Registration & Continental breakfast
Introduction
Module I - Definition of Financial Services Lecture
Networking Break
Module I - Lecture (cont'd)
Module I: Interactive Session
Network lunch
Module II: Financial institutions lecture
Module 2 will focus on the definition of "financial institution" and why it is important to determine whether a business has this status for GST purposes. The discussion will cover non-traditional financial institutions and will deal with related topics, including issues pertaining to making a section 150 election and other compliance implications for financial institutions (such as the Annual Information Return for Financial Institutions).
Module II: Interactive Session
Networking Break
Module III – Inputs Lecture
Continental breakfast
Module III - Lecture (cont'd)
Module III – Interactive Session
Networking Break
Module IV – HST and QST Lecture
Networking lunch
Module IV – HST and QST Lecture (cont’d)
Module IV – Interactive Session
Module V – HST and Investment Plans Lecture
Networking Break
Module V – Lecture (cont’d)
Module V – Interactive Session
Continental Breakfast
Module VI – Part A - Pension Plans Lecture
Networking Break
Module VI – Part B - ITCs Related to Financial Services Lecture
Module VI - Interactive Session
Closing