was born and raised in Saskatoon. He completed university at the U of S with a bachelor’s degree in Commerce. After graduating he left Canada to live in South Africa between the years of 1990 and 2000. During that period, he was involved in the motor industry at first with Mercedes Benz, then following, owned and operated an Off road specialty dealership. After returning to Canada in 2000, he joined the family business – Wallace Construction – in a sales role, and progressed up the ranks to eventually purchase the business 4 years ago.

Brian has been involved with the Saskatoon Construction Association, serving as a director from 2007 – 2017, and holding the position of President in 2016. He also served on the advisory board for the Saskatchewan Construction Association from 2012 – 2014, and the board of directors from 2015 – 2017.

Brian has been married to Sabrina for 16 years, and has two daughters who are very involved in gymnastics.

Moderator:

Sarah Tkachuk CPA, CA, FEA

Sarah is the leader of the Tax Services practice in Regina. Throughout the past 20 years, Sarah has specialized in helping owner-managed businesses and entrepreneurs as their business adviser. Working closely with her clients, Sarah provides insight to help them grow their business, minimize tax and meet their organizational objectives.

Sarah has a wide range of experience in tax and consulting in the private sector. She concentrates on projects related to tax compliance, advisory services, corporate reorganizations, estate planning and succession planning.

Sarah is a certified FAMILY ENTERPRISE ADVISOR and is a member of the KPMG Enterprise Family Office Team. She is dedicated to assisting family owned and operated businesses to effectively deal with their unique management challenges. Her goal is to help guide family businesses in their day-to-day operations with a focus on the continuity of the family business.

In addition to her work at KPMG, Sarah is very active in her community. She has been involved in a number of organizations in the past. She is currently involved with the Martin Family Initiative and sits on the board of Synchro Regina. She is also Vice Chair of the Regina Chamber of Commerce and sits on the Chamber Governance committee.