When it comes to intellectual property (IP) and Scientific Research and Experimental Development (SR&ED) tax credits, CFOs must constantly assess the value of the services that they receive in exchange for engagement fees. Making this assessment can be challenging to the point of frustrating. CFOs must keep the bigger picture of overall financial health of their organization, while dealing with a complex management regime consisting of CTOs and CMOs. Further challenges arise due to complex and opaque billing practices by law firms and SR&ED consultation firms.
Agenda for SR&ED:
- Basic overview
- Tracking experimentation for CRA compliance
- Labour tracking for CRA compliance
- Integrating SR&ED intro tracking systems
- Setting up a strategy
Agenda for Intellectual Property:
- Basic overview of IP regimes
- Identifying points of differences in your business
- Selecting an appropriate IP regime that provides a barrier to entry for those points of difference
- Setting an IP strategy for your company
- Setting an IP management committee
- Business case criteria for IP filings
- Setting fee schedules and billing practices to maximize transparency and accountability
Event details:
Speakers:
Gerry Fung, CPA CMA, P.Eng.
VP of Business Services at NorthBridge Consultants
Andrew Currier, BSEE, LL.B., P.Eng.
CEO of Perry + Currier Inc.
Date & Time:
Friday, 22 September 2017 from
8:00 AM to 10:00 AM (EDT)
* Eligible for substantive hours
Location:
PCK Perry + Currier Inc.
500-1300 Yonge Street
Toronto, Ontario M4T 1X3
Canada (MAP LINK)
For more information please contact:
NorthBridge Consultants
1-519-623-2486 x230
ela@northbridgeconsultants.com
or
PCK IP
1-416-920-8170 x136
low@pckip.com