Specialized HST/GST: Financial Services Course

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This is the agenda for Day 1
Day 1 Tuesday, September 10
8:00 – 9:00
Registration & Continental breakfast

9:00 – 9:30
Introduction

9:30-10:30
Module I - Definition of Financial Services Lecture

10:30-10:45
Networking Break

10:45 - 11:45
Module I - Lecture (cont'd)

11:45 – 12:00
Module I: Interactive Session

12:00 – 1:00
Network lunch

1:00– 2:45
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).

2:45 – 3:00
Module II: Interactive Session

3:00– 3:15
Networking Break

3:15 - 5:00
Module III – Inputs Lecture

This is the agenda for Day 2
Day 2 Wednesday, September 11
8:00 – 9:00
Continental breakfast

9:00 – 10:00
Module III - Lecture (cont'd)

10:00 – 10:30
Module III – Interactive Session

10:30 – 10:45
Networking Break

10:45 - 12:00
Module IV – HST and QST Lecture

12:00 – 1:00
Networking lunch

1:00 – 1:45
Module IV – HST and QST Lecture (cont’d)

1:45 – 2:00
Module IV – Interactive Session

2:00 - 3:00
Module V – HST and Investment Plans Lecture

3:00 - 3:15
Networking Break

3:15 -4:15
Module V – Lecture (cont’d)

4:15 – 4:30
Module V – Interactive Session

This is the agenda for Day 3
Day 3 Thursday, September 12
8:00 - 9:00
Continental Breakfast

9:00 - 10:45
Module VI – Part A - Pension Plans Lecture

10:45 am – 11:00 am
Networking Break

11:00 am – 12:00 pm
Module VI – Part B - ITCs Related to Financial Services Lecture

12:00 -12:15
Module VI - Interactive Session

12:15 -12:30
Closing