Capital Clarity: Unlocking Growth Together

Location: Brightwood Golf & Country Club
Date: October 18, 2024
Time: 8:00 AM – 12:15 PM

CHECK OUT THE FULL PROGRAM AND SPEAKER LIST HERE!

Join us for a pivotal event dedicated to all entrepreneurs!

Whether you're steering a start-up or expanding a family-run enterprise, this event is your gateway to a universe of financial opportunities. Dive deep into the intricacies of funding and discover innovative strategies to fuel your business's growth.

Here’s What You Can Expect:

• Engaging Networking Opportunities: Kick off the day with a networking breakfast and connect with peers, potential partners, and key industry players in a vibrant and supportive environment.
• Insightful Discussions: Learn from top financial experts and business leaders as they explore a horizon of financing opportunities beyond conventional methods.
• Interactive Sessions: Equip yourself with the tools needed for financial readiness, from effective business planning to enhancing your creditworthiness.
• Chart Your Course: Navigate through the financing ecosystem with sessions designed to outline each path’s rewards and risks.
• End the Morning with Impact: Q&A Panel: Get real-time answers to your pressing financial queries and gain personalized advice from seasoned professionals.
  

Don’t Miss Out! Secure Your Spot at the Must-Attend Event of the Year for Business Growth.

Special Offer for New Members: Register for this event and if you join FBA within a month, apply your event fee towards your FBA membership!

AGENDA

8:00 AM - 8:30 AM: Networking, Noshes and Nourishment

8:30 AM - 8:45 AM: Opening

Charting the Course: A Roadmap to Capital Access

Introduction to seminar objectives, the importance of strategic funding choices, and a primer on the day's journey through the financing ecosystem.

8:45 AM – 9:55 AM: Session 1 - Exploring the Terrain

Banking and Beyond: A Horizon of Financing Opportunities

This session maps out the vast landscape of lending, from traditional bank loans to the adventurous realms of venture capital, discussing each path's rewards and risks.

Introductions: Francesca Radelich, Doane Grant Thornton LLP and FBA Treasurer

Moderator: Greg Dickie, Vice President, Royer Thompson

Speakers:
• Morris MacLeod, Invest Nova Scotia
• Paul Ryan, Director, Growth & Transition Capital, BDC Capital
• Darren Harvieux, Account Manager, Small Business Banking, TD Bank

9:55 AM - 10:15 AM: Oasis Break

10:20 AM – 11:20 PM: Session 2 - Preparing for the Journey

Suit Up for Success: The Essentials of Financing Readiness

This practical guide covers the essentials—crafting compelling business plans, enhancing creditworthiness, and navigating the loan application process—with real-world tales from the trenches.

Moderator: Robert Patzelt

Speakers:
• Kevin Fraser, Partner, Advisory Services Partner,
Doane Grant Thornton LLP
• Luke Hansen-MacDonald, President, HanMac Capital
• Chris Owen, Account Manager, Small Business
Banking, TD Bank

11:20 AM - 12:15 PM: Crossroads Q&A

Ready, Fire, Answer: Real Questions, Expert Advice"

Participants' burning questions meet expert insights, enabling tailored advice and shared learning. 

Moderator: Robert Patzelt and Greg Dickie

Speakers:
• Kevin Fraser, Advisory Services Partner, Doane Grant Thornton LLP
• Luke Hansen-MacDonald, President, HanMac Capital
• Bob Pelley, Invest Nova Scotia
• Paul Ryan, Director, Growth & Transition Capital, BDC Capital
• Darren Harvieux, Account Manager, Small Business Banking, TD Bank
• Liam Connors, ACOA

We will be making some draws for some great prizes!!

Thank you to our Valued Speakers & Sponsors:

Please note: when registering for one of our events, you are agreeing to be a part of our general email list. We never publish, rent or sell our list and you can unsubscribe anytime by following the instructions at the bottom of any email from us. Purchased tickets can be issued a refund given 72 hours of notice. If you have any questions, please contact: info@familybusinessatlantic.ca