Date/Time
Date(s) - 27/03/2025
10:30 am - 11:30 am
For startups navigating the road to or having completed a Series A raise, SR&ED compliance is more than just paperwork—it’s a strategic tool. This session is designed for CFOs, both full-time and fractional, who want to establish robust SR&ED practices across their growing organizations.
Join Gerry Fung and Patrick McEwin as they share practical tips to minimize audit risks, set up streamlined processes for compliance, and ensure your financial statements meet investor expectations. Learn how to align your R&D and finance teams, secure buy-in from employees and avoid common challenges that come with growth—all while building confidence with CRA and potential investors.
Gerry is a Professional Engineer, accountant and business leader with over 20 years of experience helping Canadian technology startups leverage government funding programs. At NorthBridge Consultants, he specializes in helping early-stage companies secure resources to fuel growth.
Patrick brings a wealth of experience as a Professional Engineer and management consultant, having worked with some of the Kitchener-Waterloo region’s most prominent scale-ups. With a background in manufacturing and operations, Patrick offers actionable strategies to help startups build solid foundations for sustainable growth.
Speakers
Gerry Fung, Partner, North Group
Patrick McEwin, Engineering Team Lead, North Group
Date and Time: March 27, 2025 10:30 – 11:30am ET
Location: Communitech Hub, 151 Charles St W Suite 100, Kitchener, ON N2G 1H6
**This event is open to startups with $1M+ in revenue**