Presented by:
CDSPI is a not-for-profit Canadian financial services
organization whose members are the CDA and nine
provincial dental associations and territories. CDSPI
operates for the benefit of dental professionals and as such, is pleased to
collaborate with accounting, legal, human resource and other business
professionals to bring you this highly customized practice management
program.
Co-presented by:
ENROLL TODAY!
Name: _____________________________________
Please Circle: (D) (H) (T) (A) Address:
City: _________________________ Province: _____
Postal Code: _____________
Email (Mandatory):________________________________
We respect your privacy and will not share your personal
information with any outside source.
Phone Number: ___________________________________
Practice Management
Staff & Patient Communications
Accounting, Legal & Tax Issues for
Dental Professionals
Financial Planning: Risk Management &
Wealth Building
CDSPI is providing for a 10% discount on this seminar.
This program has been designed for dentists to enhance
their knowledge and understanding of the business of
dental practice ownership in the following areas:
Effective Communication at Work
LEARNING HIGHLIGHTS:
☐Dentist: $315 $283.50 + 5% taxes = $297.68
☐Auxiliary: $157.50 $141.75 + 5% taxes = $148.84
CE Credits: 6.5
Fees include: continental breakfast, lunch, refreshments
and snacks
Dietary restrictions: ___________________________
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Understand the three major communication styles;
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Develop techniques to communicate assertively;
PAYMENT INFORMATION:
Payable by Visa, Mastercard, or Cheque
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Speak effectively when conversing about conflict;
Name:_____________________________________
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Recognize the barriers that can get in the way of listening.
Card #_____________________________________
PRESENTING EXPERT:
Diane Knoll, Morneau Shepell
Diane specializes in leadership and team
development, emotional intelligence and personal
performance. She brings many years of experience in
analyzing, designing, and facilitating training and
development programs. Diane has been coaching
leaders, from front line to senior management, since
2007. Her career includes experience in the private and public sectors
including education, finance, mining, program management, and leadership
development and performance management. She is a graduate of the Royal
Roads University Graduate Certificate in Executive Coaching and has achieved
her professional coaching certification level (PCC) through the International
Coaching Federation. She is a certified practitioner in the Myers Briggs Type
Indicator (MBTI), Facet5, Emotional Intelligence and 360 feedback
instruments.
Expiry Date: ________________
Signature:___________________________________
Amount Authorized:___________________________
Make Cheque payable to:
College of Dentistry University of Saskatchewan
Mail Cheque To: Attn: Jason Korte
105 Wiggins Road Saskatoon, SK S7N 5E4
Fax application to: 306-966-5590
REGISTER ONLINE:
http://www.usask.ca/dentistry/alumni/continuing-education.php
The University Of Saskatchewan College Of Dentistry in
collaboration with CDSPI, is pleased to offer a practice
management seminar designed for dentists who own
their own practice or associates who are considering
becoming a practice owner. CDSPI has modeled this
program around a panel of experts in specialized fields
who will share their expertise and suggest best
practices across a broad range of topics related to
managing a dental practice effectively.
SATURDAY, JUNE 4, 2016
8:30AM – 4PM
University of Saskatchewan
Leslie and Irene Dube Theatre (Room 1150)
E Wing Health Sciences Building
107 Wiggins Road
Saskatoon, Saskatchewan
S7N 5E4
expanding their business. A trusted advisor, Jason works closely with clients to
develop a process that will take them to the next level of their business.
Accounting, Legal & Tax Issues for
Dental Professionals
Jason earned a Bachelor of Commerce degree from the University of
Saskatchewan, has received his Chartered Accountant (CA) designation and is
certified in Strategic Performance Management. Active in his profession, he
also serves on the boards of both the Canadian Association of Family
Enterprise (CAFÉ) and Farm in the Dell.
LEARNING HIGHLIGHTS:
This presentation will cover a number of accounting, legal, and tax issues of
interest to dental professionals at all stages of their career. Topics to be covered
include:
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Benefits of practicing through a professional corporation and the
process of incorporation;
Effective tax structures for practice through a professional
corporations, including a discussion of holding corporations and
family trusts;
Associate fee sharing agreements - important clauses to consider
from both the operator’s perspective and the associate’s perspective;
Key considerations for the drafting of cost sharing agreements;
Purchasing or selling a practice – tax & legal issues, including key
clauses for both the vendor and the purchaser to consider;
How to avoid being classified as a ‘personal services business’ for tax
purposes;
Best practices for records and documentation; and
What to do if your practice is subject to an audit by the CRA.
