Canadian Association of Occupational Therapists

  Management Mondays  

Building on CAOT’s relationships with corporate partners, Management Mondays is a free new webinar series that will help you navigate through key business issues that will help you manage your private practice. 

Management Monday webinars are open to CAOT members and non-members.

 There are currently no upcoming Management Mondays Webinars.


  Management Mondays Archives

Buying and Selling a Practice   

May 2, 2016 (12:00pm-1:00 pm ET) 

Presenter: Dan Jennings, CPA, CA, CBV, CF

Dan is a Partner with BDO Accountants & Advisors, where he assists small and medium-size businesses with a variety of Advisory, Valuation and Corporate Finance matters.  Based in Atlantic Canada, his areas of expertise include business valuations, M&A purchase/sale, financing and litigation support.  He is a Chartered Professional Accountant (CPA), a Chartered Business Valuator (CBV) and a Corporate Finance specialist (CF).

Like most small business owners and professionals, a significant portion of your wealth is tied up in your business, so the value of your occupational therapy practice is an important component of your overall wealth and retirement planning.  In addition, your options for how you will realize on that value when you wish to retire is also critical.  This webinar will focus on practice valuation techniques, tips and considerations, as well as your options for exiting your practice, to allow you to maximize the value of your practice and your eventual sale proceeds.

After taking part in this session, participants will:

  1. Appreciate at a conceptual level the primary techniques used to value practices.
  2. Understand the value drivers in occupational therapy practices.
  3. Grasp the various options you have when planning to exit your practice.
  4. Consider how important corporate tax planning is to maximizing the value of your practice when you sell.

To access the webinar archive, please click here 


Developing an Exit Strategy: Options that Deliver a Return on Investment     

March 7, 2016 (12:00pm-1:00 pm ET) 

Presenter: Daphne McGuffin, Program Director for The BDO SuccessCare Program™

Since 1999, Daphne has been developing and delivering experiential learning opportunities and planning sessions for business owners and their families to gain the knowledge and confidence they need to proactively prepare for the inevitable exit from their operation and still meet their objectives for the three key areas of their privately-owned business. In addition to a career in adult education that spans three decades, Daphne has an advanced certificate in family business advising from FFI (Family Firm Institute) and is a Kolbe Certified Consultant.

It is never too early to discuss exit planning. Business owners who wait too long to plan often face issues that impact the viability of their business and their future lifestyle.

When it comes to exiting your business, there are only two options.  It will either be a voluntary sale as a result of a lifestyle choice, or an involuntary sale resulting from ill health, burnout, an untimely death, a disagreement, or a decline in profitability. In this webinar, you will be introduced to a proven process that gives you greater control over the outcome. You will see how this approach can attract both internal and external buyers in any economic environment and help you realize a return of your many years of investment.

After taking part in this session, participants will:

  1. Recognize common barriers to a successful exit strategy and business transition.
  2. Understand the importance of building and transitioning three types of capital.
  3. Know how and when to get started on developing an exit strategy.

To access the webinar archive, please click here 


Tax Refresher – Making Sure You’re Compliant 

January 11, 2016 (12:00pm-1:00 pm ET) 

Presenter: Matt Holmes, CPA

Matt is a Chartered Professional Accountant and Tax Partner with over 10 years of experience providing assurance, tax and advisory services to professionals and private corporations. 

Matt provides specialized tax services to individuals, corporations and trusts. He has also provided tax services to private sector enterprises, including personal and corporate income tax planning, SR&ED tax credit claims and succession and estate planning.

The webinar will focus on compliance requirements for association members.  It will review various requirements such as payroll, income tax, EHT and WSIB.  It will look at the timing of these filing obligations and the options that are available. It will also look at what happens if the reporting is not done or not done in a timely manner.

After taking part in this session, participants will:

    1. Understand their reporting and filing obligations with the various taxing authorities both federally and provincially and the timing of these obligations.

To access the webinar archive, please click here 


Maximize your wealth – Donate less to the Canada Revenue Agency

November 2, 2015 (12:00pm-1:00 pm ET) 

Presenter: Matt Holmes, CPA

Matt is a Chartered Professional Accountant and Tax Partner with over 10 years of experience providing assurance, tax and advisory services to professionals and private corporations. 

Matt provides specialized tax services to individuals, corporations and trusts. He has also provided tax services to private sector enterprises, including personal and corporate income tax planning, SR&ED tax credit claims and succession and estate planning.

