Scientific research and experimental development (SR&ED) symposium 2019

Get the latest insights and analysis from Canada’s leading experts on SR&ED to help you maximize cash refunds and tax credits for your firm

Event Details

Location and date:
Toronto November 19, 2019

Take advantage of new financial, technical and industry insights on SR&ED at this innovative one-day symposium.

Come and find out what you need to file successful SR&ED claims through a series of interactive sessions, panels and case studies that cover current interpretation and analysis.

You’ll also be able to expand your network and learn from Canada’s top SR&ED experts – a mix of experienced practitioners as well as representatives from the CRA.

View the agenda

Special offers/promotions

Discounts available for groups of 10 or more. To learn more and redeem, contact Reshma Oza, program coordinator.

Additional options and pricing may be available. See pricing and registration for more details.


7 CPD hour(s)
Pricing & registration

Topics include:

  • common issues in SR&ED reviews
  • current CRA administrative practices and policies
  • SR&ED case law updates
  • financial and technical case study workshops

Who should attend?

  • professional accountants, lawyers, engineers and others who advise clients on SR&ED
  • CFOs, controllers, treasurers and other financial executives responsible for SR&ED
  • government professionals responsible for policy and compliance related to SR&ED

More Details:

Session Descriptions

Registration and Breakfast
Room: 601 Foyer

Opening remarks
Andrea Stupino and Bruce Ball, CPA Canada
Room: 601-602
Bruce Ball, FCPA, FCA

Looking forward: Canada's SR&ED Tax Incentive Program
Jason Charron, Canada Revenue Agency
Room: 601-602

Over the past decades, Canada and the world have experienced profound economic transformation as a result of fast-paced technological growth. Looking forward, we must make sure that Canadians can take on the headwinds of change and create new technologies as a result of disruptive change. Innovation is a top priority in Canada and abroad and is essential for the economic growth and wellbeing of Canadians. The R&D tax incentives offered by the CRA encourages the discovery of new scientific knowledge, ideas, and technologies that stimulate economic growth and competitiveness. In this session, we will look at the strategic direction the SR&ED program is taking to support R&D innovation in Canada.
Jason Charron

SR&ED Tax Incentive Program: Delivering service excellence to Canadians
Ahmed Hassan and Rob Ringrose, Canada Revenue Agency
Room: 601-602

The CRA is committed to providing excellent service to Canadians in administering tax and benefits for their economic and social well-being. Our goal is to ensure that the CRA is operating as a world-class tax and benefit administration, and pursuing excellence in service, compliance, integrity and security, innovation and people. But the world is rapidly changing, and the CRA is under continuous pressure to keep pace. Our clients' and stakeholders' expectations are constantly advancing too. In this session we will look at how the SR&ED program is streamlining its operations and processes to meet the rapidly changing service needs and expectations of Canadians.
Ahmed Hassan ; Rob Ringrose

Coffee Break
Room: 603 Foyer

Recent case law update
Dan Misutka, Felesky Flynn LLP.
Room: 601-602

Dan Misutka

Networking Lunch

Ensuring SR&ED Success: Accelerate through the SR&ED Cycle
Albert De Luca, Deloitte
Peter Dorssers, Canada Revenue Agency
Jay McLean, MNP
Nick Melnyk, Canada Revenue Agency
Elizabeth Pringle, EY

Room: 601-602

In this joint practitioner-CRA presentation, learn emerging trends in SR&ED claims, how to avoid common pitfalls and tips on how accelerate through the SR&ED cycle.

Albert De Luca, FCPA, FCA ; Peter Dorssers ; Jay McLean ; Nick Melnyk ; Elizabeth Pringle

Introduction to Precision Inc. Case
Darren Cheung, Canada Revenue Agency, David Douglas, Ryan ULC, David Regan, KPMG,

Room: 601-602
Darren Cheung ; David Douglas ; David Regan, FCPA, FCA

Case Study Breakout Sessions
Choice of Three Sessions: Mechanical, IT or Financial

Workshop Leaders:
David Douglas, Ryan
Joseph Naar, Canada Revenue Agency
Matthew Pearson, EY

Mike Borowitz, Canada Revenue Agency
Brian Cardinal, Ryan
Heather Posgate, Ryan
Gord Watson, Ryan
Mohamed Parpia, Ryan

David Douglas ; Joseph Naar ; Matthew Pearson

Workshop Leaders:
Darren Cheung, Canada Revenue Agency
Dharmesh Gandhi, EY
Ed Zacharuk, KPMG

Manjit Kochhar, EY
Jason Zhu, EY
Rocco Vertucci, EY
Martin McLaughlin, EY
Farhan Khan, EY
Amanda Turnbull, EY

Darren Cheung ; Dharmesh Gandhi ; Ed Zacharuk

Workshop Leaders:
David Regan, KPMG
David Durst, KPMG
Krista Robinson, EY
Al Macklai, Canada Revenue Agency
David Regan, FCPA, FCA ; David Durst ; Al Macklai ; Krista Robinson

Change Break

Conclusion to Precision Inc. Case Study
Darren Cheung, Canada Revenue Agency, David Douglas, Ryan ULC, Dharmesh Gandhi, EY, David Regan, KPMG,
Room: 601-602
Darren Cheung ; David Douglas ; David Regan, FCPA, FCA ; Dharmesh Gandhi

CRA Q&A Session
Moderators: Susan Bishop and Elizabeth Pringle, EY
Panellists: Patrizia Fontanarosa, Renee MacTaggart, Natalie Migus, Marcel Nugent, Arun Padmanabhan, Amy Siu, Canada Revenue Agency

Room: 601-602

Susan Bishop ; Elizabeth Pringle ; Patrizia Fontanarosa ; Renee McTaggart ; Natalie Migus ; Marcel Nugent ; Arun Padmanabhan ; Amy Siu

Symposium Ends

Venue[s] and Accommodation[s]


Metro Toronto Convention Centre - South Building
222 Bremner Boulevard, Toronto, ON M5V 3L9

The award-winning Metro Toronto Convention Centre (MTCC) is Canada’s largest and one of North America’s leading convention centres. Its three-year, $29 million modernization project is complete. The project features a new design, functionality and upgraded finishes. The MTCC is known for its top-of-class service, first-class venue, in a world-class city. And yes, it’s the only facility that has hosted both a G20 and a G7 Summit. Located in the heart of downtown Toronto, plenty of dining, great hotels, shopping and fun things to do are all within easy walking distance. The MTCC certainly has it all.



Toronto - Delta Hotel
75 Lower Simcoe Street, Toronto, ON M5J 3A6

Hotel reservations are the responsibility of the participant. CPA Canada has arranged for special rates at the Delta Hotel Toronto, conveniently located less than a 5-minute walk from the Metro Toronto Convention Centre (South Building).

Standard Room (single/double) $259/night (plus taxes/fees) Book online

Rates available until October 17, 2019, or until the room block is full.


Please contact:

Member Development and Support
Tel: 1-800-268-3793

Andrea Stupino, Principal, Tax Education
Tel: 416-204-3463

Reshma Oza, program manager
Tel: 416-204-3931