North Sask Chapter: Spring PD Day

Join us for a full-day of valuable insight and networking!

North Sask Chapter Spring PD Day

Join us for a full-day of amazing speakers and networking!

Pending approval for 4.0 CE credits!

• Thursday, March 26, 2026
• 8:30 A.M. - 3:00 P.M. (CST)
• Includes breakfast and lunch

Ticket Details:

🎟️| Members: $135 + GST

🎟️| Non members $225 + GST

• Limited tickets are available on a first-come, first-serve basis.

PRESENTERS:

KELLY POTTS

Corporate Branch Manager

Kelly has been with CI / Assante in compliance for 20 years in various roles (Policy Analyst; AML Officer; Auditor; CBM).

Scamming: What to look for and how to help

Kelly will be giving examples of the different types of scams/fraud attempts that I've come across over the years. How we have tried to handle them and what we've learned to better help us detect in the future. As well, what advisors can do to best protect themselves.

Andrea Martens

District Vice President, Guaranteed Wealth Solutions, Manulife

Andrea Martens has almost twenty years of experience in Wealth Management. Andrea builds enduring relationship with advisors, helping them to help their clients achieve their financial goals. Born and raised in Winnipeg, Andrea enjoys spending time with family and friends, and staying active year round through cycling and cross – country skiing.

Why A Will Is Not Enough

Redefining Segregated Funds for Estate Planning. A detailed look at the intricacies of estate planning to help clients avoidlitigation and achieve their intended outcomes.

Looking at tools that are available to lessen your client’s burden and reduce personal liability during the grieving/probate process, and to honor and execute client’s testamentary wishes even in the event of declined mental capacity.

Dean Klipperstine

Dean is a Business Advisor and Senior Partner with MNP’s Agriculture team and plays an integral role on the MNP Ag Executive Committee. Working out of the Regina office, Dean has a focus on large scale grain and oilseed farms. He is an advisor to a multitude of farm operations throughout the prairies, primarily in Saskatchewan.

Dean draws on a wealth of knowledge to deliver services and solutions that help clients keep their agricultural businesses current, competitive and profitable. He has consulted with over six farmland holding entities and funds, ranging from the initial beginnings to the final exit. Dean is a Chartered Professional Accountant (CPA), qualifying as a Chartered Accountant (CA). He has a Bachelor of Commerce degree from the University of Saskatchewan.

Owen Kot

Owen is a member of MNP’s Tax Services team in Regina. Owen helps owner-managed businesses in a variety of industries, and being in Regina, many of those businesses are family farms. He delivers tailored advice and services enabling clients to structure their business affairs to achieve their goals and preserve as much wealth as possible.

Owen’s services include specialty tax; estate, succession, and sale planning; and structure optimization. Owen earned a Bachelor of Business Administration (BBA) in

accounting from the University of Regina in 2020, a Master of Professional Accounting (MPAcc) from the University of Saskatchewan in 2021, and his CPA designation in 2023. Owen is a member of the Alzheimer's Society of Saskatchewan Board of Directors and chairs the Finance and Audit committee. Owen is also a member of the Saskatchewan Young Professionals and Entrepreneurs Board of Directors.

Tyson Kennett

Tyson is a Senior Manager with MNP’s Agricultural Services team in Regina. He grew up on a family farm and brings a lifetime of professional and personal experience to his role helping agricultural producers succeed and achieve their goals.

Tyson works closely with primary producers in the crop, livestock, and dairy industries. He focuses on farm transition planning, tax advice, and production insurance analysis.

He supports his clients by finding solutions to make their farm more profitable and ready to adapt to a changing business climate. Tyson earned a Bachelor of Commerce (BComm) from the University of Saskatchewan in 2009. He is a Chartered Professional Accountant (CPA), qualifying as a Chartered Accountant (CA) in 2013.