The webinar will provide an overview on how to pay less tax in your practice and on your personal income, during and after a sale, based on your ownership structure. Valuations and understanding how to properly structure the business for transition will also be discussed.

After taking part in this session, participants will:

  1. Understand how to pay less tax in your practice, on your personal income, when you sell your practice, when you sell real estate and when you buy a practice.
  2. Understand how to maximize value with your practice valuation.
  3. Know why it is important to start planning transition now.

To access the webinar archive, please click here 


Risk management: Identifying fraud, internal control and financial risks

June 22, 2015 

Presenter: Robert C. Rhéaume

Robert C. Rhéaume is a Chartered Professional Accountant and Partner with over 30 years of experience providing assurance and advisory services to not for profit organizations, professional firms, and private corporations.  He is a key advisor to management and board of directors on risk management.

The webinar will provide an overview on fraud, internal control and financial risks. Managing risk is a key component to a successful organization. During the webinar, the presenter will define each risk, explain the exposure created by each risk, provide guidance on how to identify these risks, and how to manage these risks in your organization.  Actual cases will be used to assist in understanding the exposure from these risks.

Participants will:

      1. Recognize the different types of risk your organization could be exposed to.
      2. Understand what is required to minimize the exposure to these risks in your organization.
      3. Appreciate the importance of a sound control framework to risk management.

To access the webinar archive, please click here 



Managing growth through budgeting and reporting: The pros and cons of using budgets and reports in managing your business

May 11, 2015 

Presenter: Stéphane Savage

Stéphane Savage is a Chartered Professional Accountant, a Certified Business Valuator and Partner with BDO. He has experience with assurance engagements but also focuses on business valuation, litigation support, due diligence, forensic accounting and corporate financing.

The webinar will provide a brief overview of the benefits of using budgets and reports in managing your business as well as the pitfalls.  Details will include when should you budget, how often you should prepare budgets, in which instances don’t you need budgets, what types of reports should you use to assist in managing your business, as well as what are the most useful reports for management.

Participants will:

      1. Understand how and when to prepare a budget.
      2. Understand what types of reports can be useful in managing your business.
      3. Know how to read reports.

To access the webinar archive, please click here



Taxes: Making sure you’re compliant

March 23, 2015 

Presenter: Phil Byrne

Phil Byrne is a Chartered Professional Accountant and a Tax Partner with BDO. He has 35 years’ experience in Public Accounting.  Phil’s practice focuses on small and medium sized owner managed businesses, consultants and professionals. 

The webinar will focus on compliance requirements for association members.  It will review various requirements such as payroll, income tax, EHT and WSIB.  It will look at the timing of these filing obligations and the options that are available. It will also look at what happens if the reporting is not done or not done in a timely manner.

Participants will:

      1. Understand their reporting and filing obligations with the various taxing authorities, both federally and provincially.
      2. Understand the timing of these reporting and filing obligations.

To access the webinar archive, please click here



Outsourcing your bookkeeping – Why it is so important!

January 19, 2015

Presenter: Deanna Lancaster

Deanna Lancaster is a Chartered Professional Accountant and Senior Manager with BDO. She has developed her experience by working on accounting and client service engagements for entrepreneurial businesses, professionals and small businesses.

The webinar will provide an overview of the benefits of hiring a bookkeeper, as well as the pros and cons of various bookkeeping software with real life examples based on what has worked well with similar clients in the past.  The best practices for the segregation of duties and internal controls to mitigate any possibilities of fraud will also be discussed.

Participants will:

      1. Understand the importance of good bookkeeping.
      2. Understand the pros and cons to help you decide on the appropriate accounting software for your business.

To access the webinar archive, please click here



Starting your business: The pros and cons of various ownership structures and the tax benefits associated with them

October 20, 2014 

Presenter: Mathieu St-Denis, CPA, CA

Mathieu St-Denis is a Chartered Professional Accountant and a Senior Tax Manager with BDO Canada LLP. He has developed his experience by working on tax engagements for entrepreneurial business, professionals, not for profit organizations, professional firms, and businesses. 

The webinar will provide a brief overview of the pros and cons of the available ownership structures followed by the benefits of some structures over others. Details will include tax benefits you may not be aware of, such as income splitting, as well as financing acquisitions and access to capital, the Personal Liability Protection myth, among other topics. The cost of operating a corporation and what happens when you retire will wrap up the session.

Participants will:

      1. Recognize the various legal tax structures available to them and which one fits best.
      2. Understand the advantages of incorporating and the work involved in maintaining a corporation active.

To access the webinar archive, please click here

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