View past topics and speakers (since October 1999)
October 21, 2025 (includes AGM) – Dinner (5:30 pm start)
Topic: Cross-Border Estate Planning
Speaker: Max Reed, Principal, Polaris Tax Counsel
Menu:
STARTER: Tomato & Basil Soup
MAIN (choose 1): Braised Beef Short Rib OR Vegan Lentil Roast (vegetarian)
DESSERT: Assorted Petit Fours (Family-style desserts for the table)
November 25, 2025 – Lunch (11:40 am start)
Topic: Planning for Art and Collectibles: Cross-Border Issues, Copyright, and Export Rules for Canadian Estates
Speaker: Cailin Broere, Regional Consultant, Bonhams, Vancouver & Western Canada, Trusts & Estates
Menu:
THE DELI BUFFET
Soup of the day
Arcadian Greens – shaved vegetables, spiced pumpkin seeds, citrus vinaigrette
Sun-dried Tomato Penne Salad – cherry tomato, basil, ricotta, grana padano
Rustic Vegetable Slaw – kale, cabbage, carrots, raisins, sunflower seeds
Artisan Bread Sandwiches & Wraps:
– Shrimp Salad, croissant
– Turkey & Swiss, cranberry aioli, sourdough
– Roast Beef & Watercress, horseradish aioli, brioche slider
– Black Forest Ham, aged white cheddar, sweet mustard aioli, baguette
– Herb Quinoa, roast yam & red onion, edamame, lemon hummus, flour tortilla (Vegan)
Desserts: Lemon tarts, brownies & assorted bars
January 27, 2026 – Virtual (5 pm start)
Topic: This Time is Different – Adapting to New Realities
Speaker: Susan Mowbray, Partner, Consulting, MNP LLP
Susan is a Partner with MNP’s Consulting Group in Vancouver and leads MNP’s national Custom Research and Economics Insight Practice. She is an economist who specializes in developing quantitative estimates to inform decision-making and policy development. Her work includes estimating economic impacts, developing economic indicators, preparing demand forecasts, labour market analysis, undertaking cost-benefit analysis, and estimating the costs associated with the delivery of products and services.
She is regularly invited to speak on economic conditions and provides insight on what the macro environment means at the regional level and for individual organizations.
This meeting will be held on the Zoom platform.
February 24, 2026 – Lunch (11:40 am start)
Topic: 2026 Tax Update
Speaker: Jamie Golombek, Managing Director, Tax & Estate Planning, CIBC Private Wealth
Menu:
THE ITALIAN BUFFET
Butter Leaf Salad, arugula, radicchio leaves, lemon herb vinaigrette
Caprese Salad – bocconcini, tomato, aged balsamic, basil
Panzanella Salad, cucumber, tomato, sourdough crouton, red onion
Grilled Green Beans & Radicchio – pine nuts, tomato fondue (Vegan)
Espresso Crusted Flank Steak – arugula, blistered tomato
Pacific Cod & Calamari – pepperonata, caper olive gremolata
Penne Ziti with Spinach Alfredo – roasted mushrooms, basil
Rustic Ratatouille – seasonal roasted vegetables
Desserts: Tiramisu, Pistachio panna cotta and Biscotti
April 7, 2026 – Lunch (11:40 am start)
Topic: The Fiduciary Edge: Navigating Complex Capital and Governance for Modern Legacy
Have you ever looked across the table at your clients and wondered if what you are saying is landing? How is it being heard and understood? Why might it not be implemented or even taken into consideration?
Through the lens of family philanthropy and the family foundation, we will explore the “gremlins” in the room that, when called attention to, can move your client relationship from surface-level to become the trusted advisor at a multi-generational level.
Focus: Directly addresses the critical shift in client demands from rising generations and wealth inheritors
Topics:
- Family System Demands: Bridging the gap between the rising generation’s demand for gender parity, speed, transparency, and systems change and the structures of legacy foundation governance
- Evolving Client Psychology: Understanding the motivations and anxieties of high-net-worth clients, especially family principals, to structure charitable planning with greater precision
- Blended & Venture Strategies: Evolving the planning practice beyond traditional giving and foundation models; analyzing the opportunities in market-driven models like venture philanthropy and impact investing.
Speaker:
Gena Rotstein, Philanthropy Strategist, FEA, Social Impact Entrepreneur, Karma & Cents Inc.
BUFFET MENU:
Butter Leaf Salad, arugula, radicchio leaves, lemon herb vinaigrette (V GF NF)
Tomato & cucumber salad, red grapes, olives, arugula, bocconcini, red wine vinaigrette (GF NF)
Radicchio salad, shaved fennel, orange & grapefruit, lemon tarragon dressing (V GF NF)
Panzanella salad, cucumber, tomato, sourdough crouton, red onion (DF NF)
Calabrian chili & rosemary crusted flank steak, arugula, blistered tomato, balsamic crema (GF DF NF)
Saltimbocca style pacific cod (CONTAINS PORK), crispy prosciutto & sage, lemon beurre blanc, castelvetrano olives (GF NF)
Penne allá crema di pomodoro, basil & parmigiano (NF)
Rustic ratatouille, seasonal roasted vegetables (V GF NF)
Desserts: Tiramisu NF, Pistachio panna cotta GF, Lemon amaretti cookies GF DF
May 26, 2026 – Dinner (5:30 pm start)
Topic: To be confirmed
Speaker: To be confirmed
June 16, 2026 4:45 pm to 7 pm Year-end Social
Stay Tuned!