Farm transition and succession planning from the equally important

lenses of operations and tax

There are many tax levers to pull in an agriculture transition and succession context, however one never wants to let the tax tail wag the business dog. This talk will explore how effective transition and succession planning can meet both tax, operational and other objectives, and how with proper planning you can often execute all to their full extent. Capital gains exemption and tax deferred inter generational gifting/transfer of farm property and farm corporations will be discussed. Additionally, farm business structures and the different tools within them for different scenarios will be discussed as well. There is no one size fits all approach, which will hopefully allow attendees to walk away with some takeaways to communicate to their agriculture client base and potential planning opportunities.

Zeba Ahmad

CEO, Saskatoon Public Schools Foundation

Zeba Ahmad is an alumnus of the University of Saskatchewan, with degrees in Biochemistry and Pharmacy. She began her professional career as a pharmacist and practiced for over 20 years. Prior to her current roles she worked as a Business Development at EY and in Corporate Development/ Government Relations for a metabolic research company at Innovation Place. She currently serves as the CEO for the Saskatoon Public Schools Foundation as well as providing consulting services for NexGen Energy.

She is the proud mom of two grown children, both alumni of the University of Saskatchewan. Zeba is a tireless volunteer locally in Saskatoon, provincially and nationally.

She has served on and chaired several boards including Royal University Hospital Foundation, Saskatoon Public Schools Foundation and Saskatoon Community Foundation. Additionally, she was the inaugural chair of Canada’s Great Kitchen Party (formerly Gold Medal Plates) and a member of the Thundering Ahead Campaign for Wanuskewin Heritage Park. She currently serves on the Boards of Directors for the Rideau Hall Foundation, Saskatchewan Roughrider Foundation, Saskatoon Club and Buffalo River Dene Nation Enterprises Corporation. Zeba also serves as the Honorary Colonel for the 38th Combat Engineer Regiment.

For her community involvement Zeba has received the Sovereign’s Medal for Volunteers, named a Top 100 Alumni of Influence, College of Pharmacy & Nutrition, University of Saskatchewan, awarded the 2021 YWCA Woman of Distinction for Community Building, in 2023 was the recipient of the Queen Elizabeth II Platinum Jubilee Medal and in 2024 awarded the King Charles III’s Coronation Medal.

Literacy has a profound impact over a lifetime and begins at an early age

There are huge economic costs for Canadian society in term of health, social services, employment and the justice system for students who do not graduate high school.

“It is hard to identify any other single issue that can have such a large payoff to individuals, the economy and society than literacy.” – Literacy Matters: A Call for Action, TD Bank Financial Group 2018.

Our vision is bold but clear: every child in Saskatchewan will have the opportunity to reach their full potential through access to quality early education. Saskatoon Public Schools Foundation (SPSF) is an independent charity working in partnership with Saskatoon Public Schools to support students, schools, and teachers through our 3 strategic priorities - literacy, wellness and innovation.

Each year, nearly 30% of students in Saskatoon Public Schools (SPS), through no fault of their own, do not achieve Grade 3 literacy upon completion of Grade 3. These facts are even more concerning in certain neighborhoods where up to 60% of Grade 3 students do not achieve this critical milestone. The research is clear that if a child does not achieve Grade 3 reading level by the end of 3rd Grade, they are four times less likely to graduate high school. That is 5000 students every year in Saskatchewan do no graduate high school on time. Saskatchewan students rank among the lowest in reading comprehension compared to other provinces (PISA 2022).

SPSF launched Early Learning Equal Start in 2019 – a bold and ambitious $20M campaign to fully fund Full-Day, Every Day Kindergarten, Page Turners and Camp Brain Power ensuring our youngest learners are ready to thrive as they begin their school journey. To evaluate the outcome of Full-Day, Every Day Kindergarten SPSF partnered with the University of Toronto to conduct an independent, multi-year study. The evidence is undeniable. Data shows that children who attend Full-Day, Every Day Kindergarten have better educational outcomes than children who attend half-day or alternating full-day programming. The gains extend beyond the classroom, shaping long-term educational achievement, equity and economic resilience.

The work of Saskatoon Public Schools Foundation (SPSF) is unique in Canada and is a model being adopted elsewhere. The investment donors and partners have made in SPSF and the partnership between SPSF and SPS has led to innovation for Saskatchewan’s youngest learners.

Imagine a Saskatchewan where all students are able to realize their full potential!