PRESENTING EXPERT:
Erin Bokshowan is a lawyer with MacPherson Leslie
& Tyerman LLP, and specializes in corporate law
and tax law. Erin assists clients at all stages of the
business cycle, from incorporation to winding-up,
ensuring all transactions are undertaken in a taxefficient manner. She has a great deal of
experience advising professionals, including
dentists and orthodontists. She provides advice on the incorporation of
professional corporations, the preparation of associate fee sharing agreements
and cost sharing agreements, and the purchase and sale of dental and
orthodontic practices. She also assists clients in general estate planning
matters, including the preparation of wills, powers of attorney, and advance
health care directives.
PRESENTING EXPERT:
Jason Watt, CA, is a Partner and Business Advisor within
MNP’s Assurances Services team in the Saskatoon office.
Jason offers customized assurance and business advisory
services primarily to owner-managed businesses. He has
extensive experience working with healthcare
professionals, implementing tax-efficient structures with
a focus on tax minimization, and creditor proofing
aspects of his clients’ organizations. Jason takes pride in working with clients
to help them overcome hurdles, meet tax compliance and achieve both their
personal and business goals.
Jason has over 20 years of experience providing practical options for his
clients, whether he is engaged in the sale of a business, succession planning or
PRESENTING EXPERT:
Kurt Wintermute is the senior tax litigator and head of the
tax litigation practice area at MLT LLP. Kurt has extensive
experience representing corporate and individual clients
before all levels of court and taxation agencies regarding
federal and provincial tax issues. Kurt advises clients and
litigates matters involving corporate and personal income
tax, goods and services tax, voluntary disclosures, tax
evasion, employment insurance, Canada Pension Plan and Customs issues, provincial
sales tax, provincial royalties, and commodities tax. He has successfully challenged a
number of Canada Revenue Agency and provincial tax reassessments, most recently
involving Canadian residency issues and the Canada-U.S. treaty tie breaker rules, the
GAAR and the kiddie tax, Saskatchewan mineral royalties, transfer pricing penalties,
employee benefits and the deductibility of resource surcharges. Kurt has extensive
experience in achieving cost-effective resolutions of tax disputes on behalf of clients
with federal and provincial taxation agencies and before the Tax Court of Canada,
Superior Courts of the Provinces and Appellate Courts.
PRESENTING EXPERT:
Susan Roberts, BA, FLMI, ACS, AIAA, CHS™
Vice-President, Insurance Advisory Services, CDSPI
Susan joined CDSPI after graduating with a
Bachelor of Arts degree from the University of
Western Ontario. She leads a team of more than a
dozen insurance advisors and insurance claims
support staff. Susan has over 20 years of
experience helping dental professionals with their insurance needs. She is
licensed as a general insurance broker and life insurance agent and is the
Deputy Principal Broker at CDSPI Advisory Services Inc. Susan is fluent in
French and is licensed in Quebec as a Damage Insurance Broker and as a
Financial Security Advisor and Advisor in Group-Insurance Plans.
Patient Communications
LEARNINGHIGHLIGHTS:
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Understand that there is more to communicating than talking
What are barriers to effective communication
Discuss ways to deliver information patients both in and outside of
challenging situations
Review some common scenarios and reflect/discuss how to
communicate effectively within them
PRESENTING EXPERT:
Alyssa Hayes BDent, MSc, FRCD(C)
Assistant Professor, Dental Public Heath
University of Saskatchewan - College of Dentistry
Financial Planning
LEARNING HIGHLIGHTS:
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How to develop a goals-based investment plan to achieve financial
independence;
Mitigating office and professional risks – what, when and how to use
insurance to protect against the risk of a catastrophic loss;
Navigating your way through investments, insurance and the business
of ‘advice’;
Strategies for income splitting and maximizing your income in a tax
efficient manner; and
How to safeguard your estate to ensure your assets are passed on to
the people you care most about.
PRESENTING EXPERT:
Ron Haik, MBA, CFP®, FMA, FCSI®, CIWM®, TEP Vice
President, Investment Advisory Services, CDSPI
Ron has practiced in the financial services industry
over 20 years. He gained a breadth of experience in a
variety of roles, such as Financial Planner and
Investment Advisor in the areas of domestic and
offshore planning for the High Net Worth segment.
As Vice-President of Investment Advisory Services, Ron leads a national team
of Certified Financial Planner® (CFP®) professionals who serve the Canadian
dental community. Ron holds an MBA with a double-major in finance and
financial services from the Schulich School of Business.
Alyssa Hayes is a Dental Public Health specialist. She
is an Assistant Professor at the College of Dentistry,
University of Saskatchewan. She completed her
dental training in Sydney, Australia where she remained to work for several
years prior to returning home to complete her specialty training at the
University of Toronto. Dr. Hayes is currently the President of the Canadian
Association of Public Health Dentistry and the North American co-chair for the
Alliance for a Cavity-Free Future.
FOR MORE INFORMATION CONTACT:
Jason Korte
Continuing Professional Education Coordinator
College of Dentistry - University of Saskatchewan
Phone Number: 306-966-